Last Update: 30 April 2024
The Paul Boyer Portfolio obtained a 6.22% compound annual return, with a 7.47% standard deviation, in the last 30 Years.
The Frank Armstrong Ideal Index Portfolio obtained a 6.74% compound annual return, with a 10.69% standard deviation, in the last 30 Years.
Summary
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| Paul Boyer Portfolio | Frank Armstrong Ideal Index Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Medium | High | |
| Asset Allocation | Stocks | 25% | 70% |
| Fixed Income | 50% | 30% | |
| Commodities | 25% | 0% | |
| 30 Years Stats | Return | +6.22% | +6.74% |
| Std Dev | 7.47% | 10.69% | |
| Max Drawdown | -18.04% | -40.11% | |
| All time Stats (Since Jan 1976) |
Return | +8.24% | +9.57% |
| Std Dev | 8.30% | 10.64% | |
| Max Drawdown | -18.04% | -40.11% | |
| Last Update: 30 April 2024 | |||
Historical Returns as of Apr 30, 2024
Comparison period starts from January 1976
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| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| Paul Boyer Portfolio | -1.57 | +10.03 | +2.92 | +3.31 | +3.29 | +6.22 | +8.24 |
| Frank Armstrong Ideal Index Portfolio | -3.05 | +12.03 | +7.77 | +5.07 | +5.16 | +6.74 | +9.57 |
| Return over 1 year are annualized. |
Capital Growth as of Apr 30, 2024
Paul Boyer Portfolio: an investment of 1$, since May 1994,
now would be worth 6.10$, with a total return of 510.46%
(6.22% annualized).
Frank Armstrong Ideal Index Portfolio: an investment of 1$, since May 1994, now would be worth 7.07$, with a total return of 607.32% (6.74% annualized).
Frank Armstrong Ideal Index Portfolio: an investment of 1$, since May 1994, now would be worth 7.07$, with a total return of 607.32% (6.74% annualized).
Paul Boyer Portfolio: an investment of 1$, since January 1976,
now would be worth 45.97$, with a total return of 4497.30%
(8.24% annualized).
Frank Armstrong Ideal Index Portfolio: an investment of 1$, since January 1976, now would be worth 83.02$, with a total return of 8201.88% (9.57% annualized).
Frank Armstrong Ideal Index Portfolio: an investment of 1$, since January 1976, now would be worth 83.02$, with a total return of 8201.88% (9.57% annualized).
Drawdowns
Drawdown comparison chart since May 1994.
Swipe left to see all data
|
Paul Boyer Portfolio
|
Frank Armstrong Ideal Index Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -40.11% | Nov 2007 | Feb 2009 (16) | Feb 2011 (40) | 17.98 | |||||
| -18.25% | Jan 2022 | Sep 2022 (9) | Mar 2024 (27) | 8.72 | |||||
| -18.04% | Jun 2021 | Oct 2022 (17) | In progress (35) | 9.54 | |||||
| -17.16% | Jan 2020 | Mar 2020 (3) | Nov 2020 (11) | 7.90 | |||||
| -16.33% | Feb 2001 | Sep 2002 (20) | Oct 2003 (33) | 8.83 | |||||
| -15.51% | May 2011 | Sep 2011 (5) | Dec 2012 (20) | 6.02 | |||||
| -13.66% | Mar 2008 | Oct 2008 (8) | Jul 2009 (17) | 5.30 | |||||
| -12.21% | May 1998 | Aug 1998 (4) | Dec 1998 (8) | 5.81 | |||||
| -9.48% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 4.31 | |||||
| -9.22% | May 1998 | Aug 1998 (4) | Apr 1999 (12) | 4.01 | |||||
| -9.15% | Feb 2015 | Dec 2015 (11) | Jun 2016 (17) | 5.18 | |||||
| -8.72% | Jun 2015 | Feb 2016 (9) | Jul 2016 (14) | 4.53 | |||||
| -8.62% | Oct 2012 | Jun 2013 (9) | Jun 2014 (21) | 4.10 | |||||
| -6.74% | Aug 2016 | Dec 2016 (5) | Jul 2017 (12) | 3.32 | |||||
| -6.72% | Feb 2018 | Oct 2018 (9) | Jun 2019 (17) | 2.96 | |||||
| -5.64% | Apr 2004 | Apr 2004 (1) | Oct 2004 (7) | 3.55 | |||||
| -5.59% | Sep 2000 | Nov 2000 (3) | Jan 2001 (5) | 2.62 | |||||
| -4.97% | Mar 2000 | May 2000 (3) | Jan 2001 (11) | 2.55 | |||||
| -4.44% | Jun 2002 | Jul 2002 (2) | Dec 2002 (7) | 2.16 | |||||
| -4.20% | Sep 1994 | Nov 1994 (3) | Apr 1995 (8) | 2.39 | |||||
Drawdown comparison chart since January 1976.
Swipe left to see all data
|
Paul Boyer Portfolio
|
Frank Armstrong Ideal Index Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -40.11% | Nov 2007 | Feb 2009 (16) | Feb 2011 (40) | 17.98 | |||||
| -18.25% | Jan 2022 | Sep 2022 (9) | Mar 2024 (27) | 8.72 | |||||
| -18.04% | Jun 2021 | Oct 2022 (17) | In progress (35) | 9.54 | |||||
| -17.16% | Jan 2020 | Mar 2020 (3) | Nov 2020 (11) | 7.90 | |||||
| -16.33% | Feb 2001 | Sep 2002 (20) | Oct 2003 (33) | 8.83 | |||||
| -15.51% | May 2011 | Sep 2011 (5) | Dec 2012 (20) | 6.02 | |||||
| -14.90% | Sep 1987 | Nov 1987 (3) | Oct 1988 (14) | 6.97 | |||||
| -14.74% | Jan 1990 | Sep 1990 (9) | Mar 1991 (15) | 7.43 | |||||
| -14.53% | Oct 1980 | Jun 1982 (21) | Oct 1982 (25) | 8.36 | |||||
| -13.66% | Mar 2008 | Oct 2008 (8) | Jul 2009 (17) | 5.30 | |||||
| -13.60% | Feb 1980 | Mar 1980 (2) | Jun 1980 (5) | 6.57 | |||||
| -12.21% | May 1998 | Aug 1998 (4) | Dec 1998 (8) | 5.81 | |||||
| -9.55% | Feb 1980 | Mar 1980 (2) | May 1980 (4) | 4.79 | |||||
| -9.48% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 4.31 | |||||
| -9.22% | May 1998 | Aug 1998 (4) | Apr 1999 (12) | 4.01 | |||||
| -9.15% | Feb 2015 | Dec 2015 (11) | Jun 2016 (17) | 5.18 | |||||
| -8.72% | Jun 2015 | Feb 2016 (9) | Jul 2016 (14) | 4.53 | |||||
| -8.62% | Oct 2012 | Jun 2013 (9) | Jun 2014 (21) | 4.10 | |||||
| -8.57% | Dec 1981 | Jul 1982 (8) | Sep 1982 (10) | 5.24 | |||||
| -7.71% | Mar 1987 | Oct 1987 (8) | Jun 1988 (16) | 3.69 | |||||
Yearly Returns
For each year, the following table provides the return and intra-year drawdown.
The highlighted returns represent the highest values for that specific year.
The highlighted returns represent the highest values for that specific year.
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| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
+0.02%
|
-1.89% |
+0.07%
|
-3.05% |
| 2023 |
+7.92%
|
-7.34% |
+12.04%
|
-8.06% |
| 2022 |
-13.57%
|
-17.86% |
-11.91%
|
-18.25% |
| 2021 |
+0.51%
|
-3.38% |
+13.98%
|
-2.66% |
| 2020 |
+15.04%
|
-3.07% |
+6.95%
|
-17.16% |
| 2019 |
+13.97%
|
-1.05% |
+17.96%
|
-4.04% |
| 2018 |
-3.50%
|
-6.72% |
-6.68%
|
-9.48% |
| 2017 |
+11.87%
|
-0.61% |
+13.88%
|
-0.15% |
| 2016 |
+7.19%
|
-6.74% |
+9.05%
|
-4.06% |
| 2015 |
-5.29%
|
-9.15% |
-1.66%
|
-7.44% |
| 2014 |
+6.63%
|
-3.72% |
+4.16%
|
-3.12% |
| 2013 |
-5.67%
|
-8.07% |
+16.03%
|
-2.21% |
| 2012 |
+6.80%
|
-2.93% |
+12.36%
|
-6.57% |
| 2011 |
+8.99%
|
-2.80% |
-2.98%
|
-15.51% |
| 2010 |
+15.54%
|
-0.81% |
+13.00%
|
-8.67% |
| 2009 |
+12.50%
|
-6.62% |
+21.58%
|
-16.28% |
| 2008 |
+1.32%
|
-13.66% |
-24.86%
|
-27.96% |
| 2007 |
+16.13%
|
-0.86% |
+5.91%
|
-4.80% |
| 2006 |
+12.57%
|
-3.53% |
+17.74%
|
-2.78% |
| 2005 |
+11.99%
|
-2.10% |
+8.40%
|
-2.89% |
| 2004 |
+9.39%
|
-5.64% |
+14.62%
|
-3.40% |
| 2003 |
+17.95%
|
-2.85% |
+26.78%
|
-3.93% |
| 2002 |
+9.85%
|
-4.44% |
-7.53%
|
-13.72% |
| 2001 |
+3.66%
|
-3.75% |
-3.80%
|
-11.76% |
| 2000 |
+2.00%
|
-4.97% |
+2.04%
|
-5.59% |
| 1999 |
+9.10%
|
-3.56% |
+13.53%
|
-2.81% |
| 1998 |
+2.30%
|
-9.22% |
+8.85%
|
-12.21% |
| 1997 |
+0.72%
|
-4.04% |
+12.22%
|
-4.02% |
| 1996 |
+3.88%
|
-3.10% |
+11.54%
|
-3.03% |
| 1995 |
+14.46%
|
-0.96% |
+16.29%
|
-1.64% |
| 1994 |
-5.01%
|
-6.22% |
+1.99%
|
-4.20% |
| 1993 |
+25.08%
|
-1.38% |
+17.70%
|
-4.41% |
| 1992 |
+3.02%
|
-1.92% |
+3.75%
|
-3.20% |
| 1991 |
+24.71%
|
-1.74% |
+20.38%
|
-3.65% |
| 1990 |
+0.64%
|
-5.76% |
-9.45%
|
-14.74% |
| 1989 |
+21.34%
|
-0.54% |
+15.59%
|
-2.18% |
| 1988 |
+7.47%
|
-2.31% |
+17.45%
|
-2.71% |
| 1987 |
-0.04%
|
-7.71% |
+10.19%
|
-14.90% |
| 1986 |
+17.71%
|
-1.63% |
+28.89%
|
-3.91% |
| 1985 |
+21.84%
|
-2.32% |
+31.78%
|
-1.78% |
| 1984 |
+4.29%
|
-3.80% |
+7.88%
|
-4.89% |
| 1983 |
+3.33%
|
-3.72% |
+21.11%
|
-2.00% |
| 1982 |
+20.74%
|
-7.63% |
+16.37%
|
-6.90% |
| 1981 |
-6.40%
|
-12.16% |
+4.16%
|
-7.60% |
| 1980 |
+10.07%
|
-13.60% |
+22.04%
|
-9.55% |
| 1979 |
+40.68%
|
-5.53% |
+17.78%
|
-7.14% |
| 1978 |
+13.69%
|
-5.99% |
+15.30%
|
-7.53% |
| 1977 |
+9.52%
|
-1.78% |
+9.26%
|
-1.55% |
| 1976 |
+11.89%
|
-4.01% |
+18.88%
|
-2.99% |
