Last Update: 31 August 2021
The Pinwheel Portfolio obtained a 7.65% compound annual return, with a 9.34% standard deviation, in the last 10 years.
The Stocks/Bonds 60/40 Portfolio obtained a 11.06% compound annual return, with a 8.36% standard deviation, in the last 10 years.
Summary
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| Pinwheel Portfolio | Stocks/Bonds 60/40 Portfolio | ||
|---|---|---|---|
| Risk | High | High | |
| Asset Allocation | Stocks | 65% | 60% |
| Fixed Income | 25% | 40% | |
| Commodities | 10% | 0% | |
| 10 Years Stats | Return | +7.65% | +11.06% |
| Std Dev | 9.34% | 8.36% | |
| Max Drawdown | -14.99% | -12.29% | |
Last Update: 31 August 2021
Historical Returns
The examinated historical serie starts from January 1995
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| 1M | 3M | 6M | 1Y | 3Y(*) | 5Y(*) | 10Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|---|
| Pinwheel Portfolio | +1.35 | +1.66 | +9.19 | +20.26 | +10.27 | +9.04 | +7.65 | +8.28 |
| Stocks/Bonds 60/40 Portfolio | +1.76 | +5.28 | +11.21 | +19.56 | +13.13 | +12.13 | +11.06 | +9.21 |
(*) annualized
Capital Growth
Drawdowns
Yearly Returns
Yearly return comparison. Common historical serie start from January 1995.
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| Year | Pinwheel Portfolio | Stocks/Bonds 60/40 Portfolio |
|---|---|---|
| 2021 |
+11.58% | +12.01% |
| 2020 |
+9.12% | +15.70% |
| 2019 |
+19.31% | +21.94% |
| 2018 |
-6.39% | -3.17% |
| 2017 |
+14.08% | +14.15% |
| 2016 |
+8.63% | +8.71% |
| 2015 |
-2.88% | +0.44% |
| 2014 |
+6.12% | +9.85% |
| 2013 |
+9.02% | +19.23% |
| 2012 |
+12.60% | +11.13% |
| 2011 |
-0.25% | +3.75% |
| 2010 |
+16.08% | +12.93% |
| 2009 |
+24.19% | +18.79% |
| 2008 |
-22.51% | -19.44% |
| 2007 |
+7.60% | +5.99% |
| 2006 |
+19.78% | +11.12% |
| 2005 |
+11.02% | +4.74% |
| 2004 |
+15.19% | +9.37% |
| 2003 |
+28.19% | +20.04% |
| 2002 |
-2.13% | -8.98% |
| 2001 |
-0.61% | -3.21% |
| 2000 |
+1.80% | -1.79% |
| 1999 |
+15.18% | +13.98% |
| 1998 |
+3.43% | +17.39% |
| 1997 |
+8.85% | +22.37% |
| 1996 |
+13.00% | +14.01% |
| 1995 |
+14.60% | +28.74% |