Last Update: 31 March 2024
The Paul Merriman Ultimate Buy and Hold Strategy Portfolio obtained a 8.35% compound annual return, with a 15.71% standard deviation, in the last 30 Years.
The Betterment Robo Advisor 100 Portfolio obtained a 8.52% compound annual return, with a 15.76% standard deviation, in the last 30 Years.
Summary
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| Paul Merriman Ultimate Buy and Hold Strategy Portfolio | Betterment Robo Advisor 100 Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Very High | Very High | |
| Asset Allocation | Stocks | 100% | 100% |
| Fixed Income | 0% | 0% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +8.35% | +8.52% |
| Std Dev | 15.71% | 15.76% | |
| Max Drawdown | -57.21% | -54.55% | |
| All time Stats (Since Jan 1976) |
Return | +11.59% | +11.22% |
| Std Dev | 15.40% | 15.61% | |
| Max Drawdown | -57.21% | -54.55% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 1976
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| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| Paul Merriman Ultimate Buy and Hold Strategy Portfolio | +3.31 | +16.06 | +14.43 | +7.31 | +6.73 | +8.35 | +11.59 |
| Betterment Robo Advisor 100 Portfolio | +3.43 | +18.59 | +19.20 | +9.66 | +8.17 | +8.52 | +11.22 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
Paul Merriman Ultimate Buy and Hold Strategy Portfolio: an investment of 1$, since April 1994,
now would be worth 11.10$, with a total return of 1009.57%
(8.35% annualized).
Betterment Robo Advisor 100 Portfolio: an investment of 1$, since April 1994, now would be worth 11.61$, with a total return of 1060.95% (8.52% annualized).
Betterment Robo Advisor 100 Portfolio: an investment of 1$, since April 1994, now would be worth 11.61$, with a total return of 1060.95% (8.52% annualized).
Paul Merriman Ultimate Buy and Hold Strategy Portfolio: an investment of 1$, since January 1976,
now would be worth 198.62$, with a total return of 19761.82%
(11.59% annualized).
Betterment Robo Advisor 100 Portfolio: an investment of 1$, since January 1976, now would be worth 169.02$, with a total return of 16802.02% (11.22% annualized).
Betterment Robo Advisor 100 Portfolio: an investment of 1$, since January 1976, now would be worth 169.02$, with a total return of 16802.02% (11.22% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
Paul Merriman Ultimate Buy and Hold Strategy Portfolio
|
Betterment Robo Advisor 100 Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -57.21% | Nov 2007 | Feb 2009 (16) | Jan 2013 (63) | 25.06 | |||||
| -54.55% | Nov 2007 | Feb 2009 (16) | Jan 2013 (63) | 23.78 | |||||
| -37.03% | Apr 2000 | Sep 2002 (30) | Oct 2004 (55) | 18.95 | |||||
| -27.54% | Jan 2020 | Mar 2020 (3) | Nov 2020 (11) | 13.71 | |||||
| -24.70% | Jan 2022 | Sep 2022 (9) | Mar 2024 (27) | 11.60 | |||||
| -24.17% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 11.06 | |||||
| -24.14% | Jan 2020 | Mar 2020 (3) | Nov 2020 (11) | 10.42 | |||||
| -20.46% | Apr 1998 | Aug 1998 (5) | Apr 1999 (13) | 9.79 | |||||
| -20.12% | May 1998 | Aug 1998 (4) | Mar 1999 (11) | 8.44 | |||||
| -20.10% | Feb 2001 | Sep 2002 (20) | Jul 2003 (30) | 11.01 | |||||
| -15.11% | Feb 2018 | Dec 2018 (11) | Nov 2019 (22) | 5.70 | |||||
| -14.58% | Feb 2018 | Dec 2018 (11) | Oct 2019 (21) | 5.53 | |||||
| -13.71% | Jun 2015 | Feb 2016 (9) | Sep 2016 (16) | 6.99 | |||||
| -12.10% | Jun 2015 | Feb 2016 (9) | Jul 2016 (14) | 6.28 | |||||
| -8.65% | Sep 2000 | Nov 2000 (3) | Jan 2001 (5) | 4.44 | |||||
| -7.28% | Sep 1994 | Jan 1995 (5) | May 1995 (9) | 4.25 | |||||
| -6.79% | Sep 1994 | Jan 1995 (5) | May 1995 (9) | 3.97 | |||||
| -6.42% | Aug 1997 | Oct 1997 (3) | Feb 1998 (7) | 3.99 | |||||
| -6.22% | Oct 1997 | Nov 1997 (2) | Feb 1998 (5) | 4.46 | |||||
| -5.24% | Jun 1996 | Jul 1996 (2) | Sep 1996 (4) | 2.67 | |||||
Drawdown comparison chart since January 1976.
Swipe left to see all data
|
Paul Merriman Ultimate Buy and Hold Strategy Portfolio
|
Betterment Robo Advisor 100 Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -57.21% | Nov 2007 | Feb 2009 (16) | Jan 2013 (63) | 25.06 | |||||
| -54.55% | Nov 2007 | Feb 2009 (16) | Jan 2013 (63) | 23.78 | |||||
| -37.03% | Apr 2000 | Sep 2002 (30) | Oct 2004 (55) | 18.95 | |||||
| -27.54% | Jan 2020 | Mar 2020 (3) | Nov 2020 (11) | 13.71 | |||||
| -25.46% | Sep 1987 | Nov 1987 (3) | Jan 1989 (17) | 12.72 | |||||
| -25.26% | Sep 1987 | Nov 1987 (3) | Jan 1989 (17) | 11.68 | |||||
| -24.70% | Jan 2022 | Sep 2022 (9) | Mar 2024 (27) | 11.60 | |||||
| -24.17% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 11.06 | |||||
| -24.14% | Jan 2020 | Mar 2020 (3) | Nov 2020 (11) | 10.42 | |||||
| -23.14% | Dec 1980 | Jul 1982 (20) | Nov 1982 (24) | 10.76 | |||||
| -21.87% | Jan 1990 | Sep 1990 (9) | May 1991 (17) | 10.79 | |||||
| -20.93% | Jan 1990 | Sep 1990 (9) | Feb 1991 (14) | 10.33 | |||||
| -20.46% | Apr 1998 | Aug 1998 (5) | Apr 1999 (13) | 9.79 | |||||
| -20.12% | May 1998 | Aug 1998 (4) | Mar 1999 (11) | 8.44 | |||||
| -20.10% | Feb 2001 | Sep 2002 (20) | Jul 2003 (30) | 11.01 | |||||
| -19.82% | Jun 1981 | Jul 1982 (14) | Nov 1982 (18) | 9.77 | |||||
| -15.11% | Feb 2018 | Dec 2018 (11) | Nov 2019 (22) | 5.70 | |||||
| -14.58% | Feb 2018 | Dec 2018 (11) | Oct 2019 (21) | 5.53 | |||||
| -13.71% | Jun 2015 | Feb 2016 (9) | Sep 2016 (16) | 6.99 | |||||
| -12.52% | Feb 1980 | Mar 1980 (2) | Jul 1980 (6) | 6.03 | |||||
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.
The highlighted returns represent the highest values for that specific year.
Swipe left to see all data
| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
+3.67%
|
-2.29% |
+6.76%
|
-0.80% |
| 2023 |
+15.13%
|
-11.48% |
+17.92%
|
-10.44% |
| 2022 |
-15.37%
|
-24.70% |
-15.26%
|
-24.17% |
| 2021 |
+19.37%
|
-3.67% |
+18.02%
|
-3.75% |
| 2020 |
+6.40%
|
-27.54% |
+12.47%
|
-24.14% |
| 2019 |
+23.62%
|
-6.09% |
+25.35%
|
-6.47% |
| 2018 |
-11.86%
|
-15.11% |
-10.13%
|
-14.58% |
| 2017 |
+21.78%
|
-0.19% |
+23.37%
|
0.00% |
| 2016 |
+12.36%
|
-6.13% |
+11.17%
|
-6.32% |
| 2015 |
-1.21%
|
-10.45% |
-3.25%
|
-11.66% |
| 2014 |
+3.86%
|
-4.78% |
+4.80%
|
-4.57% |
| 2013 |
+24.33%
|
-3.16% |
+25.26%
|
-2.77% |
| 2012 |
+18.52%
|
-9.57% |
+17.46%
|
-9.49% |
| 2011 |
-6.03%
|
-21.49% |
-5.87%
|
-21.44% |
| 2010 |
+17.95%
|
-12.96% |
+15.28%
|
-12.96% |
| 2009 |
+32.93%
|
-22.58% |
+33.82%
|
-19.82% |
| 2008 |
-39.47%
|
-43.68% |
-39.26%
|
-42.29% |
| 2007 |
+3.86%
|
-8.69% |
+8.88%
|
-6.67% |
| 2006 |
+25.26%
|
-4.59% |
+21.56%
|
-4.63% |
| 2005 |
+14.55%
|
-4.36% |
+12.96%
|
-5.00% |
| 2004 |
+24.50%
|
-4.95% |
+18.09%
|
-4.14% |
| 2003 |
+45.35%
|
-4.40% |
+38.64%
|
-5.78% |
| 2002 |
-8.70%
|
-19.82% |
-16.20%
|
-24.90% |
| 2001 |
-4.24%
|
-16.27% |
-10.62%
|
-23.72% |
| 2000 |
-0.62%
|
-8.65% |
-8.25%
|
-13.29% |
| 1999 |
+20.93%
|
-3.33% |
+29.44%
|
-3.30% |
| 1998 |
+4.55%
|
-20.46% |
+11.29%
|
-20.12% |
| 1997 |
+7.53%
|
-6.22% |
+15.46%
|
-6.42% |
| 1996 |
+14.79%
|
-4.92% |
+15.79%
|
-5.24% |
| 1995 |
+16.47%
|
-2.82% |
+21.40%
|
-2.18% |
| 1994 |
-2.37%
|
-7.70% |
-0.71%
|
-8.30% |
| 1993 |
+30.62%
|
-3.22% |
+31.23%
|
-4.22% |
| 1992 |
+7.12%
|
-3.87% |
+2.17%
|
-4.49% |
| 1991 |
+32.16%
|
-5.51% |
+38.61%
|
-5.51% |
| 1990 |
-15.66%
|
-21.87% |
-12.28%
|
-20.93% |
| 1989 |
+27.73%
|
-3.75% |
+33.54%
|
-3.73% |
| 1988 |
+25.20%
|
-2.71% |
+24.10%
|
-3.67% |
| 1987 |
+6.29%
|
-25.26% |
+2.12%
|
-25.46% |
| 1986 |
+33.82%
|
-4.97% |
+28.15%
|
-5.66% |
| 1985 |
+40.18%
|
-2.65% |
+38.11%
|
-3.15% |
| 1984 |
+7.34%
|
-6.12% |
+6.89%
|
-6.80% |
| 1983 |
+26.91%
|
-2.38% |
+23.93%
|
-2.67% |
| 1982 |
+9.42%
|
-16.41% |
+8.68%
|
-17.47% |
| 1981 |
-0.23%
|
-10.99% |
-3.48%
|
-12.17% |
| 1980 |
+24.58%
|
-12.52% |
+24.52%
|
-12.44% |
| 1979 |
+19.34%
|
-9.15% |
+19.37%
|
-7.99% |
| 1978 |
+21.17%
|
-9.46% |
+16.43%
|
-9.58% |
| 1977 |
+13.48%
|
-1.92% |
+5.87%
|
-3.49% |
| 1976 |
+22.54%
|
-3.46% |
+20.93%
|
-3.25% |
