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 Technology Portfolio obtained a 13.75% compound annual return, with a 23.71% standard deviation, in the last 30 Years.

Summary

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Developed World ex-US Stocks Portfolio Technology Portfolio
Risk Very High Very High
Asset Allocation Stocks 100% 100%
Fixed Income 0% 0%
Commodities 0% 0%
30 Years Stats Return +5.57% +13.75%
Std Dev 16.44% 23.71%
Max Drawdown -57.00% -81.08%

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
Technology Portfolio +12.55 -12.84 -12.99 +17.92 +18.28 +13.75 +13.77
(*) 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).

Technology Portfolio: an investment of 1000$, since August 1992, now would be worth 47690.23$, with a total return of 4669.02% (13.75% 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).

Technology Portfolio: an investment of 1000$, since January 1986, now would be worth 112072.73$, with a total return of 11107.27% (13.77% annualized).

Drawdowns

Drawdown comparison chart since July 1992.

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Developed World ex-US Stocks Portfolio
Technology Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-81.08% Apr 2000 Sep 2002
-57.00% Nov 2007 Feb 2009
-48.19% Jan 2000 Mar 2003
-29.33% Jan 2022 Jun 2022
-24.14% Feb 2018 Mar 2020
-19.54% Sep 2021 Jun 2022
-17.94% Jul 2014 Feb 2016
-17.20% Aug 1998 Aug 1998
-16.96% Sep 2018 Dec 2018
-14.47% Jun 1998 Sep 1998
-13.51% Feb 1997 Mar 1997
-13.15% Sep 1994 Feb 1995
-12.97% Feb 1994 Jun 1994
-12.90% Feb 2020 Mar 2020
-11.23% Aug 1997 Dec 1997
-10.94% Sep 1993 Nov 1993
-10.50% Aug 1997 Dec 1997
-9.82% Dec 2015 Feb 2016
-9.49% Feb 1999 Feb 1999
-8.88% Aug 2015 Sep 2015

Drawdown comparison chart since January 1986.

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Developed World ex-US Stocks Portfolio
Technology Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-81.08% Apr 2000 Sep 2002
-57.00% Nov 2007 Feb 2009
-48.19% Jan 2000 Mar 2003
-34.57% Sep 1987 Nov 1987
-31.21% Jan 1990 Sep 1990
-29.33% Jan 2022 Jun 2022
-27.64% Jul 1990 Oct 1990
-24.14% Feb 2018 Mar 2020
-19.54% Sep 2021 Jun 2022
-17.94% Jul 2014 Feb 2016
-17.20% Aug 1998 Aug 1998
-16.96% Sep 2018 Dec 2018
-15.73% Jun 1986 Sep 1986
-14.47% Jun 1998 Sep 1998
-13.51% Feb 1997 Mar 1997
-13.48% Mar 1992 Aug 1992
-13.46% Sep 1987 Oct 1987
-13.15% Sep 1994 Feb 1995
-12.97% Feb 1994 Jun 1994
-12.90% Feb 2020 Mar 2020

Yearly Returns

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

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Year Developed World ex-US Stocks Portfolio Technology Portfolio
2022
-14.63% -20.46%
2021
+11.67% +27.42%
2020
+9.74% +48.40%
2019
+22.62% +38.96%
2018
-14.75% -0.12%
2017
+26.42% +32.66%
2016
+2.67% +7.10%
2015
-0.38% +9.45%
2014
-5.98% +19.18%
2013
+21.83% +36.63%
2012
+18.56% +18.12%
2011
-12.30% +3.47%
2010
+8.35% +20.14%
2009
+27.49% +54.68%
2008
-40.65% -41.73%
2007
+11.15% +19.02%
2006
+26.27% +7.14%
2005
+13.60% +1.57%
2004
+20.25% +10.54%
2003
+38.67% +49.67%
2002
-15.62% -37.37%
2001
-21.94% -33.34%
2000
-14.29% -36.11%
1999
+37.96% +101.95%
1998
+16.51% +85.30%
1997
-1.39% +20.63%
1996
+4.68% +42.54%
1995
+3.98% +42.54%
1994
+9.76% +1.50%
1993
+29.92% +10.58%
1992
-14.79% +8.86%
1991
+9.48% +64.99%
1990
-24.79% -10.41%
1989
+12.85% +26.17%
1988
+25.66% +13.54%
1987
+30.48% +10.50%
1986
+63.38% +6.89%
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