Last Update: 31 August 2021

The Roger Gibson Five Asset Portfolio obtained a 7.05% compound annual return, with a 10.40% standard deviation, in the last 10 years.

The Technology Portfolio obtained a 22.53% compound annual return, with a 15.49% standard deviation, in the last 10 years.

Summary

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Roger Gibson Five Asset Portfolio Technology Portfolio
Risk Very High Very High
Asset Allocation Stocks 60% 100%
Fixed Income 20% 0%
Commodities 20% 0%
10 Years Stats Return +7.05% +22.53%
Std Dev 10.40% 15.49%
Max Drawdown -19.29% -16.96%

Last Update: 31 August 2021

Historical Returns

The examinated historical serie starts from January 1999

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Roger Gibson Five Asset Portfolio +0.91 +4.35 +13.33 +27.59 +10.44 +9.53 +7.05 +7.75
Technology Portfolio +4.22 +13.91 +21.24 +29.39 +27.63 +27.68 +22.53 +10.53
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 1999.

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Year Roger Gibson Five Asset Portfolio Technology Portfolio
2021
+17.90% +21.39%
2020
+5.29% +48.40%
2019
+20.35% +38.96%
2018
-7.26% -0.12%
2017
+12.32% +32.66%
2016
+9.61% +7.10%
2015
-5.77% +9.45%
2014
+3.39% +19.18%
2013
+8.12% +36.63%
2012
+12.31% +18.12%
2011
+0.22% +3.47%
2010
+15.28% +20.14%
2009
+23.98% +54.68%
2008
-29.02% -41.73%
2007
+8.47% +19.02%
2006
+15.69% +7.14%
2005
+11.50% +1.57%
2004
+17.11% +10.54%
2003
+28.11% +49.67%
2002
+3.88% -37.37%
2001
-8.31% -33.34%
2000
+12.13% -36.11%
1999
+18.03% +101.95%
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