Last Update: 31 July 2022

The Stocks/Bonds 40/60 2x Leveraged Portfolio obtained a 10.81% compound annual return, with a 11.89% standard deviation, in the last 10 Years.

The Stocks/Bonds 40/60 ESG Portfolio obtained a 6.11% compound annual return, with a 6.68% standard deviation, in the last 10 Years.

Summary

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Stocks/Bonds 40/60 2x Leveraged Portfolio Stocks/Bonds 40/60 ESG Portfolio
Risk Medium Medium
Asset Allocation Stocks 40% 40%
Fixed Income 60% 60%
Commodities 0% 0%
10 Years Stats Return +10.81% +6.11%
Std Dev 11.89% 6.68%
Max Drawdown -27.71% -15.70%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from March 2010

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1M 6M 1Y 5Y(*) 10Y(*) MAX(*)
Stocks/Bonds 40/60 2x Leveraged Portfolio +10.37 -14.63 -15.63 +8.84 +10.81 +12.78
Stocks/Bonds 40/60 ESG Portfolio +5.07 -7.64 -9.07 +4.96 +6.11 +6.40
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

Stocks/Bonds 40/60 2x Leveraged Portfolio: an investment of 1000$, since August 2012, now would be worth 2790.89$, with a total return of 179.09% (10.81% annualized).

Stocks/Bonds 40/60 ESG Portfolio: an investment of 1000$, since August 2012, now would be worth 1809.13$, with a total return of 80.91% (6.11% annualized).

Stocks/Bonds 40/60 2x Leveraged Portfolio: an investment of 1000$, since March 2010, now would be worth 4453.03$, with a total return of 345.30% (12.78% annualized).

Stocks/Bonds 40/60 ESG Portfolio: an investment of 1000$, since March 2010, now would be worth 2159.46$, with a total return of 115.95% (6.40% annualized).

Drawdowns

Drawdown comparison chart since July 2012.

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Stocks/Bonds 40/60 2x Leveraged Portfolio
Stocks/Bonds 40/60 ESG Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-27.71% Jan 2022 Jun 2022
-15.70% Jan 2022 Jun 2022
-9.59% Sep 2018 Dec 2018
-7.29% Feb 2020 Mar 2020
-7.11% Feb 2018 Apr 2018
-6.54% Aug 2016 Nov 2016
-6.33% Feb 2020 Mar 2020
-6.32% Feb 2018 Dec 2018
-6.16% Sep 2021 Sep 2021
-6.13% Sep 2020 Oct 2020
-5.62% Mar 2015 Sep 2015
-5.58% May 2013 Aug 2013
-5.47% Jun 2015 Jan 2016
-2.97% Jan 2021 Feb 2021
-2.92% Sep 2021 Sep 2021
-2.86% May 2019 May 2019
-2.83% Sep 2020 Oct 2020
-2.54% Sep 2014 Sep 2014
-2.46% Oct 2012 Oct 2012
-2.34% Sep 2014 Sep 2014

Drawdown comparison chart since March 2010.

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Stocks/Bonds 40/60 2x Leveraged Portfolio
Stocks/Bonds 40/60 ESG Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-27.71% Jan 2022 Jun 2022
-15.70% Jan 2022 Jun 2022
-10.14% May 2011 Sep 2011
-9.59% Sep 2018 Dec 2018
-7.29% Feb 2020 Mar 2020
-7.11% Feb 2018 Apr 2018
-6.54% Aug 2016 Nov 2016
-6.33% Feb 2020 Mar 2020
-6.32% Feb 2018 Dec 2018
-6.16% Sep 2021 Sep 2021
-6.13% Sep 2020 Oct 2020
-5.62% Mar 2015 Sep 2015
-5.58% May 2013 Aug 2013
-5.47% Jun 2015 Jan 2016
-4.37% May 2010 Jun 2010
-4.27% May 2010 Jun 2010
-2.97% Jan 2021 Feb 2021
-2.92% Sep 2021 Sep 2021
-2.86% May 2019 May 2019
-2.83% Sep 2020 Oct 2020

Yearly Returns

Yearly return comparison. Common historical serie start from March 2010.

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Year Stocks/Bonds 40/60 2x Leveraged Portfolio Stocks/Bonds 40/60 ESG Portfolio
2022
-20.22% -11.42%
2021
+19.46% +9.16%
2020
+19.91% +14.57%
2019
+33.39% +18.28%
2018
-6.50% -6.08%
2017
+19.66% +7.47%
2016
+8.94% +6.31%
2015
+0.67% +0.50%
2014
+20.80% +6.76%
2013
+20.66% +14.40%
2012
+16.43% +12.12%
2011
+17.29% +0.56%
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