Aggressive Global Income vs US Stocks Minimum Volatility 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 US Stocks Minimum Volatility Portfolio obtained a 9.47% compound annual return, with a 13.67% standard deviation, in the last 30 Years.

Summary

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Aggressive Global Income Portfolio US Stocks Minimum Volatility Portfolio
Risk Very High Very High
Asset Allocation Stocks 80% 100%
Fixed Income 20% 0%
Commodities 0% 0%
30 Years Stats Return +8.52% +9.47%
Std Dev 14.36% 13.67%
Max Drawdown -52.63% -43.27%

Last Update: 31 May 2023

Historical Returns as of May 31, 2023

Comparison period starts from January 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 +10.17
US Stocks Minimum Volatility Portfolio -3.22 -4.20 -1.06 +8.29 +10.21 +9.47 +10.95
(*) 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).

US Stocks Minimum Volatility Portfolio: an investment of 1000$, since June 1993, now would be worth 15096.69$, with a total return of 1409.67% (9.47% annualized).

Aggressive Global Income Portfolio: an investment of 1000$, since January 1985, now would be worth 41271.44$, with a total return of 4027.14% (10.17% annualized).

US Stocks Minimum Volatility Portfolio: an investment of 1000$, since January 1985, now would be worth 54169.14$, with a total return of 5316.91% (10.95% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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Aggressive Global Income Portfolio
US Stocks Minimum Volatility Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-52.63% Nov 2007 Feb 2009
-43.27% Nov 2007 Feb 2009
-35.36% Sep 2000 Sep 2002
-27.39% Mar 2000 Sep 2002
-23.84% Jan 2020 Mar 2020
-19.06% Feb 2020 Mar 2020
-18.06% Jan 2022 Sep 2022
-17.35% Jan 2022 Sep 2022
-17.13% May 2011 Sep 2011
-16.52% Jul 1998 Aug 1998
-15.46% May 1998 Aug 1998
-13.63% May 2015 Jan 2016
-11.70% May 2011 Sep 2011
-9.93% Feb 2018 Dec 2018
-9.14% Jul 1999 Sep 1999
-7.56% Oct 2018 Dec 2018
-7.03% Feb 1994 Mar 1994
-5.47% Aug 1997 Aug 1997
-5.27% Aug 2016 Oct 2016
-5.24% Jul 1996 Jul 1996

Drawdown comparison chart since January 1985.

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Aggressive Global Income Portfolio
US Stocks Minimum Volatility Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-52.63% Nov 2007 Feb 2009
-43.27% Nov 2007 Feb 2009
-35.36% Sep 2000 Sep 2002
-30.08% Sep 1987 Nov 1987
-27.39% Mar 2000 Sep 2002
-23.84% Jan 2020 Mar 2020
-21.38% Sep 1987 Nov 1987
-19.23% Jan 1990 Sep 1990
-19.06% Feb 2020 Mar 2020
-18.06% Jan 2022 Sep 2022
-17.35% Jan 2022 Sep 2022
-17.13% May 2011 Sep 2011
-16.52% Jul 1998 Aug 1998
-15.46% May 1998 Aug 1998
-14.10% Jun 1990 Oct 1990
-13.63% May 2015 Jan 2016
-11.70% May 2011 Sep 2011
-9.93% Feb 2018 Dec 2018
-9.14% Jul 1999 Sep 1999
-8.39% Sep 1986 Sep 1986

Yearly Returns

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

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Year Aggressive Global Income Portfolio US Stocks Minimum Volatility Portfolio
2023
-0.60% -0.46%
2022
-8.43% -9.42%
2021
+17.07% +20.84%
2020
-1.13% +5.64%
2019
+19.97% +27.69%
2018
-8.07% +1.36%
2017
+13.53% +18.91%
2016
+18.29% +10.57%
2015
-6.99% +5.45%
2014
+3.96% +16.33%
2013
+19.30% +25.09%
2012
+12.95% +10.82%
2011
+0.62% +12.70%
2010
+14.37% +14.52%
2009
+33.97% +18.18%
2008
-34.21% -25.77%
2007
+3.78% +4.15%
2006
+21.69% +14.77%
2005
+12.70% +6.45%
2004
+16.76% +14.34%
2003
+32.98% +19.79%
2002
-7.54% -15.44%
2001
-4.83% -7.96%
2000
-0.62% +2.67%
1999
+48.88% +7.63%
1998
+8.84% +22.82%
1997
+18.82% +30.20%
1996
+13.71% +14.96%
1995
+24.10% +36.61%
1994
+2.10% +0.13%
1993
+19.15% +11.82%
1992
+3.24% +6.42%
1991
+24.91% +28.86%
1990
-13.87% -2.01%
1989
+17.94% +35.71%
1988
+21.28% +15.74%
1987
+8.36% +3.77%
1986
+32.40% +17.36%
1985
+37.47% +32.55%