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

Time Range:

Drawdowns

Time Range:

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%
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