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

Time Range:

Drawdowns

Time Range:

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%
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