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

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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

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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

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-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%
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