Last Update: 31 July 2022

The Stocks/Bonds 80/20 Portfolio obtained a 9.21% compound annual return, with a 12.07% standard deviation, in the last 30 Years.

The Aggressive Global Income Portfolio obtained a 9.48% compound annual return, with a 13.99% standard deviation, in the last 30 Years.

Summary

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Stocks/Bonds 80/20 Portfolio Aggressive Global Income Portfolio
Risk Very High Very High
Asset Allocation Stocks 80% 80%
Fixed Income 20% 20%
Commodities 0% 0%
30 Years Stats Return +9.21% +9.48%
Std Dev 12.07% 13.99%
Max Drawdown -41.09% -52.63%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from January 1986

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Stocks/Bonds 80/20 Portfolio +7.80 -7.97 -7.81 +10.07 +11.16 +9.21 +9.81
Aggressive Global Income Portfolio +4.61 -5.55 -3.11 +4.76 +7.11 +9.48 +9.99
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

Stocks/Bonds 80/20 Portfolio: an investment of 1000$, since August 1992, now would be worth 14039.19$, with a total return of 1303.92% (9.21% annualized).

Aggressive Global Income Portfolio: an investment of 1000$, since August 1992, now would be worth 15140.80$, with a total return of 1414.08% (9.48% annualized).

Stocks/Bonds 80/20 Portfolio: an investment of 1000$, since January 1986, now would be worth 30661.06$, with a total return of 2966.11% (9.81% annualized).

Aggressive Global Income Portfolio: an investment of 1000$, since January 1986, now would be worth 32518.68$, with a total return of 3151.87% (9.99% annualized).

Drawdowns

Drawdown comparison chart since July 1992.

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Stocks/Bonds 80/20 Portfolio
Aggressive Global Income Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-52.63% Nov 2007 Feb 2009
-41.09% Nov 2007 Feb 2009
-33.33% Sep 2000 Sep 2002
-23.84% Jan 2020 Mar 2020
-19.13% Jan 2022 Jun 2022
-17.13% May 2011 Sep 2011
-16.53% Feb 2020 Mar 2020
-16.17% May 2002 Feb 2003
-16.13% Mar 2000 Sep 2001
-15.33% May 1998 Aug 1998
-13.95% Jul 1998 Aug 1998
-13.63% May 2015 Jan 2016
-13.35% May 2011 Sep 2011
-11.32% Oct 2018 Dec 2018
-10.76% Jan 2022 Jun 2022
-9.93% Feb 2018 Dec 2018
-7.05% Jun 2015 Sep 2015
-6.95% Feb 1994 Jun 1994
-6.90% Apr 2000 May 2000
-5.80% Apr 2004 Apr 2004

Drawdown comparison chart since January 1986.

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Stocks/Bonds 80/20 Portfolio
Aggressive Global Income Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-52.63% Nov 2007 Feb 2009
-41.09% Nov 2007 Feb 2009
-33.33% Sep 2000 Sep 2002
-24.55% Sep 1987 Nov 1987
-23.84% Jan 2020 Mar 2020
-20.76% Sep 1987 Nov 1987
-19.34% Jan 1990 Sep 1990
-19.13% Jan 2022 Jun 2022
-17.13% May 2011 Sep 2011
-16.53% Feb 2020 Mar 2020
-16.17% May 2002 Feb 2003
-16.13% Mar 2000 Sep 2001
-15.33% May 1998 Aug 1998
-13.95% Jul 1998 Aug 1998
-13.63% May 2015 Jan 2016
-13.35% May 2011 Sep 2011
-12.23% Jun 1990 Oct 1990
-11.32% Oct 2018 Dec 2018
-10.76% Jan 2022 Jun 2022
-9.93% Feb 2018 Dec 2018

Yearly Returns

Yearly return comparison. Common historical serie start from January 1986.

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Year Stocks/Bonds 80/20 Portfolio Aggressive Global Income Portfolio
2022
-12.82% -6.65%
2021
+20.16% +17.07%
2020
+18.36% -1.13%
2019
+26.30% +19.97%
2018
-4.19% -8.07%
2017
+17.68% +13.53%
2016
+10.77% +18.29%
2015
+0.40% -6.99%
2014
+11.20% +3.96%
2013
+26.34% +19.30%
2012
+13.79% +12.95%
2011
+2.36% +0.62%
2010
+15.18% +14.37%
2009
+23.84% +33.97%
2008
-28.21% -34.21%
2007
+5.68% +3.78%
2006
+13.41% +23.12%
2005
+5.53% +12.89%
2004
+11.08% +15.91%
2003
+25.40% +33.93%
2002
-14.73% -7.75%
2001
-7.09% +5.43%
2000
-6.18% +0.11%
1999
+18.90% +41.89%
1998
+20.33% +10.70%
1997
+26.68% +17.80%
1996
+17.49% +13.23%
1995
+32.26% +21.51%
1994
-0.67% +2.43%
1993
+10.44% +19.55%
1992
+8.71% +4.78%
1991
+28.96% +27.42%
1990
-3.13% -14.05%
1989
+25.22% +16.55%
1988
+15.32% +20.36%
1987
+2.40% +9.17%
1986
+14.68% +28.71%
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