Last Update: 31 July 2022
The Developed World ex-US 40/60 Momentum Portfolio obtained a 4.05% compound annual return, with a 6.00% standard deviation, in the last 10 Years.
The iShares Lifepath Fund Portfolio obtained a 5.47% compound annual return, with a 6.37% standard deviation, in the last 10 Years.
Summary
| Developed World ex-US 40/60 Momentum Portfolio | iShares Lifepath Fund Portfolio | ||
|---|---|---|---|
| Risk | Medium | Medium | |
| Asset Allocation | Stocks | 40% | 40.42% |
| Fixed Income | 60% | 59.58% | |
| Commodities | 0% | 0% | |
| 10 Years Stats | Return | +4.05% | +5.47% |
| Std Dev | 6.00% | 6.37% | |
| Max Drawdown | -14.31% | -14.06% | |
Last Update: 31 July 2022
Historical Returns as of Jul 31, 2022
Comparison period starts from August 2009
| 1M | 6M | 1Y | 5Y(*) | 10Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|
| Developed World ex-US 40/60 Momentum Portfolio | +3.18 | -8.40 | -11.44 | +2.73 | +4.05 | +4.94 |
| iShares Lifepath Fund Portfolio | +4.39 | -7.29 | -8.60 | +4.76 | +5.47 | +6.23 |
Capital Growth as of Jul 31, 2022
Developed World ex-US 40/60 Momentum Portfolio: an investment of 1000$, since August 2012, now would be worth 1487.92$, with a total return of 48.79% (4.05% annualized).
iShares Lifepath Fund Portfolio: an investment of 1000$, since August 2012, now would be worth 1702.92$, with a total return of 70.29% (5.47% annualized).
Developed World ex-US 40/60 Momentum Portfolio: an investment of 1000$, since August 2009, now would be worth 1872.34$, with a total return of 87.23% (4.94% annualized).
iShares Lifepath Fund Portfolio: an investment of 1000$, since August 2009, now would be worth 2194.69$, with a total return of 119.47% (6.23% annualized).
Drawdowns
Drawdown comparison chart since July 2012.
Developed World ex-US 40/60 Momentum Portfolio |
iShares Lifepath Fund Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -14.31% | Sep 2021 | Jun 2022 | |||
| -14.06% | Jan 2022 | Jun 2022 | |||
| -8.33% | Feb 2020 | Mar 2020 | |||
| -7.72% | Feb 2020 | Mar 2020 | |||
| -6.00% | Feb 2018 | Dec 2018 | |||
| -5.38% | May 2015 | Sep 2015 | |||
| -5.27% | Sep 2018 | Dec 2018 | |||
| -5.17% | May 2013 | Jun 2013 | |||
| -4.45% | May 2015 | Sep 2015 | |||
| -4.27% | Aug 2016 | Nov 2016 | |||
| -2.99% | May 2013 | Jun 2013 | |||
| -2.73% | Feb 2018 | Apr 2018 | |||
| -2.41% | Sep 2020 | Oct 2020 | |||
| -2.34% | Sep 2021 | Sep 2021 | |||
| -1.80% | Oct 2016 | Nov 2016 | |||
| -1.78% | Sep 2014 | Sep 2014 | |||
| -1.68% | May 2019 | May 2019 | |||
| -1.62% | Jan 2021 | Feb 2021 | |||
| -1.52% | Sep 2014 | Dec 2014 | |||
| -1.33% | Oct 2020 | Oct 2020 | |||
Drawdown comparison chart since August 2009.
Developed World ex-US 40/60 Momentum Portfolio |
iShares Lifepath Fund Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -14.31% | Sep 2021 | Jun 2022 | |||
| -14.06% | Jan 2022 | Jun 2022 | |||
| -8.94% | May 2011 | Sep 2011 | |||
| -8.33% | Feb 2020 | Mar 2020 | |||
| -7.72% | Feb 2020 | Mar 2020 | |||
| -6.00% | Feb 2018 | Dec 2018 | |||
| -5.64% | May 2011 | Sep 2011 | |||
| -5.38% | May 2015 | Sep 2015 | |||
| -5.27% | Sep 2018 | Dec 2018 | |||
| -5.17% | May 2013 | Jun 2013 | |||
| -4.45% | May 2015 | Sep 2015 | |||
| -4.27% | Aug 2016 | Nov 2016 | |||
| -4.04% | May 2010 | May 2010 | |||
| -3.83% | May 2010 | Jun 2010 | |||
| -2.99% | May 2013 | Jun 2013 | |||
| -2.74% | May 2012 | May 2012 | |||
| -2.73% | Feb 2018 | Apr 2018 | |||
| -2.41% | Sep 2020 | Oct 2020 | |||
| -2.34% | Sep 2021 | Sep 2021 | |||
| -2.00% | Nov 2010 | Nov 2010 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from August 2009.
| Year | Developed World ex-US 40/60 Momentum Portfolio | iShares Lifepath Fund Portfolio |
|---|---|---|
| 2022 |
-11.22% | -10.28% |
| 2021 |
+1.27% | +8.05% |
| 2020 |
+11.65% | +11.47% |
| 2019 |
+14.52% | +16.20% |
| 2018 |
-4.03% | -3.49% |
| 2017 |
+11.62% | +11.24% |
| 2016 |
+2.96% | +6.11% |
| 2015 |
+0.07% | -0.37% |
| 2014 |
+1.57% | +6.00% |
| 2013 |
+8.39% | +9.07% |
| 2012 |
+12.90% | +9.09% |
| 2011 |
-0.59% | +3.66% |
| 2010 |
+10.77% | +10.07% |