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
Drawdowns
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% |