Last Update: 31 August 2021

The Bogleheads Three Funds Portfolio obtained a 10.91% compound annual return, with a 10.96% 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 Three 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 +10.91% +22.53%
Std Dev 10.96% 15.49%
Max Drawdown -17.02% -16.96%

Last Update: 31 August 2021

Historical Returns

The examinated historical serie starts from January 1987

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Bogleheads Three Funds Portfolio +1.92 +3.95 +11.23 +24.09 +13.09 +12.76 +10.91 +8.95
Technology Portfolio +4.22 +13.91 +21.24 +29.39 +27.63 +27.68 +22.53 +14.96
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 1987.

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Year Bogleheads Three Funds Portfolio Technology Portfolio
2021
+13.07% +21.39%
2020
+15.39% +48.40%
2019
+23.65% +38.96%
2018
-6.89% -0.12%
2017
+19.54% +32.66%
2016
+8.39% +7.10%
2015
-1.14% +9.45%
2014
+6.07% +19.18%
2013
+20.56% +36.63%
2012
+14.53% +18.12%
2011
-2.14% +3.47%
2010
+13.50% +20.14%
2009
+26.45% +54.68%
2008
-30.15% -41.73%
2007
+8.73% +19.02%
2006
+16.69% +7.14%
2005
+8.30% +1.57%
2004
+13.49% +10.54%
2003
+28.27% +49.67%
2002
-13.11% -37.37%
2001
-9.84% -33.34%
2000
-7.69% -36.11%
1999
+20.73% +101.95%
1998
+18.03% +85.30%
1997
+17.15% +20.63%
1996
+12.60% +42.54%
1995
+22.72% +42.54%
1994
+2.31% +1.50%
1993
+16.23% +10.58%
1992
+1.54% +8.86%
1991
+22.09% +64.99%
1990
-8.74% -10.41%
1989
+20.64% +26.17%
1988
+17.83% +13.54%
1987
+10.76% +10.50%
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