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
| 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
| 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 |
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.
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.
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.
| 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% |