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 US Stocks Portfolio obtained a 13.44% compound annual return, with a 14.04% standard deviation, in the last 10 years.

Summary

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Aggressive Global Income Portfolio US Stocks Portfolio
Risk Very High Very High
Asset Allocation Stocks 80% 100%
Fixed Income 20% 0%
Commodities 0% 0%
10 Years Stats Return +6.68% +13.44%
Std Dev 12.24% 14.04%
Max Drawdown -23.84% -20.84%

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
US Stocks Portfolio +3.14 +7.60 +13.78 +35.31 +15.02 +17.46 +13.44 +11.02
(*) 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 US Stocks Portfolio
2021
+3.08% +2.79%
2020
-1.13% +21.03%
2019
+19.97% +30.67%
2018
-8.07% -5.21%
2017
+13.53% +21.21%
2016
+18.29% +12.83%
2015
-6.99% +0.36%
2014
+3.96% +12.54%
2013
+19.30% +33.45%
2012
+12.95% +16.45%
2011
+0.62% +0.97%
2010
+14.37% +17.42%
2009
+33.97% +28.89%
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