US Stocks ESG vs Technology Portfolio Comparison

Last Update: 29 February 2024

The US Stocks ESG Portfolio obtained a 10.09% compound annual return, with a 16.04% standard deviation, in the last 10 Years.

The Technology Portfolio obtained a 18.10% compound annual return, with a 18.36% standard deviation, in the last 10 Years.

Summary

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US Stocks ESG Portfolio Technology Portfolio
Portfolio Risk Very High Very High
Asset Allocation Stocks 100% 100%
Fixed Income 0% 0%
Commodities 0% 0%
10 Years Stats Return +10.09% +18.10%
Std Dev 16.04% 18.36%
Max Drawdown -27.79% -32.58%
All time Stats
(Since Sep 2005)
Return +9.43% +14.89%
Std Dev 17.17% 18.51%
Max Drawdown -52.70% -49.74%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from September 2005

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1M 6M 1Y 5Y 10Y MAX
US Stocks ESG Portfolio +5.39 +15.15 +32.35 +14.85 +10.09 +9.43
Technology Portfolio +5.28 +16.60 +50.57 +21.24 +18.10 +14.89
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

US Stocks ESG Portfolio: an investment of 1$, since March 2014, now would be worth 2.61$, with a total return of 161.43% (10.09% annualized).

Technology Portfolio: an investment of 1$, since March 2014, now would be worth 5.28$, with a total return of 427.89% (18.10% annualized).

US Stocks ESG Portfolio: an investment of 1$, since September 2005, now would be worth 5.30$, with a total return of 429.56% (9.43% annualized).

Technology Portfolio: an investment of 1$, since September 2005, now would be worth 13.05$, with a total return of 1204.72% (14.89% annualized).

Drawdowns

Drawdown comparison chart since March 2014.

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US Stocks ESG Portfolio
Technology Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-32.58% Jan 2022 Dec 2022 (12) Dec 2023 (24) 19.19
-27.79% Jan 2022 Sep 2022 (9) Jan 2024 (25) 15.67
-19.14% Feb 2020 Mar 2020 (2) Jul 2020 (6) 8.48
-17.80% Feb 2018 Dec 2018 (11) Jul 2019 (18) 7.36
-16.96% Sep 2018 Dec 2018 (4) Apr 2019 (8) 8.13
-13.26% Jul 2015 Jan 2016 (7) Nov 2016 (17) 6.04
-12.90% Feb 2020 Mar 2020 (2) Apr 2020 (3) 7.13
-9.82% Dec 2015 Feb 2016 (3) Jul 2016 (8) 5.36
-8.88% Aug 2015 Sep 2015 (2) Oct 2015 (3) 5.60
-8.65% Sep 2020 Oct 2020 (2) Nov 2020 (3) 5.20
-8.23% May 2019 May 2019 (1) Jul 2019 (3) 4.16
-5.81% Sep 2020 Oct 2020 (2) Nov 2020 (3) 3.48
-5.68% Sep 2021 Sep 2021 (1) Oct 2021 (2) 3.28
-5.32% Feb 2018 Mar 2018 (2) May 2018 (4) 3.27
-5.21% Sep 2021 Sep 2021 (1) Oct 2021 (2) 3.01
-4.63% Sep 2014 Sep 2014 (1) Nov 2014 (3) 2.61
-4.28% Dec 2014 Jan 2015 (2) Feb 2015 (3) 2.41
-3.54% Jul 2014 Jul 2014 (1) Aug 2014 (2) 2.04
-3.04% Mar 2014 Apr 2014 (2) May 2014 (3) 2.04
-2.48% Jun 2015 Jun 2015 (1) Jul 2015 (2) 1.43

Drawdown comparison chart since September 2005.

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US Stocks ESG Portfolio
Technology Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-52.70% Jun 2007 Feb 2009 (21) Feb 2011 (45) 25.25
-49.74% Nov 2007 Feb 2009 (16) Dec 2010 (38) 25.49
-32.58% Jan 2022 Dec 2022 (12) Dec 2023 (24) 19.19
-27.79% Jan 2022 Sep 2022 (9) Jan 2024 (25) 15.67
-23.59% May 2011 Sep 2011 (5) Jan 2013 (21) 9.88
-19.14% Feb 2020 Mar 2020 (2) Jul 2020 (6) 8.48
-17.80% Feb 2018 Dec 2018 (11) Jul 2019 (18) 7.36
-16.96% Sep 2018 Dec 2018 (4) Apr 2019 (8) 8.13
-13.26% Jul 2015 Jan 2016 (7) Nov 2016 (17) 6.04
-12.90% Feb 2020 Mar 2020 (2) Apr 2020 (3) 7.13
-11.54% Feb 2006 Jul 2006 (6) Oct 2006 (9) 5.61
-10.79% May 2011 Sep 2011 (5) Jan 2012 (9) 4.65
-9.82% Dec 2015 Feb 2016 (3) Jul 2016 (8) 5.36
-8.88% Aug 2015 Sep 2015 (2) Oct 2015 (3) 5.60
-8.65% Sep 2020 Oct 2020 (2) Nov 2020 (3) 5.20
-8.23% May 2019 May 2019 (1) Jul 2019 (3) 4.16
-8.13% Apr 2012 May 2012 (2) Aug 2012 (5) 4.19
-5.81% Sep 2020 Oct 2020 (2) Nov 2020 (3) 3.48
-5.68% Sep 2021 Sep 2021 (1) Oct 2021 (2) 3.28
-5.32% Feb 2018 Mar 2018 (2) May 2018 (4) 3.27

Yearly Returns

For each year, the following table provides the return and intra-year drawdown.
The highlighted returns represent the highest values for that specific year.
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Year Return Drawdown Return Drawdown
2024
+6.82%
0.00%
+7.20%
0.00%
2023
+30.80%
-9.36%
+54.85%
-8.42%
2022
-24.04%
-27.79%
-32.58%
-32.58%
2021
+26.20%
-5.21%
+27.42%
-5.68%
2020
+25.67%
-19.14%
+48.40%
-12.90%
2019
+33.37%
-6.25%
+38.96%
-8.23%
2018
-15.69%
-17.80%
-0.12%
-16.96%
2017
+13.03%
-1.52%
+32.66%
-2.32%
2016
+11.65%
-6.66%
+7.10%
-8.37%
2015
+2.12%
-10.78%
+9.45%
-8.88%
2014
+9.13%
-4.63%
+19.18%
-3.04%
2013
+38.98%
-3.17%
+36.63%
-2.39%
2012
+17.37%
-9.30%
+18.12%
-8.13%
2011
-5.78%
-23.59%
+3.47%
-10.79%
2010
+19.88%
-12.90%
+20.14%
-12.93%
2009
+39.10%
-15.76%
+54.68%
-7.43%
2008
-39.83%
-43.27%
-41.73%
-43.03%
2007
+5.81%
-6.69%
+19.02%
-6.83%
2006
+18.46%
-2.59%
+7.14%
-11.54%