Last Update: 31 July 2022

The Technology Portfolio obtained a 13.75% compound annual return, with a 23.71% standard deviation, in the last 30 Years.

The Stocks/Bonds 80/20 Portfolio obtained a 9.21% compound annual return, with a 12.07% standard deviation, in the last 30 Years.

Summary

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Technology Portfolio Stocks/Bonds 80/20 Portfolio
Risk Very High Very High
Asset Allocation Stocks 100% 80%
Fixed Income 0% 20%
Commodities 0% 0%
30 Years Stats Return +13.75% +9.21%
Std Dev 23.71% 12.07%
Max Drawdown -81.08% -41.09%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from November 1985

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Technology Portfolio +12.55 -12.84 -12.99 +17.92 +18.28 +13.75 +14.12
Stocks/Bonds 80/20 Portfolio +7.80 -7.97 -7.81 +10.07 +11.16 +9.21 +10.05
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

Technology Portfolio: an investment of 1000$, since August 1992, now would be worth 47690.23$, with a total return of 4669.02% (13.75% annualized).

Stocks/Bonds 80/20 Portfolio: an investment of 1000$, since August 1992, now would be worth 14039.19$, with a total return of 1303.92% (9.21% annualized).

Technology Portfolio: an investment of 1000$, since November 1985, now would be worth 128391.60$, with a total return of 12739.16% (14.12% annualized).

Stocks/Bonds 80/20 Portfolio: an investment of 1000$, since November 1985, now would be worth 33776.25$, with a total return of 3277.62% (10.05% annualized).

Drawdowns

Drawdown comparison chart since July 1992.

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Technology Portfolio
Stocks/Bonds 80/20 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-81.08% Apr 2000 Sep 2002
-41.09% Nov 2007 Feb 2009
-33.33% Sep 2000 Sep 2002
-29.33% Jan 2022 Jun 2022
-19.13% Jan 2022 Jun 2022
-17.20% Aug 1998 Aug 1998
-16.96% Sep 2018 Dec 2018
-16.53% Feb 2020 Mar 2020
-13.95% Jul 1998 Aug 1998
-13.51% Feb 1997 Mar 1997
-13.35% May 2011 Sep 2011
-12.97% Feb 1994 Jun 1994
-12.90% Feb 2020 Mar 2020
-11.32% Oct 2018 Dec 2018
-10.50% Aug 1997 Dec 1997
-9.82% Dec 2015 Feb 2016
-9.49% Feb 1999 Feb 1999
-8.88% Aug 2015 Sep 2015
-8.65% Sep 2020 Oct 2020
-8.26% Feb 1993 Apr 1993

Drawdown comparison chart since November 1985.

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Technology Portfolio
Stocks/Bonds 80/20 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-81.08% Apr 2000 Sep 2002
-41.09% Nov 2007 Feb 2009
-34.57% Sep 1987 Nov 1987
-33.33% Sep 2000 Sep 2002
-29.33% Jan 2022 Jun 2022
-27.64% Jul 1990 Oct 1990
-24.55% Sep 1987 Nov 1987
-19.13% Jan 2022 Jun 2022
-17.20% Aug 1998 Aug 1998
-16.96% Sep 2018 Dec 2018
-16.53% Feb 2020 Mar 2020
-15.73% Jun 1986 Sep 1986
-13.95% Jul 1998 Aug 1998
-13.51% Feb 1997 Mar 1997
-13.48% Mar 1992 Aug 1992
-13.35% May 2011 Sep 2011
-12.97% Feb 1994 Jun 1994
-12.90% Feb 2020 Mar 2020
-12.23% Jun 1990 Oct 1990
-11.32% Oct 2018 Dec 2018

Yearly Returns

Yearly return comparison. Common historical serie start from November 1985.

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Year Technology Portfolio Stocks/Bonds 80/20 Portfolio
2022
-20.46% -12.82%
2021
+27.42% +20.16%
2020
+48.40% +18.36%
2019
+38.96% +26.30%
2018
-0.12% -4.19%
2017
+32.66% +17.68%
2016
+7.10% +10.77%
2015
+9.45% +0.40%
2014
+19.18% +11.20%
2013
+36.63% +26.34%
2012
+18.12% +13.79%
2011
+3.47% +2.36%
2010
+20.14% +15.18%
2009
+54.68% +23.84%
2008
-41.73% -28.21%
2007
+19.02% +5.68%
2006
+7.14% +13.41%
2005
+1.57% +5.53%
2004
+10.54% +11.08%
2003
+49.67% +25.40%
2002
-37.37% -14.73%
2001
-33.34% -7.09%
2000
-36.11% -6.18%
1999
+101.95% +18.90%
1998
+85.30% +20.33%
1997
+20.63% +26.68%
1996
+42.54% +17.49%
1995
+42.54% +32.26%
1994
+1.50% -0.67%
1993
+10.58% +10.44%
1992
+8.86% +8.71%
1991
+64.99% +28.96%
1990
-10.41% -3.13%
1989
+26.17% +25.22%
1988
+13.54% +15.32%
1987
+10.50% +2.40%
1986
+6.89% +14.68%
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