Last Update: 31 July 2022

The 10-year Treasury Portfolio obtained a 5.40% compound annual return, with a 6.60% standard deviation, in the last 30 Years.

The High Yield Bonds Income Portfolio obtained a 7.01% compound annual return, with a 8.47% standard deviation, in the last 30 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%
30 Years Stats Return +5.40% +7.01%
Std Dev 6.60% 8.47%
Max Drawdown -15.19% -23.97%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from January 1992

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
10-year Treasury Portfolio +2.96 -5.92 -9.63 +1.27 +1.33 +5.40 +5.43
High Yield Bonds Income Portfolio +5.66 -10.02 -13.29 +1.39 +3.02 +7.01 +7.16
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

10-year Treasury Portfolio: an investment of 1000$, since August 1992, now would be worth 4840.30$, with a total return of 384.03% (5.40% annualized).

High Yield Bonds Income Portfolio: an investment of 1000$, since August 1992, now would be worth 7638.64$, with a total return of 663.86% (7.01% annualized).

10-year Treasury Portfolio: an investment of 1000$, since January 1992, now would be worth 5042.43$, with a total return of 404.24% (5.43% annualized).

High Yield Bonds Income Portfolio: an investment of 1000$, since January 1992, now would be worth 8291.92$, with a total return of 729.19% (7.16% annualized).

Drawdowns

Drawdown comparison chart since July 1992.

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10-year Treasury Portfolio
High Yield Bonds Income Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-23.97% Nov 2007 Oct 2008
-18.26% Sep 2021 Jun 2022
-15.19% Aug 2020 Jun 2022
-11.99% Feb 2020 Mar 2020
-10.14% Nov 1993 Nov 1994
-9.34% Oct 1998 Jan 2000
-8.48% Aug 1998 Aug 1998
-7.79% Mar 2015 Jan 2016
-7.60% May 2013 Dec 2013
-7.41% Feb 1994 Jun 1994
-7.18% Aug 2016 Apr 2018
-6.90% Feb 1996 May 1996
-6.71% May 2013 Aug 2013
-6.70% May 2002 Jul 2002
-6.65% Jan 2009 Jun 2009
-6.60% Nov 2001 Mar 2002
-5.68% Jun 2003 Jul 2003
-4.85% Apr 2004 May 2004
-4.67% Sep 2010 Mar 2011
-4.56% Apr 2004 May 2004

Drawdown comparison chart since January 1992.

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10-year Treasury Portfolio
High Yield Bonds Income Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-23.97% Nov 2007 Oct 2008
-18.26% Sep 2021 Jun 2022
-15.19% Aug 2020 Jun 2022
-11.99% Feb 2020 Mar 2020
-10.14% Nov 1993 Nov 1994
-9.34% Oct 1998 Jan 2000
-8.48% Aug 1998 Aug 1998
-7.79% Mar 2015 Jan 2016
-7.60% May 2013 Dec 2013
-7.41% Feb 1994 Jun 1994
-7.18% Aug 2016 Apr 2018
-6.90% Feb 1996 May 1996
-6.71% May 2013 Aug 2013
-6.70% May 2002 Jul 2002
-6.65% Jan 2009 Jun 2009
-6.60% Nov 2001 Mar 2002
-5.68% Jun 2003 Jul 2003
-4.85% Apr 2004 May 2004
-4.67% Sep 2010 Mar 2011
-4.56% Apr 2004 May 2004

Yearly Returns

Yearly return comparison. Common historical serie start from January 1992.

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Year 10-year Treasury Portfolio High Yield Bonds Income Portfolio
2022
-7.91% -13.13%
2021
-3.33% +0.88%
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%
1997
+11.97% +13.61%
1996
-0.00% +14.28%
1995
+25.55% +22.64%
1994
-7.19% -4.27%
1993
+12.97% +18.58%
1992
+7.23% +12.00%
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