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 Total Bond Developed World Portfolio obtained a 4.57% compound annual return, with a 3.11% standard deviation, in the last 10 years.
Summary
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| Stocks/Bonds 20/80 Portfolio | Total Bond Developed World Portfolio | ||
|---|---|---|---|
| Risk | Low | Low | |
| Asset Allocation | Stocks | 20% | 0% |
| Fixed Income | 80% | 100% | |
| Commodities | 0% | 0% | |
| 10 Years Stats | Return | +5.54% | +4.57% |
| Std Dev | 3.78% | 3.11% | |
| Max Drawdown | -3.91% | -4.25% | |
Last Update: 28 February 2021
Historical Returns
The examinated historical serie starts from January 1999
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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 | +5.48 |
| Total Bond Developed World Portfolio | -1.66 | -1.93 | -0.36 | -0.30 | +4.39 | +3.44 | +4.57 | +5.39 |
(*) annualized
Capital Growth
Drawdowns
Yearly Returns
Yearly return comparison. Common historical serie start from January 1999.
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| Year | Stocks/Bonds 20/80 Portfolio | Total Bond Developed World Portfolio |
|---|---|---|
| 2021 |
-1.36% | -2.28% |
| 2020 |
+10.38% | +4.65% |
| 2019 |
+13.20% | +7.87% |
| 2018 |
-1.13% | +2.81% |
| 2017 |
+7.10% | +2.40% |
| 2016 |
+4.58% | +4.61% |
| 2015 |
+0.52% | +1.19% |
| 2014 |
+7.16% | +8.74% |
| 2013 |
+5.01% | -0.81% |
| 2012 |
+5.82% | +9.54% |
| 2011 |
+6.53% | +8.60% |
| 2010 |
+8.44% | +8.53% |
| 2009 |
+8.69% | +15.30% |
| 2008 |
-1.91% | -2.35% |
| 2007 |
+6.61% | +4.99% |
| 2006 |
+6.55% | +2.94% |
| 2005 |
+3.18% | +4.98% |
| 2004 |
+5.95% | +6.11% |
| 2003 |
+9.33% | +3.93% |
| 2002 |
+2.51% | +9.29% |
| 2001 |
+4.55% | +10.83% |
| 2000 |
+7.00% | +9.20% |
| 1999 |
+4.16% | +0.29% |