Last Update: 31 October 2021

The Developed World ex-US 40/60 Portfolio obtained a 6.09% compound annual return, with a 6.23% standard deviation, in the last 5 Years.

The Developed World ex-US 40/60 Momentum Portfolio obtained a 6.62% compound annual return, with a 5.80% standard deviation, in the last 5 Years.

Summary

Swipe left to see all data
Developed World ex-US 40/60 Portfolio Developed World ex-US 40/60 Momentum Portfolio
Risk Medium Medium
Asset Allocation Stocks 40% 40%
Fixed Income 60% 60%
Commodities 0% 0%
5 Years Stats Return +6.09% +6.62%
Std Dev 6.23% 5.80%
Max Drawdown -9.83% -7.72%

Last Update: 31 October 2021

Historical Returns

Comparison period starts from February 2015

Swipe left to see all data
1M 3M 6M 1Y 5Y(*) MAX(*)
Developed World ex-US 40/60 Portfolio +1.12 -0.66 +1.72 +11.74 +6.09 +4.96
Developed World ex-US 40/60 Momentum Portfolio +1.76 -0.27 +1.26 +8.03 +6.62 +5.25
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from February 2015.

Swipe left to see all data
Year Developed World ex-US 40/60 Portfolio Developed World ex-US 40/60 Momentum Portfolio
2021
+3.35% +1.24%
2020
+6.69% +11.65%
2019
+13.77% +14.52%
2018
-4.22% -4.03%
2017
+12.01% +11.62%
2016
+3.84% +2.96%
Share this page