Last Update: 31 July 2022

The US Stocks Momentum Portfolio obtained a 9.49% compound annual return, with a 15.99% standard deviation, in the last 30 Years.

The Technology Portfolio obtained a 13.75% compound annual return, with a 23.71% standard deviation, in the last 30 Years.

Summary

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US Stocks Momentum Portfolio Technology Portfolio
Risk Very High Very High
Asset Allocation Stocks 100% 100%
Fixed Income 0% 0%
Commodities 0% 0%
30 Years Stats Return +9.49% +13.75%
Std Dev 15.99% 23.71%
Max Drawdown -57.15% -81.08%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from January 1992

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
US Stocks Momentum Portfolio +10.97 -7.32 -17.46 +9.71 +11.41 +9.49 +9.29
Technology Portfolio +12.55 -12.84 -12.99 +17.92 +18.28 +13.75 +13.24
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

US Stocks Momentum Portfolio: an investment of 1000$, since August 1992, now would be worth 15159.71$, with a total return of 1415.97% (9.49% annualized).

Technology Portfolio: an investment of 1000$, since August 1992, now would be worth 47690.23$, with a total return of 4669.02% (13.75% annualized).

US Stocks Momentum Portfolio: an investment of 1000$, since January 1992, now would be worth 15139.26$, with a total return of 1413.93% (9.29% annualized).

Technology Portfolio: an investment of 1000$, since January 1992, now would be worth 44813.15$, with a total return of 4381.31% (13.24% annualized).

Drawdowns

Drawdown comparison chart since July 1992.

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US Stocks Momentum Portfolio
Technology Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-81.08% Apr 2000 Sep 2002
-57.15% Nov 2007 Feb 2009
-44.71% Sep 2000 Sep 2002
-30.28% Nov 2021 Jun 2022
-29.33% Jan 2022 Jun 2022
-18.89% Sep 2018 Dec 2018
-18.04% Feb 2020 Mar 2020
-17.20% Aug 1998 Aug 1998
-16.96% Sep 2018 Dec 2018
-15.28% Jul 1998 Aug 1998
-13.51% Feb 1997 Mar 1997
-12.97% Feb 1994 Jun 1994
-12.90% Feb 2020 Mar 2020
-12.87% Aug 2015 Jan 2016
-10.50% Aug 1997 Dec 1997
-9.82% Dec 2015 Feb 2016
-9.49% Feb 1999 Feb 1999
-8.88% Aug 2015 Sep 2015
-8.65% Sep 2020 Oct 2020
-8.26% Feb 1993 Apr 1993

Drawdown comparison chart since January 1992.

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US Stocks Momentum Portfolio
Technology Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-81.08% Apr 2000 Sep 2002
-57.15% Nov 2007 Feb 2009
-44.71% Sep 2000 Sep 2002
-30.28% Nov 2021 Jun 2022
-29.33% Jan 2022 Jun 2022
-18.89% Sep 2018 Dec 2018
-18.04% Feb 2020 Mar 2020
-17.20% Aug 1998 Aug 1998
-16.96% Sep 2018 Dec 2018
-15.28% Jul 1998 Aug 1998
-13.51% Feb 1997 Mar 1997
-13.48% Mar 1992 Aug 1992
-12.97% Feb 1994 Jun 1994
-12.90% Feb 2020 Mar 2020
-12.87% Aug 2015 Jan 2016
-10.50% Aug 1997 Dec 1997
-9.82% Dec 2015 Feb 2016
-9.49% Feb 1999 Feb 1999
-8.88% Aug 2015 Sep 2015
-8.65% Sep 2020 Oct 2020

Yearly Returns

Yearly return comparison. Common historical serie start from January 1992.

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Year US Stocks Momentum Portfolio Technology Portfolio
2022
-20.05% -20.46%
2021
+7.72% +27.42%
2020
+36.60% +48.40%
2019
+33.13% +38.96%
2018
-5.96% -0.12%
2017
+23.30% +32.66%
2016
+2.35% +7.10%
2015
+1.13% +9.45%
2014
+12.21% +19.18%
2013
+31.68% +36.63%
2012
+18.18% +18.12%
2011
+1.53% +3.47%
2010
+26.57% +20.14%
2009
+28.02% +54.68%
2008
-46.21% -41.73%
2007
+5.14% +19.02%
2006
+15.85% +7.14%
2005
+4.83% +1.57%
2004
+10.70% +10.54%
2003
+28.18% +49.67%
2002
-21.59% -37.37%
2001
-11.75% -33.34%
2000
-9.73% -36.11%
1999
+20.39% +101.95%
1998
+28.69% +85.30%
1997
+33.48% +20.63%
1996
+22.49% +42.54%
1995
+38.05% +42.54%
1994
+0.40% +1.50%
1993
+21.58% +10.58%
1992
+7.92% +8.86%
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