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 Stocks/Bonds 20/80 Portfolio obtained a 5.54% 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 | +3.44% | +5.54% |
Std Dev | 3.28% | 3.78% | |
Max Drawdown | -4.01% | -3.91% |
Last Update: 28 February 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 | -1.55 | -2.25 | -1.71 | +1.40 | +5.35 | +3.52 | +3.44 | +5.80 |
Stocks/Bonds 20/80 Portfolio | -0.61 | -0.26 | +1.34 | +7.45 | +7.37 | +6.31 | +5.54 | +7.02 |
(*) annualized
Capital Growth
Drawdowns
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 |
-2.40% | -1.36% |
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% |