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 Stocks/Bonds 40/60 Portfolio obtained a 8.18% compound annual return, with a 5.70% standard deviation, in the last 10 years.

Summary

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Rob Arnott Portfolio Stocks/Bonds 40/60 Portfolio
Risk Medium Medium
Asset Allocation Stocks 30% 40%
Fixed Income 60% 60%
Commodities 10% 0%
10 Years Stats Return +5.93% +8.18%
Std Dev 5.97% 5.70%
Max Drawdown -8.71% -8.09%

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
Stocks/Bonds 40/60 Portfolio +2.17 +6.65 +9.02 +12.59 +8.80 +8.23 +8.18 +6.75
(*) 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 Stocks/Bonds 40/60 Portfolio
2020
+3.41% +7.91%
2019
+16.67% +17.57%
2018
-4.12% -2.15%
2017
+9.02% +10.63%
2016
+7.14% +6.64%
2015
-3.26% +0.48%
2014
+7.59% +8.51%
2013
+1.41% +12.12%
2012
+10.55% +8.47%
2011
+7.73% +5.14%
2010
+11.89% +10.69%
2009
+14.59% +13.74%
2008
-11.48% -10.67%
2007
+7.64% +6.30%
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