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
Drawdowns
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% |