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 Stocks/Bonds 20/80 Portfolio obtained a 5.54% compound annual return, with a 3.78% standard deviation, in the last 10 years.

Summary

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Total Bond Developed World Portfolio Stocks/Bonds 20/80 Portfolio
Risk Low Low
Asset Allocation Stocks 0% 20%
Fixed Income 100% 80%
Commodities 0% 0%
10 Years Stats Return +4.57% +5.54%
Std Dev 3.11% 3.78%
Max Drawdown -4.25% -3.91%

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 Developed World Portfolio -1.66 -1.93 -0.36 -0.30 +4.39 +3.44 +4.57 +5.39
Stocks/Bonds 20/80 Portfolio -0.61 -0.26 +1.34 +7.45 +7.37 +6.31 +5.54 +5.48
(*) 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 Developed World Portfolio Stocks/Bonds 20/80 Portfolio
2021
-2.28% -1.36%
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%
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