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

Time Range:

Drawdowns

Time Range:

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%
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