Last Update: 31 March 2023

The Short Term Treasury Portfolio obtained a 3.05% compound annual return, with a 1.81% standard deviation, in the last 30 Years.

The US Inflation Protection Portfolio obtained a 5.30% compound annual return, with a 6.07% 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 +3.05% +5.30%
Std Dev 1.81% 6.07%
Max Drawdown -5.36% -14.74%

Last Update: 31 March 2023

Historical Returns as of Mar 31, 2023

Comparison period starts from January 1985

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Short Term Treasury Portfolio +1.65 +2.12 -0.01 +0.93 +0.66 +3.05 +4.37
US Inflation Protection Portfolio +2.86 +5.57 -7.14 +2.58 +1.24 +5.30 +6.88
(*) Returns over 1 year are annualized

Capital Growth as of Mar 31, 2023

Short Term Treasury Portfolio: an investment of 1000$, since April 1993, now would be worth 2461.59$, with a total return of 146.16% (3.05% annualized).

US Inflation Protection Portfolio: an investment of 1000$, since April 1993, now would be worth 4707.48$, with a total return of 370.75% (5.30% annualized).

Short Term Treasury Portfolio: an investment of 1000$, since January 1985, now would be worth 5139.91$, with a total return of 413.99% (4.37% annualized).

US Inflation Protection Portfolio: an investment of 1000$, since January 1985, now would be worth 12749.60$, with a total return of 1174.96% (6.88% annualized).

Drawdowns

Drawdown comparison chart since March 1993.

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Short Term Treasury Portfolio
US Inflation Protection Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-14.74% Jan 2022 Sep 2022
-11.79% Sep 2008 Oct 2008
-10.68% Feb 1994 Oct 1994
-9.24% Dec 2012 Dec 2013
-6.47% Feb 1996 May 1996
-5.36% Jun 2021 Oct 2022
-5.32% Feb 1999 Dec 1999
-5.32% Jun 2003 Jul 2003
-4.82% Apr 2004 Apr 2004
-4.37% Dec 1996 Mar 1997
-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
-2.30% Dec 2006 Dec 2006
-2.23% Feb 1994 Apr 1994
-2.09% Dec 2009 Dec 2009
-1.95% Feb 2021 Mar 2021
-1.94% Mar 2003 Apr 2003

Drawdown comparison chart since January 1985.

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Short Term Treasury Portfolio
US Inflation Protection Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-14.74% Jan 2022 Sep 2022
-11.79% Sep 2008 Oct 2008
-10.68% Feb 1994 Oct 1994
-9.45% Mar 1987 Sep 1987
-9.24% Dec 2012 Dec 2013
-6.47% Feb 1996 May 1996
-5.36% Jun 2021 Oct 2022
-5.32% Feb 1999 Dec 1999
-5.32% Jun 2003 Jul 2003
-4.82% Apr 2004 Apr 2004
-4.70% Mar 1988 May 1988
-4.42% Dec 1989 Apr 1990
-4.37% Dec 1996 Mar 1997
-4.18% May 1986 May 1986
-3.82% Jan 1992 Apr 1992
-3.65% Feb 1985 Feb 1985
-3.37% Nov 2001 Dec 2001
-3.16% Sep 1986 Sep 1986
-3.05% Nov 2010 Dec 2010
-2.75% Oct 2002 Oct 2002

Yearly Returns

Yearly return comparison. Common historical serie start from January 1985.

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Year Short Term Treasury Portfolio US Inflation Protection Portfolio
2023
+1.42% +3.58%
2022
-3.88% -13.10%
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%
1991
+11.49% +18.60%
1990
+9.92% +8.20%
1989
+11.48% +15.77%
1988
+5.67% +6.51%
1987
+4.78% -0.24%
1986
+10.35% +18.39%
1985
+13.83% +26.04%
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