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
Drawdowns
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% |