Last Update: 31 October 2021

The Developed World ex-US 60/40 Momentum Portfolio obtained a 8.41% compound annual return, with a 8.08% standard deviation, in the last 5 Years.

The Stocks/Bonds 60/40 Portfolio obtained a 12.68% compound annual return, with a 9.60% standard deviation, in the last 5 Years.

Summary

Swipe left to see all data
Developed World ex-US 60/40 Momentum Portfolio Stocks/Bonds 60/40 Portfolio
Risk High High
Asset Allocation Stocks 60% 60%
Fixed Income 40% 40%
Commodities 0% 0%
5 Years Stats Return +8.41% +12.68%
Std Dev 8.08% 9.60%
Max Drawdown -10.53% -12.29%

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 60/40 Momentum Portfolio +2.84 +0.53 +1.92 +13.11 +8.41 +6.37
Stocks/Bonds 60/40 Portfolio +4.29 +2.68 +6.60 +25.08 +12.68 +10.30
(*) 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 60/40 Momentum Portfolio Stocks/Bonds 60/40 Portfolio
2021
+3.15% +13.02%
2020
+15.15% +15.70%
2019
+17.85% +21.94%
2018
-7.45% -3.17%
2017
+16.24% +14.15%
2016
+2.13% +8.71%
Share this page