How an all-equity portfolio fared in the 1970s inflation decade
All equities — 100% equities · quarterly rebalance · physical costs on (coins) · window 1970-01-02 to 1980-01-31 · computed 2026-07-06 with the same engine the app runs.
Solid: this portfolio, real (CPI-deflated) value of $10,000.
| Total return (real) | −40.4% |
|---|---|
| Total return (nominal) | +22.8% |
| CAGR (real) | −5.0% |
| Max drawdown (real) | −56.6% |
| Recovery | not recovered in window |
| Purchasing-power ratio | 0.60× |
| Ulcer index | 34.7 |
| Worst calendar year | 1974: −29.7% |
| Physical costs paid | $0 |
| Liquidation value | $12,275 |
A $10,000 stake in an all-equity portfolio (100% equities, rebalanced quarterly, physical costs on coins applied) entering the 1970s inflation decade would have ended the window worth $5,965 in real, CPI-deflated terms — a real return of −40.4%. Along the way it fell at most 56.6% from its peak (not recovered in window), with an ulcer index of 34.7. 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