Last Update: 31 August 2021

The All Country World Bonds Portfolio obtained a 3.77% compound annual return, with a 3.49% standard deviation, in the last 10 years.

The Stocks/Bonds 20/80 Portfolio obtained a 5.76% compound annual return, with a 3.78% standard deviation, in the last 10 years.

Summary

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All Country World Bonds Portfolio Stocks/Bonds 20/80 Portfolio
Risk Low Low
Asset Allocation Stocks 0% 20%
Fixed Income 100% 80%
Commodities 0% 0%
10 Years Stats Return +3.77% +5.76%
Std Dev 3.49% 3.78%
Max Drawdown -5.14% -3.91%

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 Bonds Portfolio -0.11 +1.79 +1.98 +0.78 +5.33 +3.18 +3.77 +5.66
Stocks/Bonds 20/80 Portfolio +0.50 +3.08 +4.88 +6.29 +8.12 +6.15 +5.76 +5.58
(*) 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 Bonds Portfolio Stocks/Bonds 20/80 Portfolio
2021
-0.79% +3.45%
2020
+6.30% +10.38%
2019
+9.49% +13.20%
2018
+0.10% -1.13%
2017
+4.16% +7.10%
2016
+4.27% +4.58%
2015
+0.85% +0.52%
2014
+6.88% +7.16%
2013
-2.50% +5.01%
2012
+7.45% +5.82%
2011
+8.12% +6.53%
2010
+7.71% +8.44%
2009
+9.48% +8.69%
2008
+2.29% -1.91%
2007
+6.05% +6.61%
2006
+4.63% +6.55%
2005
+4.71% +3.18%
2004
+6.09% +5.95%
2003
+8.25% +9.33%
2002
+9.30% +2.51%
2001
+12.23% +4.55%
2000
+11.10% +7.00%
1999
+3.71% +4.16%
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