Last Update: 31 August 2021

The All Country World 40/60 Portfolio obtained a 7.03% compound annual return, with a 6.41% standard deviation, in the last 10 years.

The Stocks/Bonds 40/60 Portfolio obtained a 8.43% compound annual return, with a 5.84% standard deviation, in the last 10 years.

Summary

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All Country World 40/60 Portfolio Stocks/Bonds 40/60 Portfolio
Risk Medium Medium
Asset Allocation Stocks 40% 40%
Fixed Income 60% 60%
Commodities 0% 0%
10 Years Stats Return +7.03% +8.43%
Std Dev 6.41% 5.84%
Max Drawdown -10.06% -8.09%

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 40/60 Portfolio +0.92 +2.79 +6.63 +12.06 +9.12 +7.80 +7.03 +6.21
Stocks/Bonds 40/60 Portfolio +1.15 +4.21 +8.08 +12.85 +10.65 +9.15 +8.43 +6.53
(*) 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 40/60 Portfolio Stocks/Bonds 40/60 Portfolio
2021
+5.94% +7.73%
2020
+10.42% +13.04%
2019
+16.42% +17.57%
2018
-3.84% -2.15%
2017
+12.29% +10.63%
2016
+5.97% +6.64%
2015
-0.23% +0.48%
2014
+5.59% +8.51%
2013
+7.68% +12.12%
2012
+11.32% +8.47%
2011
+1.87% +5.14%
2010
+9.86% +10.69%
2009
+18.75% +13.74%
2008
-16.04% -10.67%
2007
+7.49% +6.30%
2006
+10.29% +8.84%
2005
+6.35% +3.96%
2004
+8.97% +7.66%
2003
+17.60% +14.68%
2002
-2.62% -3.23%
2001
+0.44% +0.67%
2000
+0.63% +2.61%
1999
+12.23% +9.07%
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