Last Update: 31 March 2024
The US Stocks Value Portfolio obtained a 10.28% compound annual return, with a 15.35% standard deviation, in the last 30 Years.
The Technology Portfolio obtained a 14.30% compound annual return, with a 23.97% standard deviation, in the last 30 Years.
Summary
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| US Stocks Value Portfolio | Technology Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Very High | Very High | |
| Asset Allocation | Stocks | 100% | 100% |
| Fixed Income | 0% | 0% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +10.28% | +14.30% |
| Std Dev | 15.35% | 23.97% | |
| Max Drawdown | -55.41% | -81.08% | |
| All time Stats (Since Jan 1975) |
Return | +12.24% | +14.80% |
| Std Dev | 15.30% | 22.61% | |
| Max Drawdown | -55.41% | -81.08% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 1975
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| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| US Stocks Value Portfolio | +4.69 | +22.40 | +24.99 | +13.06 | +10.43 | +10.28 | +12.24 |
| Technology Portfolio | +1.27 | +24.41 | +39.27 | +20.61 | +18.58 | +14.30 | +14.80 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
US Stocks Value Portfolio: an investment of 1$, since April 1994,
now would be worth 18.84$, with a total return of 1784.17%
(10.28% annualized).
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).
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 Value Portfolio: an investment of 1$, since January 1975,
now would be worth 295.43$, with a total return of 29442.57%
(12.24% annualized).
Technology Portfolio: an investment of 1$, since January 1975, now would be worth 894.63$, with a total return of 89362.81% (14.80% annualized).
Technology Portfolio: an investment of 1$, since January 1975, now would be worth 894.63$, with a total return of 89362.81% (14.80% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
US Stocks Value Portfolio
|
Technology 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 | |||||
| -55.41% | Jun 2007 | Feb 2009 (21) | Jan 2013 (68) | 25.46 | |||||
| -32.58% | Jan 2022 | Dec 2022 (12) | Dec 2023 (24) | 19.19 | |||||
| -32.49% | Sep 2000 | Sep 2002 (25) | Feb 2004 (42) | 17.09 | |||||
| -26.06% | Jan 2020 | Mar 2020 (3) | Dec 2020 (12) | 13.06 | |||||
| -17.60% | Jul 1998 | Aug 1998 (2) | Dec 1998 (6) | 8.56 | |||||
| -17.20% | Aug 1998 | Aug 1998 (1) | Oct 1998 (3) | 8.68 | |||||
| -16.96% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 8.13 | |||||
| -16.63% | Jan 2022 | Sep 2022 (9) | Jan 2023 (13) | 6.87 | |||||
| -13.51% | Feb 1997 | Mar 1997 (2) | May 1997 (4) | 7.32 | |||||
| -12.90% | Feb 2020 | Mar 2020 (2) | Apr 2020 (3) | 7.13 | |||||
| -12.56% | Feb 2018 | Dec 2018 (11) | Apr 2019 (15) | 5.22 | |||||
| -10.70% | Jun 2015 | Jan 2016 (8) | Jun 2016 (13) | 5.85 | |||||
| -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 | |||||
| -9.27% | Aug 2023 | Oct 2023 (3) | Dec 2023 (5) | 4.98 | |||||
| -8.88% | Jul 1999 | Sep 1999 (3) | Dec 1999 (6) | 4.59 | |||||
| -8.88% | Aug 2015 | Sep 2015 (2) | Oct 2015 (3) | 5.60 | |||||
| -8.65% | Sep 2020 | Oct 2020 (2) | Nov 2020 (3) | 5.20 | |||||
Drawdown comparison chart since January 1975.
Swipe left to see all data
|
US Stocks Value Portfolio
|
Technology 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 | |||||
| -55.41% | Jun 2007 | Feb 2009 (21) | Jan 2013 (68) | 25.46 | |||||
| -34.57% | Sep 1987 | Nov 1987 (3) | May 1989 (21) | 17.23 | |||||
| -32.58% | Jan 2022 | Dec 2022 (12) | Dec 2023 (24) | 19.19 | |||||
| -32.49% | Sep 2000 | Sep 2002 (25) | Feb 2004 (42) | 17.09 | |||||
| -30.17% | Sep 1987 | Nov 1987 (3) | Apr 1989 (20) | 15.87 | |||||
| -27.93% | Jul 1983 | Jul 1984 (13) | Nov 1985 (29) | 16.11 | |||||
| -27.64% | Jul 1990 | Oct 1990 (4) | Feb 1991 (8) | 16.50 | |||||
| -26.06% | Jan 2020 | Mar 2020 (3) | Dec 2020 (12) | 13.06 | |||||
| -25.11% | Jun 1981 | Jul 1982 (14) | Nov 1982 (18) | 15.65 | |||||
| -19.01% | Feb 1980 | Mar 1980 (2) | Jul 1980 (6) | 9.28 | |||||
| -17.69% | Sep 1978 | Oct 1978 (2) | Jun 1979 (10) | 8.77 | |||||
| -17.60% | Jul 1998 | Aug 1998 (2) | Dec 1998 (6) | 8.56 | |||||
| -17.20% | Aug 1998 | Aug 1998 (1) | Oct 1998 (3) | 8.68 | |||||
| -16.96% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 8.13 | |||||
| -16.63% | Jan 2022 | Sep 2022 (9) | Jan 2023 (13) | 6.87 | |||||
| -16.02% | Jun 1990 | Oct 1990 (5) | Feb 1991 (9) | 9.06 | |||||
| -15.73% | Jun 1986 | Sep 1986 (4) | Jan 1987 (8) | 9.55 | |||||
| -14.58% | Jul 1975 | Sep 1975 (3) | Jan 1976 (7) | 9.05 | |||||
| -13.51% | Feb 1997 | Mar 1997 (2) | May 1997 (4) | 7.32 | |||||
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 |
+7.77%
|
0.00% |
+8.56%
|
0.00% |
| 2023 |
+21.75%
|
-9.27% |
+54.85%
|
-8.42% |
| 2022 |
-5.39%
|
-16.63% |
-32.58%
|
-32.58% |
| 2021 |
+25.21%
|
-3.32% |
+27.42%
|
-5.68% |
| 2020 |
+1.55%
|
-26.06% |
+48.40%
|
-12.90% |
| 2019 |
+31.48%
|
-7.76% |
+38.96%
|
-8.23% |
| 2018 |
-9.18%
|
-12.56% |
-0.12%
|
-16.96% |
| 2017 |
+15.08%
|
-1.63% |
+32.66%
|
-2.32% |
| 2016 |
+18.48%
|
-5.38% |
+7.10%
|
-8.37% |
| 2015 |
-4.32%
|
-10.50% |
+9.45%
|
-8.88% |
| 2014 |
+12.75%
|
-3.59% |
+19.18%
|
-3.04% |
| 2013 |
+32.19%
|
-3.90% |
+36.63%
|
-2.39% |
| 2012 |
+17.36%
|
-6.74% |
+18.12%
|
-8.13% |
| 2011 |
-0.29%
|
-19.14% |
+3.47%
|
-10.79% |
| 2010 |
+15.81%
|
-13.77% |
+20.14%
|
-12.93% |
| 2009 |
+19.61%
|
-23.38% |
+54.68%
|
-7.43% |
| 2008 |
-36.01%
|
-37.37% |
-41.73%
|
-43.03% |
| 2007 |
-1.38%
|
-9.05% |
+19.02%
|
-6.83% |
| 2006 |
+21.90%
|
-2.74% |
+7.14%
|
-11.54% |
| 2005 |
+6.59%
|
-3.67% |
+1.57%
|
-12.37% |
| 2004 |
+16.71%
|
-3.14% |
+10.54%
|
-9.86% |
| 2003 |
+31.72%
|
-5.06% |
+49.67%
|
-2.90% |
| 2002 |
-16.07%
|
-25.33% |
-37.37%
|
-46.75% |
| 2001 |
-4.82%
|
-13.49% |
-33.34%
|
-54.93% |
| 2000 |
+3.67%
|
-8.97% |
-36.11%
|
-46.69% |
| 1999 |
+8.54%
|
-8.88% |
+101.95%
|
-9.49% |
| 1998 |
+17.96%
|
-17.60% |
+85.30%
|
-17.20% |
| 1997 |
+32.64%
|
-5.25% |
+20.63%
|
-13.51% |
| 1996 |
+23.15%
|
-4.43% |
+42.54%
|
-8.14% |
| 1995 |
+39.35%
|
-0.21% |
+42.54%
|
-3.77% |
| 1994 |
+0.35%
|
-6.99% |
+1.50%
|
-12.97% |
| 1993 |
+10.42%
|
-2.38% |
+10.58%
|
-8.26% |
| 1992 |
+8.69%
|
-2.26% |
+8.86%
|
-13.48% |
| 1991 |
+29.07%
|
-4.66% |
+64.99%
|
-8.89% |
| 1990 |
-6.16%
|
-16.02% |
-10.41%
|
-27.64% |
| 1989 |
+28.73%
|
-3.12% |
+26.17%
|
-4.64% |
| 1988 |
+19.63%
|
-3.20% |
+13.54%
|
-10.50% |
| 1987 |
+3.51%
|
-30.17% |
+10.50%
|
-34.57% |
| 1986 |
+17.17%
|
-8.41% |
+6.89%
|
-15.73% |
| 1985 |
+32.40%
|
-3.74% |
+35.61%
|
-6.97% |
| 1984 |
+8.57%
|
-5.86% |
-11.31%
|
-17.55% |
| 1983 |
+24.55%
|
-2.99% |
+19.87%
|
-13.85% |
| 1982 |
+21.31%
|
-9.40% |
+18.67%
|
-14.55% |
| 1981 |
+3.13%
|
-8.38% |
-3.21%
|
-19.44% |
| 1980 |
+28.37%
|
-10.15% |
+33.88%
|
-19.01% |
| 1979 |
+16.21%
|
-6.74% |
+28.11%
|
-9.91% |
| 1978 |
+5.15%
|
-9.56% |
+12.31%
|
-17.69% |
| 1977 |
-6.25%
|
-10.08% |
+7.33%
|
-3.83% |
| 1976 |
+31.05%
|
-1.56% |
+26.10%
|
-2.85% |
| 1975 |
+39.03%
|
-11.39% |
+29.76%
|
-14.58% |
