Paul Merriman Ultimate Buy and Hold Strategy vs Alpha Architect Robust Portfolio Comparison

Last Update: 31 May 2023

The Paul Merriman Ultimate Buy and Hold Strategy Portfolio obtained a 8.17% compound annual return, with a 15.60% standard deviation, in the last 30 Years.

The Alpha Architect Robust Portfolio obtained a 8.60% compound annual return, with a 10.99% standard deviation, in the last 30 Years.

Summary

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Paul Merriman Ultimate Buy and Hold Strategy Portfolio Alpha Architect Robust Portfolio
Risk Very High Very High
Asset Allocation Stocks 100% 70%
Fixed Income 0% 20%
Commodities 0% 10%
30 Years Stats Return +8.17% +8.60%
Std Dev 15.60% 10.99%
Max Drawdown -57.21% -44.20%

Last Update: 31 May 2023

Historical Returns as of May 31, 2023

Comparison period starts from January 1982

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Paul Merriman Ultimate Buy and Hold Strategy Portfolio -3.43 -1.87 -4.73 +3.48 +6.63 +8.17 +10.71
Alpha Architect Robust Portfolio -4.02 -5.56 -7.96 +3.93 +6.20 +8.60 +10.70
(*) Returns over 1 year are annualized

Capital Growth as of May 31, 2023

Paul Merriman Ultimate Buy and Hold Strategy Portfolio: an investment of 1000$, since June 1993, now would be worth 10563.26$, with a total return of 956.33% (8.17% annualized).

Alpha Architect Robust Portfolio: an investment of 1000$, since June 1993, now would be worth 11866.05$, with a total return of 1086.60% (8.60% annualized).

Paul Merriman Ultimate Buy and Hold Strategy Portfolio: an investment of 1000$, since January 1982, now would be worth 67623.87$, with a total return of 6662.39% (10.71% annualized).

Alpha Architect Robust Portfolio: an investment of 1000$, since January 1982, now would be worth 67310.66$, with a total return of 6631.07% (10.70% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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Paul Merriman Ultimate Buy and Hold Strategy Portfolio
Alpha Architect Robust Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-57.21% Nov 2007 Feb 2009
-44.20% Nov 2007 Feb 2009
-27.54% Jan 2020 Mar 2020
-24.70% Jan 2022 Sep 2022
-20.46% Apr 1998 Aug 1998
-20.10% Feb 2001 Sep 2002
-19.09% Jan 2020 Mar 2020
-17.99% Nov 2021 Sep 2022
-15.11% Feb 2018 Dec 2018
-13.76% May 2011 Sep 2011
-12.58% Feb 2001 Sep 2002
-12.10% Jun 2015 Feb 2016
-11.72% Oct 2018 Dec 2018
-10.75% Jul 1998 Aug 1998
-8.65% Sep 2000 Nov 2000
-8.25% Feb 1994 Jan 1995
-7.83% Jun 2015 Feb 2016
-6.68% Feb 1994 Nov 1994
-6.42% Apr 2012 May 2012
-6.22% Oct 1997 Nov 1997

Drawdown comparison chart since January 1982.

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Paul Merriman Ultimate Buy and Hold Strategy Portfolio
Alpha Architect Robust Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-57.21% Nov 2007 Feb 2009
-44.20% Nov 2007 Feb 2009
-27.54% Jan 2020 Mar 2020
-25.26% Sep 1987 Nov 1987
-24.70% Jan 2022 Sep 2022
-21.87% Jan 1990 Sep 1990
-20.46% Apr 1998 Aug 1998
-20.10% Feb 2001 Sep 2002
-19.09% Jan 2020 Mar 2020
-18.97% Sep 1987 Nov 1987
-17.99% Nov 2021 Sep 2022
-16.41% Jan 1982 Jul 1982
-15.11% Feb 2018 Dec 2018
-13.76% May 2011 Sep 2011
-12.58% Feb 2001 Sep 2002
-12.10% Jun 2015 Feb 2016
-11.72% Oct 2018 Dec 2018
-10.75% Jul 1998 Aug 1998
-8.65% Sep 2000 Nov 2000
-8.25% Feb 1994 Jan 1995

Yearly Returns

Yearly return comparison. Common historical serie start from January 1982.

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Year Paul Merriman Ultimate Buy and Hold Strategy Portfolio Alpha Architect Robust Portfolio
2023
 +1.57% -2.97%
2022
 -15.37% -10.29%
2021
 +19.37% +17.40%
2020
 +6.40% +7.53%
2019
 +23.62% +20.35%
2018
 -11.86% -6.10%
2017
 +21.78% +18.49%
2016
 +12.36% +8.13%
2015
 -1.21% -0.63%
2014
 +3.86% +5.13%
2013
 +24.33% +19.10%
2012
 +18.52% +12.28%
2011
 -6.03% +2.08%
2010
 +17.95% +14.95%
2009
 +32.93% +17.10%
2008
 -39.47% -29.35%
2007
 +3.86% +9.03%
2006
 +25.26% +14.56%
2005
 +14.55% +13.33%
2004
 +24.50% +18.01%
2003
 +45.35% +28.95%
2002
 -8.70% +0.96%
2001
 -4.24% -7.16%
2000
 -0.62% +9.39%
1999
 +20.93% +18.95%
1998
 +4.55% +13.95%
1997
 +7.53% +16.27%
1996
 +14.79% +20.00%
1995
 +16.47% +26.04%
1994
 -2.37% -1.64%
1993
 +30.62% +14.31%
1992
 +7.12% +8.50%
1991
 +32.16% +23.44%
1990
 -15.66% -1.58%
1989
 +27.73% +26.71%
1988
 +25.20% +15.37%
1987
 +6.29% +7.28%
1986
 +33.82% +23.86%
1985
 +40.18% +30.79%
1984
 +7.34% +6.69%
1983
 +26.91% +19.86%
1982
 +9.42% +23.06%