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 US Stocks Portfolio obtained a 10.01% compound annual return, with a 15.74% standard deviation, in the last 25 Years.

Summary

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Technology Portfolio US Stocks Portfolio
Risk Very High Very High
Asset Allocation Stocks 100% 100%
Fixed Income 0% 0%
Commodities 0% 0%
25 Years Stats Return +13.56% +10.01%
Std Dev 24.76% 15.74%
Max Drawdown -81.08% -50.84%

Last Update: 31 October 2021

Historical Returns

Comparison period starts from November 1985

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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 +15.07
US Stocks Portfolio +6.69 +4.84 +9.80 +43.80 +18.93 +16.10 +10.01 +11.47
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

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

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Year Technology Portfolio US Stocks Portfolio
2021
+23.50% +22.88%
2020
+48.40% +21.03%
2019
+38.96% +30.67%
2018
-0.12% -5.21%
2017
+32.66% +21.21%
2016
+7.10% +12.83%
2015
+9.45% +0.36%
2014
+19.18% +12.54%
2013
+36.63% +33.45%
2012
+18.12% +16.45%
2011
+3.47% +0.97%
2010
+20.14% +17.42%
2009
+54.68% +28.89%
2008
-41.73% -36.98%
2007
+19.02% +5.37%
2006
+7.14% +15.69%
2005
+1.57% +6.31%
2004
+10.54% +12.79%
2003
+49.67% +30.75%
2002
-37.37% -20.47%
2001
-33.34% -10.97%
2000
-36.11% -10.57%
1999
+101.95% +23.81%
1998
+85.30% +23.26%
1997
+20.63% +30.99%
1996
+42.54% +20.96%
1995
+42.54% +35.79%
1994
+1.50% -0.17%
1993
+10.58% +10.62%
1992
+8.86% +9.11%
1991
+64.99% +32.39%
1990
-10.41% -6.08%
1989
+26.17% +28.12%
1988
+13.54% +17.32%
1987
+10.50% +2.61%
1986
+6.89% +14.57%
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