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

Time Range:

Drawdowns

Time Range:

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%
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