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
Drawdowns
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% |