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 Developed World ex-US 20/80 Portfolio obtained a 5.13% compound annual return, with a 3.91% standard deviation, in the last 10 years.

Summary

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Short Term Treasury Portfolio Developed World ex-US 20/80 Portfolio
Risk Low Low
Asset Allocation Stocks 0% 20%
Fixed Income 100% 80%
Commodities 0% 0%
10 Years Stats Return +1.03% +5.13%
Std Dev 0.89% 3.91%
Max Drawdown -0.91% -5.98%

Last Update: 31 August 2021

Historical Returns

The examinated historical serie starts from January 1999

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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 +2.75
Developed World ex-US 20/80 Portfolio -0.05 +1.31 +3.17 +6.03 +5.53 +4.50 +5.13 +5.72
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 1999.

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Year Short Term Treasury Portfolio Developed World ex-US 20/80 Portfolio
2021
-0.01% +1.64%
2020
+3.03% +5.67%
2019
+3.38% +10.82%
2018
+1.46% -0.71%
2017
+0.26% +7.20%
2016
+0.82% +4.23%
2015
+0.43% +0.88%
2014
+0.45% +5.80%
2013
+0.21% +3.72%
2012
+0.28% +11.34%
2011
+1.44% +4.42%
2010
+2.28% +8.49%
2009
+0.35% +17.74%
2008
+6.62% -10.01%
2007
+7.35% +6.22%
2006
+3.89% +7.61%
2005
+1.53% +6.71%
2004
+0.66% +8.93%
2003
+2.22% +10.88%
2002
+8.02% +4.31%
2001
+7.80% +4.28%
2000
+8.83% +4.50%
1999
+1.85% +7.82%
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