Last Update: 31 December 2022

The Developed World ex-US 20/80 Portfolio obtained a 5.36% compound annual return, with a 5.20% standard deviation, in the last 30 Years.

The High Yield Bonds Income Portfolio obtained a 6.74% compound annual return, with a 8.65% standard deviation, in the last 30 Years.

Summary

Swipe left to see all data
Developed World ex-US 20/80 Portfolio High Yield Bonds Income Portfolio
Risk Low Low
Asset Allocation Stocks 20% 0%
Fixed Income 80% 100%
Commodities 0% 0%
30 Years Stats Return +5.36% +6.74%
Std Dev 5.20% 8.65%
Max Drawdown -16.80% -23.97%

Last Update: 31 December 2022

Historical Returns as of Dec 31, 2022

Comparison period starts from January 1985

Swipe left to see all data
1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Developed World ex-US 20/80 Portfolio -2.64 -1.83 -13.28 +0.27 +2.28 +5.36 +7.14
High Yield Bonds Income Portfolio -1.82 +1.09 -16.88 +0.05 +2.19 +6.74 +7.69
(*) Returns over 1 year are annualized

Capital Growth as of Dec 31, 2022

Developed World ex-US 20/80 Portfolio: an investment of 1000$, since January 1993, now would be worth 4786.42$, with a total return of 378.64% (5.36% annualized).

High Yield Bonds Income Portfolio: an investment of 1000$, since January 1993, now would be worth 7083.07$, with a total return of 608.31% (6.74% annualized).

Developed World ex-US 20/80 Portfolio: an investment of 1000$, since January 1985, now would be worth 13740.49$, with a total return of 1274.05% (7.14% annualized).

High Yield Bonds Income Portfolio: an investment of 1000$, since January 1985, now would be worth 16723.60$, with a total return of 1572.36% (7.69% annualized).

Drawdowns

Drawdown comparison chart since December 1992.

Swipe left to see all data
Developed World ex-US 20/80 Portfolio
High Yield Bonds Income Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-23.97% Nov 2007 Oct 2008
-21.84% Sep 2021 Sep 2022
-16.80% Aug 2021 Sep 2022
-15.55% Mar 2008 Nov 2008
-11.99% Feb 2020 Mar 2020
-8.48% Aug 1998 Aug 1998
-7.79% Mar 2015 Jan 2016
-7.46% Dec 1996 Apr 1997
-7.41% Feb 1994 Jun 1994
-6.71% May 2013 Aug 2013
-6.70% May 2002 Jul 2002
-6.51% Feb 1994 Feb 1995
-5.99% Feb 2020 Mar 2020
-4.56% Apr 2004 May 2004
-4.53% Jan 2018 Dec 2018
-4.48% May 2013 Jun 2013
-4.40% Aug 2011 Sep 2011
-3.93% Oct 2016 Nov 2016
-3.91% Jul 2003 Jul 2003
-3.84% May 2007 Jul 2007

Drawdown comparison chart since January 1985.

Swipe left to see all data
Developed World ex-US 20/80 Portfolio
High Yield Bonds Income Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-23.97% Nov 2007 Oct 2008
-21.84% Sep 2021 Sep 2022
-16.80% Aug 2021 Sep 2022
-15.55% Mar 2008 Nov 2008
-11.99% Feb 2020 Mar 2020
-8.48% Aug 1998 Aug 1998
-7.89% Aug 1990 Sep 1990
-7.79% Mar 2015 Jan 2016
-7.63% Mar 1987 Oct 1987
-7.46% Dec 1996 Apr 1997
-7.41% Feb 1994 Jun 1994
-7.02% Jan 1990 Apr 1990
-6.71% May 2013 Aug 2013
-6.70% May 2002 Jul 2002
-6.51% Feb 1994 Feb 1995
-6.31% Aug 1990 Sep 1990
-5.99% Feb 2020 Mar 2020
-4.56% Apr 2004 May 2004
-4.53% Jan 2018 Dec 2018
-4.48% May 2013 Jun 2013

Yearly Returns

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

Swipe left to see all data
Year Developed World ex-US 20/80 Portfolio High Yield Bonds Income Portfolio
2022
-13.28% -16.88%
2021
+0.51% +0.88%
2020
+5.67% +7.08%
2019
+10.82% +16.98%
2018
-0.71% -4.53%
2017
+7.20% +8.78%
2016
+4.23% +12.01%
2015
+0.88% -3.94%
2014
+5.80% +6.28%
2013
+3.72% -0.40%
2012
+11.34% +12.61%
2011
+4.42% +9.07%
2010
+8.49% +11.52%
2009
+17.74% +23.52%
2008
-10.01% -10.54%
2007
+6.22% +3.36%
2006
+7.61% +7.28%
2005
+6.71% +5.61%
2004
+8.93% +9.55%
2003
+10.88% +18.30%
2002
+4.31% +7.38%
2001
+4.28% +10.89%
2000
+4.50% +6.15%
1999
+7.82% +6.34%
1998
+16.99% +2.17%
1997
-4.15% +13.61%
1996
+4.66% +14.28%
1995
+17.78% +22.64%
1994
-3.88% -4.27%
1993
+19.11% +18.58%
1992
+6.56% +12.00%
1991
+19.03% +25.88%
1990
+0.80% -0.59%
1989
+11.45% +8.29%
1988
+12.16% +11.12%
1987
+8.87% +0.07%
1986
+25.77% +15.01%
1985
+31.17% +21.64%
Share this page