Paul Boyer vs Stocks/Bonds 40/60 Momentum 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 Stocks/Bonds 40/60 Momentum Portfolio obtained a 8.06% compound annual return, with a 7.02% standard deviation, in the last 30 Years.

Summary

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Paul Boyer Portfolio Stocks/Bonds 40/60 Momentum Portfolio
Portfolio Risk Medium Medium
Asset Allocation Stocks 25% 40%
Fixed Income 50% 60%
Commodities 25% 0%
30 Years Stats Return +6.03% +8.06%
Std Dev 7.47% 7.02%
Max Drawdown -18.04% -21.11%
All time Stats
(Since Jan 1982)
Return +7.65% +9.74%
Std Dev 7.72% 7.44%
Max Drawdown -18.04% -21.11%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1982

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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 +7.65
Stocks/Bonds 40/60 Momentum Portfolio +3.33 +11.07 +14.70 +5.25 +6.03 +8.06 +9.74
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).

Stocks/Bonds 40/60 Momentum Portfolio: an investment of 1$, since March 1994, now would be worth 10.24$, with a total return of 923.96% (8.06% annualized).

Paul Boyer Portfolio: an investment of 1$, since January 1982, now would be worth 22.41$, with a total return of 2141.17% (7.65% annualized).

Stocks/Bonds 40/60 Momentum Portfolio: an investment of 1$, since January 1982, now would be worth 50.38$, with a total return of 4937.68% (9.74% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Paul Boyer Portfolio
Stocks/Bonds 40/60 Momentum Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-21.11% Nov 2021 Sep 2022 (11) In progress (28) 14.51
-20.54% Nov 2007 Feb 2009 (16) Apr 2010 (30) 9.31
-18.04% Jun 2021 Oct 2022 (17) In progress (33) 9.70
-13.66% Mar 2008 Oct 2008 (8) Jul 2009 (17) 5.30
-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
-8.48% Feb 2001 Sep 2002 (20) May 2003 (28) 4.78
-7.10% Feb 2020 Mar 2020 (2) May 2020 (4) 3.36
-6.74% Aug 2016 Dec 2016 (5) Jul 2017 (12) 3.32
-6.72% Feb 2018 Oct 2018 (9) Jun 2019 (17) 2.96
-5.89% Oct 2018 Dec 2018 (3) Mar 2019 (6) 3.46
-5.64% Apr 2004 Apr 2004 (1) Oct 2004 (7) 3.55
-4.97% Mar 2000 May 2000 (3) Jan 2001 (11) 2.55
-4.44% Jun 2002 Jul 2002 (2) Dec 2002 (7) 2.16
-4.22% Mar 1994 Jan 1995 (11) Apr 1995 (14) 2.50
-4.13% Aug 1998 Aug 1998 (1) Oct 1998 (3) 2.07
-4.04% Oct 1997 Nov 1997 (2) Mar 1998 (6) 2.62
-3.77% Sep 2020 Oct 2020 (2) Nov 2020 (3) 2.07
-3.75% Feb 2001 Mar 2001 (2) Aug 2001 (7) 1.60

Drawdown comparison chart since January 1982.

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Paul Boyer Portfolio
Stocks/Bonds 40/60 Momentum Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-21.11% Nov 2021 Sep 2022 (11) In progress (28) 14.51
-20.54% Nov 2007 Feb 2009 (16) Apr 2010 (30) 9.31
-18.04% Jun 2021 Oct 2022 (17) In progress (33) 9.70
-13.77% Sep 1987 Nov 1987 (3) Mar 1989 (19) 6.65
-13.66% Mar 2008 Oct 2008 (8) Jul 2009 (17) 5.30
-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
-8.48% Feb 2001 Sep 2002 (20) May 2003 (28) 4.78
-7.71% Mar 1987 Oct 1987 (8) Jun 1988 (16) 3.69
-7.63% Jan 1982 Jun 1982 (6) Aug 1982 (8) 4.60
-7.10% Feb 2020 Mar 2020 (2) May 2020 (4) 3.36
-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
-6.28% Feb 1984 May 1984 (4) Aug 1984 (7) 3.29
-6.20% Jul 1983 May 1984 (11) Oct 1984 (16) 3.23
-5.91% Feb 1994 Jun 1994 (5) Feb 1995 (13) 3.86
-5.89% Oct 2018 Dec 2018 (3) Mar 2019 (6) 3.46
-5.76% Aug 1990 Sep 1990 (2) Jan 1991 (6) 3.60

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%
+5.54%
0.00%
2023
+7.92%
-7.34%
+6.91%
-5.18%
2022
-13.57%
-17.86%
-15.17%
-19.48%
2021
+0.51%
-3.38%
+4.23%
-2.38%
2020
+15.04%
-3.07%
+16.57%
-7.10%
2019
+13.97%
-1.05%
+16.20%
-0.81%
2018
-3.50%
-6.72%
-0.73%
-5.89%
2017
+11.87%
-0.61%
+17.14%
0.00%
2016
+7.19%
-6.74%
+3.51%
-3.61%
2015
-5.29%
-9.15%
+3.91%
-2.95%
2014
+6.63%
-3.72%
+9.34%
-1.49%
2013
-5.67%
-8.07%
+12.57%
-1.74%
2012
+6.80%
-2.93%
+7.87%
-2.05%
2011
+8.99%
-2.80%
+7.13%
-3.62%
2010
+15.54%
-0.81%
+10.93%
-3.48%
2009
+12.50%
-6.62%
+9.16%
-9.41%
2008
+1.32%
-13.66%
-12.27%
-15.80%
2007
+16.13%
-0.86%
+11.21%
-0.82%
2006
+12.57%
-3.53%
+6.78%
-1.50%
2005
+11.99%
-2.10%
+9.09%
-0.93%
2004
+9.39%
-5.64%
+9.22%
-2.12%
2003
+17.95%
-2.85%
+12.78%
-1.27%
2002
+9.85%
-4.44%
+0.04%
-5.36%
2001
+3.66%
-3.75%
-1.88%
-6.89%
2000
+2.00%
-4.97%
+2.99%
-3.33%
1999
+9.10%
-3.56%
+15.71%
-1.69%
1998
+2.30%
-9.22%
+24.65%
-4.13%
1997
+0.72%
-4.04%
+20.41%
-2.69%
1996
+3.88%
-3.10%
+14.08%
-1.52%
1995
+14.46%
-0.96%
+27.84%
0.00%
1994
-5.01%
-6.22%
-2.03%
-5.91%
1993
+25.08%
-1.38%
+11.10%
-0.87%
1992
+3.02%
-1.92%
+6.01%
-2.11%
1991
+24.71%
-1.74%
+23.91%
-1.79%
1990
+0.64%
-5.76%
+5.79%
-5.29%
1989
+21.34%
-0.54%
+25.29%
-1.01%
1988
+7.47%
-2.31%
+7.24%
-2.95%
1987
-0.04%
-7.71%
+1.86%
-13.77%
1986
+17.71%
-1.63%
+18.14%
-4.37%
1985
+21.84%
-2.32%
+26.30%
-0.74%
1984
+4.29%
-3.80%
+8.68%
-6.28%
1983
+3.33%
-3.72%
+9.91%
-2.81%
1982
+20.74%
-7.63%
+30.86%
-1.48%