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

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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%
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

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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
(*) Returns over 1 year are annualized

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.

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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.

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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.

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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%
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