Last Update: 31 October 2021
The European Stocks Portfolio obtained a 6.79% compound annual return, with a 18.26% standard deviation, in the last 25 Years.
The US Stocks Portfolio obtained a 10.01% compound annual return, with a 15.74% standard deviation, in the last 25 Years.
Summary
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| European Stocks Portfolio | US Stocks Portfolio | ||
|---|---|---|---|
| Risk | Very High | Very High | |
| Asset Allocation | Stocks | 100% | 100% |
| Fixed Income | 0% | 0% | |
| Commodities | 0% | 0% | |
| 25 Years Stats | Return | +6.79% | +10.01% |
| Std Dev | 18.26% | 15.74% | |
| Max Drawdown | -59.76% | -50.84% | |
Last Update: 31 October 2021
Historical Returns
Comparison period starts from January 1986
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| 1M | 3M | 6M | 1Y | 5Y(*) | 10Y(*) | 25Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|---|
| European Stocks Portfolio | +5.03 | +1.18 | +6.15 | +43.70 | +11.37 | +8.09 | +6.79 | +8.96 |
| US Stocks Portfolio | +6.69 | +4.84 | +9.80 | +43.80 | +18.93 | +16.10 | +10.01 | +11.19 |
(*) annualized
Capital Growth
Drawdowns
Yearly Returns
Yearly return comparison. Common historical serie start from January 1986.
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| Year | European Stocks Portfolio | US Stocks Portfolio |
|---|---|---|
| 2021 |
+16.82% | +22.88% |
| 2020 |
+6.11% | +21.03% |
| 2019 |
+24.86% | +30.67% |
| 2018 |
-14.91% | -5.21% |
| 2017 |
+26.99% | +21.21% |
| 2016 |
-0.37% | +12.83% |
| 2015 |
-1.94% | +0.36% |
| 2014 |
-7.10% | +12.54% |
| 2013 |
+24.38% | +33.45% |
| 2012 |
+21.57% | +16.45% |
| 2011 |
-11.64% | +0.97% |
| 2010 |
+6.05% | +17.42% |
| 2009 |
+31.33% | +28.89% |
| 2008 |
-44.71% | -36.98% |
| 2007 |
+13.24% | +5.37% |
| 2006 |
+33.06% | +15.69% |
| 2005 |
+9.26% | +6.31% |
| 2004 |
+20.86% | +12.79% |
| 2003 |
+38.70% | +30.75% |
| 2002 |
-17.95% | -20.47% |
| 2001 |
-20.30% | -10.97% |
| 2000 |
-8.21% | -10.57% |
| 1999 |
+16.66% | +23.81% |
| 1998 |
+28.86% | +23.26% |
| 1997 |
+24.23% | +30.99% |
| 1996 |
+21.25% | +20.96% |
| 1995 |
+22.28% | +35.79% |
| 1994 |
+1.88% | -0.17% |
| 1993 |
+29.13% | +10.62% |
| 1992 |
-3.32% | +9.11% |
| 1991 |
+12.40% | +32.39% |
| 1990 |
-3.87% | -6.08% |
| 1989 |
+28.18% | +28.12% |
| 1988 |
+13.69% | +17.32% |
| 1987 |
+7.05% | +2.61% |
| 1986 |
+40.96% | +14.57% |