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
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 |
-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% |