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 Developed World 20/80 Portfolio obtained a 4.92% compound annual return, with a 3.99% standard deviation, in the last 10 years.

Summary

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Total Bond Developed World Portfolio Developed World 20/80 Portfolio
Risk Low Low
Asset Allocation Stocks 0% 20%
Fixed Income 100% 80%
Commodities 0% 0%
10 Years Stats Return +4.57% +4.92%
Std Dev 3.11% 3.99%
Max Drawdown -4.25% -5.98%

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
Developed World 20/80 Portfolio -0.84 -0.09 +2.76 +4.13 +4.76 +4.98 +4.92 +5.70
(*) 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 Developed World 20/80 Portfolio
2021
-2.28% -1.49%
2020
+4.65% +5.67%
2019
+7.87% +10.82%
2018
+2.81% -0.71%
2017
+2.40% +7.20%
2016
+4.61% +4.23%
2015
+1.19% +0.88%
2014
+8.74% +5.80%
2013
-0.81% +3.72%
2012
+9.54% +11.34%
2011
+8.60% +4.42%
2010
+8.53% +8.49%
2009
+15.30% +17.74%
2008
-2.35% -10.01%
2007
+4.99% +6.22%
2006
+2.94% +7.61%
2005
+4.98% +6.71%
2004
+6.11% +8.93%
2003
+3.93% +10.88%
2002
+9.29% +4.31%
2001
+10.83% +4.28%
2000
+9.20% +4.50%
1999
+0.29% +7.82%
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