Last Update: 31 August 2021

The All Country World 20/80 Portfolio obtained a 5.43% compound annual return, with a 4.43% standard deviation, in the last 10 years.

The Stocks/Bonds 20/80 Portfolio obtained a 5.76% compound annual return, with a 3.78% standard deviation, in the last 10 years.

Summary

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All Country World 20/80 Portfolio Stocks/Bonds 20/80 Portfolio
Risk Low Low
Asset Allocation Stocks 20% 20%
Fixed Income 80% 80%
Commodities 0% 0%
10 Years Stats Return +5.43% +5.76%
Std Dev 4.43% 3.78%
Max Drawdown -6.55% -3.91%

Last Update: 31 August 2021

Historical Returns

The examinated historical serie starts from January 1999

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
All Country World 20/80 Portfolio +0.42 +2.31 +4.33 +6.35 +7.26 +5.51 +5.43 +6.01
Stocks/Bonds 20/80 Portfolio +0.50 +3.08 +4.88 +6.29 +8.12 +6.15 +5.76 +5.58
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 1999.

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Year All Country World 20/80 Portfolio Stocks/Bonds 20/80 Portfolio
2021
+2.57% +3.45%
2020
+8.36% +10.38%
2019
+12.96% +13.20%
2018
-1.87% -1.13%
2017
+8.23% +7.10%
2016
+5.12% +4.58%
2015
+0.31% +0.52%
2014
+6.24% +7.16%
2013
+2.59% +5.01%
2012
+9.39% +5.82%
2011
+4.99% +6.53%
2010
+8.78% +8.44%
2009
+14.11% +8.69%
2008
-6.88% -1.91%
2007
+6.77% +6.61%
2006
+7.46% +6.55%
2005
+5.53% +3.18%
2004
+7.53% +5.95%
2003
+12.92% +9.33%
2002
+3.34% +2.51%
2001
+6.33% +4.55%
2000
+5.87% +7.00%
1999
+7.97% +4.16%
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