Last Update: 31 October 2021

The US Stocks Portfolio obtained a 10.01% compound annual return, with a 15.74% standard deviation, in the last 25 Years.

The Aggressive Global Income Portfolio obtained a 9.31% compound annual return, with a 14.81% standard deviation, in the last 25 Years.

Summary

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US Stocks Portfolio Aggressive Global Income Portfolio
Risk Very High Very High
Asset Allocation Stocks 100% 80%
Fixed Income 0% 20%
Commodities 0% 0%
25 Years Stats Return +10.01% +9.31%
Std Dev 15.74% 14.81%
Max Drawdown -50.84% -52.62%

Last Update: 31 October 2021

Historical Returns

Comparison period starts from January 1986

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1M 3M 6M 1Y 5Y(*) 10Y(*) 25Y(*) MAX(*)
US Stocks Portfolio +6.69 +4.84 +9.80 +43.80 +18.93 +16.10 +10.01 +11.19
Aggressive Global Income Portfolio +3.00 +1.08 +3.00 +30.31 +8.38 +8.18 +9.31 +10.33
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 1986.

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Year US Stocks Portfolio Aggressive Global Income Portfolio
2021
+22.88% +14.01%
2020
+21.03% -1.13%
2019
+30.67% +19.97%
2018
-5.21% -8.07%
2017
+21.21% +13.53%
2016
+12.83% +18.29%
2015
+0.36% -6.99%
2014
+12.54% +3.96%
2013
+33.45% +19.30%
2012
+16.45% +12.95%
2011
+0.97% +0.62%
2010
+17.42% +14.37%
2009
+28.89% +33.97%
2008
-36.98% -34.21%
2007
+5.37% +3.78%
2006
+15.69% +23.12%
2005
+6.31% +12.89%
2004
+12.79% +15.91%
2003
+30.75% +33.93%
2002
-20.47% -7.75%
2001
-10.97% +5.43%
2000
-10.57% +0.11%
1999
+23.81% +41.89%
1998
+23.26% +10.70%
1997
+30.99% +17.80%
1996
+20.96% +13.23%
1995
+35.79% +21.51%
1994
-0.17% +2.43%
1993
+10.62% +19.55%
1992
+9.11% +4.78%
1991
+32.39% +27.42%
1990
-6.08% -14.05%
1989
+28.12% +16.55%
1988
+17.32% +20.36%
1987
+2.61% +9.17%
1986
+14.57% +28.71%
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