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
| 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
| 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 |
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.
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.
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.
| 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% |