Value Stock Geek Weird vs Technology 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 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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Value Stock Geek Weird Portfolio Technology Portfolio
Portfolio Risk Very High Very High
Asset Allocation Stocks 60% 100%
Fixed Income 20% 0%
Commodities 20% 0%
30 Years Stats Return +8.33% +14.30%
Std Dev 10.82% 23.97%
Max Drawdown -32.97% -81.08%
All time Stats
(Since Jan 1975)
Return +11.07% +14.80%
Std Dev 10.86% 22.61%
Max Drawdown -32.97% -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
Value Stock Geek Weird Portfolio +3.49 +14.81 +6.53 +5.29 +5.43 +8.33 +11.07
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

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).

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).

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).

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.

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Value Stock Geek Weird 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
-32.97% Nov 2007 Feb 2009 (16) Mar 2010 (29) 15.03
-32.58% Jan 2022 Dec 2022 (12) Dec 2023 (24) 19.19
-24.18% Jan 2022 Sep 2022 (9) In progress (27) 14.43
-17.20% Aug 1998 Aug 1998 (1) Oct 1998 (3) 8.68
-16.96% Sep 2018 Dec 2018 (4) Apr 2019 (8) 8.13
-13.51% Feb 1997 Mar 1997 (2) May 1997 (4) 7.32
-13.36% Feb 2020 Mar 2020 (2) Jul 2020 (6) 6.31
-13.23% Apr 1998 Aug 1998 (5) Jun 2000 (27) 6.30
-12.90% Feb 2020 Mar 2020 (2) Apr 2020 (3) 7.13
-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
-8.66% Sep 2018 Dec 2018 (4) Apr 2019 (8) 4.24
-8.65% Sep 2020 Oct 2020 (2) Nov 2020 (3) 5.20
-8.65% Jun 2002 Oct 2002 (5) May 2003 (12) 5.09
-8.23% May 2019 May 2019 (1) Jul 2019 (3) 4.16
-8.14% Jun 1996 Jul 1996 (2) Sep 1996 (4) 4.20
-7.32% Apr 2004 Apr 2004 (1) Sep 2004 (6) 4.11

Drawdown comparison chart since January 1975.

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Value Stock Geek Weird 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
-34.57% Sep 1987 Nov 1987 (3) May 1989 (21) 17.23
-32.97% Nov 2007 Feb 2009 (16) Mar 2010 (29) 15.03
-32.58% Jan 2022 Dec 2022 (12) Dec 2023 (24) 19.19
-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
-24.18% Jan 2022 Sep 2022 (9) In progress (27) 14.43
-19.01% Feb 1980 Mar 1980 (2) Jul 1980 (6) 9.28
-17.69% Sep 1978 Oct 1978 (2) Jun 1979 (10) 8.77
-17.20% Aug 1998 Aug 1998 (1) Oct 1998 (3) 8.68
-16.96% Sep 2018 Dec 2018 (4) Apr 2019 (8) 8.13
-16.24% Dec 1989 Oct 1990 (11) May 1991 (18) 7.74
-15.73% Jun 1986 Sep 1986 (4) Jan 1987 (8) 9.55
-15.06% Feb 1980 Mar 1980 (2) Jun 1980 (5) 7.84
-14.58% Jul 1975 Sep 1975 (3) Jan 1976 (7) 9.05
-13.51% Feb 1997 Mar 1997 (2) May 1997 (4) 7.32
-13.48% Mar 1992 Aug 1992 (6) Nov 1992 (9) 8.98
-13.36% Feb 2020 Mar 2020 (2) Jul 2020 (6) 6.31
-13.23% Apr 1998 Aug 1998 (5) Jun 2000 (27) 6.30

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%
+8.56%
0.00%
2023
+10.94%
-12.66%
+54.85%
-8.42%
2022
-18.17%
-24.18%
-32.58%
-32.58%
2021
+14.49%
-3.51%
+27.42%
-5.68%
2020
+10.52%
-13.36%
+48.40%
-12.90%
2019
+21.93%
-1.68%
+38.96%
-8.23%
2018
-8.01%
-8.66%
-0.12%
-16.96%
2017
+14.20%
-0.31%
+32.66%
-2.32%
2016
+10.34%
-6.58%
+7.10%
-8.37%
2015
-1.57%
-7.20%
+9.45%
-8.88%
2014
+11.39%
-5.08%
+19.18%
-3.04%
2013
+5.71%
-6.89%
+36.63%
-2.39%
2012
+13.28%
-4.45%
+18.12%
-8.13%
2011
+7.07%
-5.96%
+3.47%
-10.79%
2010
+22.57%
-4.90%
+20.14%
-12.93%
2009
+19.50%
-17.34%
+54.68%
-7.43%
2008
-15.22%
-24.57%
-41.73%
-43.03%
2007
+4.32%
-4.58%
+19.02%
-6.83%
2006
+21.26%
-3.05%
+7.14%
-11.54%
2005
+13.51%
-2.30%
+1.57%
-12.37%
2004
+20.31%
-7.32%
+10.54%
-9.86%
2003
+32.68%
-1.93%
+49.67%
-2.90%
2002
+7.55%
-8.65%
-37.37%
-46.75%
2001
+4.90%
-4.41%
-33.34%
-54.93%
2000
+11.88%
-2.51%
-36.11%
-46.69%
1999
+2.11%
-4.11%
+101.95%
-9.49%
1998
-0.30%
-13.23%
+85.30%
-17.20%
1997
+4.80%
-3.83%
+20.63%
-13.51%
1996
+10.07%
-2.17%
+42.54%
-8.14%
1995
+14.94%
-1.53%
+42.54%
-3.77%
1994
-4.11%
-7.57%
+1.50%
-12.97%
1993
+21.05%
-2.35%
+10.58%
-8.26%
1992
+10.23%
-2.71%
+8.86%
-13.48%
1991
+18.76%
-2.61%
+64.99%
-8.89%
1990
-10.86%
-16.22%
-10.41%
-27.64%
1989
+13.23%
-1.43%
+26.17%
-4.64%
1988
+12.98%
-1.18%
+13.54%
-10.50%
1987
+8.44%
-12.71%
+10.50%
-34.57%
1986
+28.08%
-2.01%
+6.89%
-15.73%
1985
+30.14%
-1.95%
+35.61%
-6.97%
1984
+5.34%
-5.43%
-11.31%
-17.55%
1983
+16.56%
-1.96%
+19.87%
-13.85%
1982
+23.60%
-8.30%
+18.67%
-14.55%
1981
-2.54%
-10.01%
-3.21%
-19.44%
1980
+16.86%
-15.06%
+33.88%
-19.01%
1979
+40.61%
-8.18%
+28.11%
-9.91%
1978
+20.11%
-6.79%
+12.31%
-17.69%
1977
+16.95%
-0.10%
+7.33%
-3.83%
1976
+23.87%
-2.72%
+26.10%
-2.85%
1975
+18.84%
-10.11%
+29.76%
-14.58%