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 Stocks/Bonds 20/80 Portfolio obtained a 5.93% compound annual return, with a 4.43% standard deviation, in the last 30 Years.

Summary

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US Inflation Protection Portfolio Stocks/Bonds 20/80 Portfolio
Risk Low Low
Asset Allocation Stocks 0% 20%
Fixed Income 100% 80%
Commodities 0% 0%
30 Years Stats Return +5.80% +5.93%
Std Dev 5.90% 4.43%
Max Drawdown -11.79% -12.54%

Last Update: 30 June 2022

Historical Returns as of Jun 30, 2022

Comparison period starts from June 1991

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
US Inflation Protection Portfolio -3.11 -9.04 -5.27 +3.04 +1.57 +5.80 +6.09
Stocks/Bonds 20/80 Portfolio -2.91 -12.54 -10.80 +2.96 +3.77 +5.93 +6.11
(*) Returns over 1 year are annualized

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).

Stocks/Bonds 20/80 Portfolio: an investment of 1000$, since July 1992, now would be worth 5624.26$, with a total return of 462.43% (5.93% annualized).

US Inflation Protection Portfolio: an investment of 1000$, since June 1991, now would be worth 6287.24$, with a total return of 528.72% (6.09% annualized).

Stocks/Bonds 20/80 Portfolio: an investment of 1000$, since June 1991, now would be worth 6321.30$, with a total return of 532.13% (6.11% annualized).

Drawdowns

Drawdown comparison chart since June 1992.

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US Inflation Protection Portfolio
Stocks/Bonds 20/80 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-12.54% Jan 2022 Jun 2022
-11.79% Sep 2008 Oct 2008
-10.68% Feb 1994 Oct 1994
-9.24% Dec 2012 Dec 2013
-9.04% Jan 2022 Jun 2022
-8.42% May 2008 Oct 2008
-6.47% Feb 1996 May 1996
-5.50% Feb 1994 Jun 1994
-5.32% Feb 1999 Dec 1999
-5.32% Jun 2003 Jul 2003
-4.82% Apr 2004 Apr 2004
-4.37% Dec 1996 Mar 1997
-3.92% Feb 2020 Mar 2020
-3.37% Nov 2001 Dec 2001
-3.05% Nov 2010 Dec 2010
-2.75% Oct 2002 Oct 2002
-2.67% Sep 2018 Oct 2018
-2.60% Sep 2005 Apr 2006
-2.58% Apr 2004 May 2004
-2.56% May 2013 Jun 2013

Drawdown comparison chart since June 1991.

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US Inflation Protection Portfolio
Stocks/Bonds 20/80 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-12.54% Jan 2022 Jun 2022
-11.79% Sep 2008 Oct 2008
-10.68% Feb 1994 Oct 1994
-9.24% Dec 2012 Dec 2013
-9.04% Jan 2022 Jun 2022
-8.42% May 2008 Oct 2008
-6.47% Feb 1996 May 1996
-5.50% Feb 1994 Jun 1994
-5.32% Feb 1999 Dec 1999
-5.32% Jun 2003 Jul 2003
-4.82% Apr 2004 Apr 2004
-4.37% Dec 1996 Mar 1997
-3.92% Feb 2020 Mar 2020
-3.82% Jan 1992 Apr 1992
-3.37% Nov 2001 Dec 2001
-3.05% Nov 2010 Dec 2010
-2.75% Oct 2002 Oct 2002
-2.67% Sep 2018 Oct 2018
-2.60% Sep 2005 Apr 2006
-2.58% Apr 2004 May 2004

Yearly Returns

Yearly return comparison. Common historical serie start from June 1991.

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Year US Inflation Protection Portfolio Stocks/Bonds 20/80 Portfolio
2022
-9.04% -12.54%
2021
+5.67% +3.64%
2020
+10.84% +10.38%
2019
+8.35% +13.20%
2018
-1.42% -1.13%
2017
+2.92% +7.10%
2016
+4.68% +4.58%
2015
-1.75% +0.52%
2014
+3.59% +7.16%
2013
-8.49% +5.01%
2012
+6.39% +5.82%
2011
+13.28% +6.53%
2010
+6.14% +8.44%
2009
+8.94% +8.69%
2008
+0.04% -1.91%
2007
+11.92% +6.61%
2006
+0.28% +6.55%
2005
+2.49% +3.18%
2004
+8.28% +5.95%
2003
+8.00% +9.33%
2002
+16.61% +2.51%
2001
+7.61% +4.55%
2000
+17.65% +7.00%
1999
-4.47% +4.16%
1998
+9.27% +11.52%
1997
+12.71% +13.75%
1996
+1.33% +7.06%
1995
+23.02% +21.70%
1994
-6.25% -2.16%
1993
+15.75% +9.87%
1992
+8.74% +7.53%
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