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 Stocks/Bonds 80/20 Portfolio obtained a 9.28% compound annual return, with a 12.50% standard deviation, in the last 25 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%
25 Years Stats Return +13.56% +9.28%
Std Dev 24.76% 12.50%
Max Drawdown -81.08% -41.09%

Last Update: 31 October 2021

Historical Returns

Comparison period starts from January 1987

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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 +14.94
Stocks/Bonds 80/20 Portfolio +5.52 +3.79 +8.25 +34.26 +15.82 +13.54 +9.28 +10.27
(*) 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 Technology Portfolio Stocks/Bonds 80/20 Portfolio
2021
+23.50% +17.95%
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%
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