Last Update: 28 February 2021
The Developed World 20/80 Portfolio obtained a 4.92% compound annual return, with a 3.99% standard deviation, in the last 10 years.
The High Yield Bonds Income Portfolio obtained a 5.71% compound annual return, with a 7.44% standard deviation, in the last 10 years.
Summary
Swipe left to see all data
| Developed World 20/80 Portfolio | High Yield Bonds Income Portfolio | ||
|---|---|---|---|
| Risk | Low | Low | |
| Asset Allocation | Stocks | 20% | 0% |
| Fixed Income | 80% | 100% | |
| Commodities | 0% | 0% | |
| 10 Years Stats | Return | +4.92% | +5.71% |
| Std Dev | 3.99% | 7.44% | |
| Max Drawdown | -5.98% | -11.99% | |
Last Update: 28 February 2021
Historical Returns
The examinated historical serie starts from January 2008
Swipe left to see all data
| 1M | 3M | 6M | 1Y | 3Y(*) | 5Y(*) | 10Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|---|
| Developed World 20/80 Portfolio | -0.84 | -0.09 | +2.76 | +4.13 | +4.76 | +4.98 | +4.92 | +4.97 |
| High Yield Bonds Income Portfolio | -1.61 | -1.51 | +1.52 | +3.42 | +5.96 | +7.04 | +5.71 | +6.08 |
(*) annualized
Capital Growth
Drawdowns
Yearly Returns
Yearly return comparison. Common historical serie start from January 2008.
Swipe left to see all data
| Year | Developed World 20/80 Portfolio | High Yield Bonds Income Portfolio |
|---|---|---|
| 2021 |
-1.49% | -2.96% |
| 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% |