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 US Stocks Portfolio obtained a 13.44% compound annual return, with a 14.04% standard deviation, in the last 10 years.

Summary

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Stocks/Bonds 80/20 Portfolio US Stocks Portfolio
Risk Very High Very High
Asset Allocation Stocks 80% 100%
Fixed Income 20% 0%
Commodities 0% 0%
10 Years Stats Return +11.54% +13.44%
Std Dev 11.20% 14.04%
Max Drawdown -16.53% -20.84%

Last Update: 28 February 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 +2.21 +5.65 +10.63 +27.73 +13.16 +14.67 +11.54 +10.00
US Stocks Portfolio +3.14 +7.60 +13.78 +35.31 +15.02 +17.46 +13.44 +10.75
(*) 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 US Stocks Portfolio
2021
+1.76% +2.79%
2020
+18.36% +21.03%
2019
+26.30% +30.67%
2018
-4.19% -5.21%
2017
+17.68% +21.21%
2016
+10.77% +12.83%
2015
+0.40% +0.36%
2014
+11.20% +12.54%
2013
+26.34% +33.45%
2012
+13.79% +16.45%
2011
+2.36% +0.97%
2010
+15.18% +17.42%
2009
+23.84% +28.89%
2008
-28.21% -36.98%
2007
+5.68% +5.37%
2006
+13.41% +15.69%
2005
+5.53% +6.31%
2004
+11.08% +12.79%
2003
+25.40% +30.75%
2002
-14.73% -20.47%
2001
-7.09% -10.97%
2000
-6.18% -10.57%
1999
+18.90% +23.81%
1998
+20.33% +23.26%
1997
+26.68% +30.99%
1996
+17.49% +20.96%
1995
+32.26% +35.79%
1994
-0.67% -0.17%
1993
+10.44% +10.62%
1992
+8.71% +9.11%
1991
+28.96% +32.39%
1990
-3.13% -6.08%
1989
+25.22% +28.12%
1988
+15.32% +17.32%
1987
+2.40% +2.61%
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