Total Bond Developed World ex-US vs Gyroscopic Investing Desert Portfolio Comparison

Last Update: 31 March 2024

The Total Bond Developed World ex-US Portfolio obtained a 4.86% compound annual return, with a 4.55% standard deviation, in the last 30 Years.

The Gyroscopic Investing Desert Portfolio obtained a 6.77% compound annual return, with a 5.47% standard deviation, in the last 30 Years.

Summary

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Total Bond Developed World ex-US Portfolio Gyroscopic Investing Desert Portfolio
Portfolio Risk Low Medium
Asset Allocation Stocks 0% 30%
Fixed Income 100% 60%
Commodities 0% 10%
30 Years Stats Return +4.86% +6.77%
Std Dev 4.55% 5.47%
Max Drawdown -14.88% -14.72%
All time Stats
(Since Jan 1985)		 Return +6.60% +7.75%
Std Dev 5.09% 5.71%
Max Drawdown -14.88% -14.72%
Last Update: 31 March 2024

Historical Returns as of Mar 31, 2024

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
Total Bond Developed World ex-US Portfolio +1.12 +6.59 +5.19 +0.33 +2.18 +4.86 +6.60
Gyroscopic Investing Desert Portfolio +2.01 +11.16 +10.30 +5.73 +5.03 +6.77 +7.75
Return over 1 year are annualized.

Capital Growth as of Mar 31, 2024

Total Bond Developed World ex-US Portfolio: an investment of 1$, since April 1994, now would be worth 4.15$, with a total return of 315.40% (4.86% annualized).

Gyroscopic Investing Desert Portfolio: an investment of 1$, since April 1994, now would be worth 7.14$, with a total return of 614.36% (6.77% annualized).

Total Bond Developed World ex-US Portfolio: an investment of 1$, since January 1985, now would be worth 12.27$, with a total return of 1126.68% (6.60% annualized).

Gyroscopic Investing Desert Portfolio: an investment of 1$, since January 1985, now would be worth 18.71$, with a total return of 1770.94% (7.75% annualized).

Drawdowns

Drawdown comparison chart since April 1994.

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Total Bond Developed World ex-US 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
-14.88% Jan 2021 Sep 2022 (21) In progress (39) 9.16
-14.72% Jan 2022 Sep 2022 (9) Mar 2024 (27) 7.77
-10.15% Mar 2008 Feb 2009 (12) Sep 2009 (19) 4.82
-10.03% Mar 2008 Nov 2008 (9) Jul 2009 (17) 4.88
-8.31% Dec 1996 Apr 1997 (5) Sep 1998 (22) 4.42
-4.53% Apr 1994 Aug 1994 (5) Apr 1995 (13) 2.97
-4.42% Jul 1998 Aug 1998 (2) Sep 1998 (3) 2.25
-4.24% May 2013 Aug 2013 (4) May 2014 (13) 2.62
-3.94% Feb 2001 Mar 2001 (2) Feb 2002 (13) 1.66
-3.56% Feb 2020 Mar 2020 (2) Apr 2020 (3) 1.89
-3.44% Apr 2004 Apr 2004 (1) Oct 2004 (7) 2.16
-3.24% Sep 2011 Sep 2011 (1) Oct 2011 (2) 1.87
-3.17% May 1999 Aug 1999 (4) Mar 2000 (11) 2.19
-3.03% Oct 2016 Jan 2017 (4) Nov 2017 (14) 1.63
-2.91% Feb 1999 Feb 1999 (1) Apr 1999 (3) 1.68
-2.91% Mar 2020 Mar 2020 (1) Jul 2020 (5) 1.29
-2.88% Apr 2015 Jun 2015 (3) Jan 2016 (10) 1.48
-2.78% Apr 2000 May 2000 (2) Jun 2000 (3) 1.66
-2.77% Sep 2018 Dec 2018 (4) Jan 2019 (5) 1.66
-2.73% Sep 1994 Nov 1994 (3) Feb 1995 (6) 1.46

Drawdown comparison chart since January 1985.

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Total Bond Developed World ex-US 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
-14.88% Jan 2021 Sep 2022 (21) In progress (39) 9.16
-14.72% Jan 2022 Sep 2022 (9) Mar 2024 (27) 7.77
-10.15% Mar 2008 Feb 2009 (12) Sep 2009 (19) 4.82
-10.03% Mar 2008 Nov 2008 (9) Jul 2009 (17) 4.88
-8.68% Feb 1994 Aug 1994 (7) Jul 1995 (18) 5.98
-8.49% Sep 1987 Nov 1987 (3) Oct 1988 (14) 3.82
-8.31% Dec 1996 Apr 1997 (5) Sep 1998 (22) 4.42
-5.63% Feb 1994 Jun 1994 (5) Feb 1995 (13) 3.86
-4.82% Apr 1987 Sep 1987 (6) Dec 1987 (9) 2.61
-4.42% Jul 1998 Aug 1998 (2) Sep 1998 (3) 2.25
-4.24% May 2013 Aug 2013 (4) May 2014 (13) 2.62
-3.94% Feb 2001 Mar 2001 (2) Feb 2002 (13) 1.66
-3.71% Jan 1990 Apr 1990 (4) May 1990 (5) 2.22
-3.70% Feb 1985 Feb 1985 (1) Apr 1985 (3) 1.85
-3.57% Dec 1989 Apr 1990 (5) Jun 1990 (7) 1.85
-3.56% Feb 2020 Mar 2020 (2) Apr 2020 (3) 1.89
-3.44% Apr 2004 Apr 2004 (1) Oct 2004 (7) 2.16
-3.35% May 1986 May 1986 (1) Jul 1986 (3) 1.72
-3.24% Sep 2011 Sep 2011 (1) Oct 2011 (2) 1.87
-3.20% Aug 1990 Oct 1990 (3) Dec 1990 (5) 2.16

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
-0.02%
 -1.12%
+3.24%
 0.00%
2023
+8.79%
 -1.89%
+11.64%
 -4.01%
2022
-12.76%
 -12.90%
-11.64%
 -14.72%
2021
-2.28%
 -2.58%
+5.76%
 -2.29%
2020
+4.65%
 -2.91%
+12.96%
 -3.56%
2019
+7.87%
 -1.68%
+14.41%
 -0.95%
2018
+2.81%
 -0.57%
-0.94%
 -2.77%
2017
+2.40%
 -0.98%
+8.38%
 -0.12%
2016
+4.61%
 -2.49%
+5.39%
 -2.63%
2015
+1.19%
 -2.88%
+0.02%
 -2.57%
2014
+8.74%
 -0.13%
+5.45%
 -1.59%
2013
-0.81%
 -4.24%
+6.10%
 -2.64%
2012
+9.54%
 0.00%
+6.70%
 -2.16%
2011
+8.60%
 -0.56%
+6.23%
 -3.24%
2010
+8.53%
 -1.97%
+11.95%
 -1.56%
2009
+15.30%
 -0.78%
+10.05%
 -5.76%
2008
-2.35%
 -10.03%
-2.92%
 -8.78%
2007
+4.99%
 -1.62%
+10.64%
 -0.86%
2006
+2.94%
 -0.81%
+8.85%
 -1.61%
2005
+4.98%
 -1.02%
+5.06%
 -1.48%
2004
+6.11%
 -0.89%
+6.34%
 -3.44%
2003
+3.93%
 -2.34%
+12.64%
 -1.46%
2002
+9.29%
 -1.02%
+4.90%
 -2.20%
2001
+10.83%
 -1.10%
+1.31%
 -3.94%
2000
+9.20%
 -0.42%
+4.70%
 -2.78%
1999
+0.29%
 -3.17%
+5.12%
 -2.91%
1998
+17.11%
 -2.26%
+13.26%
 -4.42%
1997
-4.84%
 -7.85%
+12.53%
 -2.44%
1996
+4.66%
 -1.82%
+6.98%
 -2.04%
1995
+21.23%
 -0.60%
+23.10%
 0.00%
1994
-7.29%
 -8.68%
-2.86%
 -5.63%
1993
+16.41%
 0.00%
+11.81%
 -1.14%
1992
+11.90%
 -2.20%
+6.83%
 -2.19%
1991
+21.42%
 -0.43%
+18.44%
 -1.44%
1990
+7.20%
 -3.40%
+3.54%
 -3.71%
1989
+11.10%
 -2.18%
+16.86%
 -1.08%
1988
+8.79%
 -1.14%
+6.82%
 -1.71%
1987
+3.47%
 -4.82%
+4.17%
 -8.49%
1986
+16.37%
 -3.35%
+15.33%
 -2.55%
1985
+24.95%
 -3.70%
+23.33%
 -1.21%