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

Time Range:

Drawdowns

Time Range:

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%
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