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
Drawdowns
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% |