Last Update: 28 February 2021
The Developed World 60/40 Portfolio obtained a 5.35% compound annual return, with a 9.11% standard deviation, in the last 10 years.
The Roger Gibson Talmud Portfolio obtained a 8.58% compound annual return, with a 9.42% standard deviation, in the last 10 years.
Summary
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| Developed World 60/40 Portfolio | Roger Gibson Talmud Portfolio | ||
|---|---|---|---|
| Risk | High | High | |
| Asset Allocation | Stocks | 60% | 66.67% |
| Fixed Income | 40% | 33.33% | |
| Commodities | 0% | 0% | |
| 10 Years Stats | Return | +5.35% | +8.58% |
| Std Dev | 9.11% | 9.42% | |
| Max Drawdown | -14.55% | -15.15% | |
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 60/40 Portfolio | +0.79 | +3.63 | +9.33 | +13.76 | +5.28 | +7.89 | +5.35 | +5.81 |
| Roger Gibson Talmud Portfolio | +1.68 | +3.88 | +7.29 | +13.29 | +10.50 | +9.49 | +8.58 | +7.96 |
(*) annualized
Capital Growth
Drawdowns
Yearly Returns
Yearly return comparison. Common historical serie start from January 1999.
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| Year | Developed World 60/40 Portfolio | Roger Gibson Talmud Portfolio |
|---|---|---|
| 2021 |
+0.10% | +1.29% |
| 2020 |
+7.71% | +8.02% |
| 2019 |
+16.72% | +22.79% |
| 2018 |
-7.73% | -3.78% |
| 2017 |
+16.81% | +9.90% |
| 2016 |
+3.45% | +7.99% |
| 2015 |
+0.25% | +1.11% |
| 2014 |
-0.09% | +16.24% |
| 2013 |
+12.77% | +11.22% |
| 2012 |
+14.95% | +12.41% |
| 2011 |
-3.94% | +5.83% |
| 2010 |
+8.42% | +17.33% |
| 2009 |
+22.61% | +20.87% |
| 2008 |
-25.33% | -22.37% |
| 2007 |
+8.69% | -1.40% |
| 2006 |
+16.94% | +18.42% |
| 2005 |
+10.15% | +6.88% |
| 2004 |
+14.59% | +15.93% |
| 2003 |
+24.77% | +23.46% |
| 2002 |
-5.65% | -2.82% |
| 2001 |
-8.83% | +3.27% |
| 2000 |
-4.89% | +9.05% |
| 1999 |
+22.89% | +6.34% |