Last Update: 31 August 2021
The Developed World ex-US Stocks Portfolio obtained a 7.77% compound annual return, with a 14.71% standard deviation, in the last 10 years.
The Stocks/Bonds 80/20 Portfolio obtained a 13.65% compound annual return, with a 11.05% standard deviation, in the last 10 years.
Summary
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| Developed World ex-US Stocks Portfolio | Stocks/Bonds 80/20 Portfolio | ||
|---|---|---|---|
| Risk | Very High | Very High | |
| Asset Allocation | Stocks | 100% | 80% |
| Fixed Income | 0% | 20% | |
| Commodities | 0% | 0% | |
| 10 Years Stats | Return | +7.77% | +13.65% |
| Std Dev | 14.71% | 11.05% | |
| Max Drawdown | -24.15% | -16.53% | |
Last Update: 31 August 2021
Historical Returns
The examinated historical serie starts from January 1987
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| 1M | 3M | 6M | 1Y | 3Y(*) | 5Y(*) | 10Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|---|
| Developed World ex-US Stocks Portfolio | +1.31 | +0.88 | +10.66 | +28.71 | +9.74 | +10.31 | +7.77 | +6.11 |
| Stocks/Bonds 80/20 Portfolio | +2.33 | +6.29 | +14.27 | +26.42 | +15.54 | +15.08 | +13.65 | +10.27 |
(*) annualized
Capital Growth
Drawdowns
Yearly Returns
Yearly return comparison. Common historical serie start from January 1987.
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| Year | Developed World ex-US Stocks Portfolio | Stocks/Bonds 80/20 Portfolio |
|---|---|---|
| 2021 |
+12.53% | +16.28% |
| 2020 |
+9.74% | +18.36% |
| 2019 |
+22.62% | +26.30% |
| 2018 |
-14.75% | -4.19% |
| 2017 |
+26.42% | +17.68% |
| 2016 |
+2.67% | +10.77% |
| 2015 |
-0.38% | +0.40% |
| 2014 |
-5.98% | +11.20% |
| 2013 |
+21.83% | +26.34% |
| 2012 |
+18.56% | +13.79% |
| 2011 |
-12.30% | +2.36% |
| 2010 |
+8.35% | +15.18% |
| 2009 |
+27.49% | +23.84% |
| 2008 |
-40.65% | -28.21% |
| 2007 |
+11.15% | +5.68% |
| 2006 |
+26.27% | +13.41% |
| 2005 |
+13.60% | +5.53% |
| 2004 |
+20.25% | +11.08% |
| 2003 |
+38.67% | +25.40% |
| 2002 |
-15.62% | -14.73% |
| 2001 |
-21.94% | -7.09% |
| 2000 |
-14.29% | -6.18% |
| 1999 |
+37.96% | +18.90% |
| 1998 |
+16.51% | +20.33% |
| 1997 |
-1.39% | +26.68% |
| 1996 |
+4.68% | +17.49% |
| 1995 |
+3.98% | +32.26% |
| 1994 |
+9.76% | -0.67% |
| 1993 |
+29.92% | +10.44% |
| 1992 |
-14.79% | +8.71% |
| 1991 |
+9.48% | +28.96% |
| 1990 |
-24.79% | -3.13% |
| 1989 |
+12.85% | +25.22% |
| 1988 |
+25.66% | +15.32% |
| 1987 |
+30.48% | +2.40% |