Last Update: 28 February 2021

The Total Bond US Portfolio obtained a 3.44% compound annual return, with a 3.28% standard deviation, in the last 10 years.

The High Yield Bonds Income Portfolio obtained a 5.71% compound annual return, with a 7.44% 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 +3.44% +5.71%
Std Dev 3.28% 7.44%
Max Drawdown -4.01% -11.99%

Last Update: 28 February 2021

Historical Returns

The examinated historical serie starts from January 2008

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Total Bond US Portfolio -1.55 -2.25 -1.71 +1.40 +5.35 +3.52 +3.44 +3.90
High Yield Bonds Income Portfolio -1.61 -1.51 +1.52 +3.42 +5.96 +7.04 +5.71 +6.08
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 2008.

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Year Total Bond US Portfolio High Yield Bonds Income Portfolio
2021
-2.40% -2.96%
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%
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