Last Update: 28 February 2021

The Developed World 80/20 Portfolio obtained a 5.44% compound annual return, with a 12.06% standard deviation, in the last 10 years.

The Stocks/Bonds 80/20 Portfolio obtained a 11.54% compound annual return, with a 11.20% standard deviation, in the last 10 years.

Summary

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Developed World 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%
10 Years Stats Return +5.44% +11.54%
Std Dev 12.06% 11.20%
Max Drawdown -19.27% -16.53%

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 80/20 Portfolio +1.61 +5.52 +12.77 +19.01 +5.42 +9.27 +5.44 +5.58
Stocks/Bonds 80/20 Portfolio +2.21 +5.65 +10.63 +27.73 +13.16 +14.67 +11.54 +7.51
(*) 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 80/20 Portfolio Stocks/Bonds 80/20 Portfolio
2021
+0.90% +1.76%
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%
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