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

Time Range:

Drawdowns

Time Range:

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%
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