Data Source: from January 1972 to June 2022
Consolidated Returns as of 30 June 2022
Live Update: Jul 05 2022, 02:59PM Eastern Time
PORTFOLIO • LIVE PERFORMANCE (USD currency)
0.50%
1 Day
Jul 05 2022, 02:59PM Eastern Time
1.58%
Current Month
July 2022
The 10-year Treasury Portfolio is a Low Risk portfolio and can be implemented with 1 ETF.
It's exposed for 0% on the Stock Market.
In the last 30 Years, the 10-year Treasury Portfolio obtained a 5.42% compound annual return, with a 6.61% standard deviation.
Asset Allocation and ETFs
The 10-year Treasury Portfolio has the following asset allocation:
The 10-year Treasury Portfolio can be implemented with the following ETFs:
| Weight | Ticker | ETF Name | Investment Themes | |
|---|---|---|---|---|
| 100.00 % | IEF | iShares 7-10 Year Treasury Bond | Bond, U.S., Intermediate-Term |
Most of Lazy Portfolios are made of common components (asset classes), very simple and well defined. For a more complete view, find out the most common ETFs you can use to build your portfolio.
Portfolio and ETF Returns
The 10-year Treasury Portfolio guaranteed the following returns.
According to the available data source, let's assume we built the portfolio on January 1972.
Portfolio returns are calculated in USD, assuming:
Portfolio returns are calculated in USD, assuming:
- No fees or capital gain taxes
- the reinvestment of dividends
10-YEAR TREASURY PORTFOLIO RETURNS
Consolidated returns as of 30 June 2022
Live Update: Jul 05 2022, 02:59PM Eastern Time
Swipe left to see all data
| Chg (%) | Return (%) | Return (%) as of Jun 30, 2022 |
|||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 Day | Time ET(*) | Jul 2022 | 1M | 6M | 1Y | 5Y(*) | 10Y(*) | 30Y(*) | |
| 10-year Treasury Portfolio | 0.50 | 1.58 | -0.86 | -10.56 | -10.48 | 0.76 | 1.17 | 5.42 | |
| US Inflation Adjusted return | -0.86 | -14.04 | -16.78 | -2.75 | -1.26 | 2.88 | |||
| Components | |||||||||
|
IEF iShares 7-10 Year Treasury Bond |
0.50 |
02:59PM Jul 05 2022 |
1.58 | -0.86 | -10.56 | -10.48 | 0.76 | 1.17 | 5.42 |
(*) Returns over 1 year are annualized
(*) Eastern Time (ET - America/New York)
US Inflation is updated to May 2022. Waiting for updates, inflation of Jun 2022 is set to 0%. Current inflation (annualized) is 1Y: 7.57% , 5Y: 3.61% , 10Y: 2.46% , 30Y: 2.47%
Live update: World Markets and Indexes
Portfolio Dividends
In 2021, the 10-year Treasury Portfolio granted a 0.80% dividend yield. If you are interested in getting periodic income, please refer to the 10-year Treasury Portfolio: Dividend Yield page.
Readings that may interest you
Historical Returns as of Jun 30, 2022
Historical returns and stats of 10-year Treasury Portfolio. Total Returns and Inflation Adjusted Returns are both mentioned.
10-YEAR TREASURY PORTFOLIO
Consolidated returns as of 30 June 2022
Data Source: from January 1972 to June 2022
Swipe left to see all data
| Period | Return (%) as of Jun 2022 |
Return (%) Infl.Adj. |
Standard Deviation (%) |
Max Drawdown (%) |
Months Pos - Neg |
|---|---|---|---|---|---|
|
1M
Jun 2022
|
-0.86
|
-0.86
|
-0.86
Jun 2022 - Jun 2022
|
0 - 1
|
|
|
3M
|
-4.47
|
-5.70
|
-4.47
Apr 2022 - Jun 2022
|
1 - 2
|
|
|
6M
|
-10.56
|
-14.04
|
-10.56
Jan 2022 - Jun 2022
|
1 - 5
|
|
|
YTD
|
-10.56
|
-14.04
|
-10.56
Jan 2022 - Jun 2022
|
1 - 5
|
|
|
1Y
|
-10.48
|
-16.78
|
6.21
|
-12.23
Aug 2021 - Jun 2022
|
3 - 9
25% pos
|
|
3Y(*)
|
-1.23
|
-5.49
|
6.32
|
-15.19
Aug 2020 - Jun 2022
|
18 - 18
50% pos
|
|
5Y(*)
|
0.76
|
-2.75
|
5.74
|
-15.19
Aug 2020 - Jun 2022
|
31 - 29
52% pos
|
|
10Y(*)
|
1.17
|
-1.26
|
5.52
|
-15.19
Aug 2020 - Jun 2022
|
61 - 59
51% pos
|
|
15Y(*)
|
3.91
|
1.57
|
6.41
|
-15.19
Aug 2020 - Jun 2022
|
97 - 83
54% pos
|
|
20Y(*)
|
4.20
|
1.71
|
6.47
|
-15.19
Aug 2020 - Jun 2022
|
132 - 108
55% pos
|
|
25Y(*)
|
4.99
|
2.50
|
6.55
|
-15.19
Aug 2020 - Jun 2022
|
170 - 130
57% pos
|
|
30Y(*)
|
5.42
|
2.88
|
6.61
|
-15.19
Aug 2020 - Jun 2022
|
209 - 151
58% pos
|
|
MAX(*)
01 Jan 1972
|
6.83
|
2.76
|
7.72
|
-15.76
Jul 1979 - Feb 1980
|
359 - 247
59% pos
|
(*) Returns over 1 year are annualized
Capital Growth as of Jun 30, 2022
An investment of 1000$, since July 1992,
now would be worth 4871.24$, with a total return of 387.12% (5.42% annualized).
The Inflation Adjusted Capital now would be 2341.41$, with a net total return of 134.14% (2.88% annualized).
The Inflation Adjusted Capital now would be 2341.41$, with a net total return of 134.14% (2.88% annualized).
An investment of 1000$, since January 1972,
now would be worth 28091.11$, with a total return of 2709.11% (6.83% annualized).
The Inflation Adjusted Capital now would be 3961.06$, with a net total return of 296.11% (2.76% annualized).
The Inflation Adjusted Capital now would be 3961.06$, with a net total return of 296.11% (2.76% annualized).
Drawdowns
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Drawdown period |
Recovery period |
Total |
||||
|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months |
| -15.19% | Aug 2020 | Jun 2022 | 23 | in progress | 23 | |
| -10.14% | Nov 1993 | Nov 1994 | 13 | May 1995 | 6 | 19 |
| -9.34% | Oct 1998 | Jan 2000 | 16 | Aug 2000 | 7 | 23 |
| -7.60% | May 2013 | Dec 2013 | 8 | Nov 2014 | 11 | 19 |
| -7.18% | Aug 2016 | Apr 2018 | 21 | May 2019 | 13 | 34 |
| -6.90% | Feb 1996 | May 1996 | 4 | Nov 1996 | 6 | 10 |
| -6.65% | Jan 2009 | Jun 2009 | 6 | Jun 2010 | 12 | 18 |
| -6.60% | Nov 2001 | Mar 2002 | 5 | Jul 2002 | 4 | 9 |
| -5.68% | Jun 2003 | Jul 2003 | 2 | Dec 2003 | 5 | 7 |
| -4.85% | Apr 2004 | May 2004 | 2 | Oct 2004 | 5 | 7 |
| -4.67% | Sep 2010 | Mar 2011 | 7 | Jul 2011 | 4 | 11 |
| -4.25% | Feb 2015 | Jun 2015 | 5 | Jan 2016 | 7 | 12 |
| -4.15% | Apr 2008 | May 2008 | 2 | Nov 2008 | 6 | 8 |
| -4.13% | Oct 2002 | Nov 2002 | 2 | Feb 2003 | 3 | 5 |
| -4.08% | Jul 2005 | May 2006 | 11 | Sep 2006 | 4 | 15 |
| -4.04% | Dec 1996 | Mar 1997 | 4 | Jun 1997 | 3 | 7 |
| -3.04% | Oct 1992 | Nov 1992 | 2 | Jan 1993 | 2 | 4 |
| -2.97% | Apr 2001 | May 2001 | 2 | Jul 2001 | 2 | 4 |
| -2.67% | Feb 2012 | Mar 2012 | 2 | May 2012 | 2 | 4 |
| -2.59% | Sep 2019 | Dec 2019 | 4 | Jan 2020 | 1 | 5 |
Swipe left to see all data
Drawdown period |
Recovery period |
Total |
||||
|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months |
| -15.76% | Jul 1979 | Feb 1980 | 8 | May 1980 | 3 | 11 |
| -15.19% | Aug 2020 | Jun 2022 | 23 | in progress | 23 | |
| -14.57% | Jul 1980 | Sep 1981 | 15 | Nov 1981 | 2 | 17 |
| -10.87% | Mar 1987 | Sep 1987 | 7 | Jan 1988 | 4 | 11 |
| -10.14% | Nov 1993 | Nov 1994 | 13 | May 1995 | 6 | 19 |
| -9.34% | Oct 1998 | Jan 2000 | 16 | Aug 2000 | 7 | 23 |
| -7.99% | Feb 1984 | May 1984 | 4 | Aug 1984 | 3 | 7 |
| -7.60% | May 2013 | Dec 2013 | 8 | Nov 2014 | 11 | 19 |
| -7.18% | Aug 2016 | Apr 2018 | 21 | May 2019 | 13 | 34 |
| -6.90% | Feb 1996 | May 1996 | 4 | Nov 1996 | 6 | 10 |
| -6.65% | Jan 2009 | Jun 2009 | 6 | Jun 2010 | 12 | 18 |
| -6.60% | Nov 2001 | Mar 2002 | 5 | Jul 2002 | 4 | 9 |
| -6.29% | May 1983 | Aug 1983 | 4 | Jan 1984 | 5 | 9 |
| -5.68% | Jun 2003 | Jul 2003 | 2 | Dec 2003 | 5 | 7 |
| -4.85% | Apr 2004 | May 2004 | 2 | Oct 2004 | 5 | 7 |
| -4.67% | Sep 2010 | Mar 2011 | 7 | Jul 2011 | 4 | 11 |
| -4.60% | Mar 1988 | May 1988 | 3 | Sep 1988 | 4 | 7 |
| -4.48% | Jan 1990 | Apr 1990 | 4 | Jun 1990 | 2 | 6 |
| -4.42% | Mar 1975 | Apr 1975 | 2 | Oct 1975 | 6 | 8 |
| -4.33% | Dec 1973 | Aug 1974 | 9 | Nov 1974 | 3 | 12 |
Rolling Returns ( more details)
10-year Treasury Portfolio: annualized rolling and average returns
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| Rolling Period |
Return (*) | Negative Periods |
||
|---|---|---|---|---|
| Average (%) | Best (%) | Worst (%) | ||
| 1 Year |
7.49 |
44.35 Apr 1985 - Mar 1986 |
-11.12 Mar 1979 - Feb 1980 |
18.82% |
| 2 Years |
7.49 |
34.91 Jul 1984 - Jun 1986 |
-7.52 Jul 2020 - Jun 2022 |
7.20% |
| 3 Years |
7.55 |
23.66 Sep 1983 - Aug 1986 |
-2.91 Oct 1978 - Sep 1981 |
3.68% |
| 5 Years |
7.61 |
23.75 Sep 1981 - Aug 1986 |
-0.08 Oct 1976 - Sep 1981 |
0.18% |
| 7 Years |
7.73 |
17.44 Mar 1980 - Feb 1987 |
1.01 May 2015 - Apr 2022 |
0.00% |
| 10 Years |
8.07 |
15.70 Oct 1981 - Sep 1991 |
1.17 Jul 2012 - Jun 2022 |
0.00% |
| 15 Years |
8.28 |
13.03 Oct 1981 - Sep 1996 |
3.80 May 2007 - Apr 2022 |
0.00% |
| 20 Years |
8.31 |
12.08 Oct 1981 - Sep 2001 |
4.20 Jul 2002 - Jun 2022 |
0.00% |
(*) Annualized rolling and average returns over full calendar month periods
If you need a deeper detail about rolling returns, please refer to the 10-year Treasury Portfolio: Rolling Returns page.
Seasonality
10-year Treasury Portfolio: in which months is it better to invest?
Both the Average Return and the Gain Frequency (Win %) are useful to get an idea of what happened in the past.
For further information about the seasonality, check the Asset Class Seasonality page.
For further information about the seasonality, check the Asset Class Seasonality page.
Swipe left to see all data
| Monthly Average Return (%) and Gain Frequency | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| Average Win % |
0.34 55% |
0.19 57% |
0.03 49% |
0.17 57% |
0.78 59% |
0.79 65% |
0.48 62% |
0.99 66% |
0.88 60% |
0.70 54% |
0.91 66% |
0.67 62% |
| Best Year |
4.6 1988 |
7.2 1986 |
5.8 1986 |
12.4 1980 |
7.9 1985 |
5.6 1986 |
6.3 1984 |
6.0 1982 |
7.3 1982 |
7.6 1981 |
9.4 1981 |
5.4 1991 |
| Worst Year |
-3.9 1980 |
-7.9 1980 |
-4.1 2022 |
-4.3 2004 |
-4.7 1984 |
-2.7 1982 |
-5.0 2003 |
-3.7 1980 |
-3.2 1987 |
-7.0 1979 |
-4.2 2016 |
-4.4 2009 |
Statistics calculated for the period Jan 1972 - Jun 2022
Monthly/Yearly Returns
10-year Treasury Portfolio monthly and yearly returns: how is the distribution of the returns recorded so far?
MONTHLY RETURNS HISTOGRAM
359 Positive Months (59%) - 247 Negative Months (41%)
Jan 1972 - Jun 2022
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Yearly Return(%) |
Monthly Return(%) |
|||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year | Total | Infl.Adj | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2022 |
-10.56 | -14.04 | -2.1 | -0.3 | -4.1 | -4.2 | 0.6 | -0.9 | ||||||
| 2021 |
-3.33 | -9.73 | -1.1 | -2.4 | -2.4 | 1.0 | 0.4 | 1.0 | 2.0 | -0.4 | -1.6 | -0.4 | 1.1 | -0.5 |
| 2020 |
+10.01 | +8.62 | 3.5 | 3.0 | 3.7 | 0.3 | 0.3 | 0.0 | 0.9 | -1.0 | 0.3 | -1.4 | 0.3 | -0.2 |
| 2019 |
+8.03 | +5.64 | 0.7 | -0.5 | 2.7 | -0.5 | 3.0 | 1.2 | 0.0 | 3.9 | -1.2 | 0.2 | -0.7 | -0.9 |
| 2018 |
+0.99 | -0.91 | -2.2 | -0.9 | 1.2 | -1.3 | 1.0 | 0.2 | -0.5 | 1.0 | -1.2 | -0.3 | 1.3 | 2.8 |
| 2017 |
+2.55 | +0.42 | 0.2 | 0.7 | 0.1 | 1.1 | 0.8 | -0.5 | 0.4 | 1.5 | -1.4 | -0.2 | -0.3 | 0.2 |
| 2016 |
+1.00 | -1.03 | 3.3 | 1.5 | -0.1 | -0.2 | -0.1 | 3.1 | 0.2 | -1.0 | 0.2 | -1.5 | -4.2 | -0.1 |
| 2015 |
+1.51 | +0.86 | 4.3 | -2.5 | 0.9 | -0.6 | -0.4 | -1.6 | 1.5 | 0.1 | 1.6 | -0.6 | -0.4 | -0.5 |
| 2014 |
+9.07 | +8.36 | 3.1 | 0.4 | -0.6 | 0.8 | 1.8 | -0.2 | -0.2 | 1.9 | -1.0 | 1.5 | 1.3 | 0.1 |
| 2013 |
-6.09 | -7.49 | -1.3 | 1.1 | 0.3 | 1.5 | -3.1 | -2.5 | -0.4 | -1.4 | 1.8 | 0.8 | -0.9 | -2.1 |
| 2012 |
+3.66 | +1.87 | 0.9 | -1.1 | -1.6 | 2.5 | 2.9 | -0.4 | 1.4 | -0.1 | -0.3 | -0.4 | 1.0 | -0.9 |
| 2011 |
+15.64 | +12.20 | 0.0 | -0.2 | -0.2 | 1.8 | 2.5 | -0.5 | 3.2 | 4.7 | 2.2 | -1.3 | 0.6 | 2.0 |
| 2010 |
+9.37 | +7.82 | 2.4 | 0.3 | -1.1 | 1.7 | 2.9 | 3.0 | 0.9 | 3.4 | 0.0 | 0.0 | -0.9 | -3.4 |
| 2009 |
-6.59 | -9.15 | -3.9 | -0.7 | 3.3 | -2.7 | -2.1 | -0.6 | 0.8 | 0.8 | 1.1 | -0.1 | 2.0 | -4.4 |
| 2008 |
+17.91 | +17.93 | 3.4 | 1.2 | 1.3 | -2.4 | -1.8 | 1.1 | 0.7 | 1.5 | -0.1 | -0.9 | 7.8 | 5.2 |
| 2007 |
+10.37 | +6.02 | -0.4 | 2.1 | -0.1 | 0.6 | -1.4 | -0.5 | 2.3 | 2.3 | 0.1 | 1.1 | 4.0 | 0.0 |
| 2006 |
+2.52 | -0.01 | -0.7 | -0.1 | -1.4 | -0.6 | -0.1 | 0.2 | 1.7 | 1.8 | 1.2 | 0.5 | 1.3 | -1.3 |
| 2005 |
+2.64 | -0.67 | 0.9 | -1.4 | -0.4 | 2.5 | 1.8 | 0.5 | -2.2 | 2.0 | -1.8 | -1.2 | 0.6 | 1.4 |
| 2004 |
+4.12 | +0.76 | 1.0 | 1.6 | 1.3 | -4.3 | -0.5 | 0.7 | 1.2 | 2.8 | 0.3 | 1.0 | -2.0 | 1.2 |
| 2003 |
+5.29 | +3.19 | -0.8 | 2.2 | -0.4 | 0.1 | 3.8 | -0.7 | -5.0 | 0.7 | 5.0 | -1.5 | 0.0 | 2.0 |
| 2002 |
+15.45 | +12.65 | 0.4 | 1.9 | -3.7 | 2.9 | 0.7 | 2.1 | 3.2 | 3.4 | 4.6 | -2.2 | -2.0 | 3.6 |
| 2001 |
+5.40 | +3.74 | -0.1 | 2.5 | 0.3 | -2.8 | -0.2 | 0.5 | 3.2 | 2.1 | 2.4 | 2.8 | -3.4 | -1.9 |
| 2000 |
+17.28 | +13.38 | -1.1 | 2.5 | 3.4 | -1.0 | 0.1 | 2.5 | 0.4 | 2.8 | 0.0 | 0.7 | 2.7 | 3.2 |
| 1999 |
-7.83 | -10.23 | 0.3 | -4.5 | 0.7 | -0.4 | -1.7 | -0.8 | -0.3 | 0.0 | 1.1 | -0.4 | -0.7 | -1.5 |
| 1998 |
+14.64 | +12.83 | 2.2 | -0.2 | 0.1 | 0.4 | 1.4 | 1.4 | 0.0 | 4.0 | 5.3 | -1.2 | -0.4 | 1.1 |
| 1997 |
+11.97 | +10.10 | -0.2 | 0.3 | -2.0 | 2.0 | 0.9 | 1.7 | 4.2 | -1.8 | 2.2 | 2.6 | 0.3 | 1.3 |
| 1996 |
-0.00 | -3.27 | 0.3 | -3.5 | -1.0 | -1.8 | -0.8 | 1.4 | 0.1 | -0.6 | 2.3 | 3.1 | 2.8 | -2.2 |
| 1995 |
+25.55 | +22.45 | 2.3 | 3.3 | 0.7 | 1.5 | 6.2 | 1.2 | -1.2 | 1.8 | 1.3 | 1.6 | 2.5 | 1.8 |
| 1994 |
-7.19 | -9.54 | 1.5 | -2.8 | -3.9 | -1.5 | -0.2 | -0.6 | 2.2 | 0.1 | -2.4 | -0.7 | 0.0 | 1.1 |
| 1993 |
+12.97 | +9.89 | 2.8 | 3.2 | 0.5 | 0.4 | -0.3 | 3.2 | 0.3 | 3.4 | 0.8 | 0.2 | -2.5 | 0.5 |
| 1992 |
+7.23 | +4.14 | -3.6 | 0.9 | -1.3 | 0.1 | 2.6 | 2.0 | 3.6 | 1.3 | 2.4 | -2.6 | -0.5 | 2.4 |
| 1991 |
+18.91 | +15.47 | 1.0 | 0.7 | 0.5 | 0.9 | 0.4 | -0.5 | 1.0 | 3.3 | 3.1 | 0.6 | 1.3 | 5.4 |
| 1990 |
+7.70 | +1.36 | -2.7 | 0.2 | -0.2 | -1.8 | 3.7 | 1.9 | 1.2 | -2.6 | 1.0 | 1.9 | 3.3 | 1.9 |
| 1989 |
+17.84 | +12.62 | 1.6 | -1.2 | 0.9 | 2.6 | 3.5 | 4.1 | 2.6 | -2.3 | 0.4 | 3.4 | 1.2 | 0.0 |
| 1988 |
+6.90 | +2.38 | 4.6 | 1.4 | -2.0 | -1.2 | -1.4 | 3.3 | -1.2 | -0.1 | 3.3 | 2.2 | -1.9 | 0.2 |
| 1987 |
-2.64 | -6.69 | 1.0 | 0.5 | -1.6 | -4.1 | -1.2 | 1.4 | -1.1 | -1.5 | -3.2 | 5.7 | 0.0 | 1.8 |
| 1986 |
+21.35 | +19.93 | 0.2 | 7.2 | 5.8 | 0.7 | -3.9 | 5.6 | 0.7 | 3.4 | -2.9 | 1.4 | 2.0 | 0.0 |
| 1985 |
+29.85 | +25.11 | 3.2 | -3.3 | 2.5 | 2.4 | 7.9 | 1.0 | -1.1 | 2.7 | 0.7 | 2.7 | 3.5 | 4.6 |
| 1984 |
+14.87 | +10.41 | 1.9 | -1.1 | -1.7 | -0.6 | -4.7 | 1.5 | 6.3 | 1.7 | 2.9 | 5.0 | 2.2 | 1.1 |
| 1983 |
+2.30 | -1.44 | -1.8 | 4.2 | -1.3 | 3.0 | -2.4 | 0.0 | -3.7 | -0.3 | 4.2 | -0.8 | 1.6 | -0.1 |
| 1982 |
+39.57 | +34.43 | 0.3 | 1.8 | 0.4 | 2.8 | 2.0 | -2.7 | 5.3 | 6.0 | 7.3 | 7.1 | 0.4 | 3.5 |
| 1981 |
+5.28 | -3.33 | -0.4 | -3.0 | 2.8 | -4.1 | 4.5 | -0.8 | -3.0 | -2.5 | -0.8 | 7.6 | 9.4 | -3.4 |
| 1980 |
-1.29 | -12.15 | -3.9 | -7.9 | 1.5 | 12.4 | 4.0 | 1.8 | -3.2 | -3.7 | -0.8 | -2.4 | -0.4 | 2.7 |
| 1979 |
+1.83 | -10.09 | 2.1 | -0.7 | 1.2 | -0.8 | 2.7 | 2.4 | -0.6 | -0.7 | -0.5 | -7.0 | 3.0 | 1.2 |
| 1978 |
-0.74 | -8.93 | -0.4 | 0.0 | -0.1 | 0.1 | -0.5 | -0.6 | 1.1 | 1.8 | -0.4 | -1.9 | 1.4 | -1.1 |
| 1977 |
+0.53 | -5.76 | -3.6 | 0.3 | 0.8 | 0.4 | 1.1 | 1.9 | -0.9 | 1.6 | -0.3 | -0.8 | 1.1 | -0.9 |
| 1976 |
+15.29 | +9.77 | 0.4 | 0.9 | 1.4 | 0.6 | -1.3 | 1.3 | 0.7 | 2.0 | 1.4 | 1.5 | 3.5 | 2.0 |
| 1975 |
+5.52 | -1.50 | -0.3 | 1.1 | -3.1 | -1.3 | 2.5 | 1.2 | -1.0 | 0.5 | -1.0 | 4.6 | -0.9 | 3.3 |
| 1974 |
+4.05 | -7.18 | -0.1 | 0.5 | -2.2 | -1.1 | 1.6 | -0.2 | -1.1 | -0.8 | 1.8 | 1.7 | 1.7 | 2.3 |
| 1973 |
+3.29 | -5.19 | -0.4 | -0.2 | -0.1 | 0.8 | -1.1 | 0.5 | -2.8 | 1.9 | 3.1 | 1.9 | 0.7 | -0.9 |
| 1972 |
+2.35 | -1.02 | -1.0 | 0.9 | -0.1 | 0.4 | 1.2 | -0.2 | 0.7 | -1.7 | -0.3 | 1.5 | 1.5 | -0.4 |
Portofolio Returns, up to December 2002, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets, instead of the actual ETFs of the portfolio.
In particular, it has been used:
- IEF - iShares 7-10 Year Treasury Bond: simulated historical serie, up to December 2002
Portfolio efficiency
Is the 10-year Treasury Portfolio actually efficient, compared to other Lazy Portfolios?
Overall Ratings
The 10-year Treasury Portfolio is classified as Low Risk.
Bond weight:
Less than 25%
Less than 25%
Bond weight:
25% - 49.99%
25% - 49.99%
Bond weight:
50% - 74.99%
50% - 74.99%
Bond weight:
At least 75%
At least 75%
| Low Risk Portfolios |
All Portfolios |
||
|---|---|---|---|
| 25 Years Ann. Return (Inflation Adjusted) |
+4.99%
(+2.50%) |
Average : 2.6 / 5
|
Bad : 1.5 / 5
|
| Standard Deviation over 25 Years |
6.55% |
Poor : 1 / 5
|
Excellent : 4.2 / 5
|
| Maximum Drawdown over 25 Years |
-15.19% |
Poor : 1 / 5
|
Excellent : 4.2 / 5
|
| Easy to manage | 1 ETF |
Excellent : 5 / 5
|
Excellent : 5 / 5
|
| Rating assigned considering all the Low Risk Portfolios | Rating assigned considering all the Portfolios in the database |
Best Classic Portfolios, with Low Risk
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30 Years Stats (%) |
% Allocation |
|||||||
|---|---|---|---|---|---|---|---|---|
| Portfolio | Jul 2022 | Return▾ | Drawdown | Stocks | Bonds | Comm | ||
|
High Yield Bonds Income |
+0.80 | +6.91 | -23.97 | 0 | 100 | 0 | ||
|
All Country World 20/80 |
+0.54 | +6.10 | -14.04 | 20 | 80 | 0 | ||
|
Stocks/Bonds 20/80 |
+1.00 | +5.93 | -12.54 | 20 | 80 | 0 | ||
|
US Inflation Protection |
+1.31 | +5.80 | -11.79 | 0 | 100 | 0 | ||
|
Dimensional Retirement Income Fund DFA |
+0.89 | +5.79 | -12.91 | 20.4 | 79.6 | 0 | ||
Jul 2022 return refers to period 01-05 July 2022.
Last update: Jul 05 2022, 03:00PM Eastern Time.
Last update: Jul 05 2022, 03:00PM Eastern Time.