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

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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

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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
US Stocks Portfolio +9.35 -8.42 -7.75 +12.11 +13.43 +9.59
(*) 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).

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.

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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.

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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.

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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%
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