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
Drawdowns
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% |