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

Time Range:

Drawdowns

Time Range:

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%
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