Paul Boyer vs Ray Dalio All Weather 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 Ray Dalio All Weather Portfolio obtained a 7.34% compound annual return, with a 7.40% standard deviation, in the last 30 Years.

Summary

Swipe left to see all data
Paul Boyer Portfolio Ray Dalio All Weather Portfolio
Portfolio Risk Medium Medium
Asset Allocation Stocks 25% 30%
Fixed Income 50% 55%
Commodities 25% 15%
30 Years Stats Return +6.03% +7.34%
Std Dev 7.47% 7.40%
Max Drawdown -18.04% -20.58%
All time Stats
(Since Jan 1976)
Return +8.24% +9.01%
Std Dev 8.30% 8.00%
Max Drawdown -18.04% -20.58%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1976

Swipe left to see all data
1M 6M 1Y 5Y 10Y 30Y MAX
Paul Boyer Portfolio +0.35 +3.18 +4.54 +3.19 +3.16 +6.03 +8.24
Ray Dalio All Weather Portfolio +0.44 +4.16 +7.84 +4.93 +4.82 +7.34 +9.01
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).

Ray Dalio All Weather Portfolio: an investment of 1$, since March 1994, now would be worth 8.37$, with a total return of 737.14% (7.34% 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).

Ray Dalio All Weather Portfolio: an investment of 1$, since January 1976, now would be worth 63.89$, with a total return of 6289.29% (9.01% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

Swipe left to see all data
Paul Boyer Portfolio
Ray Dalio All Weather Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-20.58% Jan 2022 Sep 2022 (9) In progress (26) 13.71
-18.04% Jun 2021 Oct 2022 (17) In progress (33) 9.70
-13.66% Mar 2008 Oct 2008 (8) Jul 2009 (17) 5.30
-11.57% Jan 2009 Feb 2009 (2) Sep 2009 (9) 6.27
-11.38% Jul 2008 Oct 2008 (4) Dec 2008 (6) 5.15
-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
-6.74% Aug 2016 Dec 2016 (5) Jul 2017 (12) 3.32
-6.72% Feb 2018 Oct 2018 (9) Jun 2019 (17) 2.96
-6.66% Feb 2015 Dec 2015 (11) Jun 2016 (17) 4.06
-6.42% Aug 2016 Nov 2016 (4) Aug 2017 (13) 3.10
-5.64% Apr 2004 Apr 2004 (1) Oct 2004 (7) 3.55
-5.29% May 2013 Jun 2013 (2) Jan 2014 (9) 3.01
-4.97% Mar 2000 May 2000 (3) Jan 2001 (11) 2.55
-4.83% Jul 1998 Aug 1998 (2) Oct 1998 (4) 2.27
-4.76% Apr 2004 Apr 2004 (1) Sep 2004 (6) 3.09
-4.74% Jun 2003 Jul 2003 (2) Sep 2003 (4) 2.46
-4.71% Sep 2018 Oct 2018 (2) Mar 2019 (7) 2.74
-4.61% Feb 2001 Mar 2001 (2) Aug 2002 (19) 2.73

Drawdown comparison chart since January 1976.

Swipe left to see all data
Paul Boyer Portfolio
Ray Dalio All Weather Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-20.58% Jan 2022 Sep 2022 (9) In progress (26) 13.71
-18.04% Jun 2021 Oct 2022 (17) In progress (33) 9.70
-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
-12.31% Dec 1980 Sep 1981 (10) Aug 1982 (21) 5.41
-11.57% Jan 2009 Feb 2009 (2) Sep 2009 (9) 6.27
-11.38% Jul 2008 Oct 2008 (4) Dec 2008 (6) 5.15
-10.89% Feb 1980 Mar 1980 (2) May 1980 (4) 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
-8.78% Sep 1987 Nov 1987 (3) Sep 1988 (13) 3.96
-8.62% Oct 2012 Jun 2013 (9) Jun 2014 (21) 4.10
-7.71% Mar 1987 Oct 1987 (8) Jun 1988 (16) 3.69
-7.10% May 1983 May 1984 (13) Aug 1984 (16) 3.00
-6.93% Feb 1994 Jan 1995 (12) May 1995 (16) 4.74
-6.83% Feb 1994 Nov 1994 (10) Mar 1995 (14) 4.86
-6.74% Aug 2016 Dec 2016 (5) Jul 2017 (12) 3.32
-6.72% Feb 2018 Oct 2018 (9) Jun 2019 (17) 2.96
-6.66% Feb 2015 Dec 2015 (11) Jun 2016 (17) 4.06

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.
Swipe left to see all data
Year Return Drawdown Return Drawdown
2024
-1.55%
-1.89%
-0.09%
-0.52%
2023
+7.92%
-7.34%
+9.94%
-9.24%
2022
-13.57%
-17.86%
-18.39%
-20.58%
2021
+0.51%
-3.38%
+8.27%
-3.74%
2020
+15.04%
-3.07%
+15.88%
-3.68%
2019
+13.97%
-1.05%
+17.93%
-0.83%
2018
-3.50%
-6.72%
-3.02%
-4.71%
2017
+11.87%
-0.61%
+11.55%
-0.49%
2016
+7.19%
-6.74%
+6.50%
-6.42%
2015
-5.29%
-9.15%
-3.23%
-6.66%
2014
+6.63%
-3.72%
+12.89%
-2.52%
2013
-5.67%
-8.07%
+1.71%
-5.29%
2012
+6.80%
-2.93%
+7.02%
-1.33%
2011
+8.99%
-2.80%
+15.64%
-2.00%
2010
+15.54%
-0.81%
+12.88%
-0.69%
2009
+12.50%
-6.62%
+2.71%
-11.57%
2008
+1.32%
-13.66%
+2.38%
-11.38%
2007
+16.13%
-0.86%
+11.88%
-1.20%
2006
+12.57%
-3.53%
+6.93%
-1.71%
2005
+11.99%
-2.10%
+8.55%
-2.99%
2004
+9.39%
-5.64%
+9.41%
-4.76%
2003
+17.95%
-2.85%
+13.96%
-4.74%
2002
+9.85%
-4.44%
+7.77%
-1.56%
2001
+3.66%
-3.75%
-2.77%
-4.61%
2000
+2.00%
-4.97%
+10.15%
-2.26%
1999
+9.10%
-3.56%
+6.28%
-3.79%
1998
+2.30%
-9.22%
+11.05%
-4.83%
1997
+0.72%
-4.04%
+13.54%
-2.89%
1996
+3.88%
-3.10%
+8.27%
-2.11%
1995
+14.46%
-0.96%
+27.44%
0.00%
1994
-5.01%
-6.22%
-3.28%
-6.83%
1993
+25.08%
-1.38%
+12.02%
-1.98%
1992
+3.02%
-1.92%
+6.76%
-2.23%
1991
+24.71%
-1.74%
+17.98%
-1.86%
1990
+0.64%
-5.76%
+3.85%
-5.51%
1989
+21.34%
-0.54%
+20.45%
-1.14%
1988
+7.47%
-2.31%
+10.59%
-1.93%
1987
-0.04%
-7.71%
+3.47%
-8.78%
1986
+17.71%
-1.63%
+20.56%
-3.75%
1985
+21.84%
-2.32%
+28.68%
-2.13%
1984
+4.29%
-3.80%
+8.03%
-6.61%
1983
+3.33%
-3.72%
+7.06%
-3.16%
1982
+20.74%
-7.63%
+31.65%
-3.13%
1981
-6.40%
-12.16%
-3.74%
-11.76%
1980
+10.07%
-13.60%
+10.35%
-10.89%
1979
+40.68%
-5.53%
+19.26%
-6.57%
1978
+13.69%
-5.99%
+7.24%
-3.43%
1977
+9.52%
-1.78%
+2.14%
-2.83%
1976
+11.89%
-4.01%
+15.78%
-1.12%