Last Update: 31 July 2022

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.

The Stocks/Bonds 40/60 with Bitcoin Portfolio obtained a 17.98% compound annual return, with a 38.19% standard deviation, in the last 10 Years.

Summary

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Stocks/Bonds 40/60 ESG Portfolio Stocks/Bonds 40/60 with Bitcoin Portfolio
Risk Medium Medium
Asset Allocation Stocks 40% 39%
Fixed Income 60% 59%
Commodities 0% 2%
10 Years Stats Return +6.11% +17.98%
Std Dev 6.68% 38.19%
Max Drawdown -15.70% -22.55%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from January 2009

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1M 6M 1Y 5Y(*) 10Y(*) MAX(*)
Stocks/Bonds 40/60 ESG Portfolio +5.07 -7.64 -9.07 +4.96 +6.11 +7.77
Stocks/Bonds 40/60 with Bitcoin Portfolio +5.13 -7.65 -8.88 +10.57 +17.98 +18.57
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

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 with Bitcoin Portfolio: an investment of 1000$, since August 2012, now would be worth 5223.13$, with a total return of 422.31% (17.98% annualized).

Stocks/Bonds 40/60 ESG Portfolio: an investment of 1000$, since January 2009, now would be worth 2763.38$, with a total return of 176.34% (7.77% annualized).

Stocks/Bonds 40/60 with Bitcoin Portfolio: an investment of 1000$, since January 2009, now would be worth 10106.51$, with a total return of 910.65% (18.57% annualized).

Drawdowns

Drawdown comparison chart since July 2012.

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Stocks/Bonds 40/60 ESG Portfolio
Stocks/Bonds 40/60 with Bitcoin Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-22.55% Dec 2013 Jan 2014
-15.70% Jan 2022 Jun 2022
-15.61% Nov 2021 Jun 2022
-8.64% Feb 2020 Mar 2020
-6.33% May 2013 Jun 2013
-6.33% Feb 2020 Mar 2020
-6.32% Feb 2018 Dec 2018
-5.78% Sep 2018 Dec 2018
-5.47% Jun 2015 Jan 2016
-2.95% Feb 2018 Mar 2018
-2.92% Sep 2021 Sep 2021
-2.83% Sep 2020 Oct 2020
-2.68% Sep 2021 Sep 2021
-2.34% Sep 2014 Sep 2014
-1.94% Sep 2020 Oct 2020
-1.89% Aug 2013 Aug 2013
-1.85% Jun 2013 Jun 2013
-1.78% Jul 2014 Jul 2014
-1.73% May 2019 May 2019
-1.33% Sep 2016 Oct 2016

Drawdown comparison chart since January 2009.

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Stocks/Bonds 40/60 ESG Portfolio
Stocks/Bonds 40/60 with Bitcoin Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-41.83% Jul 2011 Nov 2011
-22.55% Dec 2013 Jan 2014
-15.70% Jan 2022 Jun 2022
-15.61% Nov 2021 Jun 2022
-10.14% May 2011 Sep 2011
-8.64% Feb 2020 Mar 2020
-8.48% Jan 2009 Feb 2009
-6.89% Jan 2009 Feb 2009
-6.33% Feb 2020 Mar 2020
-6.32% Feb 2018 Dec 2018
-5.78% Sep 2018 Dec 2018
-5.47% Jun 2015 Jan 2016
-4.31% May 2010 Jun 2010
-3.85% May 2010 Jun 2010
-2.95% Feb 2018 Mar 2018
-2.92% Sep 2021 Sep 2021
-2.83% Sep 2020 Oct 2020
-2.80% Apr 2012 May 2012
-2.68% Sep 2021 Sep 2021
-2.34% Sep 2014 Sep 2014

Yearly Returns

Yearly return comparison. Common historical serie start from January 2009.

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Year Stocks/Bonds 40/60 ESG Portfolio Stocks/Bonds 40/60 with Bitcoin Portfolio
2022
 -11.42% -11.27%
2021
 +9.16% +10.09%
2020
 +14.57% +18.86%
2019
 +18.28% +19.07%
2018
 -6.08% -3.54%
2017
 +7.47% +35.81%
2016
 +6.31% +8.97%
2015
 +0.50% +1.21%
2014
 +6.76% +7.16%
2013
 +14.40% +135.55%
2012
 +12.12% +11.90%
2011
 +0.56% +34.51%
2010
 +12.75% +17.41%
2009
 +25.96% +13.41%
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