Aggressive Global Income vs Technology Portfolio Comparison

Last Update: 31 May 2023

The Aggressive Global Income Portfolio obtained a 8.52% compound annual return, with a 14.36% standard deviation, in the last 30 Years.

The Technology Portfolio obtained a 13.50% compound annual return, with a 23.92% standard deviation, in the last 30 Years.

Summary

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Aggressive Global Income Portfolio Technology Portfolio
Risk Very High Very High
Asset Allocation Stocks 80% 100%
Fixed Income 20% 0%
Commodities 0% 0%
30 Years Stats Return +8.52% +13.50%
Std Dev 14.36% 23.92%
Max Drawdown -52.63% -81.08%

Last Update: 31 May 2023

Historical Returns as of May 31, 2023

Comparison period starts from November 1985

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Aggressive Global Income Portfolio -3.81 -3.53 -5.52 +3.38 +5.25 +8.52 +9.78
Technology Portfolio +7.88 +19.09 +13.74 +16.19 +17.93 +13.50 +14.10
(*) Returns over 1 year are annualized

Capital Growth as of May 31, 2023

Aggressive Global Income Portfolio: an investment of 1000$, since June 1993, now would be worth 11625.56$, with a total return of 1062.56% (8.52% annualized).

Technology Portfolio: an investment of 1000$, since June 1993, now would be worth 44687.32$, with a total return of 4368.73% (13.50% annualized).

Aggressive Global Income Portfolio: an investment of 1000$, since November 1985, now would be worth 33387.66$, with a total return of 3238.77% (9.78% annualized).

Technology Portfolio: an investment of 1000$, since November 1985, now would be worth 142447.67$, with a total return of 14144.77% (14.10% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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Aggressive Global Income Portfolio
Technology Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-81.08% Apr 2000 Sep 2002
-52.63% Nov 2007 Feb 2009
-32.58% Jan 2022 Dec 2022
-27.39% Mar 2000 Sep 2002
-23.84% Jan 2020 Mar 2020
-18.06% Jan 2022 Sep 2022
-17.20% Aug 1998 Aug 1998
-17.13% May 2011 Sep 2011
-16.96% Sep 2018 Dec 2018
-15.46% May 1998 Aug 1998
-13.63% May 2015 Jan 2016
-13.51% Feb 1997 Mar 1997
-12.97% Feb 1994 Jun 1994
-12.90% Feb 2020 Mar 2020
-10.50% Aug 1997 Dec 1997
-9.93% Feb 2018 Dec 2018
-9.82% Dec 2015 Feb 2016
-9.49% Feb 1999 Feb 1999
-8.88% Aug 2015 Sep 2015
-8.65% Sep 2020 Oct 2020

Drawdown comparison chart since November 1985.

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Aggressive Global Income Portfolio
Technology Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-81.08% Apr 2000 Sep 2002
-52.63% Nov 2007 Feb 2009
-34.57% Sep 1987 Nov 1987
-32.58% Jan 2022 Dec 2022
-27.64% Jul 1990 Oct 1990
-27.39% Mar 2000 Sep 2002
-23.84% Jan 2020 Mar 2020
-21.38% Sep 1987 Nov 1987
-19.23% Jan 1990 Sep 1990
-18.06% Jan 2022 Sep 2022
-17.20% Aug 1998 Aug 1998
-17.13% May 2011 Sep 2011
-16.96% Sep 2018 Dec 2018
-15.73% Jun 1986 Sep 1986
-15.46% May 1998 Aug 1998
-13.63% May 2015 Jan 2016
-13.51% Feb 1997 Mar 1997
-13.48% Mar 1992 Aug 1992
-12.97% Feb 1994 Jun 1994
-12.90% Feb 2020 Mar 2020

Yearly Returns

Yearly return comparison. Common historical serie start from November 1985.

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Year Aggressive Global Income Portfolio Technology Portfolio
2023
 -0.60% +30.89%
2022
 -8.43% -32.58%
2021
 +17.07% +27.42%
2020
 -1.13% +48.40%
2019
 +19.97% +38.96%
2018
 -8.07% -0.12%
2017
 +13.53% +32.66%
2016
 +18.29% +7.10%
2015
 -6.99% +9.45%
2014
 +3.96% +19.18%
2013
 +19.30% +36.63%
2012
 +12.95% +18.12%
2011
 +0.62% +3.47%
2010
 +14.37% +20.14%
2009
 +33.97% +54.68%
2008
 -34.21% -41.73%
2007
 +3.78% +19.02%
2006
 +21.69% +7.14%
2005
 +12.70% +1.57%
2004
 +16.76% +10.54%
2003
 +32.98% +49.67%
2002
 -7.54% -37.37%
2001
 -4.83% -33.34%
2000
 -0.62% -36.11%
1999
 +48.88% +101.95%
1998
 +8.84% +85.30%
1997
 +18.82% +20.63%
1996
 +13.71% +42.54%
1995
 +24.10% +42.54%
1994
 +2.10% +1.50%
1993
 +19.15% +10.58%
1992
 +3.24% +8.86%
1991
 +24.91% +64.99%
1990
 -13.87% -10.41%
1989
 +17.94% +26.17%
1988
 +21.28% +13.54%
1987
 +8.36% +10.50%
1986
 +32.40% +6.89%