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
| 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
| 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 |
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.
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.
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.
| 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% |