Last Update: 31 August 2021
The High Yield Bonds Income Portfolio obtained a 5.82% compound annual return, with a 7.39% standard deviation, in the last 10 years.
The All Country World 20/80 Portfolio obtained a 5.43% compound annual return, with a 4.43% standard deviation, in the last 10 years.
Summary
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| High Yield Bonds Income Portfolio | All Country World 20/80 Portfolio | ||
|---|---|---|---|
| Risk | Low | Low | |
| Asset Allocation | Stocks | 0% | 20% |
| Fixed Income | 100% | 80% | |
| Commodities | 0% | 0% | |
| 10 Years Stats | Return | +5.82% | +5.43% |
| Std Dev | 7.39% | 4.43% | |
| Max Drawdown | -11.99% | -6.55% | |
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(*) | |
|---|---|---|---|---|---|---|---|---|
| High Yield Bonds Income Portfolio | +0.41 | +3.01 | +4.57 | +6.16 | +7.45 | +5.31 | +5.82 | +7.01 |
| All Country World 20/80 Portfolio | +0.42 | +2.31 | +4.33 | +6.35 | +7.26 | +5.51 | +5.43 | +6.01 |
(*) annualized
Capital Growth
Drawdowns
Yearly Returns
Yearly return comparison. Common historical serie start from January 1999.
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| Year | High Yield Bonds Income Portfolio | All Country World 20/80 Portfolio |
|---|---|---|
| 2021 |
+1.47% | +2.57% |
| 2020 |
+7.08% | +8.36% |
| 2019 |
+16.98% | +12.96% |
| 2018 |
-4.53% | -1.87% |
| 2017 |
+8.78% | +8.23% |
| 2016 |
+12.01% | +5.12% |
| 2015 |
-3.94% | +0.31% |
| 2014 |
+6.28% | +6.24% |
| 2013 |
-0.40% | +2.59% |
| 2012 |
+12.61% | +9.39% |
| 2011 |
+9.07% | +4.99% |
| 2010 |
+11.52% | +8.78% |
| 2009 |
+23.52% | +14.11% |
| 2008 |
-10.54% | -6.88% |
| 2007 |
+3.36% | +6.77% |
| 2006 |
+7.28% | +7.46% |
| 2005 |
+5.61% | +5.53% |
| 2004 |
+9.55% | +7.53% |
| 2003 |
+18.30% | +12.92% |
| 2002 |
+7.38% | +3.34% |
| 2001 |
+10.89% | +6.33% |
| 2000 |
+6.15% | +5.87% |
| 1999 |
+6.34% | +7.97% |