Last Update: 31 January 2021
The Alexander Green Gone Fishin' Portfolio obtained a 7.54% compound annual return, with a 10.57% standard deviation, in the last 10 years.
The David Swensen Yale Endowment Portfolio obtained a 8.91% compound annual return, with a 9.22% standard deviation, in the last 10 years.
Summary
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| Alexander Green Gone Fishin' Portfolio | David Swensen Yale Endowment Portfolio | ||
|---|---|---|---|
| Risk | High | High | |
| Asset Allocation | Stocks | 65% | 70% |
| Fixed Income | 30% | 30% | |
| Commodities | 5% | 0% | |
| 10 Years Stats | Return | +7.54% | +8.91% |
| Std Dev | 10.57% | 9.22% | |
| Max Drawdown | -17.17% | -13.19% | |
Last Update: 31 January 2021
Historical Returns
The examinated historical serie starts from January 2001
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| 1M | 3M | 6M | 1Y | 3Y(*) | 5Y(*) | 10Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|---|
| Alexander Green Gone Fishin' Portfolio | +0.84 | +14.84 | +15.03 | +14.69 | +6.98 | +10.89 | +7.54 | +7.82 |
| David Swensen Yale Endowment Portfolio | -0.55 | +10.88 | +8.83 | +10.38 | +8.19 | +10.16 | +8.91 | +8.17 |
(*) annualized
Capital Growth
Drawdowns
Yearly Returns
Yearly return comparison. Common historical serie start from January 2001.
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| Year | Alexander Green Gone Fishin' Portfolio | David Swensen Yale Endowment Portfolio |
|---|---|---|
| 2021 |
+0.84% | -0.55% |
| 2020 |
+12.37% | +12.03% |
| 2019 |
+19.76% | +22.65% |
| 2018 |
-7.32% | -6.20% |
| 2017 |
+16.62% | +14.99% |
| 2016 |
+10.50% | +7.39% |
| 2015 |
-3.07% | -0.81% |
| 2014 |
+3.43% | +13.38% |
| 2013 |
+13.26% | +10.31% |
| 2012 |
+13.95% | +13.55% |
| 2011 |
-1.05% | +6.31% |
| 2010 |
+16.13% | +15.25% |
| 2009 |
+29.72% | +20.32% |
| 2008 |
-28.75% | -21.94% |
| 2007 |
+8.90% | +4.98% |
| 2006 |
+16.96% | +17.42% |
| 2005 |
+12.08% | +9.62% |
| 2004 |
+15.76% | +16.80% |
| 2003 |
+31.54% | +26.48% |
| 2002 |
-4.17% | -3.11% |
| 2001 |
-2.20% | -2.47% |