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 US Stocks Portfolio obtained a 16.21% compound annual return, with a 13.83% standard deviation, in the last 10 years.

Summary

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All Country World 80/20 Portfolio US Stocks Portfolio
Risk Very High Very High
Asset Allocation Stocks 80% 100%
Fixed Income 20% 0%
Commodities 0% 0%
10 Years Stats Return +10.08% +16.21%
Std Dev 11.32% 13.83%
Max Drawdown -17.98% -20.84%

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
US Stocks Portfolio +2.86 +7.24 +17.28 +33.44 +17.90 +18.00 +16.21 +8.43
(*) 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 US Stocks Portfolio
2021
+12.66% +20.56%
2020
+14.55% +21.03%
2019
+23.35% +30.67%
2018
-7.79% -5.21%
2017
+20.43% +21.21%
2016
+7.66% +12.83%
2015
-1.32% +0.36%
2014
+4.31% +12.54%
2013
+17.86% +33.45%
2012
+15.19% +16.45%
2011
-4.38% +0.97%
2010
+12.00% +17.42%
2009
+28.02% +28.89%
2008
-34.37% -36.98%
2007
+8.92% +5.37%
2006
+15.95% +15.69%
2005
+8.00% +6.31%
2004
+11.86% +12.79%
2003
+26.95% +30.75%
2002
-14.55% -20.47%
2001
-11.36% -10.97%
2000
-9.84% -10.57%
1999
+20.74% +23.81%
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