Last Update: 30 June 2022
The US Inflation Protection Portfolio obtained a 5.80% compound annual return, with a 5.90% standard deviation, in the last 30 Years.
The High Yield Bonds Income Portfolio obtained a 6.91% compound annual return, with a 8.43% standard deviation, in the last 30 Years.
Summary
| US Inflation Protection Portfolio | High Yield Bonds Income Portfolio | ||
|---|---|---|---|
| Risk | Low | Low | |
| Asset Allocation | Stocks | 0% | 0% |
| Fixed Income | 100% | 100% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +5.80% | +6.91% |
| Std Dev | 5.90% | 8.43% | |
| Max Drawdown | -11.79% | -23.97% | |
Last Update: 30 June 2022
Historical Returns as of Jun 30, 2022
Comparison period starts from January 1992
| 1M | 6M | 1Y | 5Y(*) | 10Y(*) | 30Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|
| US Inflation Protection Portfolio | -3.11 | -9.04 | -5.27 | +3.04 | +1.57 | +5.80 | +5.73 |
| High Yield Bonds Income Portfolio | -6.40 | -17.78 | -17.31 | +0.50 | +2.73 | +6.91 | +6.99 |
Capital Growth as of Jun 30, 2022
US Inflation Protection Portfolio: an investment of 1000$, since July 1992, now would be worth 5426.60$, with a total return of 442.66% (5.80% annualized).
High Yield Bonds Income Portfolio: an investment of 1000$, since July 1992, now would be worth 7427.75$, with a total return of 642.78% (6.91% annualized).
US Inflation Protection Portfolio: an investment of 1000$, since January 1992, now would be worth 5470.15$, with a total return of 447.01% (5.73% annualized).
High Yield Bonds Income Portfolio: an investment of 1000$, since January 1992, now would be worth 7848.01$, with a total return of 684.80% (6.99% annualized).
Drawdowns
Drawdown comparison chart since June 1992.
US Inflation Protection Portfolio |
High Yield Bonds Income Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -23.97% | Nov 2007 | Oct 2008 | |||
| -18.26% | Sep 2021 | Jun 2022 | |||
| -11.99% | Feb 2020 | Mar 2020 | |||
| -11.79% | Sep 2008 | Oct 2008 | |||
| -10.68% | Feb 1994 | Oct 1994 | |||
| -9.24% | Dec 2012 | Dec 2013 | |||
| -9.04% | Jan 2022 | Jun 2022 | |||
| -8.48% | Aug 1998 | Aug 1998 | |||
| -7.79% | Mar 2015 | Jan 2016 | |||
| -7.41% | Feb 1994 | Jun 1994 | |||
| -6.71% | May 2013 | Aug 2013 | |||
| -6.70% | May 2002 | Jul 2002 | |||
| -6.47% | Feb 1996 | May 1996 | |||
| -5.32% | Feb 1999 | Dec 1999 | |||
| -5.32% | Jun 2003 | Jul 2003 | |||
| -4.82% | Apr 2004 | Apr 2004 | |||
| -4.56% | Apr 2004 | May 2004 | |||
| -4.53% | Jan 2018 | Dec 2018 | |||
| -4.40% | Aug 2011 | Sep 2011 | |||
| -4.37% | Dec 1996 | Mar 1997 | |||
Drawdown comparison chart since January 1992.
US Inflation Protection Portfolio |
High Yield Bonds Income Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -23.97% | Nov 2007 | Oct 2008 | |||
| -18.26% | Sep 2021 | Jun 2022 | |||
| -11.99% | Feb 2020 | Mar 2020 | |||
| -11.79% | Sep 2008 | Oct 2008 | |||
| -10.68% | Feb 1994 | Oct 1994 | |||
| -9.24% | Dec 2012 | Dec 2013 | |||
| -9.04% | Jan 2022 | Jun 2022 | |||
| -8.48% | Aug 1998 | Aug 1998 | |||
| -7.79% | Mar 2015 | Jan 2016 | |||
| -7.41% | Feb 1994 | Jun 1994 | |||
| -6.71% | May 2013 | Aug 2013 | |||
| -6.70% | May 2002 | Jul 2002 | |||
| -6.47% | Feb 1996 | May 1996 | |||
| -5.32% | Feb 1999 | Dec 1999 | |||
| -5.32% | Jun 2003 | Jul 2003 | |||
| -4.82% | Apr 2004 | Apr 2004 | |||
| -4.56% | Apr 2004 | May 2004 | |||
| -4.53% | Jan 2018 | Dec 2018 | |||
| -4.40% | Aug 2011 | Sep 2011 | |||
| -4.37% | Dec 1996 | Mar 1997 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from January 1992.
| Year | US Inflation Protection Portfolio | High Yield Bonds Income Portfolio |
|---|---|---|
| 2022 |
-9.04% | -17.78% |
| 2021 |
+5.67% | +0.88% |
| 2020 |
+10.84% | +7.08% |
| 2019 |
+8.35% | +16.98% |
| 2018 |
-1.42% | -4.53% |
| 2017 |
+2.92% | +8.78% |
| 2016 |
+4.68% | +12.01% |
| 2015 |
-1.75% | -3.94% |
| 2014 |
+3.59% | +6.28% |
| 2013 |
-8.49% | -0.40% |
| 2012 |
+6.39% | +12.61% |
| 2011 |
+13.28% | +9.07% |
| 2010 |
+6.14% | +11.52% |
| 2009 |
+8.94% | +23.52% |
| 2008 |
+0.04% | -10.54% |
| 2007 |
+11.92% | +3.36% |
| 2006 |
+0.28% | +7.28% |
| 2005 |
+2.49% | +5.61% |
| 2004 |
+8.28% | +9.55% |
| 2003 |
+8.00% | +18.30% |
| 2002 |
+16.61% | +7.38% |
| 2001 |
+7.61% | +10.89% |
| 2000 |
+17.65% | +6.15% |
| 1999 |
-4.47% | +6.34% |
| 1998 |
+9.27% | +2.17% |
| 1997 |
+12.71% | +13.61% |
| 1996 |
+1.33% | +14.28% |
| 1995 |
+23.02% | +22.64% |
| 1994 |
-6.25% | -4.27% |
| 1993 |
+15.75% | +18.58% |
| 1992 |
+8.74% | +12.00% |