The World Stocks Portfolio is exposed for 100% on the Stock Market.

In the last 10 years, it obtained a 11.33% compound annual return, with a 14.05% standard deviation (*).

(*) Last Update: April 2019

The World Stocks Portfolio has the following asset allocation:

100% Stocks
0% Fixed Income
0% Commodities

The World Stocks Portfolio can be replicated with the following ETFs:

Weight ETF: Ticker - Name Asset
100.00 % VT -
Vanguard Total World Stock
Developed Markets

Capital growth, returns, stats are calculated assuming a rebalancing of the portfolio at the beginning of each year (i.e. at each January 1st).

Last Update: April 2019.

Capital Growth and Historical Returns

An investment of 1000$, since January 2009, now would be worth 2877.07$, with a total return of 187.71% (10.77% annualized).

Capital Growth:
Swipe left to see all data
Range Returns
Apr 2019
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+3.47%
0.00%
1 - 0
YTD
+16.11%
0.00%
4 - 0
1Y
+4.86%
14.43%
-13.00%
Oct 2018 - Dec 2018
9 - 3
3Y
+11.71%
annualized
10.05%
-14.44%
Feb 2018 - Dec 2018
29 - 7
5Y
+7.19%
annualized
11.11%
-14.44%
Feb 2018 - Dec 2018
41 - 19
10Y
+11.33%
annualized
14.05%
-21.87%
May 2011 - Sep 2011
77 - 43
MAX
Dec 2008
+10.77%
annualized
15.27%
-21.87%
May 2011 - Sep 2011
79 - 45

* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns

World Stocks Portfolio: annualized rolling and average returns

Swipe left to see all data
Return (*)
Rolling Period Average Best Worst
1 Year
+11.26% +59.32%
Mar 2009 - Feb 2010
-12.53%
Jun 2011 - May 2012
2 Years
+10.53% +39.32%
Mar 2009 - Feb 2011
-2.94%
Mar 2014 - Feb 2016
3 Years
+9.64% +23.87%
Mar 2009 - Feb 2012
+3.36%
Jan 2014 - Dec 2016
5 Years
+9.79% +20.02%
Mar 2009 - Feb 2014
+3.86%
Mar 2011 - Feb 2016
7 Years
+9.43% +12.96%
Mar 2009 - Feb 2016
+7.50%
Dec 2009 - Nov 2016
10 Years
+11.54% +13.05%
Mar 2009 - Feb 2019
+9.50%
Jan 2009 - Dec 2018

* Annualized rolling and average returns over full calendar month periods

Yearly Returns - Monthly Returns Heatmap

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2019
+16.11% 8.0 2.8 1.1 3.5
2018
-9.76% 5.5 -4.4 -1.3 0.4 0.6 -0.6 2.9 0.9 0.1 -7.8 1.7 -7.2
2017
+24.49% 3.0 2.7 1.5 1.6 2.0 0.6 2.7 0.4 2.1 2.1 1.9 1.6
2016
+8.51% -5.9 -1.1 8.0 1.0 0.7 -0.2 4.2 0.4 0.8 -2.0 1.2 1.8
2015
-1.86% -1.6 6.0 -1.2 2.6 0.3 -2.2 0.5 -6.6 -3.7 7.3 -0.1 -2.2
2014
+3.67% -4.4 5.2 0.5 0.7 2.1 2.2 -1.8 2.7 -3.3 0.9 1.3 -2.0
2013
+22.95% 4.0 -0.3 2.4 2.7 -0.6 -2.7 5.2 -2.5 5.6 3.7 1.5 2.2
2012
+17.12% 5.5 4.8 1.2 -1.2 -8.9 5.1 0.7 2.5 3.1 -0.6 1.5 3.1
2011
-7.50% 1.4 2.9 -0.1 4.4 -2.3 -1.3 -2.2 -7.3 -10.7 11.3 -1.2 -1.0
2010
+13.08% -5.1 2.1 6.7 -0.5 -9.9 -2.8 9.2 -4.0 10.1 3.8 -2.7 7.7
2009
+32.65% -10.9 -9.5 8.8 12.1 10.6 -1.7 10.1 2.7 5.2 -2.5 5.3 1.6