Paul Boyer vs Marvin Appel One-Decision Portfolio Comparison

Last Update: 29 February 2024

The Paul Boyer Portfolio obtained a 6.03% compound annual return, with a 7.47% standard deviation, in the last 30 Years.

The Marvin Appel One-Decision Portfolio obtained a 6.99% compound annual return, with a 8.42% 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 +6.03% +6.99%
Std Dev 7.47% 8.42%
Max Drawdown -18.04% -31.96%
All time Stats
(Since Jan 1976)
Return +8.24% +9.26%
Std Dev 8.30% 8.16%
Max Drawdown -18.04% -31.96%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1976

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1M 6M 1Y 5Y 10Y 30Y MAX
Paul Boyer Portfolio +0.35 +3.18 +4.54 +3.19 +3.16 +6.03 +8.24
Marvin Appel One-Decision Portfolio +1.43 +6.03 +9.54 +5.81 +5.66 +6.99 +9.26
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Paul Boyer Portfolio: an investment of 1$, since March 1994, now would be worth 5.80$, with a total return of 479.97% (6.03% annualized).

Marvin Appel One-Decision Portfolio: an investment of 1$, since March 1994, now would be worth 7.59$, with a total return of 658.76% (6.99% annualized).

Paul Boyer Portfolio: an investment of 1$, since January 1976, now would be worth 45.25$, with a total return of 4425.38% (8.24% annualized).

Marvin Appel One-Decision Portfolio: an investment of 1$, since January 1976, now would be worth 71.15$, with a total return of 7014.96% (9.26% annualized).

Drawdowns

Drawdown comparison chart since March 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 (33) 9.70
-16.74% Jan 2022 Sep 2022 (9) In progress (26) 9.35
-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
-4.22% Mar 1994 Jan 1995 (11) Apr 1995 (14) 2.50

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 (33) 9.70
-16.74% Jan 2022 Sep 2022 (9) In progress (26) 9.35
-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.
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Year Return Drawdown Return Drawdown
2024
-1.55%
-1.89%
+0.21%
-1.20%
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%