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

Time Range:

Drawdowns

Time Range:

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%
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