Last Update: 31 August 2021

The Stocks/Bonds 80/20 Portfolio obtained a 13.65% compound annual return, with a 11.05% standard deviation, in the last 10 years.

The Technology Portfolio obtained a 22.53% compound annual return, with a 15.49% standard deviation, in the last 10 years.

Summary

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Stocks/Bonds 80/20 Portfolio Technology Portfolio
Risk Very High Very High
Asset Allocation Stocks 80% 100%
Fixed Income 20% 0%
Commodities 0% 0%
10 Years Stats Return +13.65% +22.53%
Std Dev 11.05% 15.49%
Max Drawdown -16.53% -16.96%

Last Update: 31 August 2021

Historical Returns

The examinated historical serie starts from January 1987

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Stocks/Bonds 80/20 Portfolio +2.33 +6.29 +14.27 +26.42 +15.54 +15.08 +13.65 +10.27
Technology Portfolio +4.22 +13.91 +21.24 +29.39 +27.63 +27.68 +22.53 +14.96
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 1987.

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Year Stocks/Bonds 80/20 Portfolio Technology Portfolio
2021
+16.28% +21.39%
2020
+18.36% +48.40%
2019
+26.30% +38.96%
2018
-4.19% -0.12%
2017
+17.68% +32.66%
2016
+10.77% +7.10%
2015
+0.40% +9.45%
2014
+11.20% +19.18%
2013
+26.34% +36.63%
2012
+13.79% +18.12%
2011
+2.36% +3.47%
2010
+15.18% +20.14%
2009
+23.84% +54.68%
2008
-28.21% -41.73%
2007
+5.68% +19.02%
2006
+13.41% +7.14%
2005
+5.53% +1.57%
2004
+11.08% +10.54%
2003
+25.40% +49.67%
2002
-14.73% -37.37%
2001
-7.09% -33.34%
2000
-6.18% -36.11%
1999
+18.90% +101.95%
1998
+20.33% +85.30%
1997
+26.68% +20.63%
1996
+17.49% +42.54%
1995
+32.26% +42.54%
1994
-0.67% +1.50%
1993
+10.44% +10.58%
1992
+8.71% +8.86%
1991
+28.96% +64.99%
1990
-3.13% -10.41%
1989
+25.22% +26.17%
1988
+15.32% +13.54%
1987
+2.40% +10.50%
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