Last Update: 31 October 2021

The Gold Portfolio obtained a 6.07% compound annual return, with a 16.30% standard deviation, in the last 25 Years.

The Aggressive Global Income Portfolio obtained a 9.31% compound annual return, with a 14.81% standard deviation, in the last 25 Years.

Summary

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Gold Portfolio Aggressive Global Income Portfolio
Risk Very High Very High
Asset Allocation Stocks 0% 80%
Fixed Income 0% 20%
Commodities 100% 0%
25 Years Stats Return +6.07% +9.31%
Std Dev 16.30% 14.81%
Max Drawdown -42.90% -52.62%

Last Update: 31 October 2021

Historical Returns

Comparison period starts from January 1986

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1M 3M 6M 1Y 5Y(*) 10Y(*) 25Y(*) MAX(*)
Gold Portfolio +1.48 -1.87 +0.60 -5.42 +6.45 -0.04 +6.07 +4.64
Aggressive Global Income Portfolio +3.00 +1.08 +3.00 +30.31 +8.38 +8.18 +9.31 +10.33
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 1986.

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Year Gold Portfolio Aggressive Global Income Portfolio
2021
-6.57% +14.01%
2020
+24.81% -1.13%
2019
+17.86% +19.97%
2018
-1.94% -8.07%
2017
+12.81% +13.53%
2016
+8.03% +18.29%
2015
-10.67% -6.99%
2014
-2.19% +3.96%
2013
-28.33% +19.30%
2012
+6.60% +12.95%
2011
+9.57% +0.62%
2010
+29.27% +14.37%
2009
+24.03% +33.97%
2008
+4.92% -34.21%
2007
+30.45% +3.78%
2006
+22.55% +23.12%
2005
+17.76% +12.89%
2004
+4.65% +15.91%
2003
+19.89% +33.93%
2002
+25.57% -7.75%
2001
+0.75% +5.43%
2000
-5.44% +0.11%
1999
+0.85% +41.89%
1998
-0.83% +10.70%
1997
-21.41% +17.80%
1996
-4.59% +13.23%
1995
+0.98% +21.51%
1994
-2.17% +2.43%
1993
+17.68% +19.55%
1992
-5.73% +4.78%
1991
-8.56% +27.42%
1990
-3.11% -14.05%
1989
-2.84% +16.55%
1988
-15.26% +20.36%
1987
+24.53% +9.17%
1986
+18.96% +28.71%
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