Last Update: 31 July 2022

The All Country World 40/60 Portfolio obtained a 6.49% compound annual return, with a 7.27% standard deviation, in the last 30 Years.

The Dynamic 40/60 Income Portfolio obtained a 7.29% compound annual return, with a 7.82% standard deviation, in the last 30 Years.

Summary

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All Country World 40/60 Portfolio Dynamic 40/60 Income Portfolio
Risk Medium Medium
Asset Allocation Stocks 40% 40%
Fixed Income 60% 60%
Commodities 0% 0%
30 Years Stats Return +6.49% +7.29%
Std Dev 7.27% 7.82%
Max Drawdown -25.16% -29.84%

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 40/60 Portfolio +4.40 -8.38 -10.24 +3.99 +5.16 +6.49 +6.37
Dynamic 40/60 Income Portfolio +5.07 -7.15 -8.70 +3.57 +4.92 +7.29 +7.44
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

All Country World 40/60 Portfolio: an investment of 1000$, since August 1992, now would be worth 6590.83$, with a total return of 559.08% (6.49% annualized).

Dynamic 40/60 Income Portfolio: an investment of 1000$, since August 1992, now would be worth 8245.31$, with a total return of 724.53% (7.29% annualized).

All Country World 40/60 Portfolio: an investment of 1000$, since January 1992, now would be worth 6604.94$, with a total return of 560.49% (6.37% annualized).

Dynamic 40/60 Income Portfolio: an investment of 1000$, since January 1992, now would be worth 8974.88$, with a total return of 797.49% (7.44% annualized).

Drawdowns

Drawdown comparison chart since July 1992.

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All Country World 40/60 Portfolio
Dynamic 40/60 Income Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-29.84% Nov 2007 Feb 2009
-25.16% Nov 2007 Feb 2009
-14.92% Jan 2022 Jun 2022
-14.69% Jan 2022 Jun 2022
-12.42% Feb 2020 Mar 2020
-10.07% Feb 2020 Mar 2020
-9.38% May 1998 Aug 1998
-9.09% Feb 2001 Sep 2002
-7.33% May 1998 Aug 1998
-7.19% Jun 2011 Sep 2011
-6.92% May 2011 Sep 2011
-6.73% May 2002 Jul 2002
-5.70% Feb 1994 Jun 1994
-5.40% Feb 2018 Dec 2018
-5.36% Feb 1994 Jun 1994
-5.18% May 2015 Sep 2015
-5.09% Oct 2018 Dec 2018
-4.13% Sep 2000 Nov 2000
-4.06% Jun 2015 Sep 2015
-4.01% May 2013 Jun 2013

Drawdown comparison chart since January 1992.

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All Country World 40/60 Portfolio
Dynamic 40/60 Income Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-29.84% Nov 2007 Feb 2009
-25.16% Nov 2007 Feb 2009
-14.92% Jan 2022 Jun 2022
-14.69% Jan 2022 Jun 2022
-12.42% Feb 2020 Mar 2020
-10.07% Feb 2020 Mar 2020
-9.38% May 1998 Aug 1998
-9.09% Feb 2001 Sep 2002
-7.33% May 1998 Aug 1998
-7.19% Jun 2011 Sep 2011
-6.92% May 2011 Sep 2011
-6.73% May 2002 Jul 2002
-5.70% Feb 1994 Jun 1994
-5.40% Feb 2018 Dec 2018
-5.36% Feb 1994 Jun 1994
-5.18% May 2015 Sep 2015
-5.09% Oct 2018 Dec 2018
-4.16% Jan 1992 Mar 1992
-4.13% Sep 2000 Nov 2000
-4.06% Jun 2015 Sep 2015

Yearly Returns

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

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Year All Country World 40/60 Portfolio Dynamic 40/60 Income Portfolio
2022
-11.17% -10.36%
2021
+6.07% +6.72%
2020
+10.42% +8.28%
2019
+16.42% +15.91%
2018
-3.84% -3.18%
2017
+12.29% +9.18%
2016
+5.97% +7.53%
2015
-0.23% +0.21%
2014
+5.59% +7.01%
2013
+7.68% +6.13%
2012
+11.32% +12.70%
2011
+1.87% +2.96%
2010
+9.86% +11.25%
2009
+18.75% +22.37%
2008
-16.04% -14.80%
2007
+7.49% +0.88%
2006
+10.29% +9.18%
2005
+6.35% +5.23%
2004
+8.97% +8.41%
2003
+17.60% +21.64%
2002
-2.62% +1.03%
2001
+0.44% +8.71%
2000
+0.63% +3.43%
1999
+12.23% +11.02%
1998
+13.08% +6.04%
1997
+8.51% +16.36%
1996
+9.74% +16.81%
1995
+19.00% +23.17%
1994
-1.94% -3.19%
1993
+17.30% +14.73%
1992
+2.84% +12.95%
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