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
Drawdowns
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% |