How an all-equity portfolio fared in the 2022 inflation and rate shock
All equities: 100% equities · quarterly rebalance · physical costs on (coins) · window 2022-01-03 to 2024-01-19 · computed 2026-07-13 with the same engine the app runs.
Solid: this portfolio, real (CPI-deflated) value of $10,000.
| Total return (real) | −7.9% |
|---|---|
| Total return (nominal) | +0.9% |
| CAGR (real) | −4.0% |
| Max drawdown (real) | −29.3% |
| Recovery | not recovered in window |
| Purchasing-power ratio | 0.92× |
| Ulcer index | 18.1 |
| Worst calendar year | 2022: −20.0% |
| Physical costs paid | $0 |
| Liquidation value | $10,090 |
A $10,000 stake in an all-equity portfolio (100% equities, rebalanced quarterly, physical costs on coins applied) entering the 2022 inflation and rate shock would have ended the window worth $9,205 in real, CPI-deflated terms: a real return of −7.9%. Along the way it fell at most 29.3% from its peak (not recovered in window), with an ulcer index of 18.1. 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