Last Update: 31 August 2021

The Burton Malkiel Mid-Fifties Portfolio obtained a 10.21% compound annual return, with a 11.17% standard deviation, in the last 10 years.

The US Stocks Portfolio obtained a 16.21% compound annual return, with a 13.83% standard deviation, in the last 10 years.

Summary

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Burton Malkiel Mid-Fifties Portfolio US Stocks Portfolio
Risk Very High Very High
Asset Allocation Stocks 80% 100%
Fixed Income 20% 0%
Commodities 0% 0%
10 Years Stats Return +10.21% +16.21%
Std Dev 11.17% 13.83%
Max Drawdown -18.64% -20.84%

Last Update: 31 August 2021

Historical Returns

The examinated historical serie starts from January 1999

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Burton Malkiel Mid-Fifties Portfolio +1.77 +3.89 +11.88 +23.97 +12.47 +11.53 +10.21 +8.64
US Stocks Portfolio +2.86 +7.24 +17.28 +33.44 +17.90 +18.00 +16.21 +8.43
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 1999.

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Year Burton Malkiel Mid-Fifties Portfolio US Stocks Portfolio
2021
+13.12% +20.56%
2020
+11.71% +21.03%
2019
+23.79% +30.67%
2018
-7.10% -5.21%
2017
+19.19% +21.21%
2016
+8.92% +12.83%
2015
-2.27% +0.36%
2014
+8.09% +12.54%
2013
+14.67% +33.45%
2012
+15.47% +16.45%
2011
-0.94% +0.97%
2010
+15.05% +17.42%
2009
+29.23% +28.89%
2008
-30.43% -36.98%
2007
+7.08% +5.37%
2006
+21.13% +15.69%
2005
+11.28% +6.31%
2004
+15.92% +12.79%
2003
+33.06% +30.75%
2002
-8.20% -20.47%
2001
+1.81% -10.97%
2000
-1.81% -10.57%
1999
+18.47% +23.81%
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