US Stocks vs Technology Portfolio Comparison

Last Update: 29 February 2024

The US Stocks Portfolio obtained a 10.22% compound annual return, with a 15.55% standard deviation, in the last 30 Years.

The Technology Portfolio obtained a 13.98% compound annual return, with a 24.02% standard deviation, in the last 30 Years.

Summary

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US Stocks 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 +10.22% +13.98%
Std Dev 15.55% 24.02%
Max Drawdown -50.84% -81.08%
All time Stats
(Since Jan 1971)
Return +10.79% +12.75%
Std Dev 15.68% 22.54%
Max Drawdown -50.84% -81.08%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1971

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1M 6M 1Y 5Y 10Y 30Y MAX
US Stocks Portfolio +5.30 +13.69 +28.61 +13.82 +11.96 +10.22 +10.79
Technology Portfolio +5.28 +16.60 +50.57 +21.24 +18.10 +13.98 +12.75
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

US Stocks Portfolio: an investment of 1$, since March 1994, now would be worth 18.52$, with a total return of 1752.12% (10.22% annualized).

Technology Portfolio: an investment of 1$, since March 1994, now would be worth 50.62$, with a total return of 4961.70% (13.98% annualized).

US Stocks Portfolio: an investment of 1$, since January 1971, now would be worth 232.30$, with a total return of 23130.39% (10.79% annualized).

Technology Portfolio: an investment of 1$, since January 1971, now would be worth 589.71$, with a total return of 58870.60% (12.75% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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US Stocks 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
-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
-12.58% Mar 1994 Jun 1994 (4) Oct 1994 (8) 7.44
-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

Drawdown comparison chart since January 1971.

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US Stocks 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
-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.
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Year Return Drawdown Return Drawdown
2024
+6.47%
0.00%
+7.20%
0.00%
2023
+26.05%
-9.10%
+54.85%
-8.42%
2022
-19.51%
-24.81%
-32.58%
-32.58%
2021
+25.67%
-4.46%
+27.42%
-5.68%
2020
+21.03%
-20.84%
+48.40%
-12.90%
2019
+30.67%
-6.45%
+38.96%
-8.23%
2018
-5.21%
-14.20%
-0.12%
-16.96%
2017
+21.21%
0.00%
+32.66%
-2.32%
2016
+12.83%
-5.73%
+7.10%
-8.37%
2015
+0.36%
-8.84%
+9.45%
-8.88%
2014
+12.54%
-3.17%
+19.18%
-3.04%
2013
+33.45%
-3.03%
+36.63%
-2.39%
2012
+16.45%
-6.82%
+18.12%
-8.13%
2011
+0.97%
-17.58%
+3.47%
-10.79%
2010
+17.42%
-13.26%
+20.14%
-12.93%
2009
+28.89%
-17.72%
+54.68%
-7.43%
2008
-36.98%
-38.08%
-41.73%
-43.03%
2007
+5.37%
-5.23%
+19.02%
-6.83%
2006
+15.69%
-3.22%
+7.14%
-11.54%
2005
+6.31%
-4.48%
+1.57%
-12.37%
2004
+12.79%
-3.56%
+10.54%
-9.86%
2003
+30.75%
-4.27%
+49.67%
-2.90%
2002
-20.47%
-27.18%
-37.37%
-46.75%
2001
-10.97%
-23.65%
-33.34%
-54.93%
2000
-10.57%
-15.87%
-36.11%
-46.69%
1999
+23.81%
-6.42%
+101.95%
-9.49%
1998
+23.26%
-17.57%
+85.30%
-17.20%
1997
+30.99%
-4.56%
+20.63%
-13.51%
1996
+20.96%
-6.17%
+42.54%
-8.14%
1995
+35.79%
-1.17%
+42.54%
-3.77%
1994
-0.17%
-7.43%
+1.50%
-12.97%
1993
+10.62%
-2.77%
+10.58%
-8.26%
1992
+9.11%
-2.40%
+8.86%
-13.48%
1991
+32.39%
-4.47%
+64.99%
-8.89%
1990
-6.08%
-16.20%
-10.41%
-27.64%
1989
+28.12%
-3.05%
+26.17%
-4.64%
1988
+17.32%
-3.42%
+13.54%
-10.50%
1987
+2.61%
-29.34%
+10.50%
-34.57%
1986
+14.57%
-7.92%
+6.89%
-15.73%
1985
+31.27%
-4.77%
+35.61%
-6.97%
1984
+2.19%
-9.02%
-11.31%
-17.55%
1983
+22.66%
-4.00%
+19.87%
-13.85%
1982
+20.50%
-11.21%
+18.67%
-14.55%
1981
-4.15%
-12.79%
-3.21%
-19.44%
1980
+33.15%
-11.98%
+33.88%
-19.01%
1979
+24.25%
-7.22%
+28.11%
-9.91%
1978
+8.45%
-11.64%
+12.31%
-17.69%
1977
-3.36%
-8.29%
+7.33%
-3.83%
1976
+26.47%
-2.10%
+26.10%
-2.85%
1975
+37.82%
-11.74%
+29.76%
-14.58%
1974
-27.81%
-34.15%
-35.11%
-41.36%
1973
-18.18%
-19.22%
-31.06%
-31.06%
1972
+17.62%
-2.45%
+17.18%
-3.61%
1971
+17.63%
-6.54%
+27.35%
-7.42%