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
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
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 |
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.
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.
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.
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% |