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

Swipe left to see all data
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

Swipe left to see all data
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

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 1986.

Swipe left to see all data
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%
Share this page