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 Developed World 20/80 Portfolio obtained a 4.92% compound annual return, with a 3.99% standard deviation, in the last 10 years.

Summary

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Total Bond US Portfolio Developed World 20/80 Portfolio
Risk Low Low
Asset Allocation Stocks 0% 20%
Fixed Income 100% 80%
Commodities 0% 0%
10 Years Stats Return +3.44% +4.92%
Std Dev 3.28% 3.99%
Max Drawdown -4.01% -5.98%

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
Developed World 20/80 Portfolio -0.84 -0.09 +2.76 +4.13 +4.76 +4.98 +4.92 +5.70
(*) 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 Developed World 20/80 Portfolio
2021
-2.40% -1.49%
2020
+7.71% +5.67%
2019
+8.83% +10.82%
2018
-0.12% -0.71%
2017
+3.57% +7.20%
2016
+2.52% +4.23%
2015
+0.56% +0.88%
2014
+5.82% +5.80%
2013
-2.10% +3.72%
2012
+3.16% +11.34%
2011
+7.92% +4.42%
2010
+6.20% +8.49%
2009
+3.64% +17.74%
2008
+6.86% -10.01%
2007
+6.92% +6.22%
2006
+4.27% +7.61%
2005
+2.40% +6.71%
2004
+4.24% +8.93%
2003
+3.97% +10.88%
2002
+8.26% +4.31%
2001
+8.43% +4.28%
2000
+11.39% +4.50%
1999
-0.76% +7.82%
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