Value Stock Geek Weird vs Stocks/Bonds 80/20 Momentum 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 80/20 Momentum Portfolio obtained a 11.56% compound annual return, with a 12.39% standard deviation, in the last 30 Years.

Summary

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Value Stock Geek Weird Portfolio Stocks/Bonds 80/20 Momentum Portfolio
Portfolio Risk Very High Very High
Asset Allocation Stocks 60% 80%
Fixed Income 20% 20%
Commodities 20% 0%
30 Years Stats Return +8.33% +11.56%
Std Dev 10.82% 12.39%
Max Drawdown -32.97% -43.61%
All time Stats
(Since Jan 1982)
Return +9.86% +12.58%
Std Dev 10.53% 12.57%
Max Drawdown -32.97% -43.61%
Last Update: 31 March 2024

Historical Returns as of Mar 31, 2024

Comparison period starts from January 1982

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1M 6M 1Y 5Y 10Y 30Y MAX
Value Stock Geek Weird Portfolio +3.49 +14.81 +6.53 +5.29 +5.43 +8.33 +9.86
Stocks/Bonds 80/20 Momentum Portfolio +2.55 +28.59 +28.68 +9.90 +11.09 +11.56 +12.58
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 80/20 Momentum Portfolio: an investment of 1$, since April 1994, now would be worth 26.61$, with a total return of 2560.87% (11.56% annualized).

Value Stock Geek Weird Portfolio: an investment of 1$, since January 1982, now would be worth 53.05$, with a total return of 5205.29% (9.86% annualized).

Stocks/Bonds 80/20 Momentum Portfolio: an investment of 1$, since January 1982, now would be worth 149.42$, with a total return of 14842.06% (12.58% annualized).

Drawdowns

Drawdown comparison chart since April 1994.

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Value Stock Geek Weird Portfolio
Stocks/Bonds 80/20 Momentum Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-43.61% Nov 2007 Feb 2009 (16) Feb 2012 (52) 20.50
-32.97% Nov 2007 Feb 2009 (16) Mar 2010 (29) 15.03
-32.75% Sep 2000 Sep 2002 (25) Dec 2004 (52) 18.54
-27.23% Nov 2021 Sep 2022 (11) In progress (29) 18.19
-24.18% Jan 2022 Sep 2022 (9) In progress (27) 14.43
-14.33% Feb 2020 Mar 2020 (2) Jun 2020 (5) 6.76
-13.36% Feb 2020 Mar 2020 (2) Jul 2020 (6) 6.31
-13.23% Apr 1998 Aug 1998 (5) Jun 2000 (27) 6.30
-12.46% Oct 2018 Dec 2018 (3) Jun 2019 (9) 6.19
-9.24% Aug 1998 Aug 1998 (1) Oct 1998 (3) 4.97
-8.66% Sep 2018 Dec 2018 (4) Apr 2019 (8) 4.24
-8.65% Jun 2002 Oct 2002 (5) May 2003 (12) 5.09
-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
-6.55% Sep 2020 Oct 2020 (2) Nov 2020 (3) 3.63
-6.22% Aug 2015 Sep 2015 (2) Mar 2016 (8) 3.19
-5.96% May 2011 Sep 2011 (5) Oct 2011 (6) 2.45
-5.19% Apr 2012 May 2012 (2) Aug 2012 (5) 2.34

Drawdown comparison chart since January 1982.

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Value Stock Geek Weird Portfolio
Stocks/Bonds 80/20 Momentum Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-43.61% Nov 2007 Feb 2009 (16) Feb 2012 (52) 20.50
-32.97% Nov 2007 Feb 2009 (16) Mar 2010 (29) 15.03
-32.75% Sep 2000 Sep 2002 (25) Dec 2004 (52) 18.54
-27.23% Nov 2021 Sep 2022 (11) In progress (29) 18.19
-25.63% Sep 1987 Nov 1987 (3) May 1989 (21) 15.38
-24.18% Jan 2022 Sep 2022 (9) In progress (27) 14.43
-16.24% Dec 1989 Oct 1990 (11) May 1991 (18) 7.74
-14.33% Feb 2020 Mar 2020 (2) Jun 2020 (5) 6.76
-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
-12.46% Oct 2018 Dec 2018 (3) Jun 2019 (9) 6.19
-10.02% Aug 1990 Sep 1990 (2) Jan 1991 (6) 6.20
-9.41% Jul 1983 May 1984 (11) Oct 1984 (16) 4.29
-9.24% Aug 1998 Aug 1998 (1) Oct 1998 (3) 4.97
-8.66% Sep 2018 Dec 2018 (4) Apr 2019 (8) 4.24
-8.65% Jun 2002 Oct 2002 (5) May 2003 (12) 5.09
-8.30% Jan 1982 Jun 1982 (6) Aug 1982 (8) 5.14
-7.57% Feb 1994 Nov 1994 (10) May 1995 (16) 4.53
-7.32% Apr 2004 Apr 2004 (1) Sep 2004 (6) 4.11

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
+0.83%
-3.35%
+15.48%
0.00%
2023
+10.94%
-12.66%
+8.41%
-5.88%
2022
-18.17%
-24.18%
-17.23%
-24.45%
2021
+14.49%
-3.51%
+10.32%
-3.67%
2020
+10.52%
-13.36%
+25.42%
-14.33%
2019
+21.93%
-1.68%
+23.57%
-1.46%
2018
-8.01%
-8.66%
-1.35%
-12.46%
2017
+14.20%
-0.31%
+30.71%
0.00%
2016
+10.34%
-6.58%
+4.51%
-3.62%
2015
-1.57%
-7.20%
+7.25%
-6.22%
2014
+11.39%
-5.08%
+12.86%
-3.39%
2013
+5.71%
-6.89%
+27.24%
-2.48%
2012
+13.28%
-4.45%
+12.58%
-5.19%
2011
+7.07%
-5.96%
+6.33%
-10.88%
2010
+22.57%
-4.90%
+15.66%
-9.31%
2009
+19.50%
-17.34%
+14.68%
-16.18%
2008
-15.22%
-24.57%
-31.40%
-32.66%
2007
+4.32%
-4.58%
+15.50%
-1.97%
2006
+21.26%
-3.05%
+9.30%
-2.94%
2005
+13.51%
-2.30%
+15.79%
-1.04%
2004
+20.31%
-7.32%
+14.21%
-2.13%
2003
+32.68%
-1.93%
+21.59%
-3.04%
2002
+7.55%
-8.65%
-8.17%
-17.08%
2001
+4.90%
-4.41%
-12.19%
-20.18%
2000
+11.88%
-2.51%
-5.41%
-9.70%
1999
+2.11%
-4.11%
+32.18%
-1.61%
1998
-0.30%
-13.23%
+40.72%
-9.24%
1997
+4.80%
-3.83%
+31.37%
-4.22%
1996
+10.07%
-2.17%
+24.58%
-3.09%
1995
+14.94%
-1.53%
+37.49%
0.00%
1994
-4.11%
-7.57%
-1.40%
-6.80%
1993
+21.05%
-2.35%
+12.52%
-1.57%
1992
+10.23%
-2.71%
+4.88%
-2.94%
1991
+18.76%
-2.61%
+32.57%
-3.31%
1990
-10.86%
-16.22%
+2.93%
-10.02%
1989
+13.23%
-1.43%
+36.94%
-1.39%
1988
+12.98%
-1.18%
+7.13%
-4.35%
1987
+8.44%
-12.71%
+2.18%
-25.63%
1986
+28.08%
-2.01%
+21.18%
-6.69%
1985
+30.14%
-1.95%
+30.36%
-2.61%
1984
+5.34%
-5.43%
+2.34%
-8.41%
1983
+16.56%
-1.96%
+14.60%
-3.36%
1982
+23.60%
-8.30%
+30.58%
-3.58%