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

Time Range:

Drawdowns

Time Range:

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%
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