Last Update: 31 July 2022

The Developed World ex-US Stocks Portfolio obtained a 5.57% compound annual return, with a 16.44% standard deviation, in the last 30 Years.

The Stocks/Bonds 80/20 Portfolio obtained a 9.21% compound annual return, with a 12.07% standard deviation, in the last 30 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%
30 Years Stats Return +5.57% +9.21%
Std Dev 16.44% 12.07%
Max Drawdown -57.00% -41.09%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from January 1986

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Developed World ex-US Stocks Portfolio +5.29 -11.20 -14.17 +3.19 +6.39 +5.57 +6.73
Stocks/Bonds 80/20 Portfolio +7.80 -7.97 -7.81 +10.07 +11.16 +9.21 +9.81
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

Developed World ex-US Stocks Portfolio: an investment of 1000$, since August 1992, now would be worth 5085.02$, with a total return of 408.50% (5.57% annualized).

Stocks/Bonds 80/20 Portfolio: an investment of 1000$, since August 1992, now would be worth 14039.19$, with a total return of 1303.92% (9.21% annualized).

Developed World ex-US Stocks Portfolio: an investment of 1000$, since January 1986, now would be worth 10816.43$, with a total return of 981.64% (6.73% annualized).

Stocks/Bonds 80/20 Portfolio: an investment of 1000$, since January 1986, now would be worth 30661.06$, with a total return of 2966.11% (9.81% annualized).

Drawdowns

Drawdown comparison chart since July 1992.

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Developed World ex-US Stocks Portfolio
Stocks/Bonds 80/20 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-57.00% Nov 2007 Feb 2009
-48.19% Jan 2000 Mar 2003
-41.09% Nov 2007 Feb 2009
-33.33% Sep 2000 Sep 2002
-24.14% Feb 2018 Mar 2020
-19.54% Sep 2021 Jun 2022
-19.13% Jan 2022 Jun 2022
-17.94% Jul 2014 Feb 2016
-16.53% Feb 2020 Mar 2020
-14.47% Jun 1998 Sep 1998
-13.95% Jul 1998 Aug 1998
-13.35% May 2011 Sep 2011
-13.15% Sep 1994 Feb 1995
-11.32% Oct 2018 Dec 2018
-11.23% Aug 1997 Dec 1997
-10.94% Sep 1993 Nov 1993
-7.92% Sep 1992 Oct 1992
-7.05% Jun 2015 Sep 2015
-6.95% Feb 1994 Jun 1994
-6.90% Apr 2000 May 2000

Drawdown comparison chart since January 1986.

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Developed World ex-US Stocks Portfolio
Stocks/Bonds 80/20 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-57.00% Nov 2007 Feb 2009
-48.19% Jan 2000 Mar 2003
-41.09% Nov 2007 Feb 2009
-33.33% Sep 2000 Sep 2002
-31.21% Jan 1990 Sep 1990
-24.55% Sep 1987 Nov 1987
-24.14% Feb 2018 Mar 2020
-19.54% Sep 2021 Jun 2022
-19.13% Jan 2022 Jun 2022
-17.94% Jul 2014 Feb 2016
-16.53% Feb 2020 Mar 2020
-14.47% Jun 1998 Sep 1998
-13.95% Jul 1998 Aug 1998
-13.46% Sep 1987 Oct 1987
-13.35% May 2011 Sep 2011
-13.15% Sep 1994 Feb 1995
-12.23% Jun 1990 Oct 1990
-11.32% Oct 2018 Dec 2018
-11.23% Aug 1997 Dec 1997
-9.43% May 1988 Aug 1988

Yearly Returns

Yearly return comparison. Common historical serie start from January 1986.

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Year Developed World ex-US Stocks Portfolio Stocks/Bonds 80/20 Portfolio
2022
-14.63% -12.82%
2021
+11.67% +20.16%
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%
1986
+63.38% +14.68%
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