Last Update: 31 August 2021
The Burton Malkiel Late Thirties to Early Forties Portfolio obtained a 10.45% compound annual return, with a 11.74% 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
Swipe left to see all data
| Burton Malkiel Late Thirties to Early Forties Portfolio | Technology Portfolio | ||
|---|---|---|---|
| Risk | Very High | Very High | |
| Asset Allocation | Stocks | 85% | 100% |
| Fixed Income | 15% | 0% | |
| Commodities | 0% | 0% | |
| 10 Years Stats | Return | +10.45% | +22.53% |
| Std Dev | 11.74% | 15.49% | |
| Max Drawdown | -19.37% | -16.96% | |
Last Update: 31 August 2021
Historical Returns
The examinated historical serie starts from January 1999
Swipe left to see all data
| 1M | 3M | 6M | 1Y | 3Y(*) | 5Y(*) | 10Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|---|
| Burton Malkiel Late Thirties to Early Forties Portfolio | +1.88 | +3.72 | +11.71 | +25.14 | +12.71 | +12.11 | +10.45 | +8.49 |
| Technology Portfolio | +4.22 | +13.91 | +21.24 | +29.39 | +27.63 | +27.68 | +22.53 | +10.53 |
(*) annualized
Capital Growth
Drawdowns
Yearly Returns
Yearly return comparison. Common historical serie start from January 1999.
Swipe left to see all data
| Year | Burton Malkiel Late Thirties to Early Forties Portfolio | Technology Portfolio |
|---|---|---|
| 2021 |
+13.45% | +21.39% |
| 2020 |
+12.75% | +48.40% |
| 2019 |
+24.10% | +38.96% |
| 2018 |
-7.61% | -0.12% |
| 2017 |
+20.64% | +32.66% |
| 2016 |
+8.99% | +7.10% |
| 2015 |
-2.65% | +9.45% |
| 2014 |
+7.18% | +19.18% |
| 2013 |
+16.37% | +36.63% |
| 2012 |
+15.81% | +18.12% |
| 2011 |
-2.39% | +3.47% |
| 2010 |
+14.99% | +20.14% |
| 2009 |
+31.14% | +54.68% |
| 2008 |
-32.91% | -41.73% |
| 2007 |
+8.39% | +19.02% |
| 2006 |
+21.40% | +7.14% |
| 2005 |
+11.93% | +1.57% |
| 2004 |
+16.16% | +10.54% |
| 2003 |
+34.34% | +49.67% |
| 2002 |
-10.16% | -37.37% |
| 2001 |
-1.34% | -33.34% |
| 2000 |
-4.91% | -36.11% |
| 1999 |
+22.20% | +101.95% |