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 High Yield Bonds Income Portfolio obtained a 5.82% compound annual return, with a 7.39% standard deviation, in the last 10 years.

Summary

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10-year Treasury Portfolio High Yield Bonds Income Portfolio
Risk Low Low
Asset Allocation Stocks 0% 0%
Fixed Income 100% 100%
Commodities 0% 0%
10 Years Stats Return +3.13% +5.82%
Std Dev 5.32% 7.39%
Max Drawdown -7.60% -11.99%

Last Update: 31 August 2021

Historical Returns

The examinated historical serie starts from January 1998

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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 +5.46
High Yield Bonds Income Portfolio +0.41 +3.01 +4.57 +6.16 +7.45 +5.31 +5.82 +6.80
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 1998.

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Year 10-year Treasury Portfolio High Yield Bonds Income Portfolio
2021
-1.87% +1.47%
2020
+10.01% +7.08%
2019
+8.03% +16.98%
2018
+0.99% -4.53%
2017
+2.55% +8.78%
2016
+1.00% +12.01%
2015
+1.51% -3.94%
2014
+9.07% +6.28%
2013
-6.09% -0.40%
2012
+3.66% +12.61%
2011
+15.64% +9.07%
2010
+9.37% +11.52%
2009
-6.59% +23.52%
2008
+17.91% -10.54%
2007
+10.37% +3.36%
2006
+2.52% +7.28%
2005
+2.64% +5.61%
2004
+4.12% +9.55%
2003
+5.29% +18.30%
2002
+15.45% +7.38%
2001
+5.40% +10.89%
2000
+17.28% +6.15%
1999
-7.83% +6.34%
1998
+14.64% +2.17%
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