Last Update: 31 October 2020
The Emerging Markets Portfolio obtained a 1.78% compound annual return, with a 18.22% standard deviation, in the last 10 years.
The Technology Portfolio obtained a 19.04% compound annual return, with a 15.25% standard deviation, in the last 10 years.
Summary
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| Emerging Markets Portfolio | Technology Portfolio | ||
|---|---|---|---|
| Risk | Very High | Very High | |
| Asset Allocation | Stocks | 100% | 100% |
| Fixed Income | 0% | 0% | |
| Commodities | 0% | 0% | |
| 10 Years Stats | Return | +1.78% | +19.04% |
| Std Dev | 18.22% | 15.25% | |
| Max Drawdown | -32.70% | -16.96% | |
Last Update: 31 October 2020
Historical Returns
The examinated historical serie starts from January 2000
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| 1M | 3M | 6M | 1Y | 3Y(*) | 5Y(*) | 10Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|---|
| Emerging Markets Portfolio | +1.41 | +3.28 | +22.74 | +7.85 | +1.22 | +7.44 | +1.78 | +6.08 |
| Technology Portfolio | -3.04 | +1.35 | +23.27 | +37.51 | +21.89 | +19.95 | +19.04 | +6.02 |
(*) annualized
Capital Growth
Drawdowns
Yearly Returns
Yearly return comparison. Common historical serie start from January 2000.
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| Year | Emerging Markets Portfolio | Technology Portfolio |
|---|---|---|
| 2020 |
+0.23% | +27.19% |
| 2019 |
+18.20% | +38.96% |
| 2018 |
-15.31% | -0.12% |
| 2017 |
+37.28% | +32.66% |
| 2016 |
+10.87% | +7.10% |
| 2015 |
-16.18% | +9.45% |
| 2014 |
-3.93% | +19.18% |
| 2013 |
-3.69% | +36.63% |
| 2012 |
+19.10% | +18.12% |
| 2011 |
-18.82% | +3.47% |
| 2010 |
+16.51% | +20.14% |
| 2009 |
+68.93% | +54.68% |
| 2008 |
-48.88% | -41.73% |
| 2007 |
+33.31% | +19.02% |
| 2006 |
+31.19% | +7.14% |
| 2005 |
+32.62% | +1.57% |
| 2004 |
+24.63% | +10.54% |
| 2003 |
+57.65% | +49.67% |
| 2002 |
-7.43% | -37.37% |
| 2001 |
-2.88% | -33.34% |
| 2000 |
-27.56% | -36.11% |