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 Technology Portfolio obtained a 27.94% compound annual return, with a 17.02% standard deviation, in the last 5 Years.

Summary

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Developed World ex-US Stocks Momentum Portfolio Technology Portfolio
Risk Very High Very High
Asset Allocation Stocks 100% 100%
Fixed Income 0% 0%
Commodities 0% 0%
5 Years Stats Return +11.76% +27.94%
Std Dev 12.95% 17.02%
Max Drawdown -19.22% -16.96%

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
Technology Portfolio +7.86 +6.03 +14.50 +44.10 +27.94 +22.98
(*) 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 Technology Portfolio
2021
+6.97% +23.50%
2020
+22.16% +48.40%
2019
+24.51% +38.96%
2018
-14.30% -0.12%
2017
+25.46% +32.66%
2016
+0.47% +7.10%
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