Last Update: 31 August 2021

The Gold Portfolio obtained a -0.46% compound annual return, with a 15.90% 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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Gold Portfolio Technology Portfolio
Risk Very High Very High
Asset Allocation Stocks 0% 100%
Fixed Income 0% 0%
Commodities 100% 0%
10 Years Stats Return -0.46% +22.53%
Std Dev 15.90% 15.49%
Max Drawdown -42.90% -16.96%

Last Update: 31 August 2021

Historical Returns

The examinated historical serie starts from November 1985

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Gold Portfolio -0.08 -4.87 +4.87 -8.19 +14.34 +6.34 -0.46 +4.70
Technology Portfolio +4.22 +13.91 +21.24 +29.39 +27.63 +27.68 +22.53 +15.09
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from November 1985.

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Year Gold Portfolio Technology Portfolio
2021
-4.86% +21.39%
2020
+24.81% +48.40%
2019
+17.86% +38.96%
2018
-1.94% -0.12%
2017
+12.81% +32.66%
2016
+8.03% +7.10%
2015
-10.67% +9.45%
2014
-2.19% +19.18%
2013
-28.33% +36.63%
2012
+6.60% +18.12%
2011
+9.57% +3.47%
2010
+29.27% +20.14%
2009
+24.03% +54.68%
2008
+4.92% -41.73%
2007
+30.45% +19.02%
2006
+22.55% +7.14%
2005
+17.76% +1.57%
2004
+4.65% +10.54%
2003
+19.89% +49.67%
2002
+25.57% -37.37%
2001
+0.75% -33.34%
2000
-5.44% -36.11%
1999
+0.85% +101.95%
1998
-0.83% +85.30%
1997
-21.41% +20.63%
1996
-4.59% +42.54%
1995
+0.98% +42.54%
1994
-2.17% +1.50%
1993
+17.68% +10.58%
1992
-5.73% +8.86%
1991
-8.56% +64.99%
1990
-3.11% -10.41%
1989
-2.84% +26.17%
1988
-15.26% +13.54%
1987
+24.53% +10.50%
1986
+18.96% +6.89%
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