Last Update: 31 July 2022

The Stocks/Bonds 20/80 Portfolio obtained a 5.97% compound annual return, with a 4.46% standard deviation, in the last 30 Years.

The US Inflation Protection Portfolio obtained a 5.82% compound annual return, with a 5.91% standard deviation, in the last 30 Years.

Summary

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Stocks/Bonds 20/80 Portfolio US Inflation Protection Portfolio
Risk Low Low
Asset Allocation Stocks 20% 0%
Fixed Income 80% 100%
Commodities 0% 0%
30 Years Stats Return +5.97% +5.82%
Std Dev 4.46% 5.91%
Max Drawdown -12.54% -11.79%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from June 1991

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Stocks/Bonds 20/80 Portfolio +3.63 -6.69 -8.74 +3.55 +4.02 +5.97 +6.22
US Inflation Protection Portfolio +4.30 -3.13 -3.77 +3.81 +1.83 +5.82 +6.22
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

Stocks/Bonds 20/80 Portfolio: an investment of 1000$, since August 1992, now would be worth 5698.09$, with a total return of 469.81% (5.97% annualized).

US Inflation Protection Portfolio: an investment of 1000$, since August 1992, now would be worth 5450.72$, with a total return of 445.07% (5.82% annualized).

Stocks/Bonds 20/80 Portfolio: an investment of 1000$, since June 1991, now would be worth 6550.99$, with a total return of 555.10% (6.22% annualized).

US Inflation Protection Portfolio: an investment of 1000$, since June 1991, now would be worth 6557.69$, with a total return of 555.77% (6.22% annualized).

Drawdowns

Drawdown comparison chart since July 1992.

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Stocks/Bonds 20/80 Portfolio
US Inflation Protection Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-12.54% Jan 2022 Jun 2022
-11.79% Sep 2008 Oct 2008
-10.68% Feb 1994 Oct 1994
-9.24% Dec 2012 Dec 2013
-9.04% Jan 2022 Jun 2022
-8.42% May 2008 Oct 2008
-6.47% Feb 1996 May 1996
-5.50% Feb 1994 Jun 1994
-5.32% Feb 1999 Dec 1999
-5.32% Jun 2003 Jul 2003
-4.82% Apr 2004 Apr 2004
-4.37% Dec 1996 Mar 1997
-3.92% Feb 2020 Mar 2020
-3.37% Nov 2001 Dec 2001
-3.05% Nov 2010 Dec 2010
-2.75% Oct 2002 Oct 2002
-2.67% Sep 2018 Oct 2018
-2.60% Sep 2005 Apr 2006
-2.58% Apr 2004 May 2004
-2.56% May 2013 Jun 2013

Drawdown comparison chart since June 1991.

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Stocks/Bonds 20/80 Portfolio
US Inflation Protection Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-12.54% Jan 2022 Jun 2022
-11.79% Sep 2008 Oct 2008
-10.68% Feb 1994 Oct 1994
-9.24% Dec 2012 Dec 2013
-9.04% Jan 2022 Jun 2022
-8.42% May 2008 Oct 2008
-6.47% Feb 1996 May 1996
-5.50% Feb 1994 Jun 1994
-5.32% Feb 1999 Dec 1999
-5.32% Jun 2003 Jul 2003
-4.82% Apr 2004 Apr 2004
-4.37% Dec 1996 Mar 1997
-3.92% Feb 2020 Mar 2020
-3.82% Jan 1992 Apr 1992
-3.37% Nov 2001 Dec 2001
-3.05% Nov 2010 Dec 2010
-2.75% Oct 2002 Oct 2002
-2.67% Sep 2018 Oct 2018
-2.60% Sep 2005 Apr 2006
-2.58% Apr 2004 May 2004

Yearly Returns

Yearly return comparison. Common historical serie start from June 1991.

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Year Stocks/Bonds 20/80 Portfolio US Inflation Protection Portfolio
2022
-9.36% -5.12%
2021
+3.64% +5.67%
2020
+10.38% +10.84%
2019
+13.20% +8.35%
2018
-1.13% -1.42%
2017
+7.10% +2.92%
2016
+4.58% +4.68%
2015
+0.52% -1.75%
2014
+7.16% +3.59%
2013
+5.01% -8.49%
2012
+5.82% +6.39%
2011
+6.53% +13.28%
2010
+8.44% +6.14%
2009
+8.69% +8.94%
2008
-1.91% +0.04%
2007
+6.61% +11.92%
2006
+6.55% +0.28%
2005
+3.18% +2.49%
2004
+5.95% +8.28%
2003
+9.33% +8.00%
2002
+2.51% +16.61%
2001
+4.55% +7.61%
2000
+7.00% +17.65%
1999
+4.16% -4.47%
1998
+11.52% +9.27%
1997
+13.75% +12.71%
1996
+7.06% +1.33%
1995
+21.70% +23.02%
1994
-2.16% -6.25%
1993
+9.87% +15.75%
1992
+7.53% +8.74%
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