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
| 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
| 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 |
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.
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.
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.
| 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% |