Last Update: 31 July 2022

The US Stocks ESG Portfolio obtained a 7.88% compound annual return, with a 17.89% standard deviation, in the last 15 Years.

The Technology Portfolio obtained a 14.43% compound annual return, with a 18.89% standard deviation, in the last 15 Years.

Summary

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US Stocks ESG Portfolio Technology Portfolio
Risk Very High Very High
Asset Allocation Stocks 100% 100%
Fixed Income 0% 0%
Commodities 0% 0%
15 Years Stats Return +7.88% +14.43%
Std Dev 17.89% 18.89%
Max Drawdown -51.80% -49.74%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from September 2005

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1M 6M 1Y 5Y(*) 10Y(*) MAX(*)
US Stocks ESG Portfolio +9.59 -10.32 -10.32 +9.80 +12.23 +8.78
Technology Portfolio +12.55 -12.84 -12.99 +17.92 +18.28 +14.07
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

US Stocks ESG Portfolio: an investment of 1000$, since August 2007, now would be worth 3121.16$, with a total return of 212.12% (7.88% annualized).

Technology Portfolio: an investment of 1000$, since August 2007, now would be worth 7551.34$, with a total return of 655.13% (14.43% annualized).

US Stocks ESG Portfolio: an investment of 1000$, since September 2005, now would be worth 4153.79$, with a total return of 315.38% (8.78% annualized).

Technology Portfolio: an investment of 1000$, since September 2005, now would be worth 9272.32$, with a total return of 827.23% (14.07% annualized).

Drawdowns

Drawdown comparison chart since July 2007.

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US Stocks ESG Portfolio
Technology Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-51.80% Nov 2007 Feb 2009
-49.74% Nov 2007 Feb 2009
-29.33% Jan 2022 Jun 2022
-24.04% Jan 2022 Jun 2022
-23.59% May 2011 Sep 2011
-19.14% Feb 2020 Mar 2020
-17.80% Feb 2018 Dec 2018
-16.96% Sep 2018 Dec 2018
-13.26% Jul 2015 Jan 2016
-12.90% Feb 2020 Mar 2020
-10.79% May 2011 Sep 2011
-9.82% Dec 2015 Feb 2016
-8.88% Aug 2015 Sep 2015
-8.65% Sep 2020 Oct 2020
-8.23% May 2019 May 2019
-8.13% Apr 2012 May 2012
-5.81% Sep 2020 Oct 2020
-5.68% Sep 2021 Sep 2021
-5.32% Feb 2018 Mar 2018
-5.28% Oct 2012 Oct 2012

Drawdown comparison chart since September 2005.

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US Stocks ESG Portfolio
Technology Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-52.70% Jun 2007 Feb 2009
-49.74% Nov 2007 Feb 2009
-29.33% Jan 2022 Jun 2022
-24.04% Jan 2022 Jun 2022
-23.59% May 2011 Sep 2011
-19.14% Feb 2020 Mar 2020
-17.80% Feb 2018 Dec 2018
-16.96% Sep 2018 Dec 2018
-13.26% Jul 2015 Jan 2016
-12.90% Feb 2020 Mar 2020
-11.54% Feb 2006 Jul 2006
-10.79% May 2011 Sep 2011
-9.82% Dec 2015 Feb 2016
-8.88% Aug 2015 Sep 2015
-8.65% Sep 2020 Oct 2020
-8.23% May 2019 May 2019
-8.13% Apr 2012 May 2012
-5.81% Sep 2020 Oct 2020
-5.68% Sep 2021 Sep 2021
-5.32% Feb 2018 Mar 2018

Yearly Returns

Yearly return comparison. Common historical serie start from September 2005.

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Year US Stocks ESG Portfolio Technology Portfolio
2022
-16.75% -20.46%
2021
+26.20% +27.42%
2020
+25.67% +48.40%
2019
+33.37% +38.96%
2018
-15.69% -0.12%
2017
+13.03% +32.66%
2016
+11.65% +7.10%
2015
+2.12% +9.45%
2014
+9.13% +19.18%
2013
+38.98% +36.63%
2012
+17.37% +18.12%
2011
-5.78% +3.47%
2010
+19.88% +20.14%
2009
+39.10% +54.68%
2008
-39.83% -41.73%
2007
+5.81% +19.02%
2006
+18.46% +7.14%
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