Last Update: 31 July 2022

The European Stocks Portfolio obtained a 6.86% compound annual return, with a 17.44% standard deviation, in the last 30 Years.

The US Stocks Portfolio obtained a 10.00% compound annual return, with a 15.09% standard deviation, in the last 30 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%
30 Years Stats Return +6.86% +10.00%
Std Dev 17.44% 15.09%
Max Drawdown -59.77% -50.84%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from January 1986

Swipe left to see all data
1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
European Stocks Portfolio +5.00 -13.86 -15.91 +2.88 +6.28 +6.86 +8.22
US Stocks Portfolio +9.35 -8.42 -7.75 +12.11 +13.43 +10.00 +10.57
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

European Stocks Portfolio: an investment of 1000$, since August 1992, now would be worth 7320.14$, with a total return of 632.01% (6.86% annualized).

US Stocks Portfolio: an investment of 1000$, since August 1992, now would be worth 17465.33$, with a total return of 1646.53% (10.00% annualized).

European Stocks Portfolio: an investment of 1000$, since January 1986, now would be worth 17989.39$, with a total return of 1698.94% (8.22% annualized).

US Stocks Portfolio: an investment of 1000$, since January 1986, now would be worth 39422.16$, with a total return of 3842.22% (10.57% annualized).

Drawdowns

Drawdown comparison chart since July 1992.

Swipe left to see all data
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
-25.65% Jan 2020 Mar 2020
-21.34% Sep 2021 Jun 2022
-21.32% Jan 2022 Jun 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
-8.77% Sep 1992 Nov 1992
-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

Drawdown comparison chart since January 1986.

Swipe left to see all data
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
-29.34% Sep 1987 Nov 1987
-25.65% Jan 2020 Mar 2020
-23.15% Oct 1987 Nov 1987
-21.34% Sep 2021 Jun 2022
-21.32% Jan 2022 Jun 2022
-20.91% Jun 2014 Feb 2016
-20.84% Jan 2020 Mar 2020
-20.21% Aug 1990 Sep 1990
-19.44% Feb 2018 Dec 2018
-17.57% Jul 1998 Aug 1998
-16.20% Jun 1990 Oct 1990
-16.03% Aug 1998 Sep 1998
-14.20% Oct 2018 Dec 2018
-12.85% Jun 1992 Nov 1992
-8.84% Jun 2015 Sep 2015
-8.83% May 1986 May 1986

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
2022
-16.94% -13.97%
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%
Share this page