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 Developed World 20/80 Portfolio obtained a 4.92% compound annual return, with a 3.99% standard deviation, in the last 10 years.

Summary

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Stocks/Bonds 20/80 Portfolio Developed World 20/80 Portfolio
Risk Low Low
Asset Allocation Stocks 20% 20%
Fixed Income 80% 80%
Commodities 0% 0%
10 Years Stats Return +5.54% +4.92%
Std Dev 3.78% 3.99%
Max Drawdown -3.91% -5.98%

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
Developed World 20/80 Portfolio -0.84 -0.09 +2.76 +4.13 +4.76 +4.98 +4.92 +5.70
(*) 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 Developed World 20/80 Portfolio
2021
-1.36% -1.49%
2020
+10.38% +5.67%
2019
+13.20% +10.82%
2018
-1.13% -0.71%
2017
+7.10% +7.20%
2016
+4.58% +4.23%
2015
+0.52% +0.88%
2014
+7.16% +5.80%
2013
+5.01% +3.72%
2012
+5.82% +11.34%
2011
+6.53% +4.42%
2010
+8.44% +8.49%
2009
+8.69% +17.74%
2008
-1.91% -10.01%
2007
+6.61% +6.22%
2006
+6.55% +7.61%
2005
+3.18% +6.71%
2004
+5.95% +8.93%
2003
+9.33% +10.88%
2002
+2.51% +4.31%
2001
+4.55% +4.28%
2000
+7.00% +4.50%
1999
+4.16% +7.82%
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