Last Update: 31 August 2021

The Stocks/Bonds 20/80 Portfolio obtained a 5.76% compound annual return, with a 3.78% standard deviation, in the last 10 years.

The High Yield Bonds Income Portfolio obtained a 5.82% compound annual return, with a 7.39% standard deviation, in the last 10 years.

Summary

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Stocks/Bonds 20/80 Portfolio High Yield Bonds Income Portfolio
Risk Low Low
Asset Allocation Stocks 20% 0%
Fixed Income 80% 100%
Commodities 0% 0%
10 Years Stats Return +5.76% +5.82%
Std Dev 3.78% 7.39%
Max Drawdown -3.91% -11.99%

Last Update: 31 August 2021

Historical Returns

The examinated historical serie starts from January 1998

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Stocks/Bonds 20/80 Portfolio +0.50 +3.08 +4.88 +6.29 +8.12 +6.15 +5.76 +5.82
High Yield Bonds Income Portfolio +0.41 +3.01 +4.57 +6.16 +7.45 +5.31 +5.82 +6.80
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 1998.

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Year Stocks/Bonds 20/80 Portfolio High Yield Bonds Income Portfolio
2021
+3.45% +1.47%
2020
+10.38% +7.08%
2019
+13.20% +16.98%
2018
-1.13% -4.53%
2017
+7.10% +8.78%
2016
+4.58% +12.01%
2015
+0.52% -3.94%
2014
+7.16% +6.28%
2013
+5.01% -0.40%
2012
+5.82% +12.61%
2011
+6.53% +9.07%
2010
+8.44% +11.52%
2009
+8.69% +23.52%
2008
-1.91% -10.54%
2007
+6.61% +3.36%
2006
+6.55% +7.28%
2005
+3.18% +5.61%
2004
+5.95% +9.55%
2003
+9.33% +18.30%
2002
+2.51% +7.38%
2001
+4.55% +10.89%
2000
+7.00% +6.15%
1999
+4.16% +6.34%
1998
+11.52% +2.17%
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