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 Technology Portfolio obtained a 13.75% compound annual return, with a 23.71% standard deviation, in the last 30 Years.

Summary

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Developed World ex-US 80/20 Portfolio Technology Portfolio
Risk Very High Very High
Asset Allocation Stocks 80% 100%
Fixed Income 20% 0%
Commodities 0% 0%
30 Years Stats Return +5.85% +13.75%
Std Dev 13.15% 23.71%
Max Drawdown -47.74% -81.08%

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
Technology Portfolio +12.55 -12.84 -12.99 +17.92 +18.28 +13.75 +13.77
(*) 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).

Technology Portfolio: an investment of 1000$, since August 1992, now would be worth 47690.23$, with a total return of 4669.02% (13.75% 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).

Technology Portfolio: an investment of 1000$, since January 1986, now would be worth 112072.73$, with a total return of 11107.27% (13.77% annualized).

Drawdowns

Drawdown comparison chart since July 1992.

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Developed World ex-US 80/20 Portfolio
Technology Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-81.08% Apr 2000 Sep 2002
-47.74% Nov 2007 Feb 2009
-36.04% Apr 2000 Mar 2003
-29.33% Jan 2022 Jun 2022
-19.27% Jan 2020 Mar 2020
-17.81% Sep 2021 Jun 2022
-17.20% Aug 1998 Aug 1998
-16.96% Sep 2018 Dec 2018
-14.39% Feb 2018 Dec 2018
-13.51% Feb 1997 Mar 1997
-13.21% May 2015 Feb 2016
-12.97% Feb 1994 Jun 1994
-12.90% Feb 2020 Mar 2020
-10.50% Aug 1997 Dec 1997
-10.26% Sep 1994 Feb 1995
-10.17% Jun 1998 Sep 1998
-9.82% Dec 2015 Feb 2016
-9.49% Feb 1999 Feb 1999
-9.05% Aug 1997 Dec 1997
-8.88% Aug 2015 Sep 2015

Drawdown comparison chart since January 1986.

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Developed World ex-US 80/20 Portfolio
Technology Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-81.08% Apr 2000 Sep 2002
-47.74% Nov 2007 Feb 2009
-36.04% Apr 2000 Mar 2003
-34.57% Sep 1987 Nov 1987
-29.33% Jan 2022 Jun 2022
-27.64% Jul 1990 Oct 1990
-24.86% Jan 1990 Sep 1990
-19.27% Jan 2020 Mar 2020
-17.81% Sep 2021 Jun 2022
-17.20% Aug 1998 Aug 1998
-16.96% Sep 2018 Dec 2018
-15.73% Jun 1986 Sep 1986
-14.39% Feb 2018 Dec 2018
-13.51% Feb 1997 Mar 1997
-13.48% Mar 1992 Aug 1992
-13.21% May 2015 Feb 2016
-12.97% Feb 1994 Jun 1994
-12.90% Feb 2020 Mar 2020
-11.30% Sep 1987 Oct 1987
-10.80% Oct 1989 Jan 1990

Yearly Returns

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

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Year Developed World ex-US 80/20 Portfolio Technology Portfolio
2022
-13.09% -20.46%
2021
+8.88% +27.42%
2020
+8.72% +48.40%
2019
+19.67% +38.96%
2018
-11.24% -0.12%
2017
+21.61% +32.66%
2016
+3.06% +7.10%
2015
-0.06% +9.45%
2014
-3.03% +19.18%
2013
+17.30% +36.63%
2012
+16.75% +18.12%
2011
-8.12% +3.47%
2010
+8.38% +20.14%
2009
+25.05% +54.68%
2008
-32.99% -41.73%
2007
+9.92% +19.02%
2006
+21.60% +7.14%
2005
+11.88% +1.57%
2004
+17.42% +10.54%
2003
+31.72% +49.67%
2002
-10.63% -37.37%
2001
-15.38% -33.34%
2000
-9.59% -36.11%
1999
+30.43% +101.95%
1998
+16.63% +85.30%
1997
-2.08% +20.63%
1996
+4.67% +42.54%
1995
+7.43% +42.54%
1994
+6.35% +1.50%
1993
+27.22% +10.58%
1992
-9.45% +8.86%
1991
+11.87% +64.99%
1990
-18.39% -10.41%
1989
+12.50% +26.17%
1988
+22.29% +13.54%
1987
+25.08% +10.50%
1986
+53.97% +6.89%
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