Last Update: 31 August 2021
The Dynamic 60/40 Income Portfolio obtained a 8.22% compound annual return, with a 7.92% standard deviation, in the last 10 years.
The Stocks/Bonds 60/40 Portfolio obtained a 11.06% compound annual return, with a 8.36% standard deviation, in the last 10 years.
Summary
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| Dynamic 60/40 Income Portfolio | Stocks/Bonds 60/40 Portfolio | ||
|---|---|---|---|
| Risk | High | High | |
| Asset Allocation | Stocks | 60% | 60% |
| Fixed Income | 40% | 40% | |
| Commodities | 0% | 0% | |
| 10 Years Stats | Return | +8.22% | +11.06% |
| Std Dev | 7.92% | 8.36% | |
| Max Drawdown | -14.25% | -12.29% | |
Last Update: 31 August 2021
Historical Returns
The examinated historical serie starts from January 1994
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| 1M | 3M | 6M | 1Y | 3Y(*) | 5Y(*) | 10Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|---|
| Dynamic 60/40 Income Portfolio | +1.27 | +4.50 | +11.04 | +18.18 | +9.47 | +7.88 | +8.22 | +7.67 |
| Stocks/Bonds 60/40 Portfolio | +1.76 | +5.28 | +11.21 | +19.56 | +13.13 | +12.13 | +11.06 | +8.82 |
(*) annualized
Capital Growth
Drawdowns
Yearly Returns
Yearly return comparison. Common historical serie start from January 1994.
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| Year | Dynamic 60/40 Income Portfolio | Stocks/Bonds 60/40 Portfolio |
|---|---|---|
| 2021 |
+11.71% | +12.01% |
| 2020 |
+6.26% | +15.70% |
| 2019 |
+18.59% | +21.94% |
| 2018 |
-3.28% | -3.17% |
| 2017 |
+8.11% | +14.15% |
| 2016 |
+7.39% | +8.71% |
| 2015 |
+0.49% | +0.44% |
| 2014 |
+11.87% | +9.85% |
| 2013 |
+8.15% | +19.23% |
| 2012 |
+12.84% | +11.13% |
| 2011 |
+3.16% | +3.75% |
| 2010 |
+14.75% | +12.93% |
| 2009 |
+25.31% | +18.79% |
| 2008 |
-21.78% | -19.44% |
| 2007 |
-3.54% | +5.99% |
| 2006 |
+14.28% | +11.12% |
| 2005 |
+5.27% | +4.74% |
| 2004 |
+12.11% | +9.37% |
| 2003 |
+22.26% | +20.04% |
| 2002 |
-0.78% | -8.98% |
| 2001 |
+5.55% | -3.21% |
| 2000 |
+5.79% | -1.79% |
| 1999 |
+4.89% | +13.98% |
| 1998 |
+5.13% | +17.39% |
| 1997 |
+16.74% | +22.37% |
| 1996 |
+16.21% | +14.01% |
| 1995 |
+20.42% | +28.74% |
| 1994 |
-3.20% | -1.16% |