Developed World ex-US 40/60 Momentum vs FundAdvice Ultimate Buy&Hold Portfolio Comparison

Last Update: 31 May 2024

The Developed World ex-US 40/60 Momentum Portfolio obtained a 3.60% compound annual return, with a 6.91% standard deviation, in the last 10 Years.

The FundAdvice Ultimate Buy&Hold Portfolio obtained a 4.45% compound annual return, with a 9.40% standard deviation, in the last 10 Years.

Summary

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Developed World ex-US 40/60 Momentum Portfolio FundAdvice Ultimate Buy&Hold Portfolio
Portfolio Risk Medium High
Asset Allocation Stocks 40% 60%
Fixed Income 60% 40%
Commodities 0% 0%
10 Years Stats Return +3.60% +4.45%
Std Dev 6.91% 9.40%
Max Drawdown -19.40% -18.44%
All time Stats
(Since Aug 2009)
Return +5.16% +6.38%
Std Dev 6.99% 9.31%
Max Drawdown -19.40% -18.44%
Last Update: 31 May 2024

Historical Returns as of May 31, 2024

Comparison period starts from August 2009

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1M 6M 1Y 5Y 10Y MAX
Developed World ex-US 40/60 Momentum Portfolio +2.21 +8.86 +12.68 +3.89 +3.60 +5.16
FundAdvice Ultimate Buy&Hold Portfolio +3.06 +7.82 +11.59 +5.16 +4.45 +6.38
Return over 1 year are annualized.

Capital Growth as of May 31, 2024

Developed World ex-US 40/60 Momentum Portfolio: an investment of 1$, since June 2014, now would be worth 1.42$, with a total return of 42.45% (3.60% annualized).

FundAdvice Ultimate Buy&Hold Portfolio: an investment of 1$, since June 2014, now would be worth 1.55$, with a total return of 54.51% (4.45% annualized).

Developed World ex-US 40/60 Momentum Portfolio: an investment of 1$, since August 2009, now would be worth 2.11$, with a total return of 110.83% (5.16% annualized).

FundAdvice Ultimate Buy&Hold Portfolio: an investment of 1$, since August 2009, now would be worth 2.50$, with a total return of 150.34% (6.38% annualized).

Drawdowns

Drawdown comparison chart since June 2014.

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Developed World ex-US 40/60 Momentum Portfolio
FundAdvice Ultimate Buy&Hold Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-19.40% Sep 2021 Sep 2022 (13) In progress (33) 9.93
-18.44% Jan 2022 Sep 2022 (9) In progress (29) 8.98
-15.07% Jan 2020 Mar 2020 (3) Nov 2020 (11) 6.88
-8.59% Feb 2018 Dec 2018 (11) Apr 2019 (15) 3.42
-7.72% Feb 2020 Mar 2020 (2) Jun 2020 (5) 3.78
-6.96% May 2015 Feb 2016 (10) Jul 2016 (15) 3.64
-6.00% Feb 2018 Dec 2018 (11) Mar 2019 (14) 2.72
-5.38% May 2015 Sep 2015 (5) Jun 2016 (14) 2.83
-4.27% Aug 2016 Nov 2016 (4) Mar 2017 (8) 2.09
-3.32% Sep 2014 Sep 2014 (1) Feb 2015 (6) 1.68
-3.25% May 2019 May 2019 (1) Jun 2019 (2) 1.88
-2.60% Sep 2021 Nov 2021 (3) Dec 2021 (4) 1.60
-1.66% Oct 2016 Oct 2016 (1) Dec 2016 (3) 0.92
-1.62% Jan 2021 Feb 2021 (2) May 2021 (5) 0.94
-1.52% Sep 2014 Dec 2014 (4) Feb 2015 (6) 1.05
-1.33% Oct 2020 Oct 2020 (1) Nov 2020 (2) 0.77
-1.29% Jul 2014 Jul 2014 (1) Aug 2014 (2) 0.75
-1.27% Jul 2019 Aug 2019 (2) Sep 2019 (3) 0.66
-0.78% Jul 2014 Jul 2014 (1) Aug 2014 (2) 0.45
-0.54% Jun 2021 Jun 2021 (1) Jul 2021 (2) 0.31

Drawdown comparison chart since August 2009.

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Developed World ex-US 40/60 Momentum Portfolio
FundAdvice Ultimate Buy&Hold Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-19.40% Sep 2021 Sep 2022 (13) In progress (33) 9.93
-18.44% Jan 2022 Sep 2022 (9) In progress (29) 8.98
-15.07% Jan 2020 Mar 2020 (3) Nov 2020 (11) 6.88
-11.43% May 2011 Sep 2011 (5) Mar 2012 (11) 4.95
-8.94% May 2011 Sep 2011 (5) Jul 2012 (15) 3.88
-8.59% Feb 2018 Dec 2018 (11) Apr 2019 (15) 3.42
-7.72% Feb 2020 Mar 2020 (2) Jun 2020 (5) 3.78
-7.11% May 2010 Jun 2010 (2) Sep 2010 (5) 4.12
-6.96% May 2015 Feb 2016 (10) Jul 2016 (15) 3.64
-6.00% Feb 2018 Dec 2018 (11) Mar 2019 (14) 2.72
-5.38% May 2015 Sep 2015 (5) Jun 2016 (14) 2.83
-5.29% Apr 2012 May 2012 (2) Sep 2012 (6) 2.36
-5.17% May 2013 Jun 2013 (2) Oct 2013 (6) 3.27
-4.27% Aug 2016 Nov 2016 (4) Mar 2017 (8) 2.09
-4.04% May 2010 May 2010 (1) Jul 2010 (3) 2.68
-3.32% Sep 2014 Sep 2014 (1) Feb 2015 (6) 1.68
-3.25% May 2019 May 2019 (1) Jun 2019 (2) 1.88
-3.12% May 2013 Jun 2013 (2) Jul 2013 (3) 1.68
-2.60% Sep 2021 Nov 2021 (3) Dec 2021 (4) 1.60
-2.01% Oct 2009 Oct 2009 (1) Nov 2009 (2) 1.16

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
+5.34%
-2.55%
+2.40%
-2.80%
2023
+10.83%
-4.47%
+10.81%
-7.59%
2022
-14.37%
-19.07%
-12.51%
-18.44%
2021
+1.27%
-2.17%
+11.49%
-2.60%
2020
+11.65%
-7.72%
+5.84%
-15.07%
2019
+14.52%
-0.27%
+16.24%
-3.25%
2018
-4.03%
-6.00%
-6.85%
-8.59%
2017
+11.62%
-0.20%
+13.54%
0.00%
2016
+2.96%
-4.27%
+8.37%
-2.77%
2015
+0.07%
-5.38%
-0.60%
-6.44%
2014
+1.57%
-1.52%
+3.11%
-3.32%
2013
+8.39%
-5.17%
+13.47%
-3.12%
2012
+12.90%
-3.09%
+12.20%
-5.29%
2011
-0.59%
-8.94%
-0.58%
-11.43%
2010
+10.77%
-4.04%
+12.72%
-7.11%