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 US Stocks Momentum Portfolio obtained a 9.28% compound annual return, with a 16.40% standard deviation, in the last 25 Years.

Summary

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US Stocks Portfolio US Stocks Momentum Portfolio
Risk Very High Very High
Asset Allocation Stocks 100% 100%
Fixed Income 0% 0%
Commodities 0% 0%
25 Years Stats Return +10.01% +9.28%
Std Dev 15.74% 16.40%
Max Drawdown -50.84% -57.15%

Last Update: 31 October 2021

Historical Returns

Comparison period starts from January 1994

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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 +10.69
US Stocks Momentum Portfolio +9.19 +6.68 +11.61 +29.51 +19.17 +15.43 +9.28 +10.20
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 1994.

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Year US Stocks Portfolio US Stocks Momentum Portfolio
2021
+22.88% +11.32%
2020
+21.03% +36.60%
2019
+30.67% +33.13%
2018
-5.21% -5.96%
2017
+21.21% +23.30%
2016
+12.83% +2.35%
2015
+0.36% +1.13%
2014
+12.54% +12.21%
2013
+33.45% +31.68%
2012
+16.45% +18.18%
2011
+0.97% +1.53%
2010
+17.42% +26.57%
2009
+28.89% +28.02%
2008
-36.98% -46.21%
2007
+5.37% +5.14%
2006
+15.69% +15.85%
2005
+6.31% +4.83%
2004
+12.79% +10.70%
2003
+30.75% +28.18%
2002
-20.47% -21.59%
2001
-10.97% -11.75%
2000
-10.57% -9.73%
1999
+23.81% +20.39%
1998
+23.26% +28.69%
1997
+30.99% +33.48%
1996
+20.96% +22.49%
1995
+35.79% +38.05%
1994
-0.17% +0.40%
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