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
Drawdowns
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% |