Last Update: 31 July 2022

The US Stocks ESG Portfolio obtained a 9.80% compound annual return, with a 17.88% standard deviation, in the last 5 Years.

The Robert Shiller Cape US Sector Value Portfolio obtained a 14.16% compound annual return, with a 17.71% standard deviation, in the last 5 Years.

Summary

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US Stocks ESG Portfolio Robert Shiller Cape US Sector Value Portfolio
Risk Very High Very High
Asset Allocation Stocks 100% 100%
Fixed Income 0% 0%
Commodities 0% 0%
5 Years Stats Return +9.80% +14.16%
Std Dev 17.88% 17.71%
Max Drawdown -24.04% -21.00%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from November 2012

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1M 6M 1Y 5Y(*) MAX(*)
US Stocks ESG Portfolio +9.59 -10.32 -10.32 +9.80 +11.86
Robert Shiller Cape US Sector Value Portfolio +13.28 -2.62 -0.75 +14.16 +16.08
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

US Stocks ESG Portfolio: an investment of 1000$, since August 2017, now would be worth 1596.13$, with a total return of 59.61% (9.80% annualized).

Robert Shiller Cape US Sector Value Portfolio: an investment of 1000$, since August 2017, now would be worth 1939.33$, with a total return of 93.93% (14.16% annualized).

US Stocks ESG Portfolio: an investment of 1000$, since November 2012, now would be worth 2983.53$, with a total return of 198.35% (11.86% annualized).

Robert Shiller Cape US Sector Value Portfolio: an investment of 1000$, since November 2012, now would be worth 4278.20$, with a total return of 327.82% (16.08% annualized).

Drawdowns

Drawdown comparison chart since July 2017.

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US Stocks ESG Portfolio
Robert Shiller Cape US Sector Value Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-24.04% Jan 2022 Jun 2022
-21.00% Feb 2020 Mar 2020
-19.14% Feb 2020 Mar 2020
-17.93% Jan 2022 Jun 2022
-17.80% Feb 2018 Dec 2018
-15.27% Oct 2018 Dec 2018
-5.96% May 2019 May 2019
-5.81% Sep 2020 Oct 2020
-5.62% Feb 2018 Mar 2018
-5.21% Sep 2021 Sep 2021
-5.00% Sep 2021 Sep 2021
-4.02% Sep 2020 Oct 2020
-2.04% Aug 2019 Aug 2019
-2.03% Nov 2021 Nov 2021
-1.76% Aug 2019 Aug 2019
-1.22% Aug 2017 Aug 2017
-1.08% Nov 2021 Nov 2021
-1.07% Jan 2021 Jan 2021
-0.54% Jan 2021 Jan 2021
-0.08% May 2021 May 2021

Drawdown comparison chart since November 2012.

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US Stocks ESG Portfolio
Robert Shiller Cape US Sector Value Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-24.04% Jan 2022 Jun 2022
-21.00% Feb 2020 Mar 2020
-19.14% Feb 2020 Mar 2020
-17.93% Jan 2022 Jun 2022
-17.80% Feb 2018 Dec 2018
-15.27% Oct 2018 Dec 2018
-13.26% Jul 2015 Jan 2016
-8.74% Aug 2015 Sep 2015
-5.96% May 2019 May 2019
-5.81% Sep 2020 Oct 2020
-5.62% Feb 2018 Mar 2018
-5.21% Sep 2021 Sep 2021
-5.00% Sep 2021 Sep 2021
-4.63% Sep 2014 Sep 2014
-4.58% Jan 2016 Jan 2016
-4.02% Sep 2020 Oct 2020
-3.84% Jan 2014 Jan 2014
-3.54% Jul 2014 Jul 2014
-3.17% Aug 2013 Aug 2013
-3.16% Jan 2014 Jan 2014

Yearly Returns

Yearly return comparison. Common historical serie start from November 2012.

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Year US Stocks ESG Portfolio Robert Shiller Cape US Sector Value Portfolio
2022
-16.75% -7.03%
2021
+26.20% +27.80%
2020
+25.67% +19.47%
2019
+33.37% +32.61%
2018
-15.69% -3.51%
2017
+13.03% +21.38%
2016
+11.65% +18.06%
2015
+2.12% +4.57%
2014
+9.13% +15.77%
2013
+38.98% +33.36%
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