Last Update: 30 June 2024
The Value Stock Geek Weird Portfolio obtained a 8.38% compound annual return, with a 10.87% standard deviation, in the last 30 Years.
The Stocks/Bonds 60/40 Portfolio obtained a 8.54% compound annual return, with a 9.64% 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 | +8.38% | +8.54% |
| Std Dev | 10.87% | 9.64% | |
| Max Drawdown | -32.97% | -30.55% | |
| All time Stats (Since Jan 1975) |
Return | +10.99% | +10.19% |
| Std Dev | 10.87% | 10.07% | |
| Max Drawdown | -32.97% | -30.55% | |
| Last Update: 30 June 2024 | |||
Historical Returns as of Jun 30, 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 | -0.51 | -0.04 | +5.78 | +4.35 | +4.92 | +8.38 | +10.99 |
| Stocks/Bonds 60/40 Portfolio | +2.26 | +7.91 | +14.98 | +8.48 | +7.91 | +8.54 | +10.19 |
| Return over 1 year are annualized. |
Capital Growth as of Jun 30, 2024
Value Stock Geek Weird Portfolio: an investment of 1$, since July 1994,
now would be worth 11.18$, with a total return of 1018.28%
(8.38% annualized).
Stocks/Bonds 60/40 Portfolio: an investment of 1$, since July 1994, now would be worth 11.69$, with a total return of 1068.91% (8.54% annualized).
Stocks/Bonds 60/40 Portfolio: an investment of 1$, since July 1994, now would be worth 11.69$, with a total return of 1068.91% (8.54% annualized).
Loading data
Please wait
Value Stock Geek Weird Portfolio: an investment of 1$, since January 1975,
now would be worth 174.19$, with a total return of 17318.78%
(10.99% annualized).
Stocks/Bonds 60/40 Portfolio: an investment of 1$, since January 1975, now would be worth 122.01$, with a total return of 12101.15% (10.19% annualized).
Stocks/Bonds 60/40 Portfolio: an investment of 1$, since January 1975, now would be worth 122.01$, with a total return of 12101.15% (10.19% annualized).
Loading data
Please wait
Drawdowns
Drawdown comparison chart since July 1994.
Loading data
Please wait
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 (30) | 14.07 | |||||
| -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.
Loading data
Please wait
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 (30) | 14.07 | |||||
| -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.
The highlighted returns represent the highest values for that specific year.
Swipe left to see all data
| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
-0.04%
|
-4.13% |
+7.91%
|
-3.62% |
| 2023 |
+10.94%
|
-12.66% |
+17.79%
|
-7.48% |
| 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% |
