Last Update: 28 February 2021

The Aggressive Global Income Portfolio obtained a 6.68% compound annual return, with a 12.24% standard deviation, in the last 10 years.

The Stocks/Bonds 80/20 Portfolio obtained a 11.54% compound annual return, with a 11.20% standard deviation, in the last 10 years.

Summary

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Aggressive Global Income Portfolio Stocks/Bonds 80/20 Portfolio
Risk Very High Very High
Asset Allocation Stocks 80% 80%
Fixed Income 20% 20%
Commodities 0% 0%
10 Years Stats Return +6.68% +11.54%
Std Dev 12.24% 11.20%
Max Drawdown -23.84% -16.53%

Last Update: 28 February 2021

Historical Returns

The examinated historical serie starts from March 2008

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Aggressive Global Income Portfolio +3.15 +6.96 +13.53 +12.71 +4.78 +9.20 +6.68 +5.92
Stocks/Bonds 80/20 Portfolio +2.21 +5.65 +10.63 +27.73 +13.16 +14.67 +11.54 +9.85
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from March 2008.

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Year Aggressive Global Income Portfolio Stocks/Bonds 80/20 Portfolio
2021
+3.08% +1.76%
2020
-1.13% +18.36%
2019
+19.97% +26.30%
2018
-8.07% -4.19%
2017
+13.53% +17.68%
2016
+18.29% +10.77%
2015
-6.99% +0.40%
2014
+3.96% +11.20%
2013
+19.30% +26.34%
2012
+12.95% +13.79%
2011
+0.62% +2.36%
2010
+14.37% +15.18%
2009
+33.97% +23.84%
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