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 Total Bond Developed World Portfolio obtained a 4.57% compound annual return, with a 3.11% standard deviation, in the last 10 years.

Summary

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Total Bond US Portfolio Total Bond Developed World Portfolio
Risk Low Low
Asset Allocation Stocks 0% 0%
Fixed Income 100% 100%
Commodities 0% 0%
10 Years Stats Return +3.44% +4.57%
Std Dev 3.28% 3.11%
Max Drawdown -4.01% -4.25%

Last Update: 28 February 2021

Historical Returns

The examinated historical serie starts from January 1999

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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 +4.51
Total Bond Developed World Portfolio -1.66 -1.93 -0.36 -0.30 +4.39 +3.44 +4.57 +5.39
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 1999.

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Year Total Bond US Portfolio Total Bond Developed World Portfolio
2021
-2.40% -2.28%
2020
+7.71% +4.65%
2019
+8.83% +7.87%
2018
-0.12% +2.81%
2017
+3.57% +2.40%
2016
+2.52% +4.61%
2015
+0.56% +1.19%
2014
+5.82% +8.74%
2013
-2.10% -0.81%
2012
+3.16% +9.54%
2011
+7.92% +8.60%
2010
+6.20% +8.53%
2009
+3.64% +15.30%
2008
+6.86% -2.35%
2007
+6.92% +4.99%
2006
+4.27% +2.94%
2005
+2.40% +4.98%
2004
+4.24% +6.11%
2003
+3.97% +3.93%
2002
+8.26% +9.29%
2001
+8.43% +10.83%
2000
+11.39% +9.20%
1999
-0.76% +0.29%
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