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 High Yield Bonds Income Portfolio obtained a 5.82% compound annual return, with a 7.39% standard deviation, in the last 10 years.

Summary

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Short Term Treasury Portfolio High Yield Bonds Income Portfolio
Risk Low Low
Asset Allocation Stocks 0% 0%
Fixed Income 100% 100%
Commodities 0% 0%
10 Years Stats Return +1.03% +5.82%
Std Dev 0.89% 7.39%
Max Drawdown -0.91% -11.99%

Last Update: 31 August 2021

Historical Returns

The examinated historical serie starts from January 1998

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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 +2.94
High Yield Bonds Income Portfolio +0.41 +3.01 +4.57 +6.16 +7.45 +5.31 +5.82 +6.80
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 1998.

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Year Short Term Treasury Portfolio High Yield Bonds Income Portfolio
2021
-0.01% +1.47%
2020
+3.03% +7.08%
2019
+3.38% +16.98%
2018
+1.46% -4.53%
2017
+0.26% +8.78%
2016
+0.82% +12.01%
2015
+0.43% -3.94%
2014
+0.45% +6.28%
2013
+0.21% -0.40%
2012
+0.28% +12.61%
2011
+1.44% +9.07%
2010
+2.28% +11.52%
2009
+0.35% +23.52%
2008
+6.62% -10.54%
2007
+7.35% +3.36%
2006
+3.89% +7.28%
2005
+1.53% +5.61%
2004
+0.66% +9.55%
2003
+2.22% +18.30%
2002
+8.02% +7.38%
2001
+7.80% +10.89%
2000
+8.83% +6.15%
1999
+1.85% +6.34%
1998
+7.36% +2.17%
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