Last Update: 31 March 2024
The Technology Portfolio obtained a 14.30% compound annual return, with a 23.97% standard deviation, in the last 30 Years.
The US Stocks Portfolio obtained a 10.49% compound annual return, with a 15.52% standard deviation, in the last 30 Years.
Summary
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| Technology Portfolio | US Stocks Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Very High | Very High | |
| Asset Allocation | Stocks | 100% | 100% |
| Fixed Income | 0% | 0% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +14.30% | +10.49% |
| Std Dev | 23.97% | 15.52% | |
| Max Drawdown | -81.08% | -50.84% | |
| All time Stats (Since Jan 1971) |
Return | +12.75% | +10.83% |
| Std Dev | 22.52% | 15.67% | |
| Max Drawdown | -81.08% | -50.84% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 1971
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| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| Technology Portfolio | +1.27 | +24.41 | +39.27 | +20.61 | +18.58 | +14.30 | +12.75 |
| US Stocks Portfolio | +2.90 | +22.88 | +28.85 | +14.15 | +12.23 | +10.49 | +10.83 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
Technology Portfolio: an investment of 1$, since April 1994,
now would be worth 55.17$, with a total return of 5417.17%
(14.30% annualized).
US Stocks Portfolio: an investment of 1$, since April 1994, now would be worth 19.94$, with a total return of 1894.37% (10.49% annualized).
US Stocks Portfolio: an investment of 1$, since April 1994, now would be worth 19.94$, with a total return of 1894.37% (10.49% annualized).
Technology Portfolio: an investment of 1$, since January 1971,
now would be worth 597.22$, with a total return of 59621.70%
(12.75% annualized).
US Stocks Portfolio: an investment of 1$, since January 1971, now would be worth 239.04$, with a total return of 23803.62% (10.83% annualized).
US Stocks Portfolio: an investment of 1$, since January 1971, now would be worth 239.04$, with a total return of 23803.62% (10.83% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
Technology Portfolio
|
US Stocks Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -81.08% | Apr 2000 | Sep 2002 (30) | Oct 2014 (175) | 56.07 | |||||
| -50.84% | Nov 2007 | Feb 2009 (16) | Mar 2012 (53) | 23.06 | |||||
| -43.94% | Sep 2000 | Sep 2002 (25) | Mar 2006 (67) | 23.71 | |||||
| -32.58% | Jan 2022 | Dec 2022 (12) | Dec 2023 (24) | 19.19 | |||||
| -24.81% | Jan 2022 | Sep 2022 (9) | Dec 2023 (24) | 13.14 | |||||
| -20.84% | Jan 2020 | Mar 2020 (3) | Jul 2020 (7) | 9.03 | |||||
| -17.57% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 9.03 | |||||
| -17.20% | Aug 1998 | Aug 1998 (1) | Oct 1998 (3) | 8.68 | |||||
| -16.96% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 8.13 | |||||
| -14.20% | Oct 2018 | Dec 2018 (3) | Apr 2019 (7) | 6.63 | |||||
| -13.51% | Feb 1997 | Mar 1997 (2) | May 1997 (4) | 7.32 | |||||
| -12.90% | Feb 2020 | Mar 2020 (2) | Apr 2020 (3) | 7.13 | |||||
| -10.50% | Aug 1997 | Dec 1997 (5) | Feb 1998 (7) | 5.23 | |||||
| -9.82% | Dec 2015 | Feb 2016 (3) | Jul 2016 (8) | 5.36 | |||||
| -9.49% | Feb 1999 | Feb 1999 (1) | Apr 1999 (3) | 4.77 | |||||
| -8.88% | Aug 2015 | Sep 2015 (2) | Oct 2015 (3) | 5.60 | |||||
| -8.84% | Jun 2015 | Sep 2015 (4) | May 2016 (12) | 4.72 | |||||
| -8.65% | Sep 2020 | Oct 2020 (2) | Nov 2020 (3) | 5.20 | |||||
| -8.44% | Apr 2000 | May 2000 (2) | Aug 2000 (5) | 5.11 | |||||
| -8.23% | May 2019 | May 2019 (1) | Jul 2019 (3) | 4.16 | |||||
Drawdown comparison chart since January 1971.
Swipe left to see all data
|
Technology Portfolio
|
US Stocks Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -81.08% | Apr 2000 | Sep 2002 (30) | Oct 2014 (175) | 56.07 | |||||
| -58.37% | Jan 1973 | Sep 1974 (21) | Aug 1978 (68) | 32.58 | |||||
| -50.84% | Nov 2007 | Feb 2009 (16) | Mar 2012 (53) | 23.06 | |||||
| -45.86% | Jan 1973 | Sep 1974 (21) | Dec 1976 (48) | 20.53 | |||||
| -43.94% | Sep 2000 | Sep 2002 (25) | Mar 2006 (67) | 23.71 | |||||
| -34.57% | Sep 1987 | Nov 1987 (3) | May 1989 (21) | 17.23 | |||||
| -32.58% | Jan 2022 | Dec 2022 (12) | Dec 2023 (24) | 19.19 | |||||
| -29.34% | Sep 1987 | Nov 1987 (3) | May 1989 (21) | 14.96 | |||||
| -27.93% | Jul 1983 | Jul 1984 (13) | Nov 1985 (29) | 16.11 | |||||
| -27.64% | Jul 1990 | Oct 1990 (4) | Feb 1991 (8) | 16.50 | |||||
| -25.11% | Jun 1981 | Jul 1982 (14) | Nov 1982 (18) | 15.65 | |||||
| -24.81% | Jan 2022 | Sep 2022 (9) | Dec 2023 (24) | 13.14 | |||||
| -20.84% | Jan 2020 | Mar 2020 (3) | Jul 2020 (7) | 9.03 | |||||
| -19.01% | Feb 1980 | Mar 1980 (2) | Jul 1980 (6) | 9.28 | |||||
| -17.85% | Dec 1980 | Jul 1982 (20) | Oct 1982 (23) | 9.42 | |||||
| -17.69% | Sep 1978 | Oct 1978 (2) | Jun 1979 (10) | 8.77 | |||||
| -17.57% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 9.03 | |||||
| -17.20% | Aug 1998 | Aug 1998 (1) | Oct 1998 (3) | 8.68 | |||||
| -16.96% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 8.13 | |||||
| -16.20% | Jun 1990 | Oct 1990 (5) | Feb 1991 (9) | 8.96 | |||||
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 |
+8.56%
|
0.00% |
+9.56%
|
0.00% |
| 2023 |
+54.85%
|
-8.42% |
+26.05%
|
-9.10% |
| 2022 |
-32.58%
|
-32.58% |
-19.51%
|
-24.81% |
| 2021 |
+27.42%
|
-5.68% |
+25.67%
|
-4.46% |
| 2020 |
+48.40%
|
-12.90% |
+21.03%
|
-20.84% |
| 2019 |
+38.96%
|
-8.23% |
+30.67%
|
-6.45% |
| 2018 |
-0.12%
|
-16.96% |
-5.21%
|
-14.20% |
| 2017 |
+32.66%
|
-2.32% |
+21.21%
|
0.00% |
| 2016 |
+7.10%
|
-8.37% |
+12.83%
|
-5.73% |
| 2015 |
+9.45%
|
-8.88% |
+0.36%
|
-8.84% |
| 2014 |
+19.18%
|
-3.04% |
+12.54%
|
-3.17% |
| 2013 |
+36.63%
|
-2.39% |
+33.45%
|
-3.03% |
| 2012 |
+18.12%
|
-8.13% |
+16.45%
|
-6.82% |
| 2011 |
+3.47%
|
-10.79% |
+0.97%
|
-17.58% |
| 2010 |
+20.14%
|
-12.93% |
+17.42%
|
-13.26% |
| 2009 |
+54.68%
|
-7.43% |
+28.89%
|
-17.72% |
| 2008 |
-41.73%
|
-43.03% |
-36.98%
|
-38.08% |
| 2007 |
+19.02%
|
-6.83% |
+5.37%
|
-5.23% |
| 2006 |
+7.14%
|
-11.54% |
+15.69%
|
-3.22% |
| 2005 |
+1.57%
|
-12.37% |
+6.31%
|
-4.48% |
| 2004 |
+10.54%
|
-9.86% |
+12.79%
|
-3.56% |
| 2003 |
+49.67%
|
-2.90% |
+30.75%
|
-4.27% |
| 2002 |
-37.37%
|
-46.75% |
-20.47%
|
-27.18% |
| 2001 |
-33.34%
|
-54.93% |
-10.97%
|
-23.65% |
| 2000 |
-36.11%
|
-46.69% |
-10.57%
|
-15.87% |
| 1999 |
+101.95%
|
-9.49% |
+23.81%
|
-6.42% |
| 1998 |
+85.30%
|
-17.20% |
+23.26%
|
-17.57% |
| 1997 |
+20.63%
|
-13.51% |
+30.99%
|
-4.56% |
| 1996 |
+42.54%
|
-8.14% |
+20.96%
|
-6.17% |
| 1995 |
+42.54%
|
-3.77% |
+35.79%
|
-1.17% |
| 1994 |
+1.50%
|
-12.97% |
-0.17%
|
-7.43% |
| 1993 |
+10.58%
|
-8.26% |
+10.62%
|
-2.77% |
| 1992 |
+8.86%
|
-13.48% |
+9.11%
|
-2.40% |
| 1991 |
+64.99%
|
-8.89% |
+32.39%
|
-4.47% |
| 1990 |
-10.41%
|
-27.64% |
-6.08%
|
-16.20% |
| 1989 |
+26.17%
|
-4.64% |
+28.12%
|
-3.05% |
| 1988 |
+13.54%
|
-10.50% |
+17.32%
|
-3.42% |
| 1987 |
+10.50%
|
-34.57% |
+2.61%
|
-29.34% |
| 1986 |
+6.89%
|
-15.73% |
+14.57%
|
-7.92% |
| 1985 |
+35.61%
|
-6.97% |
+31.27%
|
-4.77% |
| 1984 |
-11.31%
|
-17.55% |
+2.19%
|
-9.02% |
| 1983 |
+19.87%
|
-13.85% |
+22.66%
|
-4.00% |
| 1982 |
+18.67%
|
-14.55% |
+20.50%
|
-11.21% |
| 1981 |
-3.21%
|
-19.44% |
-4.15%
|
-12.79% |
| 1980 |
+33.88%
|
-19.01% |
+33.15%
|
-11.98% |
| 1979 |
+28.11%
|
-9.91% |
+24.25%
|
-7.22% |
| 1978 |
+12.31%
|
-17.69% |
+8.45%
|
-11.64% |
| 1977 |
+7.33%
|
-3.83% |
-3.36%
|
-8.29% |
| 1976 |
+26.10%
|
-2.85% |
+26.47%
|
-2.10% |
| 1975 |
+29.76%
|
-14.58% |
+37.82%
|
-11.74% |
| 1974 |
-35.11%
|
-41.36% |
-27.81%
|
-34.15% |
| 1973 |
-31.06%
|
-31.06% |
-18.18%
|
-19.22% |
| 1972 |
+17.18%
|
-3.61% |
+17.62%
|
-2.45% |
| 1971 |
+27.35%
|
-7.42% |
+17.63%
|
-6.54% |
