Last Update: 31 August 2021
The Ted Aronson Family Taxable Portfolio obtained a 9.83% compound annual return, with a 9.87% standard deviation, in the last 10 years.
The David Swensen Yale Endowment Portfolio obtained a 10.17% compound annual return, with a 9.11% standard deviation, in the last 10 years.
Summary
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| Ted Aronson Family Taxable Portfolio | David Swensen Yale Endowment Portfolio | ||
|---|---|---|---|
| Risk | High | High | |
| Asset Allocation | Stocks | 70% | 70% |
| Fixed Income | 30% | 30% | |
| Commodities | 0% | 0% | |
| 10 Years Stats | Return | +9.83% | +10.17% |
| Std Dev | 9.87% | 9.11% | |
| Max Drawdown | -15.49% | -13.19% | |
Last Update: 31 August 2021
Historical Returns
The examinated historical serie starts from January 1995
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| 1M | 3M | 6M | 1Y | 3Y(*) | 5Y(*) | 10Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|---|
| Ted Aronson Family Taxable Portfolio | +1.38 | +2.41 | +7.70 | +23.39 | +10.57 | +10.95 | +9.83 | +8.86 |
| David Swensen Yale Endowment Portfolio | +1.58 | +5.71 | +13.48 | +21.95 | +12.72 | +10.53 | +10.17 | +9.59 |
(*) annualized
Capital Growth
Drawdowns
Yearly Returns
Yearly return comparison. Common historical serie start from January 1995.
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| Year | Ted Aronson Family Taxable Portfolio | David Swensen Yale Endowment Portfolio |
|---|---|---|
| 2021 |
+10.72% | +13.93% |
| 2020 |
+14.59% | +12.03% |
| 2019 |
+19.91% | +22.65% |
| 2018 |
-7.55% | -6.20% |
| 2017 |
+18.03% | +14.99% |
| 2016 |
+11.10% | +7.39% |
| 2015 |
-2.35% | -0.81% |
| 2014 |
+5.69% | +13.38% |
| 2013 |
+16.00% | +10.31% |
| 2012 |
+13.70% | +13.55% |
| 2011 |
+1.62% | +6.31% |
| 2010 |
+15.27% | +15.25% |
| 2009 |
+22.79% | +20.32% |
| 2008 |
-23.35% | -21.94% |
| 2007 |
+8.73% | +4.98% |
| 2006 |
+13.15% | +17.42% |
| 2005 |
+11.21% | +9.62% |
| 2004 |
+15.55% | +16.80% |
| 2003 |
+29.19% | +26.48% |
| 2002 |
-6.02% | -3.11% |
| 2001 |
-4.75% | -2.47% |
| 2000 |
-3.43% | +4.18% |
| 1999 |
+21.96% | +13.14% |
| 1998 |
+8.20% | +8.63% |
| 1997 |
+11.05% | +16.00% |
| 1996 |
+9.90% | +14.56% |
| 1995 |
+22.30% | +21.75% |