Last Update: 31 July 2022

The Total Bond US Portfolio obtained a 4.64% compound annual return, with a 3.84% standard deviation, in the last 30 Years.

The US Inflation Protection Portfolio obtained a 5.82% compound annual return, with a 5.91% standard deviation, in the last 30 Years.

Summary

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Total Bond US Portfolio US Inflation Protection Portfolio
Risk Low Low
Asset Allocation Stocks 0% 0%
Fixed Income 100% 100%
Commodities 0% 0%
30 Years Stats Return +4.64% +5.82%
Std Dev 3.84% 5.91%
Max Drawdown -12.23% -11.79%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from June 1991

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Total Bond US Portfolio +2.38 -6.28 -9.35 +1.23 +1.52 +4.64 +4.95
US Inflation Protection Portfolio +4.30 -3.13 -3.77 +3.81 +1.83 +5.82 +6.22
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

Total Bond US Portfolio: an investment of 1000$, since August 1992, now would be worth 3903.38$, with a total return of 290.34% (4.64% annualized).

US Inflation Protection Portfolio: an investment of 1000$, since August 1992, now would be worth 5450.72$, with a total return of 445.07% (5.82% annualized).

Total Bond US Portfolio: an investment of 1000$, since June 1991, now would be worth 4508.48$, with a total return of 350.85% (4.95% annualized).

US Inflation Protection Portfolio: an investment of 1000$, since June 1991, now would be worth 6557.69$, with a total return of 555.77% (6.22% annualized).

Drawdowns

Drawdown comparison chart since July 1992.

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Total Bond US Portfolio
US Inflation Protection Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-12.23% Aug 2020 Jun 2022
-11.79% Sep 2008 Oct 2008
-10.68% Feb 1994 Oct 1994
-9.24% Dec 2012 Dec 2013
-9.04% Jan 2022 Jun 2022
-6.47% Feb 1996 May 1996
-5.32% Feb 1999 Dec 1999
-5.32% Jun 2003 Jul 2003
-5.01% Feb 1994 Jun 1994
-4.82% Apr 2004 Apr 2004
-4.37% Dec 1996 Mar 1997
-4.01% May 2013 Aug 2013
-3.88% Apr 2008 Oct 2008
-3.68% Aug 2016 Nov 2016
-3.47% Jun 2003 Jul 2003
-3.37% Nov 2001 Dec 2001
-3.16% Feb 1996 May 1996
-3.05% Nov 2010 Dec 2010
-3.03% Apr 2004 May 2004
-2.75% Oct 2002 Oct 2002

Drawdown comparison chart since June 1991.

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Total Bond US Portfolio
US Inflation Protection Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-12.23% Aug 2020 Jun 2022
-11.79% Sep 2008 Oct 2008
-10.68% Feb 1994 Oct 1994
-9.24% Dec 2012 Dec 2013
-9.04% Jan 2022 Jun 2022
-6.47% Feb 1996 May 1996
-5.32% Feb 1999 Dec 1999
-5.32% Jun 2003 Jul 2003
-5.01% Feb 1994 Jun 1994
-4.82% Apr 2004 Apr 2004
-4.37% Dec 1996 Mar 1997
-4.01% May 2013 Aug 2013
-3.88% Apr 2008 Oct 2008
-3.82% Jan 1992 Apr 1992
-3.68% Aug 2016 Nov 2016
-3.47% Jun 2003 Jul 2003
-3.37% Nov 2001 Dec 2001
-3.16% Feb 1996 May 1996
-3.05% Nov 2010 Dec 2010
-3.03% Apr 2004 May 2004

Yearly Returns

Yearly return comparison. Common historical serie start from June 1991.

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Year Total Bond US Portfolio US Inflation Protection Portfolio
2022
-8.21% -5.12%
2021
-1.86% +5.67%
2020
+7.71% +10.84%
2019
+8.83% +8.35%
2018
-0.12% -1.42%
2017
+3.57% +2.92%
2016
+2.52% +4.68%
2015
+0.56% -1.75%
2014
+5.82% +3.59%
2013
-2.10% -8.49%
2012
+3.16% +6.39%
2011
+7.92% +13.28%
2010
+6.20% +6.14%
2009
+3.64% +8.94%
2008
+6.86% +0.04%
2007
+6.92% +11.92%
2006
+4.27% +0.28%
2005
+2.40% +2.49%
2004
+4.24% +8.28%
2003
+3.97% +8.00%
2002
+8.26% +16.61%
2001
+8.43% +7.61%
2000
+11.39% +17.65%
1999
-0.76% -4.47%
1998
+8.58% +9.27%
1997
+9.44% +12.71%
1996
+3.58% +1.33%
1995
+18.18% +23.02%
1994
-2.66% -6.25%
1993
+9.68% +15.75%
1992
+7.14% +8.74%
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