Developed World ex-US Stocks vs Paul Boyer 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 Paul Boyer Portfolio obtained a 6.03% compound annual return, with a 7.47% standard deviation, in the last 30 Years.

Summary

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Developed World ex-US Stocks Portfolio Paul Boyer Portfolio
Portfolio Risk Very High Medium
Asset Allocation Stocks 100% 25%
Fixed Income 0% 50%
Commodities 0% 25%
30 Years Stats Return +4.92% +6.03%
Std Dev 16.50% 7.47%
Max Drawdown -57.00% -18.04%
All time Stats
(Since Jan 1976)
Return +8.56% +8.24%
Std Dev 17.02% 8.30%
Max Drawdown -57.00% -18.04%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1976

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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 +8.56
Paul Boyer Portfolio +0.35 +3.18 +4.54 +3.19 +3.16 +6.03 +8.24
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).

Paul Boyer Portfolio: an investment of 1$, since March 1994, now would be worth 5.80$, with a total return of 479.97% (6.03% annualized).

Developed World ex-US Stocks Portfolio: an investment of 1$, since January 1976, now would be worth 52.33$, with a total return of 5132.71% (8.56% annualized).

Paul Boyer Portfolio: an investment of 1$, since January 1976, now would be worth 45.25$, with a total return of 4425.38% (8.24% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Developed World ex-US Stocks Portfolio
Paul Boyer 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
-28.08% Sep 2021 Sep 2022 (13) Feb 2024 (30) 11.60
-24.14% Feb 2018 Mar 2020 (26) Nov 2020 (34) 10.04
-18.04% Jun 2021 Oct 2022 (17) In progress (33) 9.70
-17.94% Jul 2014 Feb 2016 (20) Apr 2017 (34) 8.32
-14.47% Jun 1998 Sep 1998 (4) Dec 1998 (7) 7.17
-13.66% Mar 2008 Oct 2008 (8) Jul 2009 (17) 5.30
-13.15% Sep 1994 Feb 1995 (6) Mar 1996 (19) 5.48
-11.23% Aug 1997 Dec 1997 (5) Mar 1998 (8) 6.96
-9.22% May 1998 Aug 1998 (4) Apr 1999 (12) 4.01
-9.15% Feb 2015 Dec 2015 (11) Jun 2016 (17) 5.18
-8.62% Oct 2012 Jun 2013 (9) Jun 2014 (21) 4.10
-6.74% Aug 2016 Dec 2016 (5) Jul 2017 (12) 3.32
-6.72% Feb 2018 Oct 2018 (9) Jun 2019 (17) 2.96
-5.79% May 1996 Jan 1997 (9) May 1997 (13) 3.32
-5.64% Apr 2004 Apr 2004 (1) Oct 2004 (7) 3.55
-4.97% Mar 2000 May 2000 (3) Jan 2001 (11) 2.55
-4.44% Jun 2002 Jul 2002 (2) Dec 2002 (7) 2.16
-4.28% May 1999 May 1999 (1) Jun 1999 (2) 2.47

Drawdown comparison chart since January 1976.

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Developed World ex-US Stocks Portfolio
Paul Boyer 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
-31.21% 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
-24.14% Feb 2018 Mar 2020 (26) Nov 2020 (34) 10.04
-18.04% Jun 2021 Oct 2022 (17) In progress (33) 9.70
-17.94% Jul 2014 Feb 2016 (20) Apr 2017 (34) 8.32
-14.53% Oct 1980 Jun 1982 (21) Oct 1982 (25) 8.36
-14.47% Jun 1998 Sep 1998 (4) Dec 1998 (7) 7.17
-13.66% Mar 2008 Oct 2008 (8) Jul 2009 (17) 5.30
-13.60% Feb 1980 Mar 1980 (2) Jun 1980 (5) 6.57
-13.46% Sep 1987 Oct 1987 (2) Mar 1988 (7) 8.36
-13.15% Sep 1994 Feb 1995 (6) Mar 1996 (19) 5.48
-11.28% Feb 1976 Nov 1976 (10) Jun 1977 (17) 6.60
-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
-9.22% May 1998 Aug 1998 (4) Apr 1999 (12) 4.01
-9.15% Feb 2015 Dec 2015 (11) Jun 2016 (17) 5.18

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%
-1.55%
-1.89%
2023
+17.94%
-10.71%
+7.92%
-7.34%
2022
-15.36%
-27.52%
-13.57%
-17.86%
2021
+11.67%
-4.89%
+0.51%
-3.38%
2020
+9.74%
-23.99%
+15.04%
-3.07%
2019
+22.62%
-5.21%
+13.97%
-1.05%
2018
-14.75%
-18.62%
-3.50%
-6.72%
2017
+26.42%
0.00%
+11.87%
-0.61%
2016
+2.67%
-8.44%
+7.19%
-6.74%
2015
-0.38%
-12.39%
-5.29%
-9.15%
2014
-5.98%
-10.04%
+6.63%
-3.72%
2013
+21.83%
-5.66%
-5.67%
-8.07%
2012
+18.56%
-13.28%
+6.80%
-2.93%
2011
-12.30%
-23.95%
+8.99%
-2.80%
2010
+8.35%
-15.54%
+15.54%
-0.81%
2009
+27.49%
-22.68%
+12.50%
-6.62%
2008
-40.65%
-45.54%
+1.32%
-13.66%
2007
+11.15%
-6.29%
+16.13%
-0.86%
2006
+26.27%
-3.73%
+12.57%
-3.53%
2005
+13.60%
-4.72%
+11.99%
-2.10%
2004
+20.25%
-3.59%
+9.39%
-5.64%
2003
+38.67%
-8.24%
+17.95%
-2.85%
2002
-15.62%
-23.19%
+9.85%
-4.44%
2001
-21.94%
-26.63%
+3.66%
-3.75%
2000
-14.29%
-17.14%
+2.00%
-4.97%
1999
+37.96%
-4.28%
+9.10%
-3.56%
1998
+16.51%
-14.47%
+2.30%
-9.22%
1997
-1.39%
-11.23%
+0.72%
-4.04%
1996
+4.68%
-4.13%
+3.88%
-3.10%
1995
+3.98%
-8.89%
+14.46%
-0.96%
1994
+9.76%
-5.55%
-5.01%
-6.22%
1993
+29.92%
-10.94%
+25.08%
-1.38%
1992
-14.79%
-15.85%
+3.02%
-1.92%
1991
+9.48%
-9.97%
+24.71%
-1.74%
1990
-24.79%
-31.21%
+0.64%
-5.76%
1989
+12.85%
-7.94%
+21.34%
-0.54%
1988
+25.66%
-9.43%
+7.47%
-2.31%
1987
+30.48%
-13.46%
-0.04%
-7.71%
1986
+63.38%
-8.70%
+17.71%
-1.63%
1985
+56.04%
-1.19%
+21.84%
-2.32%
1984
+7.32%
-6.40%
+4.29%
-3.80%
1983
+23.61%
-3.06%
+3.33%
-3.72%
1982
-1.94%
-22.97%
+20.74%
-7.63%
1981
-2.36%
-10.87%
-6.40%
-12.16%
1980
+22.48%
-11.03%
+10.07%
-13.60%
1979
+4.69%
-8.91%
+40.68%
-5.53%
1978
+32.52%
-5.86%
+13.69%
-5.99%
1977
+17.99%
-2.80%
+9.52%
-1.78%
1976
+2.46%
-11.28%
+11.89%
-4.01%