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 US Stocks Portfolio obtained a 9.33% compound annual return, with a 16.35% 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 | +7.88% | +9.33% |
| Std Dev | 17.89% | 16.35% | |
| Max Drawdown | -51.80% | -50.84% | |
Last Update: 31 July 2022
Historical Returns as of Jul 31, 2022
Comparison period starts from September 2005
| 1M | 6M | 1Y | 5Y(*) | 10Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|
| US Stocks ESG Portfolio | +9.59 | -10.32 | -10.32 | +9.80 | +12.23 | +8.78 |
| US Stocks Portfolio | +9.35 | -8.42 | -7.75 | +12.11 | +13.43 | +9.59 |
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).
US Stocks Portfolio: an investment of 1000$, since August 2007, now would be worth 3810.63$, with a total return of 281.06% (9.33% 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).
US Stocks Portfolio: an investment of 1000$, since September 2005, now would be worth 4704.47$, with a total return of 370.45% (9.59% annualized).
Drawdowns
Drawdown comparison chart since July 2007.
US Stocks ESG Portfolio |
US Stocks Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -51.80% | Nov 2007 | Feb 2009 | |||
| -50.84% | Nov 2007 | Feb 2009 | |||
| -24.04% | Jan 2022 | Jun 2022 | |||
| -23.59% | May 2011 | Sep 2011 | |||
| -21.32% | Jan 2022 | Jun 2022 | |||
| -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 | |||
| -5.21% | Sep 2021 | Sep 2021 | |||
| -4.63% | Sep 2014 | Sep 2014 | |||
| -4.46% | Sep 2021 | Sep 2021 | |||
| -3.54% | Jul 2014 | Jul 2014 | |||
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 | |||
| -24.04% | Jan 2022 | Jun 2022 | |||
| -23.59% | May 2011 | Sep 2011 | |||
| -21.32% | Jan 2022 | Jun 2022 | |||
| -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 |
|---|---|---|
| 2022 |
-16.75% | -13.97% |
| 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% |