Last Update: 28 February 2021
The Developed World 40/60 Portfolio obtained a 5.18% compound annual return, with a 6.33% standard deviation, in the last 10 years.
The Stocks/Bonds 40/60 Portfolio obtained a 7.59% compound annual return, with a 5.87% standard deviation, in the last 10 years.
Summary
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| Developed World 40/60 Portfolio | Stocks/Bonds 40/60 Portfolio | ||
|---|---|---|---|
| Risk | Medium | Medium | |
| Asset Allocation | Stocks | 40% | 40% |
| Fixed Income | 60% | 60% | |
| Commodities | 0% | 0% | |
| 10 Years Stats | Return | +5.18% | +7.59% |
| Std Dev | 6.33% | 5.87% | |
| Max Drawdown | -9.83% | -8.09% | |
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 40/60 Portfolio | -0.02 | +1.76 | +5.99 | +8.81 | +5.06 | +6.46 | +5.18 | +5.84 |
| Stocks/Bonds 40/60 Portfolio | +0.33 | +1.72 | +4.41 | +13.83 | +9.34 | +9.10 | +7.59 | +6.31 |
(*) annualized
Capital Growth
Drawdowns
Yearly Returns
Yearly return comparison. Common historical serie start from January 1999.
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| Year | Developed World 40/60 Portfolio | Stocks/Bonds 40/60 Portfolio |
|---|---|---|
| 2021 |
-0.69% | -0.32% |
| 2020 |
+6.69% | +13.04% |
| 2019 |
+13.77% | +17.57% |
| 2018 |
-4.22% | -2.15% |
| 2017 |
+12.01% | +10.63% |
| 2016 |
+3.84% | +6.64% |
| 2015 |
+0.56% | +0.48% |
| 2014 |
+2.85% | +8.51% |
| 2013 |
+8.25% | +12.12% |
| 2012 |
+13.14% | +8.47% |
| 2011 |
+0.24% | +5.14% |
| 2010 |
+8.45% | +10.69% |
| 2009 |
+20.17% | +13.74% |
| 2008 |
-17.67% | -10.67% |
| 2007 |
+7.46% | +6.30% |
| 2006 |
+12.27% | +8.84% |
| 2005 |
+8.43% | +3.96% |
| 2004 |
+11.76% | +7.66% |
| 2003 |
+17.83% | +14.68% |
| 2002 |
-0.67% | -3.23% |
| 2001 |
-2.28% | +0.67% |
| 2000 |
-0.20% | +2.61% |
| 1999 |
+15.36% | +9.07% |