Last Update: 31 October 2021

The Developed World ex-US Stocks Momentum Portfolio obtained a 11.76% compound annual return, with a 12.95% standard deviation, in the last 5 Years.

The All Country World Stocks Portfolio obtained a 14.9% compound annual return, with a 14.75% standard deviation, in the last 5 Years.

Summary

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Developed World ex-US Stocks Momentum Portfolio All Country World Stocks Portfolio
Risk Very High Very High
Asset Allocation Stocks 100% 100%
Fixed Income 0% 0%
Commodities 0% 0%
5 Years Stats Return +11.76% +14.90%
Std Dev 12.95% 14.75%
Max Drawdown -19.22% -22.15%

Last Update: 31 October 2021

Historical Returns

Comparison period starts from February 2015

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1M 3M 6M 1Y 5Y(*) MAX(*)
Developed World ex-US Stocks Momentum Portfolio +4.94 +2.10 +3.19 +23.53 +11.76 +8.42
All Country World Stocks Portfolio +5.15 +3.12 +6.63 +37.95 +14.90 +11.65
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from February 2015.

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Year Developed World ex-US Stocks Momentum Portfolio All Country World Stocks Portfolio
2021
+6.97% +16.99%
2020
+22.16% +16.61%
2019
+24.51% +26.82%
2018
-14.30% -9.76%
2017
+25.46% +24.49%
2016
+0.47% +8.51%
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