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

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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%
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

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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 +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

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 1987.

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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%
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