Last Update: 31 October 2021

The Technology Portfolio obtained a 13.56% compound annual return, with a 24.76% standard deviation, in the last 25 Years.

The Aggressive Global Income Portfolio obtained a 9.31% compound annual return, with a 14.81% standard deviation, in the last 25 Years.

Summary

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Technology Portfolio Aggressive Global Income Portfolio
Risk Very High Very High
Asset Allocation Stocks 100% 80%
Fixed Income 0% 20%
Commodities 0% 0%
25 Years Stats Return +13.56% +9.31%
Std Dev 24.76% 14.81%
Max Drawdown -81.08% -52.62%

Last Update: 31 October 2021

Historical Returns

Comparison period starts from January 1986

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1M 3M 6M 1Y 5Y(*) 10Y(*) 25Y(*) MAX(*)
Technology Portfolio +7.86 +6.03 +14.50 +44.10 +27.94 +22.09 +13.56 +14.71
Aggressive Global Income Portfolio +3.00 +1.08 +3.00 +30.31 +8.38 +8.18 +9.31 +10.33
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

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

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Year Technology Portfolio Aggressive Global Income Portfolio
2021
+23.50% +14.01%
2020
+48.40% -1.13%
2019
+38.96% +19.97%
2018
-0.12% -8.07%
2017
+32.66% +13.53%
2016
+7.10% +18.29%
2015
+9.45% -6.99%
2014
+19.18% +3.96%
2013
+36.63% +19.30%
2012
+18.12% +12.95%
2011
+3.47% +0.62%
2010
+20.14% +14.37%
2009
+54.68% +33.97%
2008
-41.73% -34.21%
2007
+19.02% +3.78%
2006
+7.14% +23.12%
2005
+1.57% +12.89%
2004
+10.54% +15.91%
2003
+49.67% +33.93%
2002
-37.37% -7.75%
2001
-33.34% +5.43%
2000
-36.11% +0.11%
1999
+101.95% +41.89%
1998
+85.30% +10.70%
1997
+20.63% +17.80%
1996
+42.54% +13.23%
1995
+42.54% +21.51%
1994
+1.50% +2.43%
1993
+10.58% +19.55%
1992
+8.86% +4.78%
1991
+64.99% +27.42%
1990
-10.41% -14.05%
1989
+26.17% +16.55%
1988
+13.54% +20.36%
1987
+10.50% +9.17%
1986
+6.89% +28.71%
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