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
Drawdowns
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% |