Last Update: 31 July 2022

The Total Bond Developed World ex-US Portfolio obtained a 5.38% compound annual return, with a 4.48% standard deviation, in the last 30 Years.

The Stocks/Bonds 20/80 Portfolio obtained a 5.97% compound annual return, with a 4.46% standard deviation, in the last 30 Years.

Summary

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Total Bond Developed World ex-US Portfolio Stocks/Bonds 20/80 Portfolio
Risk Low Low
Asset Allocation Stocks 0% 20%
Fixed Income 100% 80%
Commodities 0% 0%
30 Years Stats Return +5.38% +5.97%
Std Dev 4.48% 4.46%
Max Drawdown -11.90% -12.54%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from January 1985

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Total Bond Developed World ex-US Portfolio +3.22 -5.64 -8.47 +1.42 +2.48 +5.38 +6.84
Stocks/Bonds 20/80 Portfolio +3.63 -6.69 -8.74 +3.55 +4.02 +5.97 +7.23
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

Total Bond Developed World ex-US Portfolio: an investment of 1000$, since August 1992, now would be worth 4817.26$, with a total return of 381.73% (5.38% annualized).

Stocks/Bonds 20/80 Portfolio: an investment of 1000$, since August 1992, now would be worth 5698.09$, with a total return of 469.81% (5.97% annualized).

Total Bond Developed World ex-US Portfolio: an investment of 1000$, since January 1985, now would be worth 12029.64$, with a total return of 1102.96% (6.84% annualized).

Stocks/Bonds 20/80 Portfolio: an investment of 1000$, since January 1985, now would be worth 13775.39$, with a total return of 1277.54% (7.23% annualized).

Drawdowns

Drawdown comparison chart since July 1992.

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Total Bond Developed World ex-US Portfolio
Stocks/Bonds 20/80 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-12.54% Jan 2022 Jun 2022
-11.90% Jan 2021 Jun 2022
-10.03% Mar 2008 Nov 2008
-8.68% Feb 1994 Aug 1994
-8.42% May 2008 Oct 2008
-8.31% Dec 1996 Apr 1997
-5.50% Feb 1994 Jun 1994
-4.24% May 2013 Aug 2013
-3.92% Feb 2020 Mar 2020
-3.17% May 1999 Aug 1999
-3.03% Oct 2016 Jan 2017
-2.91% Mar 2020 Mar 2020
-2.88% Apr 2015 Jun 2015
-2.67% Sep 2018 Oct 2018
-2.58% Apr 2004 May 2004
-2.56% May 2013 Jun 2013
-2.40% Aug 2016 Nov 2016
-2.34% Jun 2003 Aug 2003
-2.26% Nov 1998 Nov 1998
-2.23% Apr 2000 May 2000

Drawdown comparison chart since January 1985.

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Total Bond Developed World ex-US Portfolio
Stocks/Bonds 20/80 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-12.54% Jan 2022 Jun 2022
-11.90% Jan 2021 Jun 2022
-10.03% Mar 2008 Nov 2008
-8.68% Feb 1994 Aug 1994
-8.42% May 2008 Oct 2008
-8.31% Dec 1996 Apr 1997
-6.14% Sep 1987 Nov 1987
-5.50% Feb 1994 Jun 1994
-4.82% Apr 1987 Sep 1987
-4.24% May 2013 Aug 2013
-3.92% Feb 2020 Mar 2020
-3.70% Feb 1985 Feb 1985
-3.57% Dec 1989 Apr 1990
-3.35% May 1986 May 1986
-3.17% May 1999 Aug 1999
-3.14% Sep 1986 Sep 1986
-3.09% Aug 1990 Sep 1990
-3.03% Oct 2016 Jan 2017
-2.99% Apr 1987 May 1987
-2.91% Jan 1990 Jan 1990

Yearly Returns

Yearly return comparison. Common historical serie start from January 1985.

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Year Total Bond Developed World ex-US Portfolio Stocks/Bonds 20/80 Portfolio
2022
-6.94% -9.36%
2021
-2.28% +3.64%
2020
+4.65% +10.38%
2019
+7.87% +13.20%
2018
+2.81% -1.13%
2017
+2.40% +7.10%
2016
+4.61% +4.58%
2015
+1.19% +0.52%
2014
+8.74% +7.16%
2013
-0.81% +5.01%
2012
+9.54% +5.82%
2011
+8.60% +6.53%
2010
+8.53% +8.44%
2009
+15.30% +8.69%
2008
-2.35% -1.91%
2007
+4.99% +6.61%
2006
+2.94% +6.55%
2005
+4.98% +3.18%
2004
+6.11% +5.95%
2003
+3.93% +9.33%
2002
+9.29% +2.51%
2001
+10.83% +4.55%
2000
+9.20% +7.00%
1999
+0.29% +4.16%
1998
+17.11% +11.52%
1997
-4.84% +13.75%
1996
+4.66% +7.06%
1995
+21.23% +21.70%
1994
-7.29% -2.16%
1993
+16.41% +9.87%
1992
+11.90% +7.53%
1991
+21.42% +18.68%
1990
+7.20% +5.70%
1989
+11.10% +16.54%
1988
+8.79% +9.35%
1987
+3.47% +1.75%
1986
+16.37% +15.00%
1985
+24.95% +24.05%
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