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 Stocks/Bonds 20/80 Portfolio obtained a 5.76% compound annual return, with a 3.78% standard deviation, in the last 10 years.

Summary

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Total Bond US Portfolio Stocks/Bonds 20/80 Portfolio
Risk Low Low
Asset Allocation Stocks 0% 20%
Fixed Income 100% 80%
Commodities 0% 0%
10 Years Stats Return +3.05% +5.76%
Std Dev 3.24% 3.78%
Max Drawdown -4.01% -3.91%

Last Update: 31 August 2021

Historical Returns

The examinated historical serie starts from January 1987

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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 +5.76
Stocks/Bonds 20/80 Portfolio +0.50 +3.08 +4.88 +6.29 +8.12 +6.15 +5.76 +7.06
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 1987.

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Year Total Bond US Portfolio Stocks/Bonds 20/80 Portfolio
2021
-0.82% +3.45%
2020
+7.71% +10.38%
2019
+8.83% +13.20%
2018
-0.12% -1.13%
2017
+3.57% +7.10%
2016
+2.52% +4.58%
2015
+0.56% +0.52%
2014
+5.82% +7.16%
2013
-2.10% +5.01%
2012
+3.16% +5.82%
2011
+7.92% +6.53%
2010
+6.20% +8.44%
2009
+3.64% +8.69%
2008
+6.86% -1.91%
2007
+6.92% +6.61%
2006
+4.27% +6.55%
2005
+2.40% +3.18%
2004
+4.24% +5.95%
2003
+3.97% +9.33%
2002
+8.26% +2.51%
2001
+8.43% +4.55%
2000
+11.39% +7.00%
1999
-0.76% +4.16%
1998
+8.58% +11.52%
1997
+9.44% +13.75%
1996
+3.58% +7.06%
1995
+18.18% +21.70%
1994
-2.66% -2.16%
1993
+9.68% +9.87%
1992
+7.14% +7.53%
1991
+15.25% +18.68%
1990
+8.65% +5.70%
1989
+13.64% +16.54%
1988
+7.35% +9.35%
1987
+1.54% +1.75%
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