Last Update: 31 August 2021
The Burton Malkiel Mid-Twenties Portfolio obtained a 10.47% compound annual return, with a 12.02% 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
Swipe left to see all data
| Burton Malkiel Mid-Twenties Portfolio | US Stocks Portfolio | ||
|---|---|---|---|
| Risk | Very High | Very High | |
| Asset Allocation | Stocks | 87% | 100% |
| Fixed Income | 13% | 0% | |
| Commodities | 0% | 0% | |
| 10 Years Stats | Return | +10.47% | +16.21% |
| Std Dev | 12.02% | 13.83% | |
| Max Drawdown | -19.80% | -20.84% | |
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 Mid-Twenties Portfolio | +1.93 | +3.66 | +11.63 | +25.73 | +12.74 | +12.24 | +10.47 | +8.42 |
| US Stocks Portfolio | +2.86 | +7.24 | +17.28 | +33.44 | +17.90 | +18.00 | +16.21 | +8.43 |
(*) 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 Mid-Twenties Portfolio | US Stocks Portfolio |
|---|---|---|
| 2021 |
+13.66% | +20.56% |
| 2020 |
+12.95% | +21.03% |
| 2019 |
+24.15% | +30.67% |
| 2018 |
-7.95% | -5.21% |
| 2017 |
+21.11% | +21.21% |
| 2016 |
+8.95% | +12.83% |
| 2015 |
-2.79% | +0.36% |
| 2014 |
+6.93% | +12.54% |
| 2013 |
+16.66% | +33.45% |
| 2012 |
+16.07% | +16.45% |
| 2011 |
-3.11% | +0.97% |
| 2010 |
+15.09% | +17.42% |
| 2009 |
+32.24% | +28.89% |
| 2008 |
-34.16% | -36.98% |
| 2007 |
+8.80% | +5.37% |
| 2006 |
+21.60% | +15.69% |
| 2005 |
+12.41% | +6.31% |
| 2004 |
+16.58% | +12.79% |
| 2003 |
+35.10% | +30.75% |
| 2002 |
-10.76% | -20.47% |
| 2001 |
-3.19% | -10.97% |
| 2000 |
-6.29% | -10.57% |
| 1999 |
+24.62% | +23.81% |