Last Update: 31 July 2022

The Stocks/Bonds 60/40 ESG Portfolio obtained a 8.24% compound annual return, with a 9.30% standard deviation, in the last 10 Years.

The Stocks/Bonds 60/40 2x Leveraged Portfolio obtained a 15.18% compound annual return, with a 16.44% standard deviation, in the last 10 Years.

Summary

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Stocks/Bonds 60/40 ESG Portfolio Stocks/Bonds 60/40 2x Leveraged Portfolio
Risk High High
Asset Allocation Stocks 60% 60%
Fixed Income 40% 40%
Commodities 0% 0%
10 Years Stats Return +8.24% +15.18%
Std Dev 9.30% 16.44%
Max Drawdown -18.48% -31.35%

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 60/40 ESG Portfolio +6.48 -8.51 -9.33 +6.70 +8.24 +8.15
Stocks/Bonds 60/40 2x Leveraged Portfolio +12.85 -15.88 -14.72 +12.41 +15.18 +16.24
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

Stocks/Bonds 60/40 ESG Portfolio: an investment of 1000$, since August 2012, now would be worth 2206.78$, with a total return of 120.68% (8.24% annualized).

Stocks/Bonds 60/40 2x Leveraged Portfolio: an investment of 1000$, since August 2012, now would be worth 4108.36$, with a total return of 310.84% (15.18% annualized).

Stocks/Bonds 60/40 ESG Portfolio: an investment of 1000$, since March 2010, now would be worth 2646.09$, with a total return of 164.61% (8.15% annualized).

Stocks/Bonds 60/40 2x Leveraged Portfolio: an investment of 1000$, since March 2010, now would be worth 6478.29$, with a total return of 547.83% (16.24% annualized).

Drawdowns

Drawdown comparison chart since July 2012.

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Stocks/Bonds 60/40 ESG Portfolio
Stocks/Bonds 60/40 2x Leveraged Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-31.35% Jan 2022 Jun 2022
-18.48% Jan 2022 Jun 2022
-18.11% Feb 2020 Mar 2020
-15.62% Sep 2018 Dec 2018
-10.57% Feb 2020 Mar 2020
-10.20% Feb 2018 Dec 2018
-9.46% Jun 2015 Sep 2015
-9.19% Feb 2018 Apr 2018
-8.27% Sep 2020 Oct 2020
-8.11% Jun 2015 Jan 2016
-7.42% Sep 2021 Sep 2021
-6.52% May 2019 May 2019
-5.13% Aug 2013 Aug 2013
-4.20% Aug 2016 Oct 2016
-3.85% Sep 2020 Oct 2020
-3.81% Jun 2013 Jun 2013
-3.74% Sep 2021 Sep 2021
-3.32% May 2019 May 2019
-3.12% Sep 2014 Sep 2014
-3.07% Oct 2012 Oct 2012

Drawdown comparison chart since March 2010.

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Stocks/Bonds 60/40 ESG Portfolio
Stocks/Bonds 60/40 2x Leveraged Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-31.35% Jan 2022 Jun 2022
-18.48% Jan 2022 Jun 2022
-18.11% Feb 2020 Mar 2020
-15.62% Sep 2018 Dec 2018
-14.77% May 2011 Sep 2011
-11.64% May 2010 Jun 2010
-11.21% Jun 2011 Sep 2011
-10.57% Feb 2020 Mar 2020
-10.20% Feb 2018 Dec 2018
-9.46% Jun 2015 Sep 2015
-9.19% Feb 2018 Apr 2018
-8.27% Sep 2020 Oct 2020
-8.11% Jun 2015 Jan 2016
-7.42% Sep 2021 Sep 2021
-7.29% May 2010 Jun 2010
-6.52% May 2019 May 2019
-5.28% May 2012 May 2012
-5.13% Aug 2013 Aug 2013
-4.20% Aug 2016 Oct 2016
-3.85% Sep 2020 Oct 2020

Yearly Returns

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

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Year Stocks/Bonds 60/40 ESG Portfolio Stocks/Bonds 60/40 2x Leveraged Portfolio
2022
-13.20% -22.53%
2021
+14.84% +33.12%
2020
+18.27% +20.45%
2019
+23.31% +43.41%
2018
-9.29% -9.21%
2017
+9.32% +27.89%
2016
+8.09% +13.14%
2015
+1.04% +0.05%
2014
+7.55% +22.38%
2013
+22.59% +37.26%
2012
+13.87% +21.30%
2011
-1.55% +10.55%
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