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 Technology Portfolio obtained a 19.66% compound annual return, with a 15.55% standard deviation, in the last 10 years.
Summary
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| Developed World 80/20 Portfolio | Technology Portfolio | ||
|---|---|---|---|
| Risk | Very High | Very High | |
| Asset Allocation | Stocks | 80% | 100% |
| Fixed Income | 20% | 0% | |
| Commodities | 0% | 0% | |
| 10 Years Stats | Return | +5.44% | +19.66% |
| Std Dev | 12.06% | 15.55% | |
| Max Drawdown | -19.27% | -16.96% | |
Last Update: 28 February 2021
Historical Returns
The examinated historical serie starts from January 2000
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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 | +4.54 |
| Technology Portfolio | -0.13 | +5.04 | +6.72 | +53.51 | +24.32 | +26.18 | +19.66 | +6.71 |
(*) annualized
Capital Growth
Drawdowns
Yearly Returns
Yearly return comparison. Common historical serie start from January 2000.
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| Year | Developed World 80/20 Portfolio | Technology Portfolio |
|---|---|---|
| 2021 |
+0.90% | +0.13% |
| 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% |