Last Update: 31 July 2022

The All Country World Stocks Portfolio obtained a 6.63% compound annual return, with a 15.29% standard deviation, in the last 30 Years.

The Aggressive Global Income Portfolio obtained a 9.48% compound annual return, with a 13.99% standard deviation, in the last 30 Years.

Summary

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All Country World Stocks Portfolio Aggressive Global Income Portfolio
Risk Very High Very High
Asset Allocation Stocks 100% 80%
Fixed Income 0% 20%
Commodities 0% 0%
30 Years Stats Return +6.63% +9.48%
Std Dev 15.29% 13.99%
Max Drawdown -57.06% -52.63%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from January 1988

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
All Country World Stocks Portfolio +6.98 -10.08 -10.55 +7.98 +9.67 +6.63 +6.37
Aggressive Global Income Portfolio +4.61 -5.55 -3.11 +4.76 +7.11 +9.48 +9.51
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

All Country World Stocks Portfolio: an investment of 1000$, since August 1992, now would be worth 6861.67$, with a total return of 586.17% (6.63% annualized).

Aggressive Global Income Portfolio: an investment of 1000$, since August 1992, now would be worth 15140.80$, with a total return of 1414.08% (9.48% annualized).

All Country World Stocks Portfolio: an investment of 1000$, since January 1988, now would be worth 8466.61$, with a total return of 746.66% (6.37% annualized).

Aggressive Global Income Portfolio: an investment of 1000$, since January 1988, now would be worth 23141.77$, with a total return of 2214.18% (9.51% annualized).

Drawdowns

Drawdown comparison chart since July 1992.

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All Country World Stocks Portfolio
Aggressive Global Income Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-57.06% Nov 2007 Feb 2009
-52.63% Nov 2007 Feb 2009
-48.44% Apr 2000 Sep 2002
-23.84% Jan 2020 Mar 2020
-22.15% Jan 2020 Mar 2020
-19.80% Jan 2022 Jun 2022
-17.13% May 2011 Sep 2011
-16.17% May 2002 Feb 2003
-16.13% Mar 2000 Sep 2001
-15.33% May 1998 Aug 1998
-14.59% May 1998 Aug 1998
-14.45% Feb 2018 Dec 2018
-13.76% Jun 2015 Feb 2016
-13.63% May 2015 Jan 2016
-10.76% Jan 2022 Jun 2022
-9.93% Feb 2018 Dec 2018
-8.28% Aug 1997 Oct 1997
-6.65% Sep 1994 Jan 1995
-6.20% Feb 1994 Mar 1994
-5.80% Apr 2004 Apr 2004

Drawdown comparison chart since January 1988.

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All Country World Stocks Portfolio
Aggressive Global Income Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-57.06% Nov 2007 Feb 2009
-52.63% Nov 2007 Feb 2009
-48.44% Apr 2000 Sep 2002
-25.28% Jan 1990 Sep 1990
-23.84% Jan 2020 Mar 2020
-22.15% Jan 2020 Mar 2020
-19.80% Jan 2022 Jun 2022
-19.34% Jan 1990 Sep 1990
-17.13% May 2011 Sep 2011
-16.17% May 2002 Feb 2003
-16.13% Mar 2000 Sep 2001
-15.33% May 1998 Aug 1998
-14.59% May 1998 Aug 1998
-14.45% Feb 2018 Dec 2018
-13.76% Jun 2015 Feb 2016
-13.63% May 2015 Jan 2016
-10.76% Jan 2022 Jun 2022
-9.93% Feb 2018 Dec 2018
-8.28% Aug 1997 Oct 1997
-6.65% Sep 1994 Jan 1995

Yearly Returns

Yearly return comparison. Common historical serie start from January 1988.

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Year All Country World Stocks Portfolio Aggressive Global Income Portfolio
2022
-14.20% -6.65%
2021
+18.27% +17.07%
2020
+16.61% -1.13%
2019
+26.82% +19.97%
2018
-9.76% -8.07%
2017
+24.49% +13.53%
2016
+8.51% +18.29%
2015
-1.86% -6.99%
2014
+3.67% +3.96%
2013
+22.95% +19.30%
2012
+17.12% +12.95%
2011
-7.50% +0.62%
2010
+13.08% +14.37%
2009
+32.65% +33.97%
2008
-43.54% -34.21%
2007
+9.64% +3.78%
2006
+18.78% +23.12%
2005
+8.83% +12.89%
2004
+13.30% +15.91%
2003
+31.62% +33.93%
2002
-20.51% -7.75%
2001
-17.26% +5.43%
2000
-15.08% +0.11%
1999
+25.00% +41.89%
1998
+19.93% +10.70%
1997
+12.93% +17.80%
1996
+10.93% +13.23%
1995
+16.90% +21.51%
1994
+2.85% +2.43%
1993
+22.12% +19.55%
1992
-6.70% +4.78%
1991
+16.92% +27.42%
1990
-18.63% -14.05%
1989
+15.15% +16.55%
1988
+21.20% +20.36%
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