Last Update: 31 July 2022

The Stocks/Bonds 60/40 ESG Portfolio obtained a 6.78% compound annual return, with a 11.11% standard deviation, in the last 15 Years.

The Stocks/Bonds 60/40 Portfolio obtained a 7.36% compound annual return, with a 10.00% standard deviation, in the last 15 Years.

Summary

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Stocks/Bonds 60/40 ESG Portfolio Stocks/Bonds 60/40 Portfolio
Risk High High
Asset Allocation Stocks 60% 60%
Fixed Income 40% 40%
Commodities 0% 0%
15 Years Stats Return +6.78% +7.36%
Std Dev 11.11% 10.00%
Max Drawdown -32.78% -30.55%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from September 2005

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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 +7.20
Stocks/Bonds 60/40 Portfolio +6.34 -7.54 -7.98 +7.96 +8.84 +7.44
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

Stocks/Bonds 60/40 ESG Portfolio: an investment of 1000$, since August 2007, now would be worth 2674.58$, with a total return of 167.46% (6.78% annualized).

Stocks/Bonds 60/40 Portfolio: an investment of 1000$, since August 2007, now would be worth 2901.34$, with a total return of 190.13% (7.36% annualized).

Stocks/Bonds 60/40 ESG Portfolio: an investment of 1000$, since September 2005, now would be worth 3243.81$, with a total return of 224.38% (7.20% annualized).

Stocks/Bonds 60/40 Portfolio: an investment of 1000$, since September 2005, now would be worth 3368.32$, with a total return of 236.83% (7.44% annualized).

Drawdowns

Drawdown comparison chart since July 2007.

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Stocks/Bonds 60/40 ESG Portfolio
Stocks/Bonds 60/40 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-32.78% Nov 2007 Feb 2009
-30.55% Nov 2007 Feb 2009
-18.48% Jan 2022 Jun 2022
-16.93% Jan 2022 Jun 2022
-14.77% May 2011 Sep 2011
-12.29% Feb 2020 Mar 2020
-10.57% Feb 2020 Mar 2020
-10.20% Feb 2018 Dec 2018
-9.00% May 2011 Sep 2011
-8.38% Sep 2018 Dec 2018
-8.11% Jun 2015 Jan 2016
-7.23% May 2010 Jun 2010
-5.24% Jun 2015 Sep 2015
-3.85% Sep 2020 Oct 2020
-3.74% Sep 2021 Sep 2021
-3.67% Feb 2018 Apr 2018
-3.54% Sep 2020 Oct 2020
-3.54% May 2012 May 2012
-3.41% May 2019 May 2019
-3.32% May 2019 May 2019

Drawdown comparison chart since September 2005.

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Stocks/Bonds 60/40 ESG Portfolio
Stocks/Bonds 60/40 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-32.78% Nov 2007 Feb 2009
-30.55% Nov 2007 Feb 2009
-18.48% Jan 2022 Jun 2022
-16.93% Jan 2022 Jun 2022
-14.77% May 2011 Sep 2011
-12.29% Feb 2020 Mar 2020
-10.57% Feb 2020 Mar 2020
-10.20% Feb 2018 Dec 2018
-9.00% May 2011 Sep 2011
-8.38% Sep 2018 Dec 2018
-8.11% Jun 2015 Jan 2016
-7.23% May 2010 Jun 2010
-5.24% Jun 2015 Sep 2015
-3.85% Sep 2020 Oct 2020
-3.74% Sep 2021 Sep 2021
-3.67% Feb 2018 Apr 2018
-3.54% Sep 2020 Oct 2020
-3.54% May 2012 May 2012
-3.41% May 2019 May 2019
-3.32% May 2019 May 2019

Yearly Returns

Yearly return comparison. Common historical serie start from September 2005.

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Year Stocks/Bonds 60/40 ESG Portfolio Stocks/Bonds 60/40 Portfolio
2022
-13.20% -11.66%
2021
+14.84% +14.66%
2020
+18.27% +15.70%
2019
+23.31% +21.94%
2018
-9.29% -3.17%
2017
+9.32% +14.15%
2016
+8.09% +8.71%
2015
+1.04% +0.44%
2014
+7.55% +9.85%
2013
+22.59% +19.23%
2012
+13.87% +11.13%
2011
-1.55% +3.75%
2010
+15.13% +12.93%
2009
+30.34% +18.79%
2008
-23.95% -19.44%
2007
+7.02% +5.99%
2006
+12.43% +11.12%
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