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
| 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
| 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 |
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.
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.
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.
| 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% |
