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 Stocks/Bonds 20/80 Portfolio obtained a 5.76% compound annual return, with a 3.78% standard deviation, in the last 10 years.
Summary
Swipe left to see all data
| Short Term Treasury Portfolio | Stocks/Bonds 20/80 Portfolio | ||
|---|---|---|---|
| Risk | Low | Low | |
| Asset Allocation | Stocks | 0% | 20% |
| Fixed Income | 100% | 80% | |
| Commodities | 0% | 0% | |
| 10 Years Stats | Return | +1.03% | +5.76% |
| Std Dev | 0.89% | 3.78% | |
| Max Drawdown | -0.91% | -3.91% | |
Last Update: 31 August 2021
Historical Returns
The examinated historical serie starts from January 1987
Swipe left to see all data
| 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 | +4.25 |
| Stocks/Bonds 20/80 Portfolio | +0.50 | +3.08 | +4.88 | +6.29 | +8.12 | +6.15 | +5.76 | +7.06 |
(*) annualized
Capital Growth
Drawdowns
Yearly Returns
Yearly return comparison. Common historical serie start from January 1987.
Swipe left to see all data
| Year | Short Term Treasury Portfolio | Stocks/Bonds 20/80 Portfolio |
|---|---|---|
| 2021 |
-0.01% | +3.45% |
| 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% |