Last Update: 31 July 2022

The Developed World ex-US Stocks Momentum Portfolio obtained a 5.74% compound annual return, with a 12.72% standard deviation, in the last 10 Years.

The Technology Portfolio obtained a 18.28% compound annual return, with a 16.77% standard deviation, in the last 10 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%
10 Years Stats Return +5.74% +18.28%
Std Dev 12.72% 16.77%
Max Drawdown -20.40% -29.33%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from August 2009

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1M 6M 1Y 5Y(*) 10Y(*) MAX(*)
Developed World ex-US Stocks Momentum Portfolio +3.11 -12.71 -16.21 +4.01 +5.74 +5.55
Technology Portfolio +12.55 -12.84 -12.99 +17.92 +18.28 +18.44
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

Developed World ex-US Stocks Momentum Portfolio: an investment of 1000$, since August 2012, now would be worth 1746.75$, with a total return of 74.68% (5.74% annualized).

Technology Portfolio: an investment of 1000$, since August 2012, now would be worth 5358.41$, with a total return of 435.84% (18.28% annualized).

Developed World ex-US Stocks Momentum Portfolio: an investment of 1000$, since August 2009, now would be worth 2018.87$, with a total return of 101.89% (5.55% annualized).

Technology Portfolio: an investment of 1000$, since August 2009, now would be worth 9025.43$, with a total return of 802.54% (18.44% annualized).

Drawdowns

Drawdown comparison chart since July 2012.

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Developed World ex-US Stocks Momentum Portfolio
Technology Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-29.33% Jan 2022 Jun 2022
-20.40% Nov 2021 Jun 2022
-19.22% Feb 2018 Dec 2018
-16.96% Sep 2018 Dec 2018
-16.18% Jul 2014 Feb 2016
-15.97% Feb 2020 Mar 2020
-12.90% Feb 2020 Mar 2020
-9.82% Dec 2015 Feb 2016
-8.88% Aug 2015 Sep 2015
-8.65% Sep 2020 Oct 2020
-8.23% May 2019 May 2019
-6.52% May 2013 Jun 2013
-5.68% Sep 2021 Sep 2021
-5.32% Feb 2018 Mar 2018
-5.28% Oct 2012 Oct 2012
-5.15% Jan 2014 Jan 2014
-4.28% Dec 2014 Jan 2015
-3.90% Sep 2020 Oct 2020
-3.69% Sep 2021 Sep 2021
-3.04% Mar 2014 Apr 2014

Drawdown comparison chart since August 2009.

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Developed World ex-US Stocks Momentum Portfolio
Technology Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-29.33% Jan 2022 Jun 2022
-26.91% May 2011 Sep 2011
-20.40% Nov 2021 Jun 2022
-19.22% Feb 2018 Dec 2018
-16.96% Sep 2018 Dec 2018
-16.18% Jul 2014 Feb 2016
-15.97% Feb 2020 Mar 2020
-14.08% Apr 2010 Jun 2010
-12.93% May 2010 Jun 2010
-12.90% Feb 2020 Mar 2020
-10.79% May 2011 Sep 2011
-9.82% Dec 2015 Feb 2016
-8.88% Aug 2015 Sep 2015
-8.65% Sep 2020 Oct 2020
-8.23% May 2019 May 2019
-8.13% Apr 2012 May 2012
-7.18% Jan 2010 Jan 2010
-6.52% May 2013 Jun 2013
-6.47% Jan 2010 Jan 2010
-5.68% Sep 2021 Sep 2021

Yearly Returns

Yearly return comparison. Common historical serie start from August 2009.

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Year Developed World ex-US Stocks Momentum Portfolio Technology Portfolio
2022
-17.65% -20.46%
2021
+6.60% +27.42%
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%
2015
-1.60% +9.45%
2014
-9.19% +19.18%
2013
+22.20% +36.63%
2012
+17.94% +18.12%
2011
-14.36% +3.47%
2010
+14.14% +20.14%
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