Last Update: 31 August 2020

The Rob Arnott Portfolio obtained a 5.93% compound annual return, with a 5.97% standard deviation, in the last 10 years.

The Harry Browne Permanent Portfolio obtained a 7.09% compound annual return, with a 6.09% standard deviation, in the last 10 years.

Summary

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Rob Arnott Portfolio Harry Browne Permanent Portfolio
Risk Medium Medium
Asset Allocation Stocks 30% 25%
Fixed Income 60% 50%
Commodities 10% 25%
10 Years Stats Return +5.93% +7.09%
Std Dev 5.97% 6.09%
Max Drawdown -8.71% -6.98%

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(*)
Rob Arnott Portfolio +0.51 +5.74 +4.25 +5.88 +6.07 +6.25 +5.93 +5.48
Harry Browne Permanent Portfolio +0.09 +6.90 +11.95 +15.94 +10.20 +8.80 +7.09 +7.35
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 2007.

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Year Rob Arnott Portfolio Harry Browne Permanent Portfolio
2020
+3.41% +14.99%
2019
+16.67% +16.17%
2018
-4.12% -1.76%
2017
+9.02% +10.97%
2016
+7.14% +5.54%
2015
-3.26% -3.06%
2014
+7.59% +9.40%
2013
+1.41% -2.08%
2012
+10.55% +6.41%
2011
+7.73% +11.11%
2010
+11.89% +13.92%
2009
+14.59% +7.85%
2008
-11.48% +0.87%
2007
+7.64% +12.69%
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