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

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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%
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

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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
(*) Returns over 1 year are annualized

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.

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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.

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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.

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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%
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