Stocks/Bonds 40/60 2x Leveraged vs Dedalo Invest Dedalo Four Portfolio Comparison

Last Update: 29 February 2024

The Stocks/Bonds 40/60 2x Leveraged Portfolio obtained a 8.05% compound annual return, with a 14.62% standard deviation, in the last 10 Years.

The Dedalo Invest Dedalo Four Portfolio obtained a 9.22% compound annual return, with a 12.51% standard deviation, in the last 10 Years.

Summary

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Stocks/Bonds 40/60 2x Leveraged Portfolio Dedalo Invest Dedalo Four Portfolio
Portfolio Risk Medium Very High
Asset Allocation Stocks 40% 80%
Fixed Income 60% 20%
Commodities 0% 0%
10 Years Stats Return +8.05% +9.22%
Std Dev 14.62% 12.51%
Max Drawdown -36.46% -22.61%
All time Stats
(Since Mar 2010)
Return +11.28% +10.49%
Std Dev 13.29% 12.32%
Max Drawdown -36.46% -22.61%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from March 2010

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1M 6M 1Y 5Y 10Y MAX
Stocks/Bonds 40/60 2x Leveraged Portfolio +0.34 +8.64 +18.45 +6.98 +8.05 +11.28
Dedalo Invest Dedalo Four Portfolio +3.94 +11.09 +22.58 +10.41 +9.22 +10.49
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Stocks/Bonds 40/60 2x Leveraged Portfolio: an investment of 1$, since March 2014, now would be worth 2.17$, with a total return of 116.87% (8.05% annualized).

Dedalo Invest Dedalo Four Portfolio: an investment of 1$, since March 2014, now would be worth 2.42$, with a total return of 141.57% (9.22% annualized).

Stocks/Bonds 40/60 2x Leveraged Portfolio: an investment of 1$, since March 2010, now would be worth 4.46$, with a total return of 346.42% (11.28% annualized).

Dedalo Invest Dedalo Four Portfolio: an investment of 1$, since March 2010, now would be worth 4.04$, with a total return of 304.21% (10.49% annualized).

Drawdowns

Drawdown comparison chart since March 2014.

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Stocks/Bonds 40/60 2x Leveraged Portfolio
Dedalo Invest Dedalo Four Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-36.46% Jan 2022 Sep 2022 (9) In progress (26) 25.81
-22.61% Jan 2022 Sep 2022 (9) Jan 2024 (25) 11.91
-17.08% Jan 2020 Mar 2020 (3) Jul 2020 (7) 7.46
-10.89% Oct 2018 Dec 2018 (3) Apr 2019 (7) 5.05
-9.59% Sep 2018 Dec 2018 (4) Mar 2019 (7) 4.96
-7.84% Jun 2015 Sep 2015 (4) Jun 2016 (13) 4.16
-7.29% Feb 2020 Mar 2020 (2) May 2020 (4) 3.46
-7.11% Feb 2018 Apr 2018 (3) Aug 2018 (7) 4.21
-6.54% Aug 2016 Nov 2016 (4) Feb 2017 (7) 3.58
-6.16% Sep 2021 Sep 2021 (1) Nov 2021 (3) 3.08
-6.13% Sep 2020 Oct 2020 (2) Nov 2020 (3) 3.32
-5.62% Mar 2015 Sep 2015 (7) Mar 2016 (13) 2.68
-4.94% May 2019 May 2019 (1) Jun 2019 (2) 2.85
-4.30% Feb 2018 Mar 2018 (2) Jul 2018 (6) 2.80
-4.02% Sep 2020 Oct 2020 (2) Nov 2020 (3) 2.38
-3.79% Sep 2021 Sep 2021 (1) Oct 2021 (2) 2.19
-2.97% Jan 2021 Feb 2021 (2) Apr 2021 (4) 1.88
-2.86% May 2019 May 2019 (1) Jun 2019 (2) 1.65
-2.54% Sep 2014 Sep 2014 (1) Oct 2014 (2) 1.47
-2.02% Sep 2014 Sep 2014 (1) Nov 2014 (3) 1.01

Drawdown comparison chart since March 2010.

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Stocks/Bonds 40/60 2x Leveraged Portfolio
Dedalo Invest Dedalo Four Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-36.46% Jan 2022 Sep 2022 (9) In progress (26) 25.81
-22.61% Jan 2022 Sep 2022 (9) Jan 2024 (25) 11.91
-17.08% Jan 2020 Mar 2020 (3) Jul 2020 (7) 7.46
-14.59% May 2011 Sep 2011 (5) Feb 2012 (10) 6.53
-10.89% Oct 2018 Dec 2018 (3) Apr 2019 (7) 5.05
-10.05% May 2010 Jun 2010 (2) Oct 2010 (6) 5.63
-9.59% Sep 2018 Dec 2018 (4) Mar 2019 (7) 4.96
-7.84% Jun 2015 Sep 2015 (4) Jun 2016 (13) 4.16
-7.29% Feb 2020 Mar 2020 (2) May 2020 (4) 3.46
-7.11% Feb 2018 Apr 2018 (3) Aug 2018 (7) 4.21
-6.54% Aug 2016 Nov 2016 (4) Feb 2017 (7) 3.58
-6.16% Sep 2021 Sep 2021 (1) Nov 2021 (3) 3.08
-6.13% Sep 2020 Oct 2020 (2) Nov 2020 (3) 3.32
-6.06% Apr 2012 May 2012 (2) Aug 2012 (5) 2.81
-5.62% Mar 2015 Sep 2015 (7) Mar 2016 (13) 2.68
-5.58% May 2013 Aug 2013 (4) Oct 2013 (6) 3.04
-4.94% May 2019 May 2019 (1) Jun 2019 (2) 2.85
-4.30% Feb 2018 Mar 2018 (2) Jul 2018 (6) 2.80
-4.27% May 2010 Jun 2010 (2) Jul 2010 (3) 2.87
-4.02% Sep 2020 Oct 2020 (2) Nov 2020 (3) 2.38

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
+1.60%
0.00%
+4.46%
0.00%
2023
+18.74%
-14.99%
+21.59%
-7.93%
2022
-33.70%
-36.46%
-17.79%
-22.61%
2021
+19.46%
-6.16%
+18.23%
-3.79%
2020
+19.91%
-7.29%
+16.65%
-17.08%
2019
+33.39%
-2.86%
+25.15%
-4.94%
2018
-6.50%
-9.59%
-4.75%
-10.89%
2017
+19.66%
-0.19%
+18.27%
0.00%
2016
+8.94%
-6.54%
+10.11%
-4.36%
2015
+0.67%
-5.62%
-0.03%
-7.84%
2014
+20.80%
-2.54%
+9.57%
-2.57%
2013
+20.66%
-5.58%
+23.97%
-2.47%
2012
+16.43%
-2.46%
+15.24%
-6.06%
2011
+17.29%
-1.97%
+0.38%
-14.59%