How an all-equity portfolio fared in the 2020 COVID crash
All equities — 100% equities · quarterly rebalance · physical costs on (coins) · window 2020-02-19 to 2020-08-18 · computed 2026-07-06 with the same engine the app runs.
Solid: this portfolio, real (CPI-deflated) value of $10,000.
| Total return (real) | +0.1% |
|---|---|
| Total return (nominal) | +0.1% |
| CAGR (real) | +0.2% |
| Max drawdown (real) | −33.6% |
| Recovery | 4.9 months |
| Purchasing-power ratio | 1.00× |
| Ulcer index | 13.6 |
| Worst calendar year | — |
| Physical costs paid | $0 |
| Liquidation value | $10,011 |
A $10,000 stake in an all-equity portfolio (100% equities, rebalanced quarterly, physical costs on coins applied) entering the 2020 COVID crash would have ended the window worth $10,008 in real, CPI-deflated terms — a real return of +0.1%. Along the way it fell at most 33.6% from its peak (4.9 months), with an ulcer index of 13.6. This allocation carries no physical sleeves, so no ownership costs applied.
Open this portfolio in the stress-tester More scenarios
The link above prefills the allocation — adjust weights, costs, and windows from there. Sources and formulas: methodology.
Educational estimates — not financial advice