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

Time Range:

Drawdowns

Time Range:

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%
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