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

Time Range:

Drawdowns

Time Range:

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%
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