Last Update: 31 July 2022

The Developed World ex-US 80/20 Portfolio obtained a 5.85% compound annual return, with a 13.15% standard deviation, in the last 30 Years.

The Stocks/Bonds 80/20 Portfolio obtained a 9.21% compound annual return, with a 12.07% standard deviation, in the last 30 Years.

Summary

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Developed World ex-US 80/20 Portfolio Stocks/Bonds 80/20 Portfolio
Risk Very High Very High
Asset Allocation Stocks 80% 80%
Fixed Income 20% 20%
Commodities 0% 0%
30 Years Stats Return +5.85% +9.21%
Std Dev 13.15% 12.07%
Max Drawdown -47.74% -41.09%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from January 1986

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Developed World ex-US 80/20 Portfolio +4.84 -10.07 -12.97 +3.00 +5.76 +5.85 +7.01
Stocks/Bonds 80/20 Portfolio +7.80 -7.97 -7.81 +10.07 +11.16 +9.21 +9.81
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

Developed World ex-US 80/20 Portfolio: an investment of 1000$, since August 1992, now would be worth 5501.67$, with a total return of 450.17% (5.85% annualized).

Stocks/Bonds 80/20 Portfolio: an investment of 1000$, since August 1992, now would be worth 14039.19$, with a total return of 1303.92% (9.21% annualized).

Developed World ex-US 80/20 Portfolio: an investment of 1000$, since January 1986, now would be worth 11905.78$, with a total return of 1090.58% (7.01% annualized).

Stocks/Bonds 80/20 Portfolio: an investment of 1000$, since January 1986, now would be worth 30661.06$, with a total return of 2966.11% (9.81% annualized).

Drawdowns

Drawdown comparison chart since July 1992.

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Developed World ex-US 80/20 Portfolio
Stocks/Bonds 80/20 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-47.74% Nov 2007 Feb 2009
-41.09% Nov 2007 Feb 2009
-36.04% Apr 2000 Mar 2003
-33.33% Sep 2000 Sep 2002
-19.27% Jan 2020 Mar 2020
-19.13% Jan 2022 Jun 2022
-17.81% Sep 2021 Jun 2022
-16.53% Feb 2020 Mar 2020
-14.39% Feb 2018 Dec 2018
-13.95% Jul 1998 Aug 1998
-13.35% May 2011 Sep 2011
-13.21% May 2015 Feb 2016
-11.32% Oct 2018 Dec 2018
-10.26% Sep 1994 Feb 1995
-10.17% Jun 1998 Sep 1998
-9.05% Aug 1997 Dec 1997
-8.74% Sep 1993 Nov 1993
-7.17% Jul 2014 Dec 2014
-7.05% Jun 2015 Sep 2015
-6.95% Feb 1994 Jun 1994

Drawdown comparison chart since January 1986.

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Developed World ex-US 80/20 Portfolio
Stocks/Bonds 80/20 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-47.74% Nov 2007 Feb 2009
-41.09% Nov 2007 Feb 2009
-36.04% Apr 2000 Mar 2003
-33.33% Sep 2000 Sep 2002
-24.86% Jan 1990 Sep 1990
-24.55% Sep 1987 Nov 1987
-19.27% Jan 2020 Mar 2020
-19.13% Jan 2022 Jun 2022
-17.81% Sep 2021 Jun 2022
-16.53% Feb 2020 Mar 2020
-14.39% Feb 2018 Dec 2018
-13.95% Jul 1998 Aug 1998
-13.35% May 2011 Sep 2011
-13.21% May 2015 Feb 2016
-12.23% Jun 1990 Oct 1990
-11.32% Oct 2018 Dec 2018
-11.30% Sep 1987 Oct 1987
-10.26% Sep 1994 Feb 1995
-10.17% Jun 1998 Sep 1998
-9.05% Aug 1997 Dec 1997

Yearly Returns

Yearly return comparison. Common historical serie start from January 1986.

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Year Developed World ex-US 80/20 Portfolio Stocks/Bonds 80/20 Portfolio
2022
-13.09% -12.82%
2021
+8.88% +20.16%
2020
+8.72% +18.36%
2019
+19.67% +26.30%
2018
-11.24% -4.19%
2017
+21.61% +17.68%
2016
+3.06% +10.77%
2015
-0.06% +0.40%
2014
-3.03% +11.20%
2013
+17.30% +26.34%
2012
+16.75% +13.79%
2011
-8.12% +2.36%
2010
+8.38% +15.18%
2009
+25.05% +23.84%
2008
-32.99% -28.21%
2007
+9.92% +5.68%
2006
+21.60% +13.41%
2005
+11.88% +5.53%
2004
+17.42% +11.08%
2003
+31.72% +25.40%
2002
-10.63% -14.73%
2001
-15.38% -7.09%
2000
-9.59% -6.18%
1999
+30.43% +18.90%
1998
+16.63% +20.33%
1997
-2.08% +26.68%
1996
+4.67% +17.49%
1995
+7.43% +32.26%
1994
+6.35% -0.67%
1993
+27.22% +10.44%
1992
-9.45% +8.71%
1991
+11.87% +28.96%
1990
-18.39% -3.13%
1989
+12.50% +25.22%
1988
+22.29% +15.32%
1987
+25.08% +2.40%
1986
+53.97% +14.68%
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