Last Update: 31 October 2021

The US Stocks Portfolio obtained a 16.1% compound annual return, with a 13.40% standard deviation, in the last 10 Years.

The US Stocks ESG Portfolio obtained a 14.5% compound annual return, with a 14.19% standard deviation, in the last 10 Years.

Summary

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US Stocks Portfolio US Stocks ESG Portfolio
Risk Very High Very High
Asset Allocation Stocks 100% 100%
Fixed Income 0% 0%
Commodities 0% 0%
10 Years Stats Return +16.10% +14.50%
Std Dev 13.40% 14.19%
Max Drawdown -20.84% -19.14%

Last Update: 31 October 2021

Historical Returns

Comparison period starts from September 2005

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1M 3M 6M 1Y 5Y(*) 10Y(*) MAX(*)
US Stocks Portfolio +6.69 +4.84 +9.80 +43.80 +18.93 +16.10 +10.93
US Stocks ESG Portfolio +7.08 +4.75 +10.42 +42.73 +15.75 +14.50 +10.26
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from September 2005.

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Year US Stocks Portfolio US Stocks ESG Portfolio
2021
+22.88% +22.72%
2020
+21.03% +25.67%
2019
+30.67% +33.37%
2018
-5.21% -15.69%
2017
+21.21% +13.03%
2016
+12.83% +11.65%
2015
+0.36% +2.12%
2014
+12.54% +9.13%
2013
+33.45% +38.98%
2012
+16.45% +17.37%
2011
+0.97% -5.78%
2010
+17.42% +19.88%
2009
+28.89% +39.10%
2008
-36.98% -39.83%
2007
+5.37% +5.81%
2006
+15.69% +18.46%
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