Last Update: 31 August 2021

The Bogleheads Four Funds Portfolio obtained a 10.92% compound annual return, with a 11.04% standard deviation, in the last 10 years.

The Technology Portfolio obtained a 22.53% compound annual return, with a 15.49% standard deviation, in the last 10 years.

Summary

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Bogleheads Four Funds Portfolio Technology Portfolio
Risk Very High Very High
Asset Allocation Stocks 80% 100%
Fixed Income 20% 0%
Commodities 0% 0%
10 Years Stats Return +10.92% +22.53%
Std Dev 11.04% 15.49%
Max Drawdown -17.10% -16.96%

Last Update: 31 August 2021

Historical Returns

The examinated historical serie starts from June 1991

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Bogleheads Four Funds Portfolio +1.91 +4.07 +11.60 +24.66 +13.24 +12.89 +10.92 +8.66
Technology Portfolio +4.22 +13.91 +21.24 +29.39 +27.63 +27.68 +22.53 +14.72
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from June 1991.

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Year Bogleheads Four Funds Portfolio Technology Portfolio
2021
+13.56% +21.39%
2020
+15.71% +48.40%
2019
+23.60% +38.96%
2018
-7.02% -0.12%
2017
+19.47% +32.66%
2016
+8.61% +7.10%
2015
-1.37% +9.45%
2014
+5.85% +19.18%
2013
+19.92% +36.63%
2012
+14.85% +18.12%
2011
-1.60% +3.47%
2010
+13.49% +20.14%
2009
+26.98% +54.68%
2008
-30.83% -41.73%
2007
+9.23% +19.02%
2006
+16.29% +7.14%
2005
+8.31% +1.57%
2004
+13.90% +10.54%
2003
+28.68% +49.67%
2002
-12.27% -37.37%
2001
-9.93% -33.34%
2000
-7.07% -36.11%
1999
+20.36% +101.95%
1998
+18.10% +85.30%
1997
+17.48% +20.63%
1996
+12.38% +42.54%
1995
+23.21% +42.54%
1994
+1.95% +1.50%
1993
+16.83% +10.58%
1992
+1.70% +8.86%
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