Value Stock Geek Weird vs US Stocks 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 US Stocks Momentum Portfolio obtained a 12.95% compound annual return, with a 15.35% standard deviation, in the last 30 Years.

Summary

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Value Stock Geek Weird Portfolio US Stocks Momentum 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% +12.95%
Std Dev 10.82% 15.35%
Max Drawdown -32.97% -53.85%
All time Stats
(Since Jan 1982)
Return +9.86% +13.78%
Std Dev 10.53% 15.37%
Max Drawdown -32.97% -53.85%
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
US Stocks Momentum Portfolio +2.91 +34.54 +36.11 +12.19 +13.40 +12.95 +13.78
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).

US Stocks Momentum Portfolio: an investment of 1$, since April 1994, now would be worth 38.63$, with a total return of 3762.72% (12.95% 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).

US Stocks Momentum Portfolio: an investment of 1$, since January 1982, now would be worth 233.67$, with a total return of 23266.82% (13.78% annualized).

Drawdowns

Drawdown comparison chart since April 1994.

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Value Stock Geek Weird Portfolio
US Stocks Momentum Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-53.85% Nov 2007 Feb 2009 (16) Jan 2013 (63) 26.01
-43.19% Sep 2000 Sep 2002 (25) Jul 2005 (59) 24.89
-32.97% Nov 2007 Feb 2009 (16) Mar 2010 (29) 15.03
-30.16% Nov 2021 Sep 2022 (11) Mar 2024 (29) 20.09
-24.18% Jan 2022 Sep 2022 (9) In progress (27) 14.43
-17.90% Feb 2020 Mar 2020 (2) Jun 2020 (5) 8.65
-15.44% Oct 2018 Dec 2018 (3) Jun 2019 (9) 7.83
-13.36% Feb 2020 Mar 2020 (2) Jul 2020 (6) 6.31
-13.23% Apr 1998 Aug 1998 (5) Jun 2000 (27) 6.30
-11.51% Aug 1998 Aug 1998 (1) Oct 1998 (3) 6.32
-8.66% Sep 2018 Dec 2018 (4) Apr 2019 (8) 4.24
-8.65% Jun 2002 Oct 2002 (5) May 2003 (12) 5.09
-7.82% Sep 2020 Oct 2020 (2) Nov 2020 (3) 4.35
-7.78% Aug 2015 Sep 2015 (2) May 2016 (10) 3.71
-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
-6.40% Jan 2000 Feb 2000 (2) Mar 2000 (3) 4.05
-5.96% May 2011 Sep 2011 (5) Oct 2011 (6) 2.45

Drawdown comparison chart since January 1982.

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Value Stock Geek Weird Portfolio
US Stocks Momentum Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-53.85% Nov 2007 Feb 2009 (16) Jan 2013 (63) 26.01
-43.19% Sep 2000 Sep 2002 (25) Jul 2005 (59) 24.89
-32.97% Nov 2007 Feb 2009 (16) Mar 2010 (29) 15.03
-30.55% Sep 1987 Nov 1987 (3) Jul 1989 (23) 18.49
-30.16% Nov 2021 Sep 2022 (11) Mar 2024 (29) 20.09
-24.18% Jan 2022 Sep 2022 (9) In progress (27) 14.43
-17.90% Feb 2020 Mar 2020 (2) Jun 2020 (5) 8.65
-16.24% Dec 1989 Oct 1990 (11) May 1991 (18) 7.74
-15.44% Oct 2018 Dec 2018 (3) Jun 2019 (9) 7.83
-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
-12.56% Jun 1990 Sep 1990 (4) Jan 1991 (8) 7.07
-12.00% Jul 1983 Jul 1984 (13) Jan 1985 (19) 5.40
-11.51% Aug 1998 Aug 1998 (1) Oct 1998 (3) 6.32
-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
-7.82% Sep 2020 Oct 2020 (2) Nov 2020 (3) 4.35
-7.79% Sep 1986 Sep 1986 (1) Nov 1986 (3) 4.08

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%
+19.52%
0.00%
2023
+10.94%
-12.66%
+9.16%
-6.59%
2022
-18.17%
-24.18%
-18.26%
-26.94%
2021
+14.49%
-3.51%
+13.37%
-4.41%
2020
+10.52%
-13.36%
+29.85%
-17.90%
2019
+21.93%
-1.68%
+27.26%
-2.20%
2018
-8.01%
-8.66%
-1.66%
-15.44%
2017
+14.20%
-0.31%
+37.50%
0.00%
2016
+10.34%
-6.58%
+5.00%
-5.03%
2015
-1.57%
-7.20%
+8.93%
-7.78%
2014
+11.39%
-5.08%
+14.61%
-4.38%
2013
+5.71%
-6.89%
+34.58%
-2.81%
2012
+13.28%
-4.45%
+14.94%
-6.80%
2011
+7.07%
-5.96%
+5.93%
-14.50%
2010
+22.57%
-4.90%
+18.02%
-12.13%
2009
+19.50%
-17.34%
+17.45%
-19.56%
2008
-15.22%
-24.57%
-40.96%
-41.23%
2007
+4.32%
-4.58%
+17.64%
-2.82%
2006
+21.26%
-3.05%
+10.56%
-3.64%
2005
+13.51%
-2.30%
+19.14%
-1.25%
2004
+20.31%
-7.32%
+16.70%
-2.66%
2003
+32.68%
-1.93%
+25.99%
-4.14%
2002
+7.55%
-8.65%
-12.28%
-22.85%
2001
+4.90%
-4.41%
-17.35%
-26.75%
2000
+11.88%
-2.51%
-9.61%
-13.35%
1999
+2.11%
-4.11%
+40.42%
-1.57%
1998
-0.30%
-13.23%
+48.76%
-11.51%
1997
+4.80%
-3.83%
+36.86%
-4.89%
1996
+10.07%
-2.17%
+29.83%
-3.81%
1995
+14.94%
-1.53%
+42.32%
-0.02%
1994
-4.11%
-7.57%
-1.09%
-7.23%
1993
+21.05%
-2.35%
+13.22%
-2.14%
1992
+10.23%
-2.71%
+4.32%
-3.35%
1991
+18.76%
-2.61%
+36.90%
-4.00%
1990
-10.86%
-16.22%
+1.49%
-12.56%
1989
+13.23%
-1.43%
+42.76%
-1.57%
1988
+12.98%
-1.18%
+7.07%
-5.33%
1987
+8.44%
-12.71%
+2.34%
-30.55%
1986
+28.08%
-2.01%
+22.70%
-7.79%
1985
+30.14%
-1.95%
+32.38%
-3.74%
1984
+5.34%
-5.43%
-0.83%
-10.30%
1983
+16.56%
-1.96%
+16.95%
-3.61%
1982
+23.60%
-8.30%
+30.44%
-4.93%