Last Update: 31 July 2022

The All Country World 20/80 Portfolio obtained a 6.16% compound annual return, with a 5.28% standard deviation, in the last 30 Years.

The High Yield Bonds Income Portfolio obtained a 7.01% compound annual return, with a 8.47% standard deviation, in the last 30 Years.

Summary

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All Country World 20/80 Portfolio High Yield Bonds Income Portfolio
Risk Low Low
Asset Allocation Stocks 20% 0%
Fixed Income 80% 100%
Commodities 0% 0%
30 Years Stats Return +6.16% +7.01%
Std Dev 5.28% 8.47%
Max Drawdown -14.04% -23.97%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from January 1992

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
All Country World 20/80 Portfolio +3.61 -7.82 -10.29 +2.53 +3.55 +6.16 +6.13
High Yield Bonds Income Portfolio +5.66 -10.02 -13.29 +1.39 +3.02 +7.01 +7.16
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

All Country World 20/80 Portfolio: an investment of 1000$, since August 1992, now would be worth 6004.71$, with a total return of 500.47% (6.16% annualized).

High Yield Bonds Income Portfolio: an investment of 1000$, since August 1992, now would be worth 7638.64$, with a total return of 663.86% (7.01% annualized).

All Country World 20/80 Portfolio: an investment of 1000$, since January 1992, now would be worth 6163.40$, with a total return of 516.34% (6.13% annualized).

High Yield Bonds Income Portfolio: an investment of 1000$, since January 1992, now would be worth 8291.92$, with a total return of 729.19% (7.16% annualized).

Drawdowns

Drawdown comparison chart since July 1992.

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All Country World 20/80 Portfolio
High Yield Bonds Income Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-23.97% Nov 2007 Oct 2008
-18.26% Sep 2021 Jun 2022
-14.04% May 2008 Oct 2008
-13.77% Sep 2021 Jun 2022
-11.99% Feb 2020 Mar 2020
-8.48% Aug 1998 Aug 1998
-7.79% Mar 2015 Jan 2016
-7.41% Feb 1994 Jun 1994
-6.71% May 2013 Aug 2013
-6.70% May 2002 Jul 2002
-6.55% Feb 2020 Mar 2020
-6.27% Feb 1994 Jun 1994
-4.73% Aug 1998 Aug 1998
-4.56% Apr 2004 May 2004
-4.53% Jan 2018 Dec 2018
-4.40% Aug 2011 Sep 2011
-4.30% May 2013 Jun 2013
-3.93% Oct 2016 Nov 2016
-3.91% Jul 2003 Jul 2003
-3.84% May 2007 Jul 2007

Drawdown comparison chart since January 1992.

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All Country World 20/80 Portfolio
High Yield Bonds Income Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-23.97% Nov 2007 Oct 2008
-18.26% Sep 2021 Jun 2022
-14.04% May 2008 Oct 2008
-13.77% Sep 2021 Jun 2022
-11.99% Feb 2020 Mar 2020
-8.48% Aug 1998 Aug 1998
-7.79% Mar 2015 Jan 2016
-7.41% Feb 1994 Jun 1994
-6.71% May 2013 Aug 2013
-6.70% May 2002 Jul 2002
-6.55% Feb 2020 Mar 2020
-6.27% Feb 1994 Jun 1994
-4.73% Aug 1998 Aug 1998
-4.56% Apr 2004 May 2004
-4.53% Jan 2018 Dec 2018
-4.40% Aug 2011 Sep 2011
-4.30% May 2013 Jun 2013
-3.93% Oct 2016 Nov 2016
-3.91% Jul 2003 Jul 2003
-3.84% May 2007 Jul 2007

Yearly Returns

Yearly return comparison. Common historical serie start from January 1992.

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Year All Country World 20/80 Portfolio High Yield Bonds Income Portfolio
2022
-10.16% -13.13%
2021
+2.00% +0.88%
2020
+8.36% +7.08%
2019
+12.96% +16.98%
2018
-1.87% -4.53%
2017
+8.23% +8.78%
2016
+5.12% +12.01%
2015
+0.31% -3.94%
2014
+6.24% +6.28%
2013
+2.59% -0.40%
2012
+9.39% +12.61%
2011
+4.99% +9.07%
2010
+8.78% +11.52%
2009
+14.11% +23.52%
2008
-6.88% -10.54%
2007
+6.77% +3.36%
2006
+7.46% +7.28%
2005
+5.53% +5.61%
2004
+7.53% +9.55%
2003
+12.92% +18.30%
2002
+3.34% +7.38%
2001
+6.33% +10.89%
2000
+5.87% +6.15%
1999
+7.97% +6.34%
1998
+10.80% +2.17%
1997
+7.03% +13.61%
1996
+9.34% +14.28%
1995
+19.70% +22.64%
1994
-3.54% -4.27%
1993
+15.69% +18.58%
1992
+6.02% +12.00%
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