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 Stocks/Bonds 20/80 Portfolio obtained a 5.78% compound annual return, with a 4.65% standard deviation, in the last 30 Years.

Summary

Swipe left to see all data
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 +5.52% +5.78%
Std Dev 6.08% 4.65%
Max Drawdown -14.74% -16.57%

Last Update: 30 November 2022

Historical Returns as of Nov 30, 2022

Comparison period starts from January 1985

Swipe left to see all data
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
Stocks/Bonds 20/80 Portfolio +3.96 -3.23 -12.26 +2.36 +3.48 +5.78 +7.05
(*) 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).

Stocks/Bonds 20/80 Portfolio: an investment of 1000$, since December 1992, now would be worth 5391.66$, with a total return of 439.17% (5.78% 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).

Stocks/Bonds 20/80 Portfolio: an investment of 1000$, since January 1985, now would be worth 13248.92$, with a total return of 1224.89% (7.05% annualized).

Drawdowns

Drawdown comparison chart since November 1992.

Swipe left to see all data
US Inflation Protection Portfolio
Stocks/Bonds 20/80 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-16.57% Jan 2022 Sep 2022
-14.74% Jan 2022 Sep 2022
-11.79% Sep 2008 Oct 2008
-10.68% Feb 1994 Oct 1994
-9.24% Dec 2012 Dec 2013
-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 January 1985.

Swipe left to see all data
US Inflation Protection Portfolio
Stocks/Bonds 20/80 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-16.57% Jan 2022 Sep 2022
-14.74% Jan 2022 Sep 2022
-11.79% Sep 2008 Oct 2008
-10.68% Feb 1994 Oct 1994
-9.45% Mar 1987 Sep 1987
-9.24% Dec 2012 Dec 2013
-8.42% May 2008 Oct 2008
-6.47% Feb 1996 May 1996
-6.14% Sep 1987 Nov 1987
-5.50% Feb 1994 Jun 1994
-5.32% Feb 1999 Dec 1999
-5.32% Jun 2003 Jul 2003
-4.82% Apr 2004 Apr 2004
-4.70% Mar 1988 May 1988
-4.42% Dec 1989 Apr 1990
-4.37% Dec 1996 Mar 1997
-4.18% May 1986 May 1986
-3.92% Feb 2020 Mar 2020
-3.82% Jan 1992 Apr 1992
-3.65% Feb 1985 Feb 1985

Yearly Returns

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

Swipe left to see all data
Year US Inflation Protection Portfolio Stocks/Bonds 20/80 Portfolio
2022
-11.94% -12.83%
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%
1991
+18.60% +18.68%
1990
+8.20% +5.70%
1989
+15.77% +16.54%
1988
+6.51% +9.35%
1987
-0.24% +1.75%
1986
+18.39% +15.00%
1985
+26.04% +24.05%
Share this page