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

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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

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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
(*) Returns over 1 year are annualized

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.

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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.

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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.

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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%
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