Last Update: 30 June 2024
The Paul Boyer Portfolio obtained a 6.31% compound annual return, with a 7.47% standard deviation, in the last 30 Years.
The Marvin Appel One-Decision Portfolio obtained a 7.19% compound annual return, with a 8.44% standard deviation, in the last 30 Years.
Summary
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| Paul Boyer Portfolio | Marvin Appel One-Decision Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Medium | Medium | |
| Asset Allocation | Stocks | 25% | 50% |
| Fixed Income | 50% | 50% | |
| Commodities | 25% | 0% | |
| 30 Years Stats | Return | +6.31% | +7.19% |
| Std Dev | 7.47% | 8.44% | |
| Max Drawdown | -18.04% | -31.96% | |
| All time Stats (Since Jan 1976) |
Return | +8.27% | +9.24% |
| Std Dev | 8.29% | 8.16% | |
| Max Drawdown | -18.04% | -31.96% | |
| Last Update: 30 June 2024 | |||
Historical Returns as of Jun 30, 2024
Comparison period starts from January 1976
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| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| Paul Boyer Portfolio | +0.55 | +2.71 | +6.60 | +3.03 | +3.28 | +6.31 | +8.27 |
| Marvin Appel One-Decision Portfolio | +1.10 | +2.43 | +8.57 | +5.44 | +5.51 | +7.19 | +9.24 |
| Return over 1 year are annualized. |
Capital Growth as of Jun 30, 2024
Paul Boyer Portfolio: an investment of 1$, since July 1994,
now would be worth 6.27$, with a total return of 526.63%
(6.31% annualized).
Marvin Appel One-Decision Portfolio: an investment of 1$, since July 1994, now would be worth 8.03$, with a total return of 703.20% (7.19% annualized).
Marvin Appel One-Decision Portfolio: an investment of 1$, since July 1994, now would be worth 8.03$, with a total return of 703.20% (7.19% annualized).
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Paul Boyer Portfolio: an investment of 1$, since January 1976,
now would be worth 47.21$, with a total return of 4620.99%
(8.27% annualized).
Marvin Appel One-Decision Portfolio: an investment of 1$, since January 1976, now would be worth 72.73$, with a total return of 7172.51% (9.24% annualized).
Marvin Appel One-Decision Portfolio: an investment of 1$, since January 1976, now would be worth 72.73$, with a total return of 7172.51% (9.24% annualized).
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Drawdowns
Drawdown comparison chart since July 1994.
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|
Paul Boyer Portfolio
|
Marvin Appel One-Decision Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -31.96% | Jun 2007 | Feb 2009 (21) | Oct 2010 (41) | 13.28 | |||||
| -18.04% | Jun 2021 | Oct 2022 (17) | In progress (37) | 9.34 | |||||
| -16.74% | Jan 2022 | Sep 2022 (9) | In progress (30) | 8.75 | |||||
| -13.66% | Mar 2008 | Oct 2008 (8) | Jul 2009 (17) | 5.30 | |||||
| -13.04% | Feb 2020 | Mar 2020 (2) | Nov 2020 (10) | 5.40 | |||||
| -9.22% | May 1998 | Aug 1998 (4) | Apr 1999 (12) | 4.01 | |||||
| -9.15% | Feb 2015 | Dec 2015 (11) | Jun 2016 (17) | 5.18 | |||||
| -8.62% | Oct 2012 | Jun 2013 (9) | Jun 2014 (21) | 4.10 | |||||
| -8.52% | Jun 2011 | Sep 2011 (4) | Jan 2012 (8) | 3.61 | |||||
| -8.13% | Jul 1998 | Aug 1998 (2) | Dec 1998 (6) | 3.91 | |||||
| -7.23% | Apr 2002 | Sep 2002 (6) | May 2003 (14) | 4.72 | |||||
| -6.99% | Sep 2018 | Dec 2018 (4) | Mar 2019 (7) | 3.10 | |||||
| -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 | |||||
| -4.97% | Mar 2000 | May 2000 (3) | Jan 2001 (11) | 2.55 | |||||
| -4.76% | Apr 2015 | Sep 2015 (6) | Mar 2016 (12) | 2.77 | |||||
| -4.65% | Apr 2004 | Apr 2004 (1) | Aug 2004 (5) | 2.49 | |||||
| -4.44% | Jun 2002 | Jul 2002 (2) | Dec 2002 (7) | 2.16 | |||||
| -4.04% | Oct 1997 | Nov 1997 (2) | Mar 1998 (6) | 2.62 | |||||
Drawdown comparison chart since January 1976.
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|
Paul Boyer Portfolio
|
Marvin Appel One-Decision Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -31.96% | Jun 2007 | Feb 2009 (21) | Oct 2010 (41) | 13.28 | |||||
| -18.04% | Jun 2021 | Oct 2022 (17) | In progress (37) | 9.34 | |||||
| -16.74% | Jan 2022 | Sep 2022 (9) | In progress (30) | 8.75 | |||||
| -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 | |||||
| -13.04% | Feb 2020 | Mar 2020 (2) | Nov 2020 (10) | 5.40 | |||||
| -12.38% | Sep 1987 | Nov 1987 (3) | Sep 1988 (13) | 5.77 | |||||
| -9.22% | May 1998 | Aug 1998 (4) | Apr 1999 (12) | 4.01 | |||||
| -9.15% | Feb 2015 | Dec 2015 (11) | Jun 2016 (17) | 5.18 | |||||
| -8.62% | Oct 2012 | Jun 2013 (9) | Jun 2014 (21) | 4.10 | |||||
| -8.52% | Jun 2011 | Sep 2011 (4) | Jan 2012 (8) | 3.61 | |||||
| -8.13% | Jul 1998 | Aug 1998 (2) | Dec 1998 (6) | 3.91 | |||||
| -7.71% | Mar 1987 | Oct 1987 (8) | Jun 1988 (16) | 3.69 | |||||
| -7.50% | Jul 1990 | Oct 1990 (4) | Jan 1991 (7) | 4.35 | |||||
| -7.23% | Apr 2002 | Sep 2002 (6) | May 2003 (14) | 4.72 | |||||
| -6.99% | Sep 2018 | Dec 2018 (4) | Mar 2019 (7) | 3.10 | |||||
| -6.93% | Feb 1994 | Jan 1995 (12) | May 1995 (16) | 4.74 | |||||
| -6.81% | Sep 1979 | Oct 1979 (2) | Jan 1980 (5) | 3.25 | |||||
| -6.77% | Feb 1980 | Mar 1980 (2) | May 1980 (4) | 3.33 | |||||
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 |
+2.71%
|
-1.89% |
+2.43%
|
-3.55% |
| 2023 |
+7.92%
|
-7.34% |
+12.43%
|
-7.22% |
| 2022 |
-13.57%
|
-17.86% |
-13.18%
|
-16.74% |
| 2021 |
+0.51%
|
-3.38% |
+16.51%
|
-2.73% |
| 2020 |
+15.04%
|
-3.07% |
+5.32%
|
-13.04% |
| 2019 |
+13.97%
|
-1.05% |
+18.51%
|
-2.02% |
| 2018 |
-3.50%
|
-6.72% |
-3.64%
|
-6.99% |
| 2017 |
+11.87%
|
-0.61% |
+8.07%
|
-0.59% |
| 2016 |
+7.19%
|
-6.74% |
+8.52%
|
-3.21% |
| 2015 |
-5.29%
|
-9.15% |
-0.25%
|
-4.76% |
| 2014 |
+6.63%
|
-3.72% |
+11.14%
|
-2.54% |
| 2013 |
-5.67%
|
-8.07% |
+10.43%
|
-2.72% |
| 2012 |
+6.80%
|
-2.93% |
+10.65%
|
-2.81% |
| 2011 |
+8.99%
|
-2.80% |
+3.87%
|
-8.52% |
| 2010 |
+15.54%
|
-0.81% |
+13.01%
|
-6.14% |
| 2009 |
+12.50%
|
-6.62% |
+15.30%
|
-14.35% |
| 2008 |
+1.32%
|
-13.66% |
-16.74%
|
-22.59% |
| 2007 |
+16.13%
|
-0.86% |
-0.68%
|
-5.17% |
| 2006 |
+12.57%
|
-3.53% |
+14.45%
|
-1.98% |
| 2005 |
+11.99%
|
-2.10% |
+5.08%
|
-2.36% |
| 2004 |
+9.39%
|
-5.64% |
+12.05%
|
-4.65% |
| 2003 |
+17.95%
|
-2.85% |
+18.87%
|
-1.57% |
| 2002 |
+9.85%
|
-4.44% |
-2.42%
|
-7.23% |
| 2001 |
+3.66%
|
-3.75% |
+4.32%
|
-3.58% |
| 2000 |
+2.00%
|
-4.97% |
+9.42%
|
-2.13% |
| 1999 |
+9.10%
|
-3.56% |
+4.70%
|
-3.16% |
| 1998 |
+2.30%
|
-9.22% |
+5.32%
|
-8.13% |
| 1997 |
+0.72%
|
-4.04% |
+17.36%
|
-1.24% |
| 1996 |
+3.88%
|
-3.10% |
+15.52%
|
-1.31% |
| 1995 |
+14.46%
|
-0.96% |
+19.02%
|
-0.66% |
| 1994 |
-5.01%
|
-6.22% |
-1.28%
|
-5.02% |
| 1993 |
+25.08%
|
-1.38% |
+11.41%
|
-1.82% |
| 1992 |
+3.02%
|
-1.92% |
+9.68%
|
-0.89% |
| 1991 |
+24.71%
|
-1.74% |
+23.01%
|
-1.99% |
| 1990 |
+0.64%
|
-5.76% |
-1.89%
|
-7.50% |
| 1989 |
+21.34%
|
-0.54% |
+15.28%
|
-0.97% |
| 1988 |
+7.47%
|
-2.31% |
+12.57%
|
-1.14% |
| 1987 |
-0.04%
|
-7.71% |
+2.00%
|
-12.38% |
| 1986 |
+17.71%
|
-1.63% |
+13.98%
|
-2.95% |
| 1985 |
+21.84%
|
-2.32% |
+20.92%
|
-1.32% |
| 1984 |
+4.29%
|
-3.80% |
+12.26%
|
-2.55% |
| 1983 |
+3.33%
|
-3.72% |
+19.12%
|
-1.46% |
| 1982 |
+20.74%
|
-7.63% |
+23.18%
|
-1.47% |
| 1981 |
-6.40%
|
-12.16% |
+6.73%
|
-5.61% |
| 1980 |
+10.07%
|
-13.60% |
+17.14%
|
-6.77% |
| 1979 |
+40.68%
|
-5.53% |
+17.24%
|
-6.81% |
| 1978 |
+13.69%
|
-5.99% |
+7.38%
|
-5.77% |
| 1977 |
+9.52%
|
-1.78% |
+6.67%
|
-0.92% |
| 1976 |
+11.89%
|
-4.01% |
+25.20%
|
-1.17% |
