Last Update: 28 February 2021

The Stocks/Bonds 80/20 Portfolio obtained a 11.54% compound annual return, with a 11.20% standard deviation, in the last 10 years.

The Technology Portfolio obtained a 19.66% compound annual return, with a 15.55% 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 +11.54% +19.66%
Std Dev 11.20% 15.55%
Max Drawdown -16.53% -16.96%

Last Update: 28 February 2021

Historical Returns

The examinated historical serie starts from January 2000

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Stocks/Bonds 80/20 Portfolio +2.21 +5.65 +10.63 +27.73 +13.16 +14.67 +11.54 +7.00
Technology Portfolio -0.13 +5.04 +6.72 +53.51 +24.32 +26.18 +19.66 +6.71
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 2000.

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Year Stocks/Bonds 80/20 Portfolio Technology Portfolio
2021
+1.76% +0.13%
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%
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