Last Update: 30 April 2022
The Short Term Treasury Portfolio obtained a 3.34% compound annual return, with a 1.83% standard deviation, in the last 30 Years.
The High Yield Bonds Income Portfolio obtained a 7.22% compound annual return, with a 8.34% standard deviation, in the last 30 Years.
Summary
| Short Term Treasury Portfolio | High Yield Bonds Income Portfolio | ||
|---|---|---|---|
| Risk | Low | Low | |
| Asset Allocation | Stocks | 0% | 0% |
| Fixed Income | 100% | 100% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +3.34% | +7.22% |
| Std Dev | 1.83% | 8.34% | |
| Max Drawdown | -3.71% | -23.97% | |
Last Update: 30 April 2022
Historical Returns as of Apr 30, 2022
Comparison period starts from January 1992
| 1M | 6M | 1Y | 5Y(*) | 10Y(*) | 30Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|
| Short Term Treasury Portfolio | -0.50 | -3.25 | -3.65 | +0.78 | +0.64 | +3.34 | +3.32 |
| High Yield Bonds Income Portfolio | -6.24 | -12.97 | -10.96 | +1.83 | +3.46 | +7.22 | +7.21 |
Capital Growth as of Apr 30, 2022
Short Term Treasury Portfolio: an investment of 1000$, since May 1992, now would be worth 2678.67$, with a total return of 167.87% (3.34% annualized).
High Yield Bonds Income Portfolio: an investment of 1000$, since May 1992, now would be worth 8100.60$, with a total return of 710.06% (7.22% annualized).
Short Term Treasury Portfolio: an investment of 1000$, since January 1992, now would be worth 2691.59$, with a total return of 169.16% (3.32% annualized).
High Yield Bonds Income Portfolio: an investment of 1000$, since January 1992, now would be worth 8266.41$, with a total return of 726.64% (7.21% annualized).
Drawdowns
Drawdown comparison chart since April 1992.
Short Term Treasury Portfolio |
High Yield Bonds Income Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -23.97% | Nov 2007 | Oct 2008 | |||
| -13.90% | Sep 2021 | Apr 2022 | |||
| -11.99% | Feb 2020 | Mar 2020 | |||
| -8.48% | Aug 1998 | Aug 1998 | |||
| -7.79% | Mar 2015 | Jan 2016 | |||
| -7.41% | Feb 1994 | Jun 1994 | |||
| -6.71% | May 2013 | Aug 2013 | |||
| -6.70% | May 2002 | Jul 2002 | |||
| -4.56% | Apr 2004 | May 2004 | |||
| -4.53% | Jan 2018 | Dec 2018 | |||
| -4.40% | Aug 2011 | Sep 2011 | |||
| -3.93% | Oct 2016 | Nov 2016 | |||
| -3.91% | Jul 2003 | Jul 2003 | |||
| -3.84% | May 2007 | Jul 2007 | |||
| -3.71% | Jun 2021 | Apr 2022 | |||
| -3.60% | May 1999 | Aug 1999 | |||
| -3.49% | Sep 2001 | Sep 2001 | |||
| -3.24% | May 2010 | May 2010 | |||
| -3.16% | Jan 2021 | Mar 2021 | |||
| -3.14% | Sep 2000 | Nov 2000 | |||
Drawdown comparison chart since January 1992.
Short Term Treasury Portfolio |
High Yield Bonds Income Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -23.97% | Nov 2007 | Oct 2008 | |||
| -13.90% | Sep 2021 | Apr 2022 | |||
| -11.99% | Feb 2020 | Mar 2020 | |||
| -8.48% | Aug 1998 | Aug 1998 | |||
| -7.79% | Mar 2015 | Jan 2016 | |||
| -7.41% | Feb 1994 | Jun 1994 | |||
| -6.71% | May 2013 | Aug 2013 | |||
| -6.70% | May 2002 | Jul 2002 | |||
| -4.56% | Apr 2004 | May 2004 | |||
| -4.53% | Jan 2018 | Dec 2018 | |||
| -4.40% | Aug 2011 | Sep 2011 | |||
| -3.93% | Oct 2016 | Nov 2016 | |||
| -3.91% | Jul 2003 | Jul 2003 | |||
| -3.84% | May 2007 | Jul 2007 | |||
| -3.71% | Jun 2021 | Apr 2022 | |||
| -3.60% | May 1999 | Aug 1999 | |||
| -3.49% | Sep 2001 | Sep 2001 | |||
| -3.24% | May 2010 | May 2010 | |||
| -3.16% | Jan 2021 | Mar 2021 | |||
| -3.14% | Sep 2000 | Nov 2000 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from January 1992.
| Year | Short Term Treasury Portfolio | High Yield Bonds Income Portfolio |
|---|---|---|
| 2022 |
-2.99% | -13.40% |
| 2021 |
-0.72% | +0.88% |
| 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% |
| 1997 |
+6.51% | +13.61% |
| 1996 |
+4.39% | +14.28% |
| 1995 |
+12.11% | +22.64% |
| 1994 |
-0.48% | -4.27% |
| 1993 |
+6.31% | +18.58% |
| 1992 |
+6.75% | +12.00% |