Value Stock Geek Weird vs Stocks/Bonds 60/40 Portfolio Comparison

Last Update: 31 March 2024

The Value Stock Geek Weird Portfolio obtained a 8.33% compound annual return, with a 10.82% standard deviation, in the last 30 Years.

The Stocks/Bonds 60/40 Portfolio obtained a 8.42% compound annual return, with a 9.60% standard deviation, in the last 30 Years.

Summary

Swipe left to see all data
Value Stock Geek Weird Portfolio Stocks/Bonds 60/40 Portfolio
Portfolio Risk Very High High
Asset Allocation Stocks 60% 60%
Fixed Income 20% 40%
Commodities 20% 0%
30 Years Stats Return +8.33% +8.42%
Std Dev 10.82% 9.60%
Max Drawdown -32.97% -30.55%
All time Stats
(Since Jan 1975)
Return +11.07% +10.19%
Std Dev 10.86% 10.07%
Max Drawdown -32.97% -30.55%
Last Update: 31 March 2024

Historical Returns as of Mar 31, 2024

Comparison period starts from January 1975

Swipe left to see all data
1M 6M 1Y 5Y 10Y 30Y MAX
Value Stock Geek Weird Portfolio +3.49 +14.81 +6.53 +5.29 +5.43 +8.33 +11.07
Stocks/Bonds 60/40 Portfolio +2.12 +16.12 +17.74 +8.77 +8.05 +8.42 +10.19
Return over 1 year are annualized.

Capital Growth as of Mar 31, 2024

Value Stock Geek Weird Portfolio: an investment of 1$, since April 1994, now would be worth 11.03$, with a total return of 1003.27% (8.33% annualized).

Stocks/Bonds 60/40 Portfolio: an investment of 1$, since April 1994, now would be worth 11.32$, with a total return of 1031.62% (8.42% annualized).

Value Stock Geek Weird Portfolio: an investment of 1$, since January 1975, now would be worth 175.70$, with a total return of 17469.87% (11.07% annualized).

Stocks/Bonds 60/40 Portfolio: an investment of 1$, since January 1975, now would be worth 119.25$, with a total return of 11824.68% (10.19% annualized).

Drawdowns

Drawdown comparison chart since April 1994.

Swipe left to see all data
Value Stock Geek Weird Portfolio
Stocks/Bonds 60/40 Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-32.97% Nov 2007 Feb 2009 (16) Mar 2010 (29) 15.03
-30.55% Nov 2007 Feb 2009 (16) Oct 2010 (36) 13.38
-24.18% Jan 2022 Sep 2022 (9) In progress (27) 14.43
-21.56% Sep 2000 Sep 2002 (25) Jan 2004 (41) 11.96
-20.69% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.44
-13.36% Feb 2020 Mar 2020 (2) Jul 2020 (6) 6.31
-13.23% Apr 1998 Aug 1998 (5) Jun 2000 (27) 6.30
-12.29% Feb 2020 Mar 2020 (2) Jul 2020 (6) 5.29
-10.18% Jul 1998 Aug 1998 (2) Nov 1998 (5) 4.93
-9.00% May 2011 Sep 2011 (5) Jan 2012 (9) 3.76
-8.66% Sep 2018 Dec 2018 (4) Apr 2019 (8) 4.24
-8.65% Jun 2002 Oct 2002 (5) May 2003 (12) 5.09
-8.38% Sep 2018 Dec 2018 (4) Mar 2019 (7) 3.89
-7.32% Apr 2004 Apr 2004 (1) Sep 2004 (6) 4.11
-7.20% Feb 2015 Sep 2015 (8) Mar 2016 (14) 4.13
-6.89% May 2013 Jun 2013 (2) Oct 2013 (6) 3.77
-6.58% Aug 2016 Nov 2016 (4) Apr 2017 (9) 3.39
-5.96% May 2011 Sep 2011 (5) Oct 2011 (6) 2.45
-5.35% Apr 2000 May 2000 (2) Aug 2000 (5) 2.94
-5.24% Jun 2015 Sep 2015 (4) Apr 2016 (11) 2.81

Drawdown comparison chart since January 1975.

Swipe left to see all data
Value Stock Geek Weird Portfolio
Stocks/Bonds 60/40 Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-32.97% Nov 2007 Feb 2009 (16) Mar 2010 (29) 15.03
-30.55% Nov 2007 Feb 2009 (16) Oct 2010 (36) 13.38
-24.18% Jan 2022 Sep 2022 (9) In progress (27) 14.43
-21.56% Sep 2000 Sep 2002 (25) Jan 2004 (41) 11.96
-20.69% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.44
-19.17% Sep 1987 Nov 1987 (3) Jan 1989 (17) 9.40
-16.24% Dec 1989 Oct 1990 (11) May 1991 (18) 7.74
-15.06% Feb 1980 Mar 1980 (2) Jun 1980 (5) 7.84
-13.36% Feb 2020 Mar 2020 (2) Jul 2020 (6) 6.31
-13.23% Apr 1998 Aug 1998 (5) Jun 2000 (27) 6.30
-12.71% Sep 1987 Nov 1987 (3) Oct 1988 (14) 5.92
-12.29% Feb 2020 Mar 2020 (2) Jul 2020 (6) 5.29
-12.24% Dec 1980 Jun 1982 (19) Sep 1982 (22) 6.56
-10.18% Jul 1998 Aug 1998 (2) Nov 1998 (5) 4.93
-10.11% Jul 1975 Sep 1975 (3) Jan 1976 (7) 5.75
-9.57% Feb 1980 Mar 1980 (2) May 1980 (4) 4.65
-9.00% May 2011 Sep 2011 (5) Jan 2012 (9) 3.76
-8.82% Jun 1981 Sep 1981 (4) Nov 1981 (6) 4.16
-8.66% Sep 2018 Dec 2018 (4) Apr 2019 (8) 4.24
-8.65% Jun 2002 Oct 2002 (5) May 2003 (12) 5.09

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.
Swipe left to see all data
Year Return Drawdown Return Drawdown
2024
+0.83%
-3.35%
+5.46%
0.00%
2023
+10.94%
-12.66%
+17.79%
-7.47%
2022
-18.17%
-24.18%
-16.95%
-20.69%
2021
+14.49%
-3.51%
+14.66%
-3.24%
2020
+10.52%
-13.36%
+15.70%
-12.29%
2019
+21.93%
-1.68%
+21.94%
-3.41%
2018
-8.01%
-8.66%
-3.17%
-8.38%
2017
+14.20%
-0.31%
+14.15%
0.00%
2016
+10.34%
-6.58%
+8.71%
-2.95%
2015
-1.57%
-7.20%
+0.44%
-5.24%
2014
+11.39%
-5.08%
+9.85%
-1.50%
2013
+5.71%
-6.89%
+19.23%
-2.27%
2012
+13.28%
-4.45%
+11.13%
-3.54%
2011
+7.07%
-5.96%
+3.75%
-9.00%
2010
+22.57%
-4.90%
+12.93%
-7.13%
2009
+19.50%
-17.34%
+18.79%
-11.70%
2008
-15.22%
-24.57%
-19.44%
-22.19%
2007
+4.32%
-4.58%
+5.99%
-3.07%
2006
+21.26%
-3.05%
+11.12%
-2.03%
2005
+13.51%
-2.30%
+4.74%
-2.34%
2004
+20.31%
-7.32%
+9.37%
-2.68%
2003
+32.68%
-1.93%
+20.04%
-1.99%
2002
+7.55%
-8.65%
-8.98%
-13.74%
2001
+4.90%
-4.41%
-3.21%
-11.68%
2000
+11.88%
-2.51%
-1.79%
-8.27%
1999
+2.11%
-4.11%
+13.98%
-3.76%
1998
-0.30%
-13.23%
+17.39%
-10.18%
1997
+4.80%
-3.83%
+22.37%
-3.12%
1996
+10.07%
-2.17%
+14.01%
-3.33%
1995
+14.94%
-1.53%
+28.74%
-0.20%
1994
-4.11%
-7.57%
-1.16%
-6.47%
1993
+21.05%
-2.35%
+10.25%
-1.36%
1992
+10.23%
-2.71%
+8.32%
-1.65%
1991
+18.76%
-2.61%
+25.53%
-2.86%
1990
-10.86%
-16.22%
-0.19%
-8.52%
1989
+13.23%
-1.43%
+22.33%
-1.36%
1988
+12.98%
-1.18%
+13.33%
-2.24%
1987
+8.44%
-12.71%
+2.18%
-19.17%
1986
+28.08%
-2.01%
+14.79%
-5.58%
1985
+30.14%
-1.95%
+27.66%
-2.15%
1984
+5.34%
-5.43%
+7.32%
-6.58%
1983
+16.56%
-1.96%
+15.69%
-2.85%
1982
+23.60%
-8.30%
+24.75%
-4.29%
1981
-2.54%
-10.01%
+1.27%
-8.82%
1980
+16.86%
-15.06%
+21.05%
-9.57%
1979
+40.61%
-8.18%
+16.69%
-6.65%
1978
+20.11%
-6.79%
+5.53%
-7.92%
1977
+16.95%
-0.10%
-1.60%
-4.89%
1976
+23.87%
-2.72%
+21.38%
-1.34%
1975
+18.84%
-10.11%
+25.64%
-8.13%