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 Stocks/Bonds 60/40 Portfolio obtained a 9.59% compound annual return, with a 8.45% standard deviation, in the last 10 years.

Summary

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Developed World 60/40 Portfolio Stocks/Bonds 60/40 Portfolio
Risk High High
Asset Allocation Stocks 60% 60%
Fixed Income 40% 40%
Commodities 0% 0%
10 Years Stats Return +5.35% +9.59%
Std Dev 9.11% 8.45%
Max Drawdown -14.55% -12.29%

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
Stocks/Bonds 60/40 Portfolio +1.27 +3.68 +7.51 +20.59 +11.27 +11.88 +9.59 +6.99
(*) 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 Stocks/Bonds 60/40 Portfolio
2021
+0.10% +0.72%
2020
+7.71% +15.70%
2019
+16.72% +21.94%
2018
-7.73% -3.17%
2017
+16.81% +14.15%
2016
+3.45% +8.71%
2015
+0.25% +0.44%
2014
-0.09% +9.85%
2013
+12.77% +19.23%
2012
+14.95% +11.13%
2011
-3.94% +3.75%
2010
+8.42% +12.93%
2009
+22.61% +18.79%
2008
-25.33% -19.44%
2007
+8.69% +5.99%
2006
+16.94% +11.12%
2005
+10.15% +4.74%
2004
+14.59% +9.37%
2003
+24.77% +20.04%
2002
-5.65% -8.98%
2001
-8.83% -3.21%
2000
-4.89% -1.79%
1999
+22.89% +13.98%
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