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

Swipe left to see all data
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

Swipe left to see all data
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

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 1995.

Swipe left to see all data
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%
Share this page