Last Update: 28 February 2021

The Stocks/Bonds 20/80 Portfolio obtained a 5.54% compound annual return, with a 3.78% standard deviation, in the last 10 years.

The High Yield Bonds Income Portfolio obtained a 5.71% compound annual return, with a 7.44% 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 +5.54% +5.71%
Std Dev 3.78% 7.44%
Max Drawdown -3.91% -11.99%

Last Update: 28 February 2021

Historical Returns

The examinated historical serie starts from January 2008

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Stocks/Bonds 20/80 Portfolio -0.61 -0.26 +1.34 +7.45 +7.37 +6.31 +5.54 +5.45
High Yield Bonds Income Portfolio -1.61 -1.51 +1.52 +3.42 +5.96 +7.04 +5.71 +6.08
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 2008.

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Year Stocks/Bonds 20/80 Portfolio High Yield Bonds Income Portfolio
2021
-1.36% -2.96%
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%
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