How an all-equity portfolio fared in the dot-com bust
All equities: 100% equities · quarterly rebalance · physical costs on (coins) · window 2000-03-24 to 2007-05-30 · computed 2026-07-13 with the same engine the app runs.
Solid: this portfolio, real (CPI-deflated) value of $10,000.
| Total return (real) | −17.1% |
|---|---|
| Total return (nominal) | +0.2% |
| CAGR (real) | −2.6% |
| Max drawdown (real) | −52.0% |
| Recovery | not recovered in window |
| Purchasing-power ratio | 0.83× |
| Ulcer index | 31.0 |
| Worst calendar year | 2002: −23.4% |
| Physical costs paid | $0 |
| Liquidation value | $10,018 |
A $10,000 stake in an all-equity portfolio (100% equities, rebalanced quarterly, physical costs on coins applied) entering the dot-com bust would have ended the window worth $8,286 in real, CPI-deflated terms: a real return of −17.1%. Along the way it fell at most 52.0% from its peak (not recovered in window), with an ulcer index of 31.0. 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