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 US Inflation Protection Portfolio obtained a 6.11% compound annual return, with a 5.88% standard deviation, in the last 30 Years.

Summary

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Short Term Treasury Portfolio US Inflation Protection Portfolio
Risk Low Low
Asset Allocation Stocks 0% 0%
Fixed Income 100% 100%
Commodities 0% 0%
30 Years Stats Return +3.34% +6.11%
Std Dev 1.83% 5.88%
Max Drawdown -3.71% -11.79%

Last Update: 30 April 2022

Historical Returns as of Apr 30, 2022

Comparison period starts from June 1991

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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 +3.49
US Inflation Protection Portfolio -2.18 -3.98 +0.47 +3.71 +2.12 +6.11 +6.27
(*) 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).

US Inflation Protection Portfolio: an investment of 1000$, since May 1992, now would be worth 5927.93$, with a total return of 492.79% (6.11% annualized).

Short Term Treasury Portfolio: an investment of 1000$, since June 1991, now would be worth 2889.86$, with a total return of 188.99% (3.49% annualized).

US Inflation Protection Portfolio: an investment of 1000$, since June 1991, now would be worth 6553.39$, with a total return of 555.34% (6.27% annualized).

Drawdowns

Drawdown comparison chart since April 1992.

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Short Term Treasury Portfolio
US Inflation Protection Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-11.79% Sep 2008 Oct 2008
-10.68% Feb 1994 Oct 1994
-9.24% Dec 2012 Dec 2013
-6.47% Feb 1996 May 1996
-5.32% Feb 1999 Dec 1999
-5.32% Jun 2003 Jul 2003
-5.19% Jan 2022 Apr 2022
-4.82% Apr 2004 Apr 2004
-4.37% Dec 1996 Mar 1997
-3.71% Jun 2021 Apr 2022
-3.37% Nov 2001 Dec 2001
-3.05% Nov 2010 Dec 2010
-2.75% Oct 2002 Oct 2002
-2.60% Sep 2005 Apr 2006
-2.47% Jul 2005 Jul 2005
-2.41% Oct 1992 Oct 1992
-2.30% Dec 2006 Dec 2006
-2.23% Feb 1994 Apr 1994
-2.09% Dec 2009 Dec 2009
-1.95% Feb 2021 Mar 2021

Drawdown comparison chart since June 1991.

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Short Term Treasury Portfolio
US Inflation Protection Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-11.79% Sep 2008 Oct 2008
-10.68% Feb 1994 Oct 1994
-9.24% Dec 2012 Dec 2013
-6.47% Feb 1996 May 1996
-5.32% Feb 1999 Dec 1999
-5.32% Jun 2003 Jul 2003
-5.19% Jan 2022 Apr 2022
-4.82% Apr 2004 Apr 2004
-4.37% Dec 1996 Mar 1997
-3.82% Jan 1992 Apr 1992
-3.71% Jun 2021 Apr 2022
-3.37% Nov 2001 Dec 2001
-3.05% Nov 2010 Dec 2010
-2.75% Oct 2002 Oct 2002
-2.60% Sep 2005 Apr 2006
-2.47% Jul 2005 Jul 2005
-2.41% Oct 1992 Oct 1992
-2.30% Dec 2006 Dec 2006
-2.23% Feb 1994 Apr 1994
-2.09% Dec 2009 Dec 2009

Yearly Returns

Yearly return comparison. Common historical serie start from June 1991.

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Year Short Term Treasury Portfolio US Inflation Protection Portfolio
2022
-2.99% -5.19%
2021
-0.72% +5.67%
2020
+3.03% +10.84%
2019
+3.38% +8.35%
2018
+1.46% -1.42%
2017
+0.26% +2.92%
2016
+0.82% +4.68%
2015
+0.43% -1.75%
2014
+0.45% +3.59%
2013
+0.21% -8.49%
2012
+0.28% +6.39%
2011
+1.44% +13.28%
2010
+2.28% +6.14%
2009
+0.35% +8.94%
2008
+6.62% +0.04%
2007
+7.35% +11.92%
2006
+3.89% +0.28%
2005
+1.53% +2.49%
2004
+0.66% +8.28%
2003
+2.22% +8.00%
2002
+8.02% +16.61%
2001
+7.80% +7.61%
2000
+8.83% +17.65%
1999
+1.85% -4.47%
1998
+7.36% +9.27%
1997
+6.51% +12.71%
1996
+4.39% +1.33%
1995
+12.11% +23.02%
1994
-0.48% -6.25%
1993
+6.31% +15.75%
1992
+6.75% +8.74%
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