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 Stocks/Bonds 20/80 Portfolio obtained a 6.09% compound annual return, with a 4.39% standard deviation, in the last 30 Years.

Summary

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Short Term Treasury Portfolio Stocks/Bonds 20/80 Portfolio
Risk Low Low
Asset Allocation Stocks 0% 20%
Fixed Income 100% 80%
Commodities 0% 0%
30 Years Stats Return +3.34% +6.09%
Std Dev 1.83% 4.39%
Max Drawdown -3.71% -10.48%

Last Update: 30 April 2022

Historical Returns as of Apr 30, 2022

Comparison period starts from January 1977

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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 +5.43
Stocks/Bonds 20/80 Portfolio -5.01 -10.06 -7.34 +3.65 +4.04 +6.09 +7.62
(*) 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).

Stocks/Bonds 20/80 Portfolio: an investment of 1000$, since May 1992, now would be worth 5887.94$, with a total return of 488.79% (6.09% annualized).

Short Term Treasury Portfolio: an investment of 1000$, since January 1977, now would be worth 10990.35$, with a total return of 999.03% (5.43% annualized).

Stocks/Bonds 20/80 Portfolio: an investment of 1000$, since January 1977, now would be worth 27972.42$, with a total return of 2697.24% (7.62% annualized).

Drawdowns

Drawdown comparison chart since April 1992.

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Short Term Treasury Portfolio
Stocks/Bonds 20/80 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-10.48% Jan 2022 Apr 2022
-8.42% May 2008 Oct 2008
-5.50% Feb 1994 Jun 1994
-3.92% Feb 2020 Mar 2020
-3.71% Jun 2021 Apr 2022
-2.67% Sep 2018 Oct 2018
-2.58% Apr 2004 May 2004
-2.56% May 2013 Jun 2013
-2.40% Aug 2016 Nov 2016
-2.23% Apr 2000 May 2000
-2.23% Feb 1994 Apr 1994
-2.17% Feb 1999 Feb 1999
-2.15% Jul 1998 Aug 1998
-2.13% Jul 2003 Jul 2003
-2.13% Jun 2002 Jul 2002
-2.05% Feb 2018 Apr 2018
-1.99% Feb 2001 Mar 2001
-1.90% Apr 2015 Aug 2015
-1.84% Sep 2005 Oct 2005
-1.82% Sep 2021 Sep 2021

Drawdown comparison chart since January 1977.

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Short Term Treasury Portfolio
Stocks/Bonds 20/80 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-10.48% Jan 2022 Apr 2022
-8.42% May 2008 Oct 2008
-7.75% Oct 1979 Mar 1980
-6.14% Sep 1987 Nov 1987
-5.50% Feb 1994 Jun 1994
-5.25% Feb 1984 May 1984
-4.80% Jun 1981 Sep 1981
-4.26% Jul 1980 Nov 1980
-4.03% Feb 1980 Feb 1980
-3.92% Feb 2020 Mar 2020
-3.91% Oct 1978 Oct 1978
-3.81% Aug 1980 Oct 1980
-3.71% Jun 2021 Apr 2022
-3.38% Dec 1981 Jan 1982
-3.14% Sep 1986 Sep 1986
-3.09% Aug 1990 Sep 1990
-3.03% Jan 1977 Feb 1977
-2.99% Apr 1987 May 1987
-2.91% Jan 1990 Jan 1990
-2.67% Sep 2018 Oct 2018

Yearly Returns

Yearly return comparison. Common historical serie start from January 1977.

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Year Short Term Treasury Portfolio Stocks/Bonds 20/80 Portfolio
2022
-2.99% -10.48%
2021
-0.72% +3.64%
2020
+3.03% +10.38%
2019
+3.38% +13.20%
2018
+1.46% -1.13%
2017
+0.26% +7.10%
2016
+0.82% +4.58%
2015
+0.43% +0.52%
2014
+0.45% +7.16%
2013
+0.21% +5.01%
2012
+0.28% +5.82%
2011
+1.44% +6.53%
2010
+2.28% +8.44%
2009
+0.35% +8.69%
2008
+6.62% -1.91%
2007
+7.35% +6.61%
2006
+3.89% +6.55%
2005
+1.53% +3.18%
2004
+0.66% +5.95%
2003
+2.22% +9.33%
2002
+8.02% +2.51%
2001
+7.80% +4.55%
2000
+8.83% +7.00%
1999
+1.85% +4.16%
1998
+7.36% +11.52%
1997
+6.51% +13.75%
1996
+4.39% +7.06%
1995
+12.11% +21.70%
1994
-0.48% -2.16%
1993
+6.31% +9.87%
1992
+6.75% +7.53%
1991
+11.49% +18.68%
1990
+9.92% +5.70%
1989
+11.48% +16.54%
1988
+5.67% +9.35%
1987
+4.78% +1.75%
1986
+10.35% +15.00%
1985
+13.83% +24.05%
1984
+14.01% +12.45%
1983
+8.00% +8.71%
1982
+22.12% +29.01%
1981
+14.26% +6.70%
1980
+8.81% +8.94%
1979
+8.08% +9.13%
1978
+3.35% +2.61%
1977
+2.91% +0.16%
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