Lazy Portfolios and ETF composition

A Lazy Portfolio is a collection of investments that requires very little maintenance.

It’s the typical passive investing strategy, for long-term investors, with time horizons of more than 10 years.

Choose your Lazy Portfolio, and implement it with ETFs.
Portfolios are ordered by 10Y return. Click on column header to sort table.

Interested in short term returns? Click here.

Do you want to focus on Dividends? Click here.

Portfolio Risk:

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Last Update - 30 Sep 2020

		% Allocation			Ann. Returns (%)			St.Dev. (%)			Ann. Return / St.Dev.			Max Drawdown (%)			Return / Drawdown			YTD(%)	Yearly Returns (%)					Dividend Yield (%) of the year
Portfolio	#ETF	Stocks	Bonds	Comm.	1Y	5Y	10Y ▾	1Y	5Y	10Y	1Y	5Y	10Y	1Y	5Y	10Y	1Y	5Y	10Y	2020	2019	2018	2017	2016	2015	2020	2019	2018	2017	2016	2015
Technology	1	100	0	0	+48.04	+23.33	+20.14	22.68	17.26	15.26	2.12	1.35	1.32	-12.91	-16.96	-16.96	3.72	10.93	31.06	+31.18	+38.96	-0.12	+32.66	+7.10	+9.45	0.37	1.03	0.91	1.10	1.13	1.07
US Stocks	1	100	0	0	+14.90	+13.68	+13.48	23.73	15.31	13.71	0.63	0.89	0.98	-20.84	-20.84	-20.84	0.71	4.31	12.19	+5.47	+30.67	-5.21	+21.21	+12.83	+0.36	1.22	2.29	1.91	2.05	2.14	1.96
Warren Buffett	2	90	10	0	+15.68	+13.16	+12.62	20.37	13.29	11.95	0.77	0.99	1.06	-17.49	-17.49	-17.49	0.90	4.89	13.04	+6.85	+28.46	-3.84	+19.83	+10.69	+0.96	1.23	2.33	1.95	2.00	2.03	1.81
Simple Path to Wealth JL Collins	2	75	25	0	+13.14	+11.36	+11.10	17.74	11.46	10.22	0.74	0.99	1.09	-15.47	-15.47	-15.47	0.85	4.60	12.05	+5.82	+25.21	-3.94	+16.80	+10.25	+0.41	1.33	2.45	2.13	2.19	2.24	2.11
Second Grader's Starter Paul Farrell	3	90	10	0	+10.88	+10.63	+9.82	20.17	13.08	12.27	0.54	0.81	0.80	-19.32	-19.32	-19.32	0.56	3.40	8.04	+2.56	+25.83	-7.40	+21.30	+9.42	-1.16	1.30	2.78	2.25	2.49	2.45	2.26
Stocks/Bonds 60/40	2	60	40	0	+12.02	+9.95	+9.63	14.34	9.24	8.20	0.84	1.08	1.17	-12.29	-12.29	-12.29	0.98	4.93	12.27	+6.02	+21.94	-3.17	+14.15	+8.71	+0.44	1.39	2.54	2.25	2.27	2.30	2.20
Edge Select Aggressive Merrill Lynch	12	84	16	0	+12.57	+10.79	+9.41	18.85	12.41	11.68	0.67	0.87	0.81	-17.65	-17.65	-17.65	0.71	3.79	8.27	+4.20	+24.61	-6.88	+21.70	+9.21	-1.81	1.15	2.60	2.10	2.29	2.23	2.07
Core Four Rick Ferri	4	80	20	0	+8.53	+9.49	+9.07	17.89	11.44	10.70	0.48	0.83	0.85	-17.12	-17.12	-17.12	0.50	3.35	8.07	+1.85	+24.04	-6.41	+17.86	+8.53	-0.67	1.41	2.91	2.48	2.65	2.67	2.43
Four Funds Bogleheads	4	80	20	0	+10.46	+9.75	+8.89	17.94	11.63	10.98	0.58	0.84	0.81	-17.10	-17.10	-17.10	0.61	3.46	7.85	+2.92	+23.60	-7.02	+19.47	+8.61	-1.37	1.23	2.73	2.32	2.50	2.39	2.10
Three Funds Bogleheads	3	80	20	0	+10.17	+9.71	+8.88	17.80	11.56	10.90	0.57	0.84	0.81	-17.02	-17.02	-17.02	0.60	3.46	7.88	+2.70	+23.65	-6.89	+19.54	+8.39	-1.14	1.34	2.84	2.33	2.54	2.49	2.32
Talmud Portfolio Roger Gibson	3	66.7	33.3	0	+3.12	+7.83	+8.72	15.51	9.92	9.23	0.20	0.79	0.94	-15.15	-15.15	-15.15	0.21	3.02	8.63	-0.15	+22.79	-3.78	+9.90	+7.99	+1.11	1.68	3.16	3.00	2.99	3.25	2.81
World Developed Stocks	1	100	0	0	+10.11	+10.35	+8.69	22.42	14.47	13.95	0.45	0.72	0.62	-22.15	-22.15	-22.15	0.46	2.87	5.87	+0.96	+26.82	-9.76	+24.49	+8.51	-1.86	1.22	2.90	2.25	2.59	2.55	2.37
Couch Potato Scott Burns	2	50	50	0	+12.63	+9.16	+8.67	12.86	8.19	7.39	0.98	1.12	1.17	-10.72	-10.72	-10.72	1.18	5.13	12.10	+7.27	+19.51	-3.32	+12.07	+8.75	-0.70	0.87	2.09	2.27	2.08	1.84	1.15
Yale Endowment David Swensen	6	70	30	0	+6.87	+8.59	+8.64	14.06	9.51	8.93	0.49	0.90	0.97	-13.19	-13.19	-13.19	0.52	3.87	9.78	+2.79	+22.65	-6.20	+14.99	+7.39	-0.81	1.28	2.91	2.73	2.83	2.84	2.33
Robo Advisor 100 Betterment	6	100	0	0	+4.11	+9.15	+8.63	22.89	14.76	13.99	0.18	0.62	0.62	-24.46	-24.46	-24.46	0.17	2.24	5.27	-4.16	+25.11	-10.01	+23.03	+11.85	-3.29	1.22	2.92	2.22	2.45	2.43	2.21
Edge Select Moderately Aggressive Merrill Lynch	12	69	31	0	+11.93	+9.83	+8.61	15.72	10.37	9.75	0.76	0.95	0.88	-14.28	-14.28	-14.28	0.84	4.19	9.00	+4.79	+22.30	-5.68	+18.60	+8.18	-1.40	1.25	2.71	2.26	2.36	2.35	2.20
Late Thirties to Early Forties Burton Malkiel	8	85	15	0	+6.78	+9.39	+8.32	19.12	12.28	11.68	0.35	0.76	0.71	-19.37	-19.37	-19.37	0.35	2.92	6.32	-0.01	+24.10	-7.61	+20.64	+8.99	-2.65	1.27	3.05	2.54	2.69	2.70	2.43
Robo Advisor 90 Betterment	11	90.1	9.9	0	+4.80	+8.89	+8.30	21.16	13.55	12.77	0.23	0.66	0.65	-22.45	-22.45	-22.45	0.21	2.37	5.43	-2.98	+23.64	-9.31	+21.58	+11.40	-2.83	1.23	2.95	2.30	2.55	2.45	2.25
Mid-Twenties Burton Malkiel	8	87	13	0	+6.88	+9.36	+8.26	19.47	12.55	11.97	0.35	0.75	0.69	-19.80	-19.80	-19.80	0.35	2.85	6.12	-0.18	+24.15	-7.95	+21.11	+8.95	-2.79	1.24	3.04	2.50	2.67	2.66	2.39
Mid-Fifties Burton Malkiel	8	80	20	0	+5.91	+9.12	+8.23	18.48	11.73	11.09	0.32	0.78	0.74	-18.64	-18.64	-18.64	0.32	2.94	6.47	-0.15	+23.79	-7.10	+19.19	+8.92	-2.27	1.37	3.16	2.70	2.82	2.87	2.57
Ultimate Buy and Hold Strategy Paul Merriman	10	100	0	0	-1.54	+7.48	+8.10	24.59	15.27	14.22	-0.06	0.49	0.57	-27.35	-27.35	-27.35	-0.06	1.59	4.31	-9.24	+24.04	-11.36	+21.58	+12.94	-1.36	1.27	3.30	2.48	2.81	2.75	2.42
Family Taxable Portfolio Ted Aronson	11	70	30	0	+7.00	+8.58	+8.07	15.46	10.49	9.67	0.45	0.82	0.83	-15.49	-15.49	-15.49	0.45	3.29	7.57	+1.02	+19.91	-7.55	+18.03	+11.10	-2.35	1.04	2.63	2.30	2.43	2.30	1.97
Late Sixties and Beyond Burton Malkiel	8	71	29	0	+4.76	+8.55	+7.91	16.79	10.56	9.91	0.28	0.81	0.80	-16.82	-16.82	-16.82	0.28	3.01	6.78	-0.21	+22.55	-5.90	+16.49	+8.48	-1.63	1.42	3.19	2.81	2.83	2.91	2.59
Robo Advisor 80 Betterment	10	80	20	0	+4.89	+8.45	+7.86	19.10	12.16	11.46	0.26	0.69	0.69	-20.17	-20.17	-20.17	0.24	2.48	5.61	-2.13	+22.05	-8.34	+19.74	+10.63	-2.50	1.24	3.02	2.42	2.60	2.49	2.28
No Brainer Portfolio Bill Bernstein	4	75	25	0	+4.25	+7.71	+7.72	17.15	11.40	10.67	0.25	0.68	0.72	-18.24	-18.24	-18.24	0.23	2.46	6.05	-2.40	+19.82	-6.41	+15.70	+11.03	-1.35	1.09	2.49	1.97	1.94	1.87	1.67
Lazy Portfolio David Swensen	6	70	30	0	+5.59	+7.88	+7.71	15.08	9.75	9.37	0.37	0.81	0.82	-14.65	-14.65	-14.65	0.38	3.15	7.52	+0.76	+21.27	-5.67	+13.94	+7.74	-0.95	1.24	2.85	2.63	2.65	2.65	2.15
Stocks/Bonds 40/60	2	40	60	0	+10.45	+8.05	+7.64	10.10	6.44	5.67	1.03	1.25	1.35	-8.09	-8.09	-8.09	1.29	5.84	13.45	+6.30	+17.57	-2.15	+10.63	+6.64	+0.48	1.47	2.66	2.43	2.38	2.38	2.31
Edge Select Moderate Merrill Lynch	12	53	47	0	+10.46	+8.55	+7.59	12.46	8.23	7.71	0.84	1.04	0.98	-10.96	-10.96	-10.96	0.95	4.63	9.83	+4.79	+19.44	-4.47	+15.00	+7.31	-1.02	1.32	2.80	2.40	2.39	2.40	2.28
Golden Butterfly	5	40	40	20	+9.61	+8.27	+7.49	10.05	7.16	6.72	0.96	1.16	1.11	-7.15	-7.15	-7.15	1.34	6.82	14.79	+6.30	+18.03	-4.03	+10.96	+10.82	-3.71	0.86	1.81	1.54	1.44	1.41	1.30
All Weather Portfolio Ray Dalio	5	30	55	15	+12.43	+8.29	+7.44	6.69	6.09	5.72	1.86	1.36	1.30	-2.34	-6.47	-6.93	5.31	7.56	15.13	+10.70	+18.22	-3.19	+11.47	+5.86	-3.72	1.01	2.03	1.89	1.89	1.88	1.81
Coffee House Bill Schultheis	7	60	40	0	+1.11	+6.72	+7.42	14.73	9.38	8.48	0.08	0.72	0.87	-15.36	-15.36	-15.36	0.07	2.50	6.81	-3.15	+18.99	-5.19	+11.02	+11.04	-0.91	1.52	2.89	2.56	2.57	2.64	2.43
Dimensional 2030 Retirement Income DFA	8	55.9	44.1	0	+10.37	+8.32	+7.39	12.95	8.38	7.93	0.80	0.99	0.93	-11.59	-11.59	-11.59	0.90	4.24	8.98	+4.69	+18.74	-4.97	+14.85	+7.26	-1.32	0.95	2.52	2.36	2.31	2.04	1.52
Margaritaville Scott Burns	3	67	33	0	+9.82	+8.41	+7.38	15.18	9.85	9.52	0.65	0.85	0.78	-14.40	-14.40	-14.40	0.68	3.46	7.21	+3.30	+20.39	-6.92	+17.22	+7.53	-2.03	1.03	2.62	2.42	2.49	2.24	1.69
Robust Alpha Architect	8	70	20	10	+2.66	+6.52	+7.20	18.29	11.40	10.41	0.15	0.57	0.69	-19.46	-19.46	-19.46	0.14	1.91	5.16	-2.42	+22.11	-7.40	+14.23	+7.34	-2.97	0.87	2.02	1.68	1.74	1.86	1.55
Gone Fishin' Portfolio Alexander Green	10	65	30	5	+5.45	+7.74	+7.00	16.86	10.70	10.33	0.32	0.72	0.68	-17.17	-17.17	-17.17	0.32	2.63	5.64	-0.61	+19.76	-7.32	+16.62	+10.50	-3.07	1.26	2.90	2.56	2.64	2.61	2.30
Coward's Portfolio Bill Bernstein	10	60	40	0	+2.60	+6.80	+6.91	14.11	9.20	8.47	0.18	0.74	0.82	-15.14	-15.14	-15.14	0.17	2.57	6.28	-2.50	+18.34	-5.49	+12.63	+10.13	-1.45	1.24	2.75	2.27	2.14	2.13	1.90
Dynamic 60/40 Income	5	60	40	0	+1.84	+6.25	+6.90	14.36	8.44	7.87	0.13	0.74	0.88	-14.25	-14.25	-14.25	0.13	2.49	6.66	-1.05	+18.59	-3.28	+8.11	+7.39	+0.49	2.12	4.05	3.81	3.70	3.90	3.54
Sandwich Portfolio Bob Clyatt	8	55	45	0	+6.76	+6.93	+6.63	10.95	7.42	7.16	0.62	0.93	0.93	-10.74	-10.74	-10.74	0.63	3.70	8.38	+1.76	+16.81	-4.77	+13.38	+6.63	+0.48	1.02	2.61	2.10	2.06	1.95	1.78
Permanent Portfolio Harry Browne	4	25	50	25	+15.09	+8.55	+6.62	7.39	6.22	6.10	2.04	1.37	1.09	-1.82	-6.98	-6.98	8.29	7.27	12.88	+12.90	+16.17	-1.76	+10.97	+5.54	-3.06	0.70	1.73	1.53	1.34	1.20	1.12
Andrew Tobias Portfolio Andrew Tobias	3	66.7	33.3	0	+6.42	+6.99	+6.60	13.37	9.01	8.87	0.48	0.78	0.74	-13.71	-13.71	-13.71	0.47	2.93	6.52	+0.48	+18.69	-5.85	+15.52	+5.01	-0.07	1.08	2.72	2.16	2.06	1.97	1.73
Edge Select Moderately Conservative Merrill Lynch	12	37	63	0	+9.10	+7.33	+6.58	9.18	6.07	5.70	0.99	1.21	1.15	-7.78	-7.78	-7.78	1.17	5.45	11.46	+5.01	+16.41	-2.89	+11.44	+6.14	-0.48	1.34	2.92	2.55	2.41	2.43	2.31
Robo Advisor 50 Betterment	10	49.9	50.1	0	+4.68	+6.99	+6.45	13.40	8.25	7.75	0.35	0.85	0.83	-13.47	-13.47	-13.47	0.35	2.99	6.45	+0.11	+17.29	-5.31	+14.03	+8.32	-1.57	1.27	3.22	2.79	2.68	2.59	2.31
Lifepath Fund iShares	6	40.4	59.6	0	+8.58	+7.06	+6.43	9.77	6.26	5.77	0.88	1.13	1.11	-8.34	-8.34	-8.34	1.03	4.88	10.37	+4.55	+16.20	-3.49	+11.24	+6.11	-0.37	1.39	2.76	2.53	2.51	2.41	2.21
Pinwheel	8	65	25	10	+3.77	+6.94	+6.33	14.68	9.43	9.29	0.26	0.74	0.68	-14.99	-14.99	-14.99	0.25	2.66	5.65	-1.04	+19.31	-6.39	+14.08	+8.63	-2.88	1.01	2.58	2.16	2.14	2.11	1.84
Desert Portfolio Gyroscopic Investing	3	30	60	10	+11.64	+7.12	+6.23	6.13	4.55	4.50	1.90	1.56	1.38	-3.56	-3.56	-3.56	3.27	11.52	23.32	+8.32	+14.41	-0.94	+8.38	+5.39	+0.02	0.91	1.95	1.75	1.53	1.44	1.43
Aggressive Global Income	4	80	20	0	-8.18	+5.88	+6.21	20.12	12.58	12.00	-0.41	0.47	0.52	-23.84	-23.84	-23.84	-0.34	1.39	3.47	-12.59	+19.97	-8.07	+13.53	+18.29	-6.99	2.48	4.21	3.93	3.98	4.60	4.02
Simple Money Portfolio Tim Maurer	7	60	40	0	+1.48	+5.52	+6.18	12.91	8.48	8.17	0.11	0.65	0.76	-14.56	-14.56	-14.56	0.10	2.12	5.64	-3.62	+16.14	-6.64	+13.36	+8.15	+0.47	1.03	2.95	2.24	2.28	2.07	1.94
Ideal Index Frank Armstrong	7	70	30	0	+0.61	+6.01	+6.10	15.16	9.94	9.61	0.04	0.60	0.63	-17.17	-17.17	-17.17	0.04	1.97	4.71	-4.72	+17.96	-6.68	+13.88	+9.05	-1.66	1.21	2.83	2.27	2.25	2.19	1.89
Dynamic 40/60 Income	5	40	60	0	+4.83	+6.31	+6.10	13.25	7.26	6.51	0.36	0.87	0.94	-12.42	-12.42	-12.42	0.39	2.88	6.50	+1.40	+15.91	-3.18	+9.18	+7.53	+0.21	2.21	4.21	3.98	3.81	3.91	3.71
Big Rocks Portfolio Larry Swedroe	11	60	40	0	-0.24	+5.44	+6.00	13.60	8.92	8.34	-0.02	0.61	0.72	-15.62	-15.62	-15.62	-0.02	1.94	5.06	-5.10	+15.98	-5.45	+11.28	+9.71	-0.97	1.10	2.72	2.14	1.97	1.86	1.61
Ultimate Buy&Hold FundAdvice	12	60	40	0	+1.25	+5.54	+5.78	13.36	8.60	8.22	0.09	0.64	0.70	-15.07	-15.07	-15.07	0.08	2.05	5.00	-3.90	+16.24	-6.85	+13.54	+8.37	-0.60	1.13	2.84	2.37	2.35	2.19	1.89
High Yield Bonds Income	4	0	100	0	+3.46	+6.43	+5.60	14.32	8.05	7.34	0.24	0.80	0.76	-11.99	-11.99	-11.99	0.29	3.05	6.04	+1.23	+16.98	-4.53	+8.78	+12.01	-3.94	2.93	5.32	5.01	5.10	5.64	5.13
Rob Arnott Portfolio Rob Arnott	8	30	60	10	+4.69	+6.07	+5.53	9.60	6.27	5.94	0.49	0.97	0.93	-8.71	-8.71	-8.71	0.54	3.93	8.18	+2.42	+16.67	-4.12	+9.02	+7.14	-3.26	1.19	3.13	2.84	2.55	2.53	2.15
Five Asset Roger Gibson	6	60	20	20	-0.01	+5.74	+5.26	17.29	10.61	10.25	0.00	0.54	0.51	-19.29	-19.29	-19.29	0.00	1.67	3.47	-4.85	+20.35	-7.26	+12.32	+9.61	-5.77	1.22	3.02	2.60	2.44	2.53	2.18
Permanent Portfolio Paul Boyer	5	25	50	25	+12.42	+7.46	+5.14	7.38	6.58	6.63	1.68	1.13	0.78	-2.40	-6.74	-9.15	5.18	6.42	7.11	+10.14	+13.97	-3.50	+11.87	+7.19	-5.29	0.69	1.80	1.48	1.39	1.28	1.20
European Stocks	1	100	0	0	+0.26	+4.54	+4.64	22.78	15.20	16.36	0.01	0.30	0.28	-25.66	-25.66	-27.75	0.01	0.97	2.07	-8.80	+24.86	-14.91	+26.99	-0.37	-1.94	1.54	3.99	3.28	3.37	3.42	3.12
Edge Select Conservative Merrill Lynch	12	21	79	0	+5.03	+4.90	+4.53	5.34	3.55	3.39	0.94	1.38	1.34	-4.57	-4.57	-4.57	1.10	5.91	12.18	+2.74	+11.07	-1.01	+6.67	+4.67	-0.16	1.10	2.79	2.42	2.00	1.87	1.76
Ivy Portfolio Mebane Faber	5	60	20	20	-2.98	+4.54	+4.45	19.14	11.50	10.74	-0.16	0.39	0.41	-21.77	-21.77	-21.77	-0.14	1.14	2.50	-7.76	+21.16	-7.88	+12.20	+7.80	-7.10	1.27	2.63	2.35	2.46	2.56	2.24
Dimensional Retirement Income Fund DFA	7	20.4	79.6	0	+7.20	+4.89	+4.23	5.80	3.79	3.83	1.24	1.29	1.10	-4.64	-4.64	-4.64	1.55	5.81	11.05	+4.69	+10.30	-1.96	+6.78	+4.66	-0.87	0.83	2.41	2.13	2.19	1.77	1.05
Larry Portfolio Larry Swedroe	4	30	70	0	+3.43	+4.32	+4.20	5.47	4.24	4.25	0.63	1.02	0.99	-5.39	-5.39	-5.39	0.64	4.37	9.46	+0.47	+10.64	-3.54	+7.74	+6.87	-0.54	0.95	2.32	1.96	1.76	1.58	1.57
10-year Treasury	1	0	100	0	+9.85	+4.40	+4.15	5.51	5.29	5.57	1.79	0.83	0.75	-1.61	-7.17	-7.60	6.10	3.35	6.60	+11.44	+8.03	+0.99	+2.55	+1.00	+1.51	0.90	2.22	2.24	1.85	1.81	1.91
7Twelve Portfolio Craig Israelsen	9	50	33.3	16.7	-1.48	+4.09	+3.86	15.30	9.56	9.00	-0.10	0.43	0.43	-17.91	-17.91	-17.91	-0.08	1.24	2.57	-6.18	+17.04	-6.60	+11.15	+7.88	-6.71	0.86	2.13	1.80	1.69	1.63	1.47
Robo Advisor 20 Betterment	12	19.9	80.1	0	+4.26	+4.14	+3.60	5.06	3.30	3.21	0.84	1.26	1.12	-4.42	-4.42	-4.42	0.96	5.09	9.59	+2.06	+9.52	-1.40	+6.18	+4.13	-0.32	1.08	2.70	2.30	1.86	1.69	1.47
Gold	1	0	0	100	+27.54	+10.63	+3.31	14.05	13.80	16.33	1.96	0.77	0.20	-4.48	-15.02	-42.90	6.15	4.38	0.90	+23.95	+17.86	-1.94	+12.81	+8.03	-10.67	0.00	0.00	0.00	0.00	0.00	0.00
Conservative Income Charles Schwab	6	5	95	0	+4.37	+3.65	+3.22	4.04	2.87	2.87	1.08	1.27	1.12	-2.57	-2.57	-4.31	1.70	7.63	8.66	+3.92	+8.37	-0.17	+2.91	+3.48	-0.30	1.20	2.80	2.74	2.29	2.07	1.74
Robo Advisor 10 Betterment	12	9.9	90.1	0	+4.07	+3.01	+2.46	2.11	1.68	1.70	1.93	1.79	1.45	-1.20	-1.20	-1.49	3.39	13.32	18.53	+2.72	+6.60	+0.03	+3.32	+2.50	+0.10	0.98	2.45	2.04	1.49	1.28	1.09
Emerging Markets	1	100	0	0	+10.81	+8.47	+1.94	23.39	17.43	18.24	0.46	0.49	0.11	-23.94	-29.72	-32.70	0.45	1.69	0.65	-1.16	+18.20	-15.31	+37.28	+10.87	-16.18	0.51	3.19	1.86	2.55	2.07	2.05
Robo Advisor 0 Betterment	2	0	100	0	+3.74	+1.84	+1.32	1.24	1.16	0.98	3.01	1.59	1.35	-0.05	-1.01	-1.01	74.80	9.49	13.89	+3.29	+3.70	+1.44	+0.45	+0.92	+0.53	0.90	2.21	1.78	1.11	0.88	0.71
Short Term Treasury	1	0	100	0	+3.45	+1.67	+1.15	1.38	1.12	0.91	2.50	1.49	1.26	-0.08	-0.91	-0.91	43.13	9.53	13.41	+3.02	+3.38	+1.46	+0.26	+0.82	+0.43	0.79	2.17	1.73	0.98	0.72	0.54

Returns and KPIs are calculated on the hypothesis of:

a yearly rebalancing of the portfolios (at the beginning of the year)

the reinvestment of dividends

Returns refer to investiments in US Dollars.

Return / Risk Charts: