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 Stocks/Bonds 60/40 Portfolio obtained a 9.71% compound annual return, with a 8.46% standard deviation, in the last 10 years.

Summary

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Alexander Green Gone Fishin' Portfolio Stocks/Bonds 60/40 Portfolio
Risk High High
Asset Allocation Stocks 65% 60%
Fixed Income 30% 40%
Commodities 5% 0%
10 Years Stats Return +7.54% +9.71%
Std Dev 10.57% 8.46%
Max Drawdown -17.17% -12.29%

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
Stocks/Bonds 60/40 Portfolio -0.55 +10.06 +10.17 +14.21 +9.80 +11.68 +9.71 +7.07
(*) 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 Stocks/Bonds 60/40 Portfolio
2021
+0.84% -0.55%
2020
+12.37% +15.70%
2019
+19.76% +21.94%
2018
-7.32% -3.17%
2017
+16.62% +14.15%
2016
+10.50% +8.71%
2015
-3.07% +0.44%
2014
+3.43% +9.85%
2013
+13.26% +19.23%
2012
+13.95% +11.13%
2011
-1.05% +3.75%
2010
+16.13% +12.93%
2009
+29.72% +18.79%
2008
-28.75% -19.44%
2007
+8.90% +5.99%
2006
+16.96% +11.12%
2005
+12.08% +4.74%
2004
+15.76% +9.37%
2003
+31.54% +20.04%
2002
-4.17% -8.98%
2001
-2.20% -3.21%
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