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 Stocks/Bonds 40/60 Portfolio obtained a 7.32% compound annual return, with a 6.54% standard deviation, in the last 25 Years.
Summary
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| Developed World ex-US 40/60 Portfolio | Stocks/Bonds 40/60 Portfolio | ||
|---|---|---|---|
| Risk | Medium | Medium | |
| Asset Allocation | Stocks | 40% | 40% |
| Fixed Income | 60% | 60% | |
| Commodities | 0% | 0% | |
| 25 Years Stats | Return | +5.88% | +7.32% |
| Std Dev | 7.18% | 6.54% | |
| Max Drawdown | -26.16% | -19.17% | |
Last Update: 31 October 2021
Historical Returns
Comparison period starts from January 1993
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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 | +6.41 |
| Stocks/Bonds 40/60 Portfolio | +2.97 | +1.50 | +4.87 | +16.24 | +9.51 | +8.30 | +7.32 | +7.71 |
(*) annualized
Capital Growth
Drawdowns
Yearly Returns
Yearly return comparison. Common historical serie start from January 1993.
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| Year | Developed World ex-US 40/60 Portfolio | Stocks/Bonds 40/60 Portfolio |
|---|---|---|
| 2021 |
+3.35% | +8.10% |
| 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% |
| 1998 |
+16.87% | +14.45% |
| 1997 |
-3.46% | +18.06% |
| 1996 |
+4.67% | +10.53% |
| 1995 |
+14.33% | +25.22% |
| 1994 |
-0.47% | -1.66% |
| 1993 |
+21.82% | +10.06% |