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 US Stocks Portfolio obtained a 16.21% compound annual return, with a 13.83% standard deviation, in the last 10 years.

Summary

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Developed World ex-US Stocks Portfolio US Stocks Portfolio
Risk Very High Very High
Asset Allocation Stocks 100% 100%
Fixed Income 0% 0%
Commodities 0% 0%
10 Years Stats Return +7.77% +16.21%
Std Dev 14.71% 13.83%
Max Drawdown -24.15% -20.84%

Last Update: 31 August 2021

Historical Returns

The examinated historical serie starts from January 1986

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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 +7.40
US Stocks Portfolio +2.86 +7.24 +17.28 +33.44 +17.90 +18.00 +16.21 +11.19
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

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

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Year Developed World ex-US Stocks Portfolio US Stocks Portfolio
2021
+12.53% +20.56%
2020
+9.74% +21.03%
2019
+22.62% +30.67%
2018
-14.75% -5.21%
2017
+26.42% +21.21%
2016
+2.67% +12.83%
2015
-0.38% +0.36%
2014
-5.98% +12.54%
2013
+21.83% +33.45%
2012
+18.56% +16.45%
2011
-12.30% +0.97%
2010
+8.35% +17.42%
2009
+27.49% +28.89%
2008
-40.65% -36.98%
2007
+11.15% +5.37%
2006
+26.27% +15.69%
2005
+13.60% +6.31%
2004
+20.25% +12.79%
2003
+38.67% +30.75%
2002
-15.62% -20.47%
2001
-21.94% -10.97%
2000
-14.29% -10.57%
1999
+37.96% +23.81%
1998
+16.51% +23.26%
1997
-1.39% +30.99%
1996
+4.68% +20.96%
1995
+3.98% +35.79%
1994
+9.76% -0.17%
1993
+29.92% +10.62%
1992
-14.79% +9.11%
1991
+9.48% +32.39%
1990
-24.79% -6.08%
1989
+12.85% +28.12%
1988
+25.66% +17.32%
1987
+30.48% +2.61%
1986
+63.38% +14.57%
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