Last Update: 31 March 2024
The Developed World ex-US Stocks Portfolio obtained a 5.15% compound annual return, with a 16.50% standard deviation, in the last 30 Years.
The Technology Portfolio obtained a 14.30% compound annual return, with a 23.97% standard deviation, in the last 30 Years.
Summary
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| Developed World ex-US Stocks Portfolio | Technology Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Very High | Very High | |
| Asset Allocation | Stocks | 100% | 100% |
| Fixed Income | 0% | 0% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +5.15% | +14.30% |
| Std Dev | 16.50% | 23.97% | |
| Max Drawdown | -57.00% | -81.08% | |
| All time Stats (Since Jan 1971) |
Return | +8.69% | +12.75% |
| Std Dev | 17.03% | 22.52% | |
| Max Drawdown | -57.00% | -81.08% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 1971
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| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| Developed World ex-US Stocks Portfolio | +3.66 | +16.93 | +15.02 | +7.39 | +5.05 | +5.15 | +8.69 |
| Technology Portfolio | +1.27 | +24.41 | +39.27 | +20.61 | +18.58 | +14.30 | +12.75 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
Developed World ex-US Stocks Portfolio: an investment of 1$, since April 1994,
now would be worth 4.52$, with a total return of 351.61%
(5.15% annualized).
Technology Portfolio: an investment of 1$, since April 1994, now would be worth 55.17$, with a total return of 5417.17% (14.30% annualized).
Technology Portfolio: an investment of 1$, since April 1994, now would be worth 55.17$, with a total return of 5417.17% (14.30% annualized).
Developed World ex-US Stocks Portfolio: an investment of 1$, since January 1971,
now would be worth 84.48$, with a total return of 8348.47%
(8.69% annualized).
Technology Portfolio: an investment of 1$, since January 1971, now would be worth 597.22$, with a total return of 59621.70% (12.75% annualized).
Technology Portfolio: an investment of 1$, since January 1971, now would be worth 597.22$, with a total return of 59621.70% (12.75% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
Developed World ex-US Stocks Portfolio
|
Technology Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -81.08% | Apr 2000 | Sep 2002 (30) | Oct 2014 (175) | 56.07 | |||||
| -57.00% | Nov 2007 | Feb 2009 (16) | May 2014 (79) | 27.54 | |||||
| -48.19% | Jan 2000 | Mar 2003 (39) | Sep 2005 (69) | 26.73 | |||||
| -32.58% | Jan 2022 | Dec 2022 (12) | Dec 2023 (24) | 19.19 | |||||
| -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 | |||||
| -17.20% | Aug 1998 | Aug 1998 (1) | Oct 1998 (3) | 8.68 | |||||
| -16.96% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 8.13 | |||||
| -14.47% | Jun 1998 | Sep 1998 (4) | Dec 1998 (7) | 7.17 | |||||
| -13.51% | Feb 1997 | Mar 1997 (2) | May 1997 (4) | 7.32 | |||||
| -13.15% | Sep 1994 | Feb 1995 (6) | Mar 1996 (19) | 5.48 | |||||
| -12.90% | Feb 2020 | Mar 2020 (2) | Apr 2020 (3) | 7.13 | |||||
| -11.23% | Aug 1997 | Dec 1997 (5) | Mar 1998 (8) | 6.96 | |||||
| -10.50% | Aug 1997 | Dec 1997 (5) | Feb 1998 (7) | 5.23 | |||||
| -9.82% | Dec 2015 | Feb 2016 (3) | Jul 2016 (8) | 5.36 | |||||
| -9.49% | Feb 1999 | Feb 1999 (1) | Apr 1999 (3) | 4.77 | |||||
| -8.88% | Aug 2015 | Sep 2015 (2) | Oct 2015 (3) | 5.60 | |||||
| -8.65% | Sep 2020 | Oct 2020 (2) | Nov 2020 (3) | 5.20 | |||||
| -8.23% | May 2019 | May 2019 (1) | Jul 2019 (3) | 4.16 | |||||
Drawdown comparison chart since January 1971.
Swipe left to see all data
|
Developed World ex-US Stocks Portfolio
|
Technology Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -81.08% | Apr 2000 | Sep 2002 (30) | Oct 2014 (175) | 56.07 | |||||
| -58.37% | Jan 1973 | Sep 1974 (21) | Aug 1978 (68) | 32.58 | |||||
| -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 | |||||
| -34.57% | Sep 1987 | Nov 1987 (3) | May 1989 (21) | 17.23 | |||||
| -32.58% | Jan 2022 | Dec 2022 (12) | Dec 2023 (24) | 19.19 | |||||
| -31.21% | Jan 1990 | Sep 1990 (9) | Jan 1994 (49) | 20.31 | |||||
| -28.08% | Sep 2021 | Sep 2022 (13) | Feb 2024 (30) | 11.60 | |||||
| -27.93% | Jul 1983 | Jul 1984 (13) | Nov 1985 (29) | 16.11 | |||||
| -27.77% | Dec 1980 | Jul 1982 (20) | Mar 1983 (28) | 12.17 | |||||
| -27.64% | Jul 1990 | Oct 1990 (4) | Feb 1991 (8) | 16.50 | |||||
| -25.11% | Jun 1981 | Jul 1982 (14) | Nov 1982 (18) | 15.65 | |||||
| -24.14% | Feb 2018 | Mar 2020 (26) | Nov 2020 (34) | 10.04 | |||||
| -19.01% | Feb 1980 | Mar 1980 (2) | Jul 1980 (6) | 9.28 | |||||
| -17.94% | Jul 2014 | Feb 2016 (20) | Apr 2017 (34) | 8.32 | |||||
| -17.69% | Sep 1978 | Oct 1978 (2) | Jun 1979 (10) | 8.77 | |||||
| -17.20% | Aug 1998 | Aug 1998 (1) | Oct 1998 (3) | 8.68 | |||||
| -16.96% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 8.13 | |||||
| -15.73% | Jun 1986 | Sep 1986 (4) | Jan 1987 (8) | 9.55 | |||||
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 |
+5.35%
|
-1.09% |
+8.56%
|
0.00% |
| 2023 |
+17.94%
|
-10.71% |
+54.85%
|
-8.42% |
| 2022 |
-15.36%
|
-27.52% |
-32.58%
|
-32.58% |
| 2021 |
+11.67%
|
-4.89% |
+27.42%
|
-5.68% |
| 2020 |
+9.74%
|
-23.99% |
+48.40%
|
-12.90% |
| 2019 |
+22.62%
|
-5.21% |
+38.96%
|
-8.23% |
| 2018 |
-14.75%
|
-18.62% |
-0.12%
|
-16.96% |
| 2017 |
+26.42%
|
0.00% |
+32.66%
|
-2.32% |
| 2016 |
+2.67%
|
-8.44% |
+7.10%
|
-8.37% |
| 2015 |
-0.38%
|
-12.39% |
+9.45%
|
-8.88% |
| 2014 |
-5.98%
|
-10.04% |
+19.18%
|
-3.04% |
| 2013 |
+21.83%
|
-5.66% |
+36.63%
|
-2.39% |
| 2012 |
+18.56%
|
-13.28% |
+18.12%
|
-8.13% |
| 2011 |
-12.30%
|
-23.95% |
+3.47%
|
-10.79% |
| 2010 |
+8.35%
|
-15.54% |
+20.14%
|
-12.93% |
| 2009 |
+27.49%
|
-22.68% |
+54.68%
|
-7.43% |
| 2008 |
-40.65%
|
-45.54% |
-41.73%
|
-43.03% |
| 2007 |
+11.15%
|
-6.29% |
+19.02%
|
-6.83% |
| 2006 |
+26.27%
|
-3.73% |
+7.14%
|
-11.54% |
| 2005 |
+13.60%
|
-4.72% |
+1.57%
|
-12.37% |
| 2004 |
+20.25%
|
-3.59% |
+10.54%
|
-9.86% |
| 2003 |
+38.67%
|
-8.24% |
+49.67%
|
-2.90% |
| 2002 |
-15.62%
|
-23.19% |
-37.37%
|
-46.75% |
| 2001 |
-21.94%
|
-26.63% |
-33.34%
|
-54.93% |
| 2000 |
-14.29%
|
-17.14% |
-36.11%
|
-46.69% |
| 1999 |
+37.96%
|
-4.28% |
+101.95%
|
-9.49% |
| 1998 |
+16.51%
|
-14.47% |
+85.30%
|
-17.20% |
| 1997 |
-1.39%
|
-11.23% |
+20.63%
|
-13.51% |
| 1996 |
+4.68%
|
-4.13% |
+42.54%
|
-8.14% |
| 1995 |
+3.98%
|
-8.89% |
+42.54%
|
-3.77% |
| 1994 |
+9.76%
|
-5.55% |
+1.50%
|
-12.97% |
| 1993 |
+29.92%
|
-10.94% |
+10.58%
|
-8.26% |
| 1992 |
-14.79%
|
-15.85% |
+8.86%
|
-13.48% |
| 1991 |
+9.48%
|
-9.97% |
+64.99%
|
-8.89% |
| 1990 |
-24.79%
|
-31.21% |
-10.41%
|
-27.64% |
| 1989 |
+12.85%
|
-7.94% |
+26.17%
|
-4.64% |
| 1988 |
+25.66%
|
-9.43% |
+13.54%
|
-10.50% |
| 1987 |
+30.48%
|
-13.46% |
+10.50%
|
-34.57% |
| 1986 |
+63.38%
|
-8.70% |
+6.89%
|
-15.73% |
| 1985 |
+56.04%
|
-1.19% |
+35.61%
|
-6.97% |
| 1984 |
+7.32%
|
-6.40% |
-11.31%
|
-17.55% |
| 1983 |
+23.61%
|
-3.06% |
+19.87%
|
-13.85% |
| 1982 |
-1.94%
|
-22.97% |
+18.67%
|
-14.55% |
| 1981 |
-2.36%
|
-10.87% |
-3.21%
|
-19.44% |
| 1980 |
+22.48%
|
-11.03% |
+33.88%
|
-19.01% |
| 1979 |
+4.69%
|
-8.91% |
+28.11%
|
-9.91% |
| 1978 |
+32.52%
|
-5.86% |
+12.31%
|
-17.69% |
| 1977 |
+17.99%
|
-2.80% |
+7.33%
|
-3.83% |
| 1976 |
+2.46%
|
-11.28% |
+26.10%
|
-2.85% |
| 1975 |
+35.29%
|
-12.20% |
+29.76%
|
-14.58% |
| 1974 |
-23.23%
|
-31.46% |
-35.11%
|
-41.36% |
| 1973 |
-14.99%
|
-16.30% |
-31.06%
|
-31.06% |
| 1972 |
+36.24%
|
-0.55% |
+17.18%
|
-3.61% |
| 1971 |
+29.49%
|
-3.82% |
+27.35%
|
-7.42% |
