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 Stocks/Bonds 20/80 Portfolio obtained a 5.54% compound annual return, with a 3.78% standard deviation, in the last 10 years.

Summary

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Developed World 20/80 Portfolio Stocks/Bonds 20/80 Portfolio
Risk Low Low
Asset Allocation Stocks 20% 20%
Fixed Income 80% 80%
Commodities 0% 0%
10 Years Stats Return +4.92% +5.54%
Std Dev 3.99% 3.78%
Max Drawdown -5.98% -3.91%

Last Update: 28 February 2021

Historical Returns

The examinated historical serie starts from January 1999

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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 +5.70
Stocks/Bonds 20/80 Portfolio -0.61 -0.26 +1.34 +7.45 +7.37 +6.31 +5.54 +5.48
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 1999.

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Year Developed World 20/80 Portfolio Stocks/Bonds 20/80 Portfolio
2021
-1.49% -1.36%
2020
+5.67% +10.38%
2019
+10.82% +13.20%
2018
-0.71% -1.13%
2017
+7.20% +7.10%
2016
+4.23% +4.58%
2015
+0.88% +0.52%
2014
+5.80% +7.16%
2013
+3.72% +5.01%
2012
+11.34% +5.82%
2011
+4.42% +6.53%
2010
+8.49% +8.44%
2009
+17.74% +8.69%
2008
-10.01% -1.91%
2007
+6.22% +6.61%
2006
+7.61% +6.55%
2005
+6.71% +3.18%
2004
+8.93% +5.95%
2003
+10.88% +9.33%
2002
+4.31% +2.51%
2001
+4.28% +4.55%
2000
+4.50% +7.00%
1999
+7.82% +4.16%
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