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
Drawdowns
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% |