Last Update: 28 February 2021

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

The High Yield Bonds Income Portfolio obtained a 5.71% compound annual return, with a 7.44% standard deviation, in the last 10 years.

Summary

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Total Bond Developed World Portfolio High Yield Bonds Income Portfolio
Risk Low Low
Asset Allocation Stocks 0% 0%
Fixed Income 100% 100%
Commodities 0% 0%
10 Years Stats Return +4.57% +5.71%
Std Dev 3.11% 7.44%
Max Drawdown -4.25% -11.99%

Last Update: 28 February 2021

Historical Returns

The examinated historical serie starts from January 2008

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Total Bond Developed World Portfolio -1.66 -1.93 -0.36 -0.30 +4.39 +3.44 +4.57 +5.11
High Yield Bonds Income Portfolio -1.61 -1.51 +1.52 +3.42 +5.96 +7.04 +5.71 +6.08
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 2008.

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Year Total Bond Developed World Portfolio High Yield Bonds Income Portfolio
2021
-2.28% -2.96%
2020
+4.65% +7.08%
2019
+7.87% +16.98%
2018
+2.81% -4.53%
2017
+2.40% +8.78%
2016
+4.61% +12.01%
2015
+1.19% -3.94%
2014
+8.74% +6.28%
2013
-0.81% -0.40%
2012
+9.54% +12.61%
2011
+8.60% +9.07%
2010
+8.53% +11.52%
2009
+15.30% +23.52%
2008
-2.35% -10.54%
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