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

Time Range:

Drawdowns

Time Range:

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%
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