Last Update: 31 January 2021

The Pinwheel Portfolio obtained a 6.69% compound annual return, with a 9.45% standard deviation, in the last 10 years.

The Stocks/Bonds 60/40 Portfolio obtained a 9.71% compound annual return, with a 8.46% 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 +6.69% +9.71%
Std Dev 9.45% 8.46%
Max Drawdown -14.99% -12.29%

Last Update: 31 January 2021

Historical Returns

The examinated historical serie starts from January 2002

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Pinwheel Portfolio +0.42 +11.75 +10.82 +10.41 +6.26 +9.22 +6.69 +8.10
Stocks/Bonds 60/40 Portfolio -0.55 +10.06 +10.17 +14.21 +9.80 +11.68 +9.71 +7.64
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 2002.

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Year Pinwheel Portfolio Stocks/Bonds 60/40 Portfolio
2021
+0.42% -0.55%
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%
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