Last Update: 31 January 2021

The Dynamic 40/60 Income Portfolio obtained a 6.38% compound annual return, with a 6.65% standard deviation, in the last 10 years.

The Stocks/Bonds 40/60 Portfolio obtained a 7.74% compound annual return, with a 5.88% standard deviation, in the last 10 years.

Summary

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Dynamic 40/60 Income Portfolio Stocks/Bonds 40/60 Portfolio
Risk Medium Medium
Asset Allocation Stocks 40% 40%
Fixed Income 60% 60%
Commodities 0% 0%
10 Years Stats Return +6.38% +7.74%
Std Dev 6.65% 5.88%
Max Drawdown -12.42% -8.09%

Last Update: 31 January 2021

Historical Returns

The examinated historical serie starts from January 2008

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Dynamic 40/60 Income Portfolio -0.84 +6.39 +6.45 +6.78 +6.19 +7.51 +6.38 +6.09
Stocks/Bonds 40/60 Portfolio -0.65 +6.83 +6.32 +11.01 +8.43 +9.14 +7.74 +6.88
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 2008.

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Year Dynamic 40/60 Income Portfolio Stocks/Bonds 40/60 Portfolio
2021
-0.84% -0.65%
2020
+8.28% +13.04%
2019
+15.91% +17.57%
2018
-3.18% -2.15%
2017
+9.18% +10.63%
2016
+7.53% +6.64%
2015
+0.21% +0.48%
2014
+7.01% +8.51%
2013
+6.13% +12.12%
2012
+12.70% +8.47%
2011
+2.96% +5.14%
2010
+11.25% +10.69%
2009
+22.37% +13.74%
2008
-14.80% -10.67%
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