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 US Stocks Portfolio obtained a 12.81% compound annual return, with a 13.71% standard deviation, in the last 10 years.

Summary

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Emerging Markets Portfolio US Stocks Portfolio
Risk Very High Very High
Asset Allocation Stocks 100% 100%
Fixed Income 0% 0%
Commodities 0% 0%
10 Years Stats Return +1.78% +12.81%
Std Dev 18.22% 13.71%
Max Drawdown -32.70% -20.84%

Last Update: 31 October 2020

Historical Returns

The examinated historical serie starts from January 1995

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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 +5.89
US Stocks Portfolio -1.95 +1.30 +15.48 +10.34 +10.11 +11.52 +12.81 +10.01
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 1995.

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Year Emerging Markets Portfolio US Stocks Portfolio
2020
+0.23% +3.41%
2019
+18.20% +30.67%
2018
-15.31% -5.21%
2017
+37.28% +21.21%
2016
+10.87% +12.83%
2015
-16.18% +0.36%
2014
-3.93% +12.54%
2013
-3.69% +33.45%
2012
+19.10% +16.45%
2011
-18.82% +0.97%
2010
+16.51% +17.42%
2009
+68.93% +28.89%
2008
-48.88% -36.98%
2007
+33.31% +5.37%
2006
+31.19% +15.69%
2005
+32.62% +6.31%
2004
+24.63% +12.79%
2003
+57.65% +30.75%
2002
-7.43% -20.47%
2001
-2.88% -10.97%
2000
-27.56% -10.57%
1999
+61.57% +23.81%
1998
-18.12% +23.26%
1997
-16.82% +30.99%
1996
+15.83% +20.96%
1995
+0.56% +35.79%
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