Last Update: 31 August 2021

The 10-year Treasury Portfolio obtained a 3.13% compound annual return, with a 5.32% standard deviation, in the last 10 years.

The All Country World 20/80 Portfolio obtained a 5.43% compound annual return, with a 4.43% standard deviation, in the last 10 years.

Summary

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10-year Treasury Portfolio All Country World 20/80 Portfolio
Risk Low Low
Asset Allocation Stocks 0% 20%
Fixed Income 100% 80%
Commodities 0% 0%
10 Years Stats Return +3.13% +5.43%
Std Dev 5.32% 4.43%
Max Drawdown -7.60% -6.55%

Last Update: 31 August 2021

Historical Returns

The examinated historical serie starts from January 1999

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
10-year Treasury Portfolio -0.39 +2.63 +1.61 -2.82 +6.16 +2.67 +3.13 +5.07
All Country World 20/80 Portfolio +0.42 +2.31 +4.33 +6.35 +7.26 +5.51 +5.43 +6.01
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 1999.

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Year 10-year Treasury Portfolio All Country World 20/80 Portfolio
2021
-1.87% +2.57%
2020
+10.01% +8.36%
2019
+8.03% +12.96%
2018
+0.99% -1.87%
2017
+2.55% +8.23%
2016
+1.00% +5.12%
2015
+1.51% +0.31%
2014
+9.07% +6.24%
2013
-6.09% +2.59%
2012
+3.66% +9.39%
2011
+15.64% +4.99%
2010
+9.37% +8.78%
2009
-6.59% +14.11%
2008
+17.91% -6.88%
2007
+10.37% +6.77%
2006
+2.52% +7.46%
2005
+2.64% +5.53%
2004
+4.12% +7.53%
2003
+5.29% +12.92%
2002
+15.45% +3.34%
2001
+5.40% +6.33%
2000
+17.28% +5.87%
1999
-7.83% +7.97%
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