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 Total Bond Developed World Portfolio obtained a 4.57% compound annual return, with a 3.11% standard deviation, in the last 10 years.

Summary

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Developed World 20/80 Portfolio Total Bond Developed World Portfolio
Risk Low Low
Asset Allocation Stocks 20% 0%
Fixed Income 80% 100%
Commodities 0% 0%
10 Years Stats Return +4.92% +4.57%
Std Dev 3.99% 3.11%
Max Drawdown -5.98% -4.25%

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
Total Bond Developed World Portfolio -1.66 -1.93 -0.36 -0.30 +4.39 +3.44 +4.57 +5.39
(*) 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 Total Bond Developed World Portfolio
2021
-1.49% -2.28%
2020
+5.67% +4.65%
2019
+10.82% +7.87%
2018
-0.71% +2.81%
2017
+7.20% +2.40%
2016
+4.23% +4.61%
2015
+0.88% +1.19%
2014
+5.80% +8.74%
2013
+3.72% -0.81%
2012
+11.34% +9.54%
2011
+4.42% +8.60%
2010
+8.49% +8.53%
2009
+17.74% +15.30%
2008
-10.01% -2.35%
2007
+6.22% +4.99%
2006
+7.61% +2.94%
2005
+6.71% +4.98%
2004
+8.93% +6.11%
2003
+10.88% +3.93%
2002
+4.31% +9.29%
2001
+4.28% +10.83%
2000
+4.50% +9.20%
1999
+7.82% +0.29%
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