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
| 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
| 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 |
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.
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.
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.
| 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% |