Last Update: 31 October 2021
The Developed World ex-US 40/60 Portfolio obtained a 5.88% compound annual return, with a 7.18% standard deviation, in the last 25 Years.
The Dynamic 40/60 Income Portfolio obtained a 7.23% compound annual return, with a 8.07% standard deviation, in the last 25 Years.
Summary
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| Developed World ex-US 40/60 Portfolio | Dynamic 40/60 Income Portfolio | ||
|---|---|---|---|
| Risk | Medium | Medium | |
| Asset Allocation | Stocks | 40% | 40% |
| Fixed Income | 60% | 60% | |
| Commodities | 0% | 0% | |
| 25 Years Stats | Return | +5.88% | +7.23% |
| Std Dev | 7.18% | 8.07% | |
| Max Drawdown | -26.16% | -29.85% | |
Last Update: 31 October 2021
Historical Returns
Comparison period starts from January 1995
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| 1M | 3M | 6M | 1Y | 5Y(*) | 10Y(*) | 25Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|---|
| Developed World ex-US 40/60 Portfolio | +1.12 | -0.66 | +1.72 | +11.74 | +6.09 | +5.86 | +5.88 | +6.14 |
| Dynamic 40/60 Income Portfolio | +1.75 | +0.88 | +3.31 | +13.40 | +7.09 | +6.83 | +7.23 | +8.01 |
(*) annualized
Capital Growth
Drawdowns
Yearly Returns
Yearly return comparison. Common historical serie start from January 1995.
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| Year | Developed World ex-US 40/60 Portfolio | Dynamic 40/60 Income Portfolio |
|---|---|---|
| 2021 |
+3.35% | +5.70% |
| 2020 |
+6.69% | +8.28% |
| 2019 |
+13.77% | +15.91% |
| 2018 |
-4.22% | -3.18% |
| 2017 |
+12.01% | +9.18% |
| 2016 |
+3.84% | +7.53% |
| 2015 |
+0.56% | +0.21% |
| 2014 |
+2.85% | +7.01% |
| 2013 |
+8.25% | +6.13% |
| 2012 |
+13.14% | +12.70% |
| 2011 |
+0.24% | +2.96% |
| 2010 |
+8.45% | +11.25% |
| 2009 |
+20.17% | +22.37% |
| 2008 |
-17.67% | -14.80% |
| 2007 |
+7.46% | +0.88% |
| 2006 |
+12.27% | +9.18% |
| 2005 |
+8.43% | +5.23% |
| 2004 |
+11.76% | +8.41% |
| 2003 |
+17.83% | +21.64% |
| 2002 |
-0.67% | +1.03% |
| 2001 |
-2.28% | +8.71% |
| 2000 |
-0.20% | +3.43% |
| 1999 |
+15.36% | +11.02% |
| 1998 |
+16.87% | +6.04% |
| 1997 |
-3.46% | +16.36% |
| 1996 |
+4.67% | +16.81% |
| 1995 |
+14.33% | +23.17% |