Last Update: 31 August 2020

The Mebane Faber Ivy Portfolio obtained a 5.33% compound annual return, with a 10.86% standard deviation, in the last 10 years.

The Technology Portfolio obtained a 22.37% compound annual return, with a 15.50% standard deviation, in the last 10 years.

Summary

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Mebane Faber Ivy Portfolio Technology Portfolio
Risk Very High Very High
Asset Allocation Stocks 60% 100%
Fixed Income 20% 0%
Commodities 20% 0%
10 Years Stats Return +5.33% +22.37%
Std Dev 10.86% 15.50%
Max Drawdown -21.77% -16.96%

Last Update: 31 August 2020

Historical Returns

The examinated historical serie starts from January 2007

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Mebane Faber Ivy Portfolio +3.01 +9.74 +2.14 +0.86 +3.72 +4.67 +5.33 +3.17
Technology Portfolio +10.94 +26.58 +43.84 +58.56 +27.40 +24.25 +22.37 +16.12
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 2007.

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Year Mebane Faber Ivy Portfolio Technology Portfolio
2020
-5.55% +39.23%
2019
+21.16% +38.96%
2018
-7.88% -0.12%
2017
+12.20% +32.66%
2016
+7.80% +7.10%
2015
-7.10% +9.45%
2014
+2.25% +19.18%
2013
+9.20% +36.63%
2012
+11.11% +18.12%
2011
+0.04% +3.47%
2010
+14.19% +20.14%
2009
+22.28% +54.68%
2008
-31.26% -41.73%
2007
+8.59% +19.02%
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