Last Update: 31 January 2021
The Dynamic 60/40 Income Portfolio obtained a 6.97% compound annual return, with a 8.01% standard deviation, in the last 10 years.
The Roger Gibson Talmud Portfolio obtained a 8.71% compound annual return, with a 9.44% standard deviation, in the last 10 years.
Summary
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| Dynamic 60/40 Income Portfolio | Roger Gibson Talmud Portfolio | ||
|---|---|---|---|
| Risk | High | High | |
| Asset Allocation | Stocks | 60% | 66.67% |
| Fixed Income | 40% | 33.33% | |
| Commodities | 0% | 0% | |
| 10 Years Stats | Return | +6.97% | +8.71% |
| Std Dev | 8.01% | 9.44% | |
| Max Drawdown | -14.25% | -15.15% | |
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 60/40 Income Portfolio | -0.47 | +7.87 | +7.32 | +5.17 | +6.68 | +7.57 | +6.97 | +6.37 |
| Roger Gibson Talmud Portfolio | -0.39 | +9.69 | +7.85 | +6.49 | +8.36 | +9.16 | +8.71 | +7.52 |
(*) annualized
Capital Growth
Drawdowns
Yearly Returns
Yearly return comparison. Common historical serie start from January 2008.
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| Year | Dynamic 60/40 Income Portfolio | Roger Gibson Talmud Portfolio |
|---|---|---|
| 2021 |
-0.47% | -0.39% |
| 2020 |
+6.26% | +8.02% |
| 2019 |
+18.59% | +22.79% |
| 2018 |
-3.28% | -3.78% |
| 2017 |
+8.11% | +9.90% |
| 2016 |
+7.39% | +7.99% |
| 2015 |
+0.49% | +1.11% |
| 2014 |
+11.87% | +16.24% |
| 2013 |
+8.15% | +11.22% |
| 2012 |
+12.84% | +12.41% |
| 2011 |
+3.16% | +5.83% |
| 2010 |
+14.75% | +17.33% |
| 2009 |
+25.31% | +20.87% |
| 2008 |
-21.78% | -22.37% |