Last Update: 31 August 2021

The Short Term Treasury Portfolio obtained a 1.03% compound annual return, with a 0.89% standard deviation, in the last 10 years.

The All Country World 20/80 Portfolio obtained a 5.43% compound annual return, with a 4.43% standard deviation, in the last 10 years.

Summary

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Short Term Treasury Portfolio All Country World 20/80 Portfolio
Risk Low Low
Asset Allocation Stocks 0% 20%
Fixed Income 100% 80%
Commodities 0% 0%
10 Years Stats Return +1.03% +5.43%
Std Dev 0.89% 4.43%
Max Drawdown -0.91% -6.55%

Last Update: 31 August 2021

Historical Returns

The examinated historical serie starts from January 1999

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Short Term Treasury Portfolio -0.03 -0.04 +0.02 0.00 +2.51 +1.55 +1.03 +2.75
All Country World 20/80 Portfolio +0.42 +2.31 +4.33 +6.35 +7.26 +5.51 +5.43 +6.01
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 1999.

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Year Short Term Treasury Portfolio All Country World 20/80 Portfolio
2021
-0.01% +2.57%
2020
+3.03% +8.36%
2019
+3.38% +12.96%
2018
+1.46% -1.87%
2017
+0.26% +8.23%
2016
+0.82% +5.12%
2015
+0.43% +0.31%
2014
+0.45% +6.24%
2013
+0.21% +2.59%
2012
+0.28% +9.39%
2011
+1.44% +4.99%
2010
+2.28% +8.78%
2009
+0.35% +14.11%
2008
+6.62% -6.88%
2007
+7.35% +6.77%
2006
+3.89% +7.46%
2005
+1.53% +5.53%
2004
+0.66% +7.53%
2003
+2.22% +12.92%
2002
+8.02% +3.34%
2001
+7.80% +6.33%
2000
+8.83% +5.87%
1999
+1.85% +7.97%
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