Last Update: 31 July 2022

The Robert Shiller Cape US Sector Value Portfolio obtained a 14.16% compound annual return, with a 17.71% standard deviation, in the last 5 Years.

The Technology Portfolio obtained a 17.92% compound annual return, with a 20.22% standard deviation, in the last 5 Years.

Summary

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Robert Shiller Cape US Sector Value Portfolio Technology Portfolio
Risk Very High Very High
Asset Allocation Stocks 100% 100%
Fixed Income 0% 0%
Commodities 0% 0%
5 Years Stats Return +14.16% +17.92%
Std Dev 17.71% 20.22%
Max Drawdown -21.00% -29.33%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from November 2012

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1M 6M 1Y 5Y(*) MAX(*)
Robert Shiller Cape US Sector Value Portfolio +13.28 -2.62 -0.75 +14.16 +16.08
Technology Portfolio +12.55 -12.84 -12.99 +17.92 +18.73
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

Robert Shiller Cape US Sector Value Portfolio: an investment of 1000$, since August 2017, now would be worth 1939.33$, with a total return of 93.93% (14.16% annualized).

Technology Portfolio: an investment of 1000$, since August 2017, now would be worth 2279.91$, with a total return of 127.99% (17.92% annualized).

Robert Shiller Cape US Sector Value Portfolio: an investment of 1000$, since November 2012, now would be worth 4278.20$, with a total return of 327.82% (16.08% annualized).

Technology Portfolio: an investment of 1000$, since November 2012, now would be worth 5330.83$, with a total return of 433.08% (18.73% annualized).

Drawdowns

Drawdown comparison chart since July 2017.

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Robert Shiller Cape US Sector Value Portfolio
Technology Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-29.33% Jan 2022 Jun 2022
-21.00% Feb 2020 Mar 2020
-17.93% Jan 2022 Jun 2022
-16.96% Sep 2018 Dec 2018
-15.27% Oct 2018 Dec 2018
-12.90% Feb 2020 Mar 2020
-8.65% Sep 2020 Oct 2020
-8.23% May 2019 May 2019
-5.96% May 2019 May 2019
-5.68% Sep 2021 Sep 2021
-5.62% Feb 2018 Mar 2018
-5.32% Feb 2018 Mar 2018
-5.00% Sep 2021 Sep 2021
-4.02% Sep 2020 Oct 2020
-2.04% Aug 2019 Aug 2019
-2.03% Nov 2021 Nov 2021
-1.90% Aug 2019 Aug 2019
-1.20% May 2021 May 2021
-1.07% Jan 2021 Jan 2021
-0.29% Sep 2017 Sep 2017

Drawdown comparison chart since November 2012.

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Robert Shiller Cape US Sector Value Portfolio
Technology Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-29.33% Jan 2022 Jun 2022
-21.00% Feb 2020 Mar 2020
-17.93% Jan 2022 Jun 2022
-16.96% Sep 2018 Dec 2018
-15.27% Oct 2018 Dec 2018
-12.90% Feb 2020 Mar 2020
-9.82% Dec 2015 Feb 2016
-8.88% Aug 2015 Sep 2015
-8.74% Aug 2015 Sep 2015
-8.65% Sep 2020 Oct 2020
-8.23% May 2019 May 2019
-5.96% May 2019 May 2019
-5.68% Sep 2021 Sep 2021
-5.62% Feb 2018 Mar 2018
-5.32% Feb 2018 Mar 2018
-5.00% Sep 2021 Sep 2021
-4.58% Jan 2016 Jan 2016
-4.28% Dec 2014 Jan 2015
-4.02% Sep 2020 Oct 2020
-3.84% Jan 2014 Jan 2014

Yearly Returns

Yearly return comparison. Common historical serie start from November 2012.

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Year Robert Shiller Cape US Sector Value Portfolio Technology Portfolio
2022
-7.03% -20.46%
2021
+27.80% +27.42%
2020
+19.47% +48.40%
2019
+32.61% +38.96%
2018
-3.51% -0.12%
2017
+21.38% +32.66%
2016
+18.06% +7.10%
2015
+4.57% +9.45%
2014
+15.77% +19.18%
2013
+33.36% +36.63%
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