Last Update: 31 August 2021

The All Country World 80/20 Portfolio obtained a 10.08% compound annual return, with a 11.32% standard deviation, in the last 10 years.

The Stocks/Bonds 80/20 Portfolio obtained a 13.65% compound annual return, with a 11.05% standard deviation, in the last 10 years.

Summary

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All Country World 80/20 Portfolio Stocks/Bonds 80/20 Portfolio
Risk Very High Very High
Asset Allocation Stocks 80% 80%
Fixed Income 20% 20%
Commodities 0% 0%
10 Years Stats Return +10.08% +13.65%
Std Dev 11.32% 11.05%
Max Drawdown -17.98% -16.53%

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 80/20 Portfolio +1.84 +3.69 +11.09 +23.93 +12.65 +12.26 +10.08 +6.09
Stocks/Bonds 80/20 Portfolio +2.33 +6.29 +14.27 +26.42 +15.54 +15.08 +13.65 +7.97
(*) 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 80/20 Portfolio Stocks/Bonds 80/20 Portfolio
2021
+12.66% +16.28%
2020
+14.55% +18.36%
2019
+23.35% +26.30%
2018
-7.79% -4.19%
2017
+20.43% +17.68%
2016
+7.66% +10.77%
2015
-1.32% +0.40%
2014
+4.31% +11.20%
2013
+17.86% +26.34%
2012
+15.19% +13.79%
2011
-4.38% +2.36%
2010
+12.00% +15.18%
2009
+28.02% +23.84%
2008
-34.37% -28.21%
2007
+8.92% +5.68%
2006
+15.95% +13.41%
2005
+8.00% +5.53%
2004
+11.86% +11.08%
2003
+26.95% +25.40%
2002
-14.55% -14.73%
2001
-11.36% -7.09%
2000
-9.84% -6.18%
1999
+20.74% +18.90%
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