Last Update: 28 February 2023

The US Stocks ESG Portfolio obtained a 8.24% compound annual return, with a 18.34% standard deviation, in the last 15 Years.

The US Stocks Portfolio obtained a 9.68% compound annual return, with a 16.72% standard deviation, in the last 15 Years.

Summary

Swipe left to see all data
US Stocks ESG Portfolio US Stocks Portfolio
Risk Very High Very High
Asset Allocation Stocks 100% 100%
Fixed Income 0% 0%
Commodities 0% 0%
15 Years Stats Return +8.24% +9.68%
Std Dev 18.34% 16.72%
Max Drawdown -49.27% -46.56%

Last Update: 28 February 2023

Historical Returns as of Feb 28, 2023

Comparison period starts from September 2005

Swipe left to see all data
1M 6M 1Y 5Y(*) 10Y(*) MAX(*)
US Stocks ESG Portfolio -2.17 +0.69 -10.59 +8.19 +9.74 +8.25
US Stocks Portfolio -2.40 +1.41 -8.31 +9.34 +11.82 +9.10
(*) Returns over 1 year are annualized

Capital Growth as of Feb 28, 2023

US Stocks ESG Portfolio: an investment of 1000$, since March 2008, now would be worth 3281.72$, with a total return of 228.17% (8.24% annualized).

US Stocks Portfolio: an investment of 1000$, since March 2008, now would be worth 3998.37$, with a total return of 299.84% (9.68% annualized).

US Stocks ESG Portfolio: an investment of 1000$, since September 2005, now would be worth 4001.26$, with a total return of 300.13% (8.25% annualized).

US Stocks Portfolio: an investment of 1000$, since September 2005, now would be worth 4592.98$, with a total return of 359.30% (9.10% annualized).

Drawdowns

Drawdown comparison chart since February 2008.

Swipe left to see all data
US Stocks ESG Portfolio
US Stocks Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-49.27% Jun 2008 Feb 2009
-46.56% Jun 2008 Feb 2009
-27.79% Jan 2022 Sep 2022
-24.81% Jan 2022 Sep 2022
-23.59% May 2011 Sep 2011
-20.84% Jan 2020 Mar 2020
-19.14% Feb 2020 Mar 2020
-17.80% Feb 2018 Dec 2018
-17.58% May 2011 Sep 2011
-14.20% Oct 2018 Dec 2018
-13.26% Jul 2015 Jan 2016
-8.84% Jun 2015 Sep 2015
-6.82% Apr 2012 May 2012
-6.45% May 2019 May 2019
-5.81% Sep 2020 Oct 2020
-5.64% Feb 2018 Mar 2018
-5.42% Sep 2020 Oct 2020
-5.21% Sep 2021 Sep 2021
-4.63% Sep 2014 Sep 2014
-4.46% Sep 2021 Sep 2021

Drawdown comparison chart since September 2005.

Swipe left to see all data
US Stocks ESG Portfolio
US Stocks Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-52.70% Jun 2007 Feb 2009
-50.84% Nov 2007 Feb 2009
-27.79% Jan 2022 Sep 2022
-24.81% Jan 2022 Sep 2022
-23.59% May 2011 Sep 2011
-20.84% Jan 2020 Mar 2020
-19.14% Feb 2020 Mar 2020
-17.80% Feb 2018 Dec 2018
-14.20% Oct 2018 Dec 2018
-13.26% Jul 2015 Jan 2016
-8.84% Jun 2015 Sep 2015
-6.82% Apr 2012 May 2012
-6.45% May 2019 May 2019
-5.81% Sep 2020 Oct 2020
-5.64% Feb 2018 Mar 2018
-5.42% Sep 2020 Oct 2020
-5.23% Jun 2007 Jul 2007
-5.21% Sep 2021 Sep 2021
-4.63% Sep 2014 Sep 2014
-4.46% Sep 2021 Sep 2021

Yearly Returns

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

Swipe left to see all data
Year US Stocks ESG Portfolio US Stocks Portfolio
2023
+5.57% +4.36%
2022
-24.04% -19.51%
2021
+26.20% +25.67%
2020
+25.67% +21.03%
2019
+33.37% +30.67%
2018
-15.69% -5.21%
2017
+13.03% +21.21%
2016
+11.65% +12.83%
2015
+2.12% +0.36%
2014
+9.13% +12.54%
2013
+38.98% +33.45%
2012
+17.37% +16.45%
2011
-5.78% +0.97%
2010
+19.88% +17.42%
2009
+39.10% +28.89%
2008
-39.83% -36.98%
2007
+5.81% +5.37%
2006
+18.46% +15.69%
Share this page