Paul Boyer vs Simplified Permanent 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 Simplified Permanent Portfolio obtained a 6.85% compound annual return, with a 6.88% standard deviation, in the last 30 Years.

Summary

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Paul Boyer Portfolio Simplified Permanent Portfolio
Portfolio Risk Medium Medium
Asset Allocation Stocks 25% 25%
Fixed Income 50% 50%
Commodities 25% 25%
30 Years Stats Return +6.03% +6.85%
Std Dev 7.47% 6.88%
Max Drawdown -18.04% -16.43%
All time Stats
(Since Jan 1976)
Return +8.24% +8.40%
Std Dev 8.30% 7.86%
Max Drawdown -18.04% -16.43%
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
Simplified Permanent Portfolio +0.41 +5.26 +10.59 +5.74 +4.68 +6.85 +8.40
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).

Simplified Permanent Portfolio: an investment of 1$, since March 1994, now would be worth 7.30$, with a total return of 630.07% (6.85% 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).

Simplified Permanent Portfolio: an investment of 1$, since January 1976, now would be worth 48.73$, with a total return of 4773.36% (8.40% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Paul Boyer Portfolio
Simplified Permanent Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-18.04% Jun 2021 Oct 2022 (17) In progress (33) 9.70
-16.43% Jan 2022 Sep 2022 (9) In progress (26) 8.81
-13.66% Mar 2008 Oct 2008 (8) Jul 2009 (17) 5.30
-13.28% Mar 2008 Oct 2008 (8) Aug 2009 (18) 5.20
-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
-6.69% Apr 2013 Jun 2013 (3) Feb 2014 (11) 3.22
-6.23% Aug 2016 Dec 2016 (5) Jul 2017 (12) 3.09
-5.64% Apr 2004 Apr 2004 (1) Oct 2004 (7) 3.55
-5.27% Feb 2015 Dec 2015 (11) Mar 2016 (14) 3.18
-5.09% Feb 1999 Aug 1999 (7) Oct 1999 (9) 3.00
-4.97% Mar 2000 May 2000 (3) Jan 2001 (11) 2.55
-4.79% Apr 2004 Apr 2004 (1) Oct 2004 (7) 3.04
-4.63% Jul 1998 Aug 1998 (2) Sep 1998 (3) 2.40
-4.44% Jun 2002 Jul 2002 (2) Dec 2002 (7) 2.16
-4.22% Mar 1994 Jan 1995 (11) Apr 1995 (14) 2.50
-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
Simplified Permanent Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-18.04% Jun 2021 Oct 2022 (17) In progress (33) 9.70
-16.43% Jan 2022 Sep 2022 (9) In progress (26) 8.81
-14.53% Oct 1980 Jun 1982 (21) Oct 1982 (25) 8.36
-14.34% Dec 1980 Sep 1981 (10) Aug 1982 (21) 8.76
-13.66% Mar 2008 Oct 2008 (8) Jul 2009 (17) 5.30
-13.60% Feb 1980 Mar 1980 (2) Jun 1980 (5) 6.57
-13.28% Mar 2008 Oct 2008 (8) Aug 2009 (18) 5.20
-13.17% Feb 1980 Mar 1980 (2) Jun 1980 (5) 6.15
-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
-7.71% Mar 1987 Oct 1987 (8) Jun 1988 (16) 3.69
-7.59% May 1983 May 1984 (13) Oct 1984 (18) 3.64
-6.93% Feb 1994 Jan 1995 (12) May 1995 (16) 4.74
-6.74% Aug 2016 Dec 2016 (5) Jul 2017 (12) 3.32
-6.72% Feb 2018 Oct 2018 (9) Jun 2019 (17) 2.96
-6.69% Apr 2013 Jun 2013 (3) Feb 2014 (11) 3.22
-6.23% Aug 2016 Dec 2016 (5) Jul 2017 (12) 3.09
-6.20% Jul 1983 May 1984 (11) Oct 1984 (16) 3.23
-5.99% Oct 1978 Nov 1978 (2) Jan 1979 (4) 2.79

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%
+0.37%
-0.04%
2023
+7.92%
-7.34%
+11.51%
-5.16%
2022
-13.57%
-17.86%
-12.67%
-16.43%
2021
+0.51%
-3.38%
+3.72%
-3.81%
2020
+15.04%
-3.07%
+16.46%
-3.11%
2019
+13.97%
-1.05%
+16.15%
-0.99%
2018
-3.50%
-6.72%
-1.29%
-3.68%
2017
+11.87%
-0.61%
+9.78%
-0.96%
2016
+7.19%
-6.74%
+5.72%
-6.23%
2015
-5.29%
-9.15%
-1.82%
-5.27%
2014
+6.63%
-3.72%
+7.12%
-2.59%
2013
-5.67%
-8.07%
-1.76%
-6.69%
2012
+6.80%
-2.93%
+7.59%
-1.89%
2011
+8.99%
-2.80%
+10.45%
-3.69%
2010
+15.54%
-0.81%
+16.36%
-0.02%
2009
+12.50%
-6.62%
+9.94%
-4.96%
2008
+1.32%
-13.66%
+0.94%
-13.28%
2007
+16.13%
-0.86%
+14.14%
-1.50%
2006
+12.57%
-3.53%
+10.82%
-2.47%
2005
+11.99%
-2.10%
+7.34%
-1.60%
2004
+9.39%
-5.64%
+6.42%
-4.79%
2003
+17.95%
-2.85%
+15.31%
-2.22%
2002
+9.85%
-4.44%
+9.00%
-2.60%
2001
+3.66%
-3.75%
+0.15%
-3.21%
2000
+2.00%
-4.97%
+4.63%
-2.98%
1999
+9.10%
-3.56%
+2.25%
-5.09%
1998
+2.30%
-9.22%
+12.93%
-4.63%
1997
+0.72%
-4.04%
+8.38%
-2.87%
1996
+3.88%
-3.10%
+4.09%
-3.64%
1995
+14.46%
-0.96%
+21.97%
0.00%
1994
-5.01%
-6.22%
-4.18%
-5.67%
1993
+25.08%
-1.38%
+13.56%
-1.61%
1992
+3.02%
-1.92%
+4.46%
-3.11%
1991
+24.71%
-1.74%
+15.41%
-1.06%
1990
+0.64%
-5.76%
+1.55%
-5.66%
1989
+21.34%
-0.54%
+15.24%
-1.52%
1988
+7.47%
-2.31%
+3.97%
-2.03%
1987
-0.04%
-7.71%
+5.46%
-5.83%
1986
+17.71%
-1.63%
+19.06%
-1.00%
1985
+21.84%
-2.32%
+24.24%
-2.66%
1984
+4.29%
-3.80%
+3.14%
-5.27%
1983
+3.33%
-3.72%
+2.74%
-3.74%
1982
+20.74%
-7.63%
+28.65%
-5.77%
1981
-6.40%
-12.16%
-6.55%
-13.29%
1980
+10.07%
-13.60%
+11.44%
-13.17%
1979
+40.68%
-5.53%
+38.61%
-5.94%
1978
+13.69%
-5.99%
+11.00%
-5.48%
1977
+9.52%
-1.78%
+5.09%
-3.12%
1976
+11.89%
-4.01%
+13.24%
-2.32%