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
| 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
| 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 |
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.
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.
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.
| 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% |