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 US Stocks Portfolio obtained a 13.44% compound annual return, with a 14.04% standard deviation, in the last 10 years.
Summary
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Developed World 80/20 Portfolio | US Stocks Portfolio | ||
---|---|---|---|
Risk | Very High | Very High | |
Asset Allocation | Stocks | 80% | 100% |
Fixed Income | 20% | 0% | |
Commodities | 0% | 0% | |
10 Years Stats | Return | +5.44% | +13.44% |
Std Dev | 12.06% | 14.04% | |
Max Drawdown | -19.27% | -20.84% |
Last Update: 28 February 2021
Historical Returns
The examinated historical serie starts from January 1999
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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 | +5.58 |
US Stocks Portfolio | +3.14 | +7.60 | +13.78 | +35.31 | +15.02 | +17.46 | +13.44 | +7.85 |
(*) annualized
Capital Growth
Drawdowns
Yearly Returns
Yearly return comparison. Common historical serie start from January 1999.
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Year | Developed World 80/20 Portfolio | US Stocks Portfolio |
---|---|---|
2021 |
+0.90% | +2.79% |
2020 |
+8.72% | +21.03% |
2019 |
+19.67% | +30.67% |
2018 |
-11.24% | -5.21% |
2017 |
+21.61% | +21.21% |
2016 |
+3.06% | +12.83% |
2015 |
-0.06% | +0.36% |
2014 |
-3.03% | +12.54% |
2013 |
+17.30% | +33.45% |
2012 |
+16.75% | +16.45% |
2011 |
-8.12% | +0.97% |
2010 |
+8.38% | +17.42% |
2009 |
+25.05% | +28.89% |
2008 |
-32.99% | -36.98% |
2007 |
+9.92% | +5.37% |
2006 |
+21.60% | +15.69% |
2005 |
+11.88% | +6.31% |
2004 |
+17.42% | +12.79% |
2003 |
+31.72% | +30.75% |
2002 |
-10.63% | -20.47% |
2001 |
-15.38% | -10.97% |
2000 |
-9.59% | -10.57% |
1999 |
+30.43% | +23.81% |