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
Drawdowns
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% |