Last Update: 28 February 2023
The European Stocks Portfolio obtained a 7.37% compound annual return, with a 17.83% standard deviation, in the last 30 Years.
The US Stocks Portfolio obtained a 9.64% compound annual return, with a 15.38% standard deviation, in the last 30 Years.
Summary
| European Stocks Portfolio | US Stocks Portfolio | ||
|---|---|---|---|
| Risk | Very High | Very High | |
| Asset Allocation | Stocks | 100% | 100% |
| Fixed Income | 0% | 0% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +7.37% | +9.64% |
| Std Dev | 17.83% | 15.38% | |
| Max Drawdown | -59.77% | -50.84% | |
Last Update: 28 February 2023
Historical Returns as of Feb 28, 2023
Comparison period starts from January 1970
| 1M | 6M | 1Y | 5Y(*) | 10Y(*) | 30Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|
| European Stocks Portfolio | -1.71 | +17.68 | -0.96 | +3.75 | +5.42 | +7.37 | +8.67 |
| US Stocks Portfolio | -2.40 | +1.41 | -8.31 | +9.34 | +11.82 | +9.64 | +10.36 |
Capital Growth as of Feb 28, 2023
European Stocks Portfolio: an investment of 1000$, since March 1993, now would be worth 8454.64$, with a total return of 745.46% (7.37% annualized).
US Stocks Portfolio: an investment of 1000$, since March 1993, now would be worth 15820.17$, with a total return of 1482.02% (9.64% annualized).
European Stocks Portfolio: an investment of 1000$, since January 1970, now would be worth 83201.89$, with a total return of 8220.19% (8.67% annualized).
US Stocks Portfolio: an investment of 1000$, since January 1970, now would be worth 189281.86$, with a total return of 18828.19% (10.36% annualized).
Drawdowns
Drawdown comparison chart since February 1993.
European Stocks Portfolio |
US Stocks Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -59.77% | Nov 2007 | Feb 2009 | |||
| -50.84% | Nov 2007 | Feb 2009 | |||
| -45.88% | Apr 2000 | Sep 2002 | |||
| -43.94% | Sep 2000 | Sep 2002 | |||
| -30.98% | Sep 2021 | Sep 2022 | |||
| -25.65% | Jan 2020 | Mar 2020 | |||
| -24.81% | Jan 2022 | Sep 2022 | |||
| -20.91% | Jun 2014 | Feb 2016 | |||
| -20.84% | Jan 2020 | Mar 2020 | |||
| -19.44% | Feb 2018 | Dec 2018 | |||
| -17.57% | Jul 1998 | Aug 1998 | |||
| -16.03% | Aug 1998 | Sep 1998 | |||
| -14.20% | Oct 2018 | Dec 2018 | |||
| -8.84% | Jun 2015 | Sep 2015 | |||
| -8.44% | Apr 2000 | May 2000 | |||
| -7.43% | Feb 1994 | Jun 1994 | |||
| -7.18% | Jan 2000 | Jan 2000 | |||
| -7.00% | Feb 1994 | Jun 1994 | |||
| -6.82% | Apr 2012 | May 2012 | |||
| -6.45% | May 2019 | May 2019 | |||
Drawdown comparison chart since January 1970.
European Stocks Portfolio |
US Stocks Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -59.77% | Nov 2007 | Feb 2009 | |||
| -50.84% | Nov 2007 | Feb 2009 | |||
| -45.88% | Apr 2000 | Sep 2002 | |||
| -45.86% | Jan 1973 | Sep 1974 | |||
| -43.94% | Sep 2000 | Sep 2002 | |||
| -38.16% | Jan 1973 | Sep 1974 | |||
| -33.23% | Dec 1980 | Jul 1982 | |||
| -30.98% | Sep 2021 | Sep 2022 | |||
| -29.34% | Sep 1987 | Nov 1987 | |||
| -26.83% | Jan 1970 | Jun 1970 | |||
| -25.65% | Jan 2020 | Mar 2020 | |||
| -24.81% | Jan 2022 | Sep 2022 | |||
| -23.15% | Oct 1987 | Nov 1987 | |||
| -20.91% | Jun 2014 | Feb 2016 | |||
| -20.84% | Jan 2020 | Mar 2020 | |||
| -20.21% | Aug 1990 | Sep 1990 | |||
| -19.44% | Feb 2018 | Dec 2018 | |||
| -19.23% | Feb 1976 | Nov 1976 | |||
| -19.06% | Jan 1970 | Jun 1970 | |||
| -17.85% | Dec 1980 | Jul 1982 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from January 1970.
| Year | European Stocks Portfolio | US Stocks Portfolio |
|---|---|---|
| 2023 |
+7.68% | +4.36% |
| 2022 |
-16.00% | -19.51% |
| 2021 |
+16.88% | +25.67% |
| 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% |
| 1985 |
+78.72% | +31.27% |
| 1984 |
+0.52% | +2.19% |
| 1983 |
+20.82% | +22.66% |
| 1982 |
+3.86% | +20.50% |
| 1981 |
-12.54% | -4.15% |
| 1980 |
+11.80% | +33.15% |
| 1979 |
+12.18% | +24.25% |
| 1978 |
+21.77% | +8.45% |
| 1977 |
+21.77% | -3.36% |
| 1976 |
-7.88% | +26.47% |
| 1975 |
+41.32% | +37.82% |
| 1974 |
-24.15% | -27.81% |
| 1973 |
-8.86% | -18.18% |
| 1972 |
+14.25% | +17.62% |
| 1971 |
+26.21% | +17.63% |
| 1970 |
-10.74% | +4.79% |
