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2020 was a volatile, uncertain year in too many ways to count. Despite that, our portfolios returned strong earnings.
As always, when we share our performance, we compare it against our portfolios’ same-risk benchmarks. A same-risk benchmark is a portfolio that has the same risk exposure (measured as value-at-risk) as one of our own portfolios. We specifically designed our investment framework to maximise returns at a given risk level. As you can see, most of our portfolios outperformed their same-risk benchmarks.
As we say time and time again, investing is for the long term. So in the spirit of not only looking at recent returns, here’s how our portfolios have performed on average each year since we launched our first portfolios in July 2017.
For our latest returns, please see How our portfolios have performed.
*Our same-risk benchmarks are proxied by MSCI World Equity Index (for equities) and FTSE World Government Bond Index (for bonds). The benchmarks we use have the same 10-years realised volatility as our portfolios.
**We calculate these returns before fees. All returns are in USD terms.
***The inception date for portfolios with SRI 6.5%, 8%, 10%, 12%, 14%, 16%, 18%, and 20% is 19 July 2017; the inception date for portfolios with SRIs of 26%, 30%, and 36% is 16 August 2018; the inception date for the portfolio with SRI 22% is 15 August 2019 .
Past performance is not a guarantee for future returns. Before investing, investors should carefully consider investment objectives, risks, charges and expenses, and if need be, seek independent professional advice.