Last Update: 30 November 2022

The US Inflation Protection Portfolio obtained a 5.52% compound annual return, with a 6.08% standard deviation, in the last 30 Years.

The High Yield Bonds Income Portfolio obtained a 6.89% compound annual return, with a 8.64% standard deviation, in the last 30 Years.

Summary

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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 +5.52% +6.89%
Std Dev 6.08% 8.64%
Max Drawdown -14.74% -23.97%

Last Update: 30 November 2022

Historical Returns as of Nov 30, 2022

Comparison period starts from January 1985

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
US Inflation Protection Portfolio +1.83 -6.20 -11.59 +2.14 +0.92 +5.52 +6.88
High Yield Bonds Income Portfolio +6.41 -3.63 -14.07 +0.63 +2.45 +6.89 +7.76
(*) Returns over 1 year are annualized

Capital Growth as of Nov 30, 2022

US Inflation Protection Portfolio: an investment of 1000$, since December 1992, now would be worth 5013.08$, with a total return of 401.31% (5.52% annualized).

High Yield Bonds Income Portfolio: an investment of 1000$, since December 1992, now would be worth 7377.24$, with a total return of 637.72% (6.89% annualized).

US Inflation Protection Portfolio: an investment of 1000$, since January 1985, now would be worth 12473.48$, with a total return of 1147.35% (6.88% annualized).

High Yield Bonds Income Portfolio: an investment of 1000$, since January 1985, now would be worth 17033.30$, with a total return of 1603.33% (7.76% annualized).

Drawdowns

Drawdown comparison chart since November 1992.

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US Inflation Protection Portfolio
High Yield Bonds Income Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-23.97% Nov 2007 Oct 2008
-21.84% Sep 2021 Sep 2022
-14.74% Jan 2022 Sep 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
-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 1985.

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US Inflation Protection Portfolio
High Yield Bonds Income Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-23.97% Nov 2007 Oct 2008
-21.84% Sep 2021 Sep 2022
-14.74% Jan 2022 Sep 2022
-11.99% Feb 2020 Mar 2020
-11.79% Sep 2008 Oct 2008
-10.68% Feb 1994 Oct 1994
-9.45% Mar 1987 Sep 1987
-9.24% Dec 2012 Dec 2013
-8.48% Aug 1998 Aug 1998
-7.89% Aug 1990 Sep 1990
-7.79% Mar 2015 Jan 2016
-7.63% Mar 1987 Oct 1987
-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
-4.70% Mar 1988 May 1988

Yearly Returns

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

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Year US Inflation Protection Portfolio High Yield Bonds Income Portfolio
2022
-11.94% -15.35%
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%
1991
+18.60% +25.88%
1990
+8.20% -0.59%
1989
+15.77% +8.29%
1988
+6.51% +11.12%
1987
-0.24% +0.07%
1986
+18.39% +15.01%
1985
+26.04% +21.64%
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