Last Update: 31 August 2021
The Total Bond US Portfolio obtained a 3.05% compound annual return, with a 3.24% standard deviation, in the last 10 years.
The High Yield Bonds Income Portfolio obtained a 5.82% compound annual return, with a 7.39% standard deviation, in the last 10 years.
Summary
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| Total Bond US Portfolio | High Yield Bonds Income Portfolio | ||
|---|---|---|---|
| Risk | Low | Low | |
| Asset Allocation | Stocks | 0% | 0% |
| Fixed Income | 100% | 100% | |
| Commodities | 0% | 0% | |
| 10 Years Stats | Return | +3.05% | +5.82% |
| Std Dev | 3.24% | 7.39% | |
| Max Drawdown | -4.01% | -11.99% | |
Last Update: 31 August 2021
Historical Returns
The examinated historical serie starts from January 1998
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| 1M | 3M | 6M | 1Y | 3Y(*) | 5Y(*) | 10Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|---|
| Total Bond US Portfolio | -0.19 | +1.88 | +1.61 | -0.12 | +5.53 | +3.12 | +3.05 | +4.65 |
| High Yield Bonds Income Portfolio | +0.41 | +3.01 | +4.57 | +6.16 | +7.45 | +5.31 | +5.82 | +6.80 |
(*) annualized
Capital Growth
Drawdowns
Yearly Returns
Yearly return comparison. Common historical serie start from January 1998.
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| Year | Total Bond US Portfolio | High Yield Bonds Income Portfolio |
|---|---|---|
| 2021 |
-0.82% | +1.47% |
| 2020 |
+7.71% | +7.08% |
| 2019 |
+8.83% | +16.98% |
| 2018 |
-0.12% | -4.53% |
| 2017 |
+3.57% | +8.78% |
| 2016 |
+2.52% | +12.01% |
| 2015 |
+0.56% | -3.94% |
| 2014 |
+5.82% | +6.28% |
| 2013 |
-2.10% | -0.40% |
| 2012 |
+3.16% | +12.61% |
| 2011 |
+7.92% | +9.07% |
| 2010 |
+6.20% | +11.52% |
| 2009 |
+3.64% | +23.52% |
| 2008 |
+6.86% | -10.54% |
| 2007 |
+6.92% | +3.36% |
| 2006 |
+4.27% | +7.28% |
| 2005 |
+2.40% | +5.61% |
| 2004 |
+4.24% | +9.55% |
| 2003 |
+3.97% | +18.30% |
| 2002 |
+8.26% | +7.38% |
| 2001 |
+8.43% | +10.89% |
| 2000 |
+11.39% | +6.15% |
| 1999 |
-0.76% | +6.34% |
| 1998 |
+8.58% | +2.17% |