Value Stock Geek Weird vs US Stocks Quality 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 Quality Portfolio obtained a 12.01% compound annual return, with a 15.06% 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 +8.33% +12.01%
Std Dev 10.82% 15.06%
Max Drawdown -32.97% -46.25%
All time Stats
(Since Jan 1976)
Return +10.91% +12.47%
Std Dev 10.82% 15.06%
Max Drawdown -32.97% -46.25%
Last Update: 31 March 2024

Historical Returns as of Mar 31, 2024

Comparison period starts from January 1976

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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 +10.91
US Stocks Quality Portfolio +2.77 +25.46 +34.18 +14.88 +13.13 +12.01 +12.47
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 Quality Portfolio: an investment of 1$, since April 1994, now would be worth 30.06$, with a total return of 2905.58% (12.01% annualized).

Value Stock Geek Weird Portfolio: an investment of 1$, since January 1976, now would be worth 147.85$, with a total return of 14684.65% (10.91% annualized).

US Stocks Quality Portfolio: an investment of 1$, since January 1976, now would be worth 290.63$, with a total return of 28963.19% (12.47% annualized).

Drawdowns

Drawdown comparison chart since April 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 (27) 14.43
-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 (27) 14.43
-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.
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Year Return Drawdown Return Drawdown
2024
+0.83%
-3.35%
+11.95%
0.00%
2023
+10.94%
-12.66%
+30.89%
-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%