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
| 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
| 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 |
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.
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.
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.
| 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% |