Last Update: 31 March 2024
The Stocks/Bonds 60/40 ESG Portfolio obtained a 6.97% compound annual return, with a 10.39% standard deviation, in the last 10 Years.
The Stocks/Bonds 60/40 with Bitcoin Portfolio obtained a 11.36% compound annual return, with a 11.18% standard deviation, in the last 10 Years.
Summary
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| Stocks/Bonds 60/40 ESG Portfolio | Stocks/Bonds 60/40 with Bitcoin Portfolio | ||
|---|---|---|---|
| Portfolio Risk | High | High | |
| Asset Allocation | Stocks | 60% | 59% |
| Fixed Income | 40% | 39% | |
| Commodities | 0% | 2% | |
| 10 Years Stats | Return | +6.97% | +11.36% |
| Std Dev | 10.39% | 11.18% | |
| Max Drawdown | -22.44% | -21.45% | |
| All time Stats (Since Jan 2009) |
Return | +9.73% | +19.72% |
| Std Dev | 10.82% | 33.84% | |
| Max Drawdown | -22.44% | -42.67% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 2009
Swipe left to see all data
| 1M | 6M | 1Y | 5Y | 10Y | MAX | |
|---|---|---|---|---|---|---|
| Stocks/Bonds 60/40 ESG Portfolio | +2.04 | +17.22 | +19.32 | +9.34 | +6.97 | +9.73 |
| Stocks/Bonds 60/40 with Bitcoin Portfolio | +2.47 | +18.93 | +20.30 | +10.79 | +11.36 | +19.72 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
Stocks/Bonds 60/40 ESG Portfolio: an investment of 1$, since April 2014,
now would be worth 1.96$, with a total return of 96.19%
(6.97% annualized).
Stocks/Bonds 60/40 with Bitcoin Portfolio: an investment of 1$, since April 2014, now would be worth 2.93$, with a total return of 193.16% (11.36% annualized).
Stocks/Bonds 60/40 with Bitcoin Portfolio: an investment of 1$, since April 2014, now would be worth 2.93$, with a total return of 193.16% (11.36% annualized).
Stocks/Bonds 60/40 ESG Portfolio: an investment of 1$, since January 2009,
now would be worth 4.12$, with a total return of 312.16%
(9.73% annualized).
Stocks/Bonds 60/40 with Bitcoin Portfolio: an investment of 1$, since January 2009, now would be worth 15.56$, with a total return of 1456.41% (19.72% annualized).
Stocks/Bonds 60/40 with Bitcoin Portfolio: an investment of 1$, since January 2009, now would be worth 15.56$, with a total return of 1456.41% (19.72% annualized).
Drawdowns
Drawdown comparison chart since April 2014.
Swipe left to see all data
|
Stocks/Bonds 60/40 ESG Portfolio
|
Stocks/Bonds 60/40 with Bitcoin Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -22.44% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 13.00 | |||||
| -21.45% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 11.74 | |||||
| -12.82% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 5.49 | |||||
| -10.57% | Feb 2020 | Mar 2020 (2) | Jun 2020 (5) | 4.82 | |||||
| -10.20% | Feb 2018 | Dec 2018 (11) | Apr 2019 (15) | 4.48 | |||||
| -8.81% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 3.93 | |||||
| -8.11% | Jun 2015 | Jan 2016 (8) | Jul 2016 (14) | 3.96 | |||||
| -5.38% | Aug 2015 | Sep 2015 (2) | Nov 2015 (4) | 3.04 | |||||
| -4.11% | Dec 2015 | Jan 2016 (2) | Mar 2016 (4) | 2.46 | |||||
| -4.00% | Feb 2018 | Mar 2018 (2) | Jul 2018 (6) | 2.53 | |||||
| -3.85% | Sep 2020 | Oct 2020 (2) | Nov 2020 (3) | 2.27 | |||||
| -3.74% | Sep 2021 | Sep 2021 (1) | Oct 2021 (2) | 2.16 | |||||
| -3.35% | Sep 2021 | Sep 2021 (1) | Oct 2021 (2) | 1.93 | |||||
| -3.32% | May 2019 | May 2019 (1) | Jun 2019 (2) | 1.92 | |||||
| -3.12% | Sep 2014 | Sep 2014 (1) | Nov 2014 (3) | 1.70 | |||||
| -2.88% | Sep 2020 | Oct 2020 (2) | Nov 2020 (3) | 1.86 | |||||
| -2.38% | Jul 2014 | Jul 2014 (1) | Aug 2014 (2) | 1.37 | |||||
| -1.81% | Sep 2014 | Sep 2014 (1) | Oct 2014 (2) | 1.04 | |||||
| -1.79% | May 2019 | May 2019 (1) | Jun 2019 (2) | 1.03 | |||||
| -1.48% | Sep 2016 | Oct 2016 (2) | Nov 2016 (3) | 0.76 | |||||
Drawdown comparison chart since January 2009.
Swipe left to see all data
|
Stocks/Bonds 60/40 ESG Portfolio
|
Stocks/Bonds 60/40 with Bitcoin Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -42.67% | Jul 2011 | Nov 2011 (5) | Oct 2013 (28) | 26.48 | |||||
| -22.56% | Dec 2013 | Jan 2014 (2) | Apr 2017 (41) | 14.30 | |||||
| -22.44% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 13.00 | |||||
| -21.45% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 11.74 | |||||
| -14.77% | May 2011 | Sep 2011 (5) | Sep 2012 (17) | 5.93 | |||||
| -12.82% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 5.49 | |||||
| -11.49% | Jan 2009 | Feb 2009 (2) | May 2009 (5) | 5.97 | |||||
| -10.57% | Feb 2020 | Mar 2020 (2) | Jun 2020 (5) | 4.82 | |||||
| -10.20% | Feb 2018 | Dec 2018 (11) | Apr 2019 (15) | 4.48 | |||||
| -9.85% | Jan 2009 | Feb 2009 (2) | Apr 2009 (4) | 5.13 | |||||
| -8.81% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 3.93 | |||||
| -8.11% | Jun 2015 | Jan 2016 (8) | Jul 2016 (14) | 3.96 | |||||
| -7.23% | May 2010 | Jun 2010 (2) | Sep 2010 (5) | 4.34 | |||||
| -7.03% | May 2010 | Jun 2010 (2) | Oct 2010 (6) | 3.83 | |||||
| -4.00% | Feb 2018 | Mar 2018 (2) | Jul 2018 (6) | 2.53 | |||||
| -3.85% | Sep 2020 | Oct 2020 (2) | Nov 2020 (3) | 2.27 | |||||
| -3.74% | Sep 2021 | Sep 2021 (1) | Oct 2021 (2) | 2.16 | |||||
| -3.35% | Sep 2021 | Sep 2021 (1) | Oct 2021 (2) | 1.93 | |||||
| -3.32% | May 2019 | May 2019 (1) | Jun 2019 (2) | 1.92 | |||||
| -3.12% | Sep 2014 | Sep 2014 (1) | Nov 2014 (3) | 1.70 | |||||
Yearly Returns
For each year, the following table provides the return and intra-year drawdown.
The highlighted returns represent the highest values for that specific year.
The highlighted returns represent the highest values for that specific year.
Swipe left to see all data
| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
+5.59%
|
0.00% |
+6.65%
|
0.00% |
| 2023 |
+20.65%
|
-7.66% |
+20.55%
|
-6.70% |
| 2022 |
-19.58%
|
-22.44% |
-17.90%
|
-21.45% |
| 2021 |
+14.84%
|
-3.74% |
+15.60%
|
-3.35% |
| 2020 |
+18.27%
|
-10.57% |
+21.52%
|
-12.82% |
| 2019 |
+23.31%
|
-3.32% |
+23.43%
|
-1.79% |
| 2018 |
-9.29%
|
-10.20% |
-4.56%
|
-8.81% |
| 2017 |
+9.32%
|
-0.42% |
+39.33%
|
-0.27% |
| 2016 |
+8.09%
|
-3.49% |
+11.03%
|
-3.13% |
| 2015 |
+1.04%
|
-6.91% |
+1.17%
|
-5.38% |
| 2014 |
+7.55%
|
-3.12% |
+8.50%
|
-1.81% |
| 2013 |
+22.59%
|
-2.36% |
+142.67%
|
-21.78% |
| 2012 |
+13.87%
|
-5.06% |
+14.56%
|
-3.39% |
| 2011 |
-1.55%
|
-14.77% |
+33.12%
|
-42.67% |
| 2010 |
+15.13%
|
-7.23% |
+19.66%
|
-7.03% |
| 2009 |
+30.34%
|
-9.85% |
+18.47%
|
-11.49% |
