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
| 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
| 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 |
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.
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.
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.
| 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% |