How an all-equity portfolio fared in the Volcker double-dip
All equities: 100% equities · quarterly rebalance · physical costs on (coins) · window 1980-11-28 to 1982-08-12 · computed 2026-07-13 with the same engine the app runs.
Solid: this portfolio, real (CPI-deflated) value of $10,000.
| Total return (real) | −36.1% |
|---|---|
| Total return (nominal) | −27.1% |
| CAGR (real) | −23.2% |
| Max drawdown (real) | −36.1% |
| Recovery | not recovered in window |
| Purchasing-power ratio | 0.64× |
| Ulcer index | 20.7 |
| Worst calendar year | 1981: −9.7% |
| Physical costs paid | $0 |
| Liquidation value | $7,289 |
A $10,000 stake in an all-equity portfolio (100% equities, rebalanced quarterly, physical costs on coins applied) entering the Volcker double-dip would have ended the window worth $6,386 in real, CPI-deflated terms: a real return of −36.1%. Along the way it fell at most 36.1% from its peak (not recovered in window), with an ulcer index of 20.7. 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