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 US Stocks Quality Portfolio obtained a 12.10% compound annual return, with a 15.11% standard deviation, in the last 30 Years.
Summary
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| Value Stock Geek Weird Portfolio | US Stocks Quality Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Very High | Very High | |
| Asset Allocation | Stocks | 60% | 100% |
| Fixed Income | 20% | 0% | |
| Commodities | 20% | 0% | |
| 30 Years Stats | Return | +8.38% | +12.10% |
| Std Dev | 10.87% | 15.11% | |
| Max Drawdown | -32.97% | -46.25% | |
| All time Stats (Since Jan 1976) |
Return | +10.83% | +12.50% |
| Std Dev | 10.83% | 15.05% | |
| Max Drawdown | -32.97% | -46.25% | |
| Last Update: 30 June 2024 | |||
Historical Returns as of Jun 30, 2024
Comparison period starts from January 1976
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| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| Value Stock Geek Weird Portfolio | -0.51 | -0.04 | +5.78 | +4.35 | +4.92 | +8.38 | +10.83 |
| US Stocks Quality Portfolio | +3.24 | +16.56 | +28.12 | +14.94 | +13.18 | +12.10 | +12.50 |
| 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).
US Stocks Quality Portfolio: an investment of 1$, since July 1994, now would be worth 30.75$, with a total return of 2974.62% (12.10% annualized).
US Stocks Quality Portfolio: an investment of 1$, since July 1994, now would be worth 30.75$, with a total return of 2974.62% (12.10% annualized).
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Value Stock Geek Weird Portfolio: an investment of 1$, since January 1976,
now would be worth 146.58$, with a total return of 14557.50%
(10.83% annualized).
US Stocks Quality Portfolio: an investment of 1$, since January 1976, now would be worth 302.56$, with a total return of 30156.13% (12.50% annualized).
US Stocks Quality Portfolio: an investment of 1$, since January 1976, now would be worth 302.56$, with a total return of 30156.13% (12.50% annualized).
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Drawdowns
Drawdown comparison chart since July 1994.
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|
Value Stock Geek Weird Portfolio
|
US Stocks Quality Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -46.25% | Nov 2007 | Feb 2009 (16) | Feb 2011 (40) | 22.18 | |||||
| -43.01% | Sep 2000 | Sep 2002 (25) | Jan 2007 (77) | 22.99 | |||||
| -32.97% | Nov 2007 | Feb 2009 (16) | Mar 2010 (29) | 15.03 | |||||
| -27.78% | Jan 2022 | Sep 2022 (9) | Dec 2023 (24) | 13.93 | |||||
| -24.18% | Jan 2022 | Sep 2022 (9) | In progress (30) | 14.07 | |||||
| -19.34% | Jan 2020 | Mar 2020 (3) | Jul 2020 (7) | 8.52 | |||||
| -14.61% | Oct 2018 | Dec 2018 (3) | Apr 2019 (7) | 6.95 | |||||
| -13.90% | May 2011 | Sep 2011 (5) | Jan 2012 (9) | 5.71 | |||||
| -13.36% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 6.31 | |||||
| -13.23% | Apr 1998 | Aug 1998 (5) | Jun 2000 (27) | 6.30 | |||||
| -12.07% | Jul 1998 | Aug 1998 (2) | Oct 1998 (4) | 6.02 | |||||
| -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 | |||||
| -7.19% | Apr 2012 | May 2012 (2) | Sep 2012 (6) | 3.24 | |||||
| -6.89% | May 2013 | Jun 2013 (2) | Oct 2013 (6) | 3.77 | |||||
| -6.64% | Aug 2015 | Sep 2015 (2) | Oct 2015 (3) | 4.28 | |||||
| -6.58% | May 2019 | May 2019 (1) | Jun 2019 (2) | 3.80 | |||||
| -6.58% | Aug 2016 | Nov 2016 (4) | Apr 2017 (9) | 3.39 | |||||
Drawdown comparison chart since January 1976.
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|
Value Stock Geek Weird Portfolio
|
US Stocks Quality Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -46.25% | Nov 2007 | Feb 2009 (16) | Feb 2011 (40) | 22.18 | |||||
| -43.01% | Sep 2000 | Sep 2002 (25) | Jan 2007 (77) | 22.99 | |||||
| -32.97% | Nov 2007 | Feb 2009 (16) | Mar 2010 (29) | 15.03 | |||||
| -29.94% | Sep 1987 | Nov 1987 (3) | May 1989 (21) | 16.21 | |||||
| -27.78% | Jan 2022 | Sep 2022 (9) | Dec 2023 (24) | 13.93 | |||||
| -24.18% | Jan 2022 | Sep 2022 (9) | In progress (30) | 14.07 | |||||
| -19.34% | Jan 2020 | Mar 2020 (3) | Jul 2020 (7) | 8.52 | |||||
| -18.54% | Dec 1980 | Jul 1982 (20) | Oct 1982 (23) | 10.10 | |||||
| -17.76% | Jan 1977 | Feb 1978 (14) | Mar 1979 (27) | 9.08 | |||||
| -16.24% | Dec 1989 | Oct 1990 (11) | May 1991 (18) | 7.74 | |||||
| -15.06% | Feb 1980 | Mar 1980 (2) | Jun 1980 (5) | 7.84 | |||||
| -14.61% | Oct 2018 | Dec 2018 (3) | Apr 2019 (7) | 6.95 | |||||
| -13.90% | May 2011 | Sep 2011 (5) | Jan 2012 (9) | 5.71 | |||||
| -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 | |||||
| -12.24% | Dec 1980 | Jun 1982 (19) | Sep 1982 (22) | 6.56 | |||||
| -12.07% | Jul 1998 | Aug 1998 (2) | Oct 1998 (4) | 6.02 | |||||
| -11.84% | Aug 1990 | Sep 1990 (2) | Jan 1991 (6) | 7.39 | |||||
| -9.37% | Mar 1980 | Mar 1980 (1) | May 1980 (3) | 5.34 | |||||
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.
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| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
-0.04%
|
-4.13% |
+16.56%
|
-4.50% |
| 2023 |
+10.94%
|
-12.66% |
+30.88%
|
-6.88% |
| 2022 |
-18.17%
|
-24.18% |
-20.49%
|
-27.78% |
| 2021 |
+14.49%
|
-3.51% |
+26.93%
|
-6.45% |
| 2020 |
+10.52%
|
-13.36% |
+17.03%
|
-19.34% |
| 2019 |
+21.93%
|
-1.68% |
+33.89%
|
-6.58% |
| 2018 |
-8.01%
|
-8.66% |
-5.68%
|
-14.61% |
| 2017 |
+14.20%
|
-0.31% |
+22.27%
|
-0.04% |
| 2016 |
+10.34%
|
-6.58% |
+9.21%
|
-4.62% |
| 2015 |
-1.57%
|
-7.20% |
+5.46%
|
-6.64% |
| 2014 |
+11.39%
|
-5.08% |
+11.62%
|
-4.19% |
| 2013 |
+5.71%
|
-6.89% |
+34.11%
|
-2.85% |
| 2012 |
+13.28%
|
-4.45% |
+12.59%
|
-7.19% |
| 2011 |
+7.07%
|
-5.96% |
+7.32%
|
-13.90% |
| 2010 |
+22.57%
|
-4.90% |
+14.04%
|
-12.90% |
| 2009 |
+19.50%
|
-17.34% |
+24.74%
|
-18.35% |
| 2008 |
-15.22%
|
-24.57% |
-31.36%
|
-32.42% |
| 2007 |
+4.32%
|
-4.58% |
+9.91%
|
-4.10% |
| 2006 |
+21.26%
|
-3.05% |
+12.62%
|
-3.30% |
| 2005 |
+13.51%
|
-2.30% |
+5.28%
|
-3.71% |
| 2004 |
+20.31%
|
-7.32% |
+8.51%
|
-3.83% |
| 2003 |
+32.68%
|
-1.93% |
+23.58%
|
-4.72% |
| 2002 |
+7.55%
|
-8.65% |
-21.34%
|
-27.87% |
| 2001 |
+4.90%
|
-4.41% |
-10.47%
|
-22.22% |
| 2000 |
+11.88%
|
-2.51% |
-6.78%
|
-12.22% |
| 1999 |
+2.11%
|
-4.11% |
+26.24%
|
-4.34% |
| 1998 |
-0.30%
|
-13.23% |
+45.30%
|
-12.07% |
| 1997 |
+4.80%
|
-3.83% |
+32.95%
|
-5.23% |
| 1996 |
+10.07%
|
-2.17% |
+30.34%
|
-3.76% |
| 1995 |
+14.94%
|
-1.53% |
+39.91%
|
-0.17% |
| 1994 |
-4.11%
|
-7.57% |
+5.81%
|
-6.09% |
| 1993 |
+21.05%
|
-2.35% |
-1.84%
|
-3.85% |
| 1992 |
+10.23%
|
-2.71% |
+2.36%
|
-3.83% |
| 1991 |
+18.76%
|
-2.61% |
+42.31%
|
-3.57% |
| 1990 |
-10.86%
|
-16.22% |
+3.83%
|
-11.84% |
| 1989 |
+13.23%
|
-1.43% |
+36.63%
|
-2.05% |
| 1988 |
+12.98%
|
-1.18% |
+15.66%
|
-3.85% |
| 1987 |
+8.44%
|
-12.71% |
+4.18%
|
-29.94% |
| 1986 |
+28.08%
|
-2.01% |
+24.86%
|
-7.56% |
| 1985 |
+30.14%
|
-1.95% |
+33.09%
|
-3.58% |
| 1984 |
+5.34%
|
-5.43% |
+8.49%
|
-5.91% |
| 1983 |
+16.56%
|
-1.96% |
+16.46%
|
-3.65% |
| 1982 |
+23.60%
|
-8.30% |
+19.76%
|
-10.30% |
| 1981 |
-2.54%
|
-10.01% |
-6.60%
|
-13.09% |
| 1980 |
+16.86%
|
-15.06% |
+36.68%
|
-9.37% |
| 1979 |
+40.61%
|
-8.18% |
+14.27%
|
-7.04% |
| 1978 |
+20.11%
|
-6.79% |
+6.16%
|
-9.35% |
| 1977 |
+16.95%
|
-0.10% |
-11.04%
|
-14.07% |
| 1976 |
+23.87%
|
-2.72% |
+16.99%
|
-3.07% |
