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
Drawdowns
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% |