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
Drawdowns
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% |