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 Technology Portfolio obtained a 19.66% compound annual return, with a 15.55% standard deviation, in the last 10 years.

Summary

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Aggressive Global Income Portfolio Technology Portfolio
Risk Very High Very High
Asset Allocation Stocks 80% 100%
Fixed Income 20% 0%
Commodities 0% 0%
10 Years Stats Return +6.68% +19.66%
Std Dev 12.24% 15.55%
Max Drawdown -23.84% -16.96%

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
Technology Portfolio -0.13 +5.04 +6.72 +53.51 +24.32 +26.18 +19.66 +17.62
(*) 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 Technology Portfolio
2021
+3.08% +0.13%
2020
-1.13% +48.40%
2019
+19.97% +38.96%
2018
-8.07% -0.12%
2017
+13.53% +32.66%
2016
+18.29% +7.10%
2015
-6.99% +9.45%
2014
+3.96% +19.18%
2013
+19.30% +36.63%
2012
+12.95% +18.12%
2011
+0.62% +3.47%
2010
+14.37% +20.14%
2009
+33.97% +54.68%
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