Developed World ex-US Stocks vs Marvin Appel One-Decision Portfolio Comparison

Last Update: 29 February 2024

The Developed World ex-US Stocks Portfolio obtained a 4.92% compound annual return, with a 16.50% standard deviation, in the last 30 Years.

The Marvin Appel One-Decision Portfolio obtained a 6.99% compound annual return, with a 8.42% standard deviation, in the last 30 Years.

Summary

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Developed World ex-US Stocks Portfolio Marvin Appel One-Decision Portfolio
Portfolio Risk Very High Medium
Asset Allocation Stocks 100% 50%
Fixed Income 0% 50%
Commodities 0% 0%
30 Years Stats Return +4.92% +6.99%
Std Dev 16.50% 8.42%
Max Drawdown -57.00% -31.96%
All time Stats
(Since Jan 1970)
Return +8.21% +8.71%
Std Dev 17.13% 8.22%
Max Drawdown -57.00% -31.96%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1970

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1M 6M 1Y 5Y 10Y 30Y MAX
Developed World ex-US Stocks Portfolio +2.74 +8.53 +13.89 +6.75 +4.64 +4.92 +8.21
Marvin Appel One-Decision Portfolio +1.43 +6.03 +9.54 +5.81 +5.66 +6.99 +8.71
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Developed World ex-US Stocks Portfolio: an investment of 1$, since March 1994, now would be worth 4.23$, with a total return of 322.51% (4.92% annualized).

Marvin Appel One-Decision Portfolio: an investment of 1$, since March 1994, now would be worth 7.59$, with a total return of 658.76% (6.99% annualized).

Developed World ex-US Stocks Portfolio: an investment of 1$, since January 1970, now would be worth 71.96$, with a total return of 7095.88% (8.21% annualized).

Marvin Appel One-Decision Portfolio: an investment of 1$, since January 1970, now would be worth 92.32$, with a total return of 9131.50% (8.71% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Developed World ex-US Stocks Portfolio
Marvin Appel One-Decision Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-57.00% Nov 2007 Feb 2009 (16) May 2014 (79) 27.54
-48.19% Jan 2000 Mar 2003 (39) Sep 2005 (69) 26.73
-31.96% Jun 2007 Feb 2009 (21) Oct 2010 (41) 13.28
-28.08% Sep 2021 Sep 2022 (13) Feb 2024 (30) 11.60
-24.14% Feb 2018 Mar 2020 (26) Nov 2020 (34) 10.04
-17.94% Jul 2014 Feb 2016 (20) Apr 2017 (34) 8.32
-16.74% Jan 2022 Sep 2022 (9) In progress (26) 9.35
-14.47% Jun 1998 Sep 1998 (4) Dec 1998 (7) 7.17
-13.15% Sep 1994 Feb 1995 (6) Mar 1996 (19) 5.48
-13.04% Feb 2020 Mar 2020 (2) Nov 2020 (10) 5.40
-11.23% Aug 1997 Dec 1997 (5) Mar 1998 (8) 6.96
-8.52% Jun 2011 Sep 2011 (4) Jan 2012 (8) 3.61
-8.13% Jul 1998 Aug 1998 (2) Dec 1998 (6) 3.91
-7.23% Apr 2002 Sep 2002 (6) May 2003 (14) 4.72
-6.99% Sep 2018 Dec 2018 (4) Mar 2019 (7) 3.10
-5.79% May 1996 Jan 1997 (9) May 1997 (13) 3.32
-4.76% Apr 2015 Sep 2015 (6) Mar 2016 (12) 2.77
-4.65% Apr 2004 Apr 2004 (1) Aug 2004 (5) 2.49
-4.28% May 1999 May 1999 (1) Jun 1999 (2) 2.47
-3.90% Mar 1994 Nov 1994 (9) Feb 1995 (12) 2.27

Drawdown comparison chart since January 1970.

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Developed World ex-US Stocks Portfolio
Marvin Appel One-Decision Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-57.00% Nov 2007 Feb 2009 (16) May 2014 (79) 27.54
-48.19% Jan 2000 Mar 2003 (39) Sep 2005 (69) 26.73
-41.73% Jan 1973 Sep 1974 (21) Sep 1977 (57) 16.13
-31.96% Jun 2007 Feb 2009 (21) Oct 2010 (41) 13.28
-31.21% Jan 1990 Sep 1990 (9) Jan 1994 (49) 20.31
-28.08% Sep 2021 Sep 2022 (13) Feb 2024 (30) 11.60
-27.77% Dec 1980 Jul 1982 (20) Mar 1983 (28) 12.17
-27.31% Jan 1970 Jun 1970 (6) Mar 1971 (15) 15.11
-24.14% Feb 2018 Mar 2020 (26) Nov 2020 (34) 10.04
-18.44% Dec 1972 Sep 1974 (22) Jun 1975 (31) 8.48
-17.94% Jul 2014 Feb 2016 (20) Apr 2017 (34) 8.32
-16.74% Jan 2022 Sep 2022 (9) In progress (26) 9.35
-14.47% Jun 1998 Sep 1998 (4) Dec 1998 (7) 7.17
-13.46% Sep 1987 Oct 1987 (2) Mar 1988 (7) 8.36
-13.15% Sep 1994 Feb 1995 (6) Mar 1996 (19) 5.48
-13.04% Feb 2020 Mar 2020 (2) Nov 2020 (10) 5.40
-12.38% Sep 1987 Nov 1987 (3) Sep 1988 (13) 5.77
-11.23% Aug 1997 Dec 1997 (5) Mar 1998 (8) 6.96
-11.03% Feb 1980 Mar 1980 (2) Jul 1980 (6) 5.29
-9.43% May 1988 Aug 1988 (4) Nov 1988 (7) 4.81

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
+1.63%
-1.09%
+0.21%
-1.20%
2023
+17.94%
-10.71%
+12.43%
-7.22%
2022
-15.36%
-27.52%
-13.18%
-16.74%
2021
+11.67%
-4.89%
+16.51%
-2.73%
2020
+9.74%
-23.99%
+5.32%
-13.04%
2019
+22.62%
-5.21%
+18.51%
-2.02%
2018
-14.75%
-18.62%
-3.64%
-6.99%
2017
+26.42%
0.00%
+8.07%
-0.59%
2016
+2.67%
-8.44%
+8.52%
-3.21%
2015
-0.38%
-12.39%
-0.25%
-4.76%
2014
-5.98%
-10.04%
+11.14%
-2.54%
2013
+21.83%
-5.66%
+10.43%
-2.72%
2012
+18.56%
-13.28%
+10.65%
-2.81%
2011
-12.30%
-23.95%
+3.87%
-8.52%
2010
+8.35%
-15.54%
+13.01%
-6.14%
2009
+27.49%
-22.68%
+15.30%
-14.35%
2008
-40.65%
-45.54%
-16.74%
-22.59%
2007
+11.15%
-6.29%
-0.68%
-5.17%
2006
+26.27%
-3.73%
+14.45%
-1.98%
2005
+13.60%
-4.72%
+5.08%
-2.36%
2004
+20.25%
-3.59%
+12.05%
-4.65%
2003
+38.67%
-8.24%
+18.87%
-1.57%
2002
-15.62%
-23.19%
-2.42%
-7.23%
2001
-21.94%
-26.63%
+4.32%
-3.58%
2000
-14.29%
-17.14%
+9.42%
-2.13%
1999
+37.96%
-4.28%
+4.70%
-3.16%
1998
+16.51%
-14.47%
+5.32%
-8.13%
1997
-1.39%
-11.23%
+17.36%
-1.24%
1996
+4.68%
-4.13%
+15.52%
-1.31%
1995
+3.98%
-8.89%
+19.02%
-0.66%
1994
+9.76%
-5.55%
-1.28%
-5.02%
1993
+29.92%
-10.94%
+11.41%
-1.82%
1992
-14.79%
-15.85%
+9.68%
-0.89%
1991
+9.48%
-9.97%
+23.01%
-1.99%
1990
-24.79%
-31.21%
-1.89%
-7.50%
1989
+12.85%
-7.94%
+15.28%
-0.97%
1988
+25.66%
-9.43%
+12.57%
-1.14%
1987
+30.48%
-13.46%
+2.00%
-12.38%
1986
+63.38%
-8.70%
+13.98%
-2.95%
1985
+56.04%
-1.19%
+20.92%
-1.32%
1984
+7.32%
-6.40%
+12.26%
-2.55%
1983
+23.61%
-3.06%
+19.12%
-1.46%
1982
-1.94%
-22.97%
+23.18%
-1.47%
1981
-2.36%
-10.87%
+6.73%
-5.61%
1980
+22.48%
-11.03%
+17.14%
-6.77%
1979
+4.69%
-8.91%
+17.24%
-6.81%
1978
+32.52%
-5.86%
+7.38%
-5.77%
1977
+17.99%
-2.80%
+6.67%
-0.92%
1976
+2.46%
-11.28%
+25.20%
-1.17%
1975
+35.29%
-12.20%
+21.70%
-5.67%
1974
-23.23%
-31.46%
-10.56%
-15.06%
1973
-14.99%
-16.30%
-6.39%
-6.65%
1972
+36.24%
-0.55%
+8.28%
-1.29%
1971
+29.49%
-3.82%
+8.61%
-4.84%
1970
-11.71%
-27.31%
+8.28%
-8.62%