Last Update: 31 August 2021

The US Stocks Portfolio obtained a 16.21% compound annual return, with a 13.83% standard deviation, in the last 10 years.

The Stocks/Bonds 80/20 Portfolio obtained a 13.65% compound annual return, with a 11.05% standard deviation, in the last 10 years.

Summary

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US Stocks Portfolio Stocks/Bonds 80/20 Portfolio
Risk Very High Very High
Asset Allocation Stocks 100% 80%
Fixed Income 0% 20%
Commodities 0% 0%
10 Years Stats Return +16.21% +13.65%
Std Dev 13.83% 11.05%
Max Drawdown -20.84% -16.53%

Last Update: 31 August 2021

Historical Returns

The examinated historical serie starts from January 1987

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
US Stocks Portfolio +2.86 +7.24 +17.28 +33.44 +17.90 +18.00 +16.21 +11.09
Stocks/Bonds 80/20 Portfolio +2.33 +6.29 +14.27 +26.42 +15.54 +15.08 +13.65 +10.27
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 1987.

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Year US Stocks Portfolio Stocks/Bonds 80/20 Portfolio
2021
+20.56% +16.28%
2020
+21.03% +18.36%
2019
+30.67% +26.30%
2018
-5.21% -4.19%
2017
+21.21% +17.68%
2016
+12.83% +10.77%
2015
+0.36% +0.40%
2014
+12.54% +11.20%
2013
+33.45% +26.34%
2012
+16.45% +13.79%
2011
+0.97% +2.36%
2010
+17.42% +15.18%
2009
+28.89% +23.84%
2008
-36.98% -28.21%
2007
+5.37% +5.68%
2006
+15.69% +13.41%
2005
+6.31% +5.53%
2004
+12.79% +11.08%
2003
+30.75% +25.40%
2002
-20.47% -14.73%
2001
-10.97% -7.09%
2000
-10.57% -6.18%
1999
+23.81% +18.90%
1998
+23.26% +20.33%
1997
+30.99% +26.68%
1996
+20.96% +17.49%
1995
+35.79% +32.26%
1994
-0.17% -0.67%
1993
+10.62% +10.44%
1992
+9.11% +8.71%
1991
+32.39% +28.96%
1990
-6.08% -3.13%
1989
+28.12% +25.22%
1988
+17.32% +15.32%
1987
+2.61% +2.40%
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