Last Update: 31 August 2021

The Developed World ex-US 80/20 Portfolio obtained a 7.25% compound annual return, with a 11.72% standard deviation, in the last 10 years.

The Technology Portfolio obtained a 22.53% compound annual return, with a 15.49% standard deviation, in the last 10 years.

Summary

Swipe left to see all data
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%
10 Years Stats Return +7.25% +22.53%
Std Dev 11.72% 15.49%
Max Drawdown -19.27% -16.96%

Last Update: 31 August 2021

Historical Returns

The examinated historical serie starts from January 1999

Swipe left to see all data
1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Developed World ex-US 80/20 Portfolio +0.99 +0.98 +8.83 +22.72 +8.82 +8.98 +7.25 +5.85
Technology Portfolio +4.22 +13.91 +21.24 +29.39 +27.63 +27.68 +22.53 +10.53
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 1999.

Swipe left to see all data
Year Developed World ex-US 80/20 Portfolio Technology Portfolio
2021
+9.81% +21.39%
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%
Share this page