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 Technology Portfolio obtained a 13.56% compound annual return, with a 24.76% standard deviation, in the last 25 Years.

Summary

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US Stocks Portfolio Technology Portfolio
Risk Very High Very High
Asset Allocation Stocks 100% 100%
Fixed Income 0% 0%
Commodities 0% 0%
25 Years Stats Return +10.01% +13.56%
Std Dev 15.74% 24.76%
Max Drawdown -50.84% -81.08%

Last Update: 31 October 2021

Historical Returns

Comparison period starts from November 1985

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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 +11.47
Technology Portfolio +7.86 +6.03 +14.50 +44.10 +27.94 +22.09 +13.56 +15.07
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from November 1985.

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Year US Stocks Portfolio Technology Portfolio
2021
+22.88% +23.50%
2020
+21.03% +48.40%
2019
+30.67% +38.96%
2018
-5.21% -0.12%
2017
+21.21% +32.66%
2016
+12.83% +7.10%
2015
+0.36% +9.45%
2014
+12.54% +19.18%
2013
+33.45% +36.63%
2012
+16.45% +18.12%
2011
+0.97% +3.47%
2010
+17.42% +20.14%
2009
+28.89% +54.68%
2008
-36.98% -41.73%
2007
+5.37% +19.02%
2006
+15.69% +7.14%
2005
+6.31% +1.57%
2004
+12.79% +10.54%
2003
+30.75% +49.67%
2002
-20.47% -37.37%
2001
-10.97% -33.34%
2000
-10.57% -36.11%
1999
+23.81% +101.95%
1998
+23.26% +85.30%
1997
+30.99% +20.63%
1996
+20.96% +42.54%
1995
+35.79% +42.54%
1994
-0.17% +1.50%
1993
+10.62% +10.58%
1992
+9.11% +8.86%
1991
+32.39% +64.99%
1990
-6.08% -10.41%
1989
+28.12% +26.17%
1988
+17.32% +13.54%
1987
+2.61% +10.50%
1986
+14.57% +6.89%
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