Last Update: 30 June 2024
The Rob Arnott Portfolio obtained a 6.71% compound annual return, with a 7.23% standard deviation, in the last 30 Years.
The Gyroscopic Investing Desert Portfolio obtained a 6.88% compound annual return, with a 5.50% standard deviation, in the last 30 Years.
Summary
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| Rob Arnott Portfolio | Gyroscopic Investing Desert Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Medium | Medium | |
| Asset Allocation | Stocks | 30% | 30% |
| Fixed Income | 60% | 60% | |
| Commodities | 10% | 10% | |
| 30 Years Stats | Return | +6.71% | +6.88% |
| Std Dev | 7.23% | 5.50% | |
| Max Drawdown | -24.27% | -14.72% | |
| All time Stats (Since Jan 1985) |
Return | +8.16% | +7.75% |
| Std Dev | 7.18% | 5.72% | |
| Max Drawdown | -24.27% | -14.72% | |
| Last Update: 30 June 2024 | |||
Historical Returns as of Jun 30, 2024
Comparison period starts from January 1985
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| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| Rob Arnott Portfolio | +0.99 | +1.44 | +5.91 | +3.46 | +3.66 | +6.71 | +8.16 |
| Gyroscopic Investing Desert Portfolio | +1.51 | +5.22 | +10.86 | +5.35 | +4.96 | +6.88 | +7.75 |
| Return over 1 year are annualized. |
Capital Growth as of Jun 30, 2024
Rob Arnott Portfolio: an investment of 1$, since July 1994,
now would be worth 7.01$, with a total return of 601.33%
(6.71% annualized).
Gyroscopic Investing Desert Portfolio: an investment of 1$, since July 1994, now would be worth 7.35$, with a total return of 635.00% (6.88% annualized).
Gyroscopic Investing Desert Portfolio: an investment of 1$, since July 1994, now would be worth 7.35$, with a total return of 635.00% (6.88% annualized).
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Rob Arnott Portfolio: an investment of 1$, since January 1985,
now would be worth 22.16$, with a total return of 2115.77%
(8.16% annualized).
Gyroscopic Investing Desert Portfolio: an investment of 1$, since January 1985, now would be worth 19.07$, with a total return of 1806.89% (7.75% annualized).
Gyroscopic Investing Desert Portfolio: an investment of 1$, since January 1985, now would be worth 19.07$, with a total return of 1806.89% (7.75% annualized).
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Drawdowns
Drawdown comparison chart since July 1994.
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|
Rob Arnott Portfolio
|
Gyroscopic Investing Desert Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -24.27% | Jun 2008 | Feb 2009 (9) | Mar 2010 (22) | 12.41 | |||||
| -17.86% | Jan 2022 | Sep 2022 (9) | In progress (30) | 10.49 | |||||
| -14.72% | Jan 2022 | Sep 2022 (9) | Mar 2024 (27) | 7.77 | |||||
| -10.15% | Mar 2008 | Feb 2009 (12) | Sep 2009 (19) | 4.82 | |||||
| -8.72% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 4.02 | |||||
| -6.23% | Mar 2015 | Jan 2016 (11) | Jun 2016 (16) | 3.65 | |||||
| -5.66% | May 2013 | Jun 2013 (2) | Feb 2014 (10) | 3.39 | |||||
| -4.84% | Sep 2018 | Dec 2018 (4) | Feb 2019 (6) | 2.63 | |||||
| -4.70% | Apr 2004 | Apr 2004 (1) | Sep 2004 (6) | 2.74 | |||||
| -4.42% | Jul 1998 | Aug 1998 (2) | Sep 1998 (3) | 2.25 | |||||
| -4.10% | Jul 1998 | Aug 1998 (2) | Sep 1998 (3) | 2.15 | |||||
| -3.94% | Feb 2001 | Mar 2001 (2) | Feb 2002 (13) | 1.66 | |||||
| -3.86% | Aug 2016 | Nov 2016 (4) | May 2017 (10) | 1.64 | |||||
| -3.56% | Feb 2020 | Mar 2020 (2) | Apr 2020 (3) | 1.89 | |||||
| -3.51% | Aug 2011 | Sep 2011 (2) | Oct 2011 (3) | 1.80 | |||||
| -3.44% | Apr 2004 | Apr 2004 (1) | Oct 2004 (7) | 2.16 | |||||
| -3.26% | Aug 1994 | Nov 1994 (4) | Feb 1995 (7) | 1.69 | |||||
| -3.24% | Sep 2011 | Sep 2011 (1) | Oct 2011 (2) | 1.87 | |||||
| -2.99% | May 2010 | May 2010 (1) | Jul 2010 (3) | 1.99 | |||||
| -2.91% | Feb 1999 | Feb 1999 (1) | Apr 1999 (3) | 1.68 | |||||
Drawdown comparison chart since January 1985.
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|
Rob Arnott Portfolio
|
Gyroscopic Investing Desert Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -24.27% | Jun 2008 | Feb 2009 (9) | Mar 2010 (22) | 12.41 | |||||
| -17.86% | Jan 2022 | Sep 2022 (9) | In progress (30) | 10.49 | |||||
| -14.72% | Jan 2022 | Sep 2022 (9) | Mar 2024 (27) | 7.77 | |||||
| -10.15% | Mar 2008 | Feb 2009 (12) | Sep 2009 (19) | 4.82 | |||||
| -8.72% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 4.02 | |||||
| -8.49% | Sep 1987 | Nov 1987 (3) | Oct 1988 (14) | 3.82 | |||||
| -7.37% | Feb 1994 | Nov 1994 (10) | May 1995 (16) | 4.71 | |||||
| -6.23% | Mar 2015 | Jan 2016 (11) | Jun 2016 (16) | 3.65 | |||||
| -6.11% | Jan 1990 | Apr 1990 (4) | Jul 1990 (7) | 3.26 | |||||
| -5.66% | May 2013 | Jun 2013 (2) | Feb 2014 (10) | 3.39 | |||||
| -5.63% | Feb 1994 | Jun 1994 (5) | Feb 1995 (13) | 3.86 | |||||
| -5.21% | Sep 1987 | Nov 1987 (3) | Jan 1988 (5) | 3.32 | |||||
| -4.84% | Sep 2018 | Dec 2018 (4) | Feb 2019 (6) | 2.63 | |||||
| -4.70% | Apr 2004 | Apr 2004 (1) | Sep 2004 (6) | 2.74 | |||||
| -4.42% | Jul 1998 | Aug 1998 (2) | Sep 1998 (3) | 2.25 | |||||
| -4.10% | Jul 1998 | Aug 1998 (2) | Sep 1998 (3) | 2.15 | |||||
| -3.94% | Feb 2001 | Mar 2001 (2) | Feb 2002 (13) | 1.66 | |||||
| -3.86% | Aug 2016 | Nov 2016 (4) | May 2017 (10) | 1.64 | |||||
| -3.71% | Jan 1990 | Apr 1990 (4) | May 1990 (5) | 2.22 | |||||
| -3.56% | Feb 2020 | Mar 2020 (2) | Apr 2020 (3) | 1.89 | |||||
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.
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| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
+1.44%
|
-3.00% |
+5.22%
|
-2.08% |
| 2023 |
+9.08%
|
-7.06% |
+11.64%
|
-4.01% |
| 2022 |
-14.81%
|
-17.86% |
-11.64%
|
-14.72% |
| 2021 |
+11.04%
|
-1.71% |
+5.76%
|
-2.29% |
| 2020 |
+7.98%
|
-8.72% |
+12.96%
|
-3.56% |
| 2019 |
+16.67%
|
-0.49% |
+14.41%
|
-0.95% |
| 2018 |
-4.12%
|
-4.84% |
-0.94%
|
-2.77% |
| 2017 |
+9.02%
|
-0.37% |
+8.38%
|
-0.12% |
| 2016 |
+7.14%
|
-3.86% |
+5.39%
|
-2.63% |
| 2015 |
-3.26%
|
-5.73% |
+0.02%
|
-2.57% |
| 2014 |
+7.59%
|
-2.79% |
+5.45%
|
-1.59% |
| 2013 |
+1.41%
|
-5.66% |
+6.10%
|
-2.64% |
| 2012 |
+10.55%
|
-2.17% |
+6.70%
|
-2.16% |
| 2011 |
+7.73%
|
-3.51% |
+6.23%
|
-3.24% |
| 2010 |
+11.89%
|
-2.99% |
+11.95%
|
-1.56% |
| 2009 |
+14.59%
|
-11.26% |
+10.05%
|
-5.76% |
| 2008 |
-11.48%
|
-21.15% |
-2.92%
|
-8.78% |
| 2007 |
+7.64%
|
-1.84% |
+10.64%
|
-0.86% |
| 2006 |
+8.97%
|
-1.26% |
+8.85%
|
-1.61% |
| 2005 |
+7.74%
|
-2.50% |
+5.06%
|
-1.48% |
| 2004 |
+11.93%
|
-4.70% |
+6.34%
|
-3.44% |
| 2003 |
+17.00%
|
-2.42% |
+12.64%
|
-1.46% |
| 2002 |
+8.16%
|
-0.99% |
+4.90%
|
-2.20% |
| 2001 |
+0.06%
|
-2.47% |
+1.31%
|
-3.94% |
| 2000 |
+12.87%
|
-0.83% |
+4.70%
|
-2.78% |
| 1999 |
+7.22%
|
-2.71% |
+5.12%
|
-2.91% |
| 1998 |
+6.53%
|
-4.10% |
+13.26%
|
-4.42% |
| 1997 |
+7.20%
|
-2.36% |
+12.53%
|
-2.44% |
| 1996 |
+11.02%
|
-0.75% |
+6.98%
|
-2.04% |
| 1995 |
+21.23%
|
0.00% |
+23.10%
|
0.00% |
| 1994 |
-2.84%
|
-7.37% |
-2.86%
|
-5.63% |
| 1993 |
+13.77%
|
-2.73% |
+11.81%
|
-1.14% |
| 1992 |
+6.56%
|
-2.87% |
+6.83%
|
-2.19% |
| 1991 |
+18.67%
|
-1.99% |
+18.44%
|
-1.44% |
| 1990 |
+2.80%
|
-6.11% |
+3.54%
|
-3.71% |
| 1989 |
+17.53%
|
-1.16% |
+16.86%
|
-1.08% |
| 1988 |
+13.48%
|
-1.21% |
+6.82%
|
-1.71% |
| 1987 |
+6.41%
|
-5.21% |
+4.17%
|
-8.49% |
| 1986 |
+21.76%
|
-3.06% |
+15.33%
|
-2.55% |
| 1985 |
+27.17%
|
-1.73% |
+23.33%
|
-1.21% |
