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
Drawdowns
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% |