Data Source: from January 1986 to December 2021

Last Update: 31 December 2021

The Aggressive Global Income Portfolio is exposed for 80% on the Stock Market.

It's a Very High Risk portfolio and it can be replicated with 4 ETFs.

In the last 10 years, the portfolio obtained a 8.37% compound annual return, with a 11.62% standard deviation.

In the last 25 years, a 9.25% compound annual return, with a 14.83% standard deviation.

Asset Allocation and ETFs

The Aggressive Global Income Portfolio has the following asset allocation:

80% Stocks
20% Fixed Income
0% Commodities

The Aggressive Global Income Portfolio can be replicated with the following ETFs:

Weight Ticker ETF Name Investment Themes
30.00 % VYM Vanguard High Dividend Yield Equity, U.S., Large Cap
30.00 % DWX SPDR S&P International Dividend ETF Equity, Developed Markets
20.00 % DES WisdomTree US SmallCap Dividend ETF Equity, U.S., Micro Cap
20.00 % HYG iShares iBoxx $ High Yield Corporate 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 Aggressive Global Income Portfolio guaranteed the following returns.

AGGRESSIVE GLOBAL INCOME PORTFOLIO RETURNS (%)
Last Update: 31 December 2021
Swipe left to see all data
1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) 20Y(*) 25Y(*)
Aggressive Global Income Portfolio +5.03 +5.76 +4.22 +17.07 +11.56 +7.70 +8.37 +8.02 +9.25
--- Inflation Adjusted return +4.54 +3.48 +0.79 +9.28 +7.76 +4.65 +6.12 +5.58 +6.81
Components
VYM
Vanguard High Dividend Yield
+6.75 +9.42 +8.72 +26.21 +16.56 +11.65 +12.98 +8.81 +9.22
DWX
SPDR S&P International Dividend ETF
+4.25 +3.59 +0.90 +10.56 +7.87 +5.83 +3.29 +6.83 +8.74
DES
WisdomTree US SmallCap Dividend ETF
+5.86 +7.71 +4.86 +26.44 +13.33 +6.63 +11.51 +8.80 +8.86
HYG
iShares iBoxx $ High Yield Corporate Bond
+2.28 +0.77 +1.12 +3.75 +7.34 +5.14 +5.23 +5.81 +5.51
(*) annualized
Portfolio returns are calculated assuming:
  • a rebalancing of the components at the beginning of each year (i.e. at every January 1st)
  • the reinvestment of dividends

Inflation is updated to Dec 2021. Current inflation (annualized) is 1Y: 7.12% , 3Y: 3.53% , 5Y: 2.92% , 10Y: 2.12% , 20Y: 2.31% , 25Y: 2.29%

In 2021, the portfolio granted a 3.67% dividend yield. If you are interested in getting periodic income, please refer to the Aggressive Global Income Portfolio: Dividend Yield page.

Historical Returns

Historical returns and stats of Aggressive Global Income Portfolio. Total Returns and Inflation Adjusted Returns are both mentioned.

AGGRESSIVE GLOBAL INCOME PORTFOLIO
Last Update: 31 December 2021
Swipe left to see all data
Period Return
Dec 2021
update
Return
Inflation
Adjusted
Standard
Deviation(*)
Max
Drawdown
Months
Pos - Neg
1M
Dec 2021
+5.03%
+4.54%
0.00%
1 - 0
3M
+5.76%
+3.48%
-2.24%
Nov 2021 - Nov 2021
2 - 1
6M
+4.22%
+0.79%
-3.13%
Sep 2021 - Sep 2021
4 - 2
YTD
+17.07%
+9.28%
8.79%
-3.13%
Sep 2021 - Sep 2021
8 - 4
67% pos
1Y
+17.07%
+9.28%
8.79%
-3.13%
Sep 2021 - Sep 2021
8 - 4
67% pos
3Y
+11.56%
annualized
+7.76%
annualized
15.41%
-23.84%
Jan 2020 - Mar 2020
24 - 12
67% pos
5Y
+7.70%
annualized
+4.65%
annualized
12.98%
-23.84%
Jan 2020 - Mar 2020
42 - 18
70% pos
10Y
+8.37%
annualized
+6.12%
annualized
11.62%
-23.84%
Jan 2020 - Mar 2020
79 - 41
66% pos
20Y
+8.02%
annualized
+5.58%
annualized
14.31%
-52.63%
Nov 2007 - Feb 2009
156 - 84
65% pos
25Y
+9.25%
annualized
+6.81%
annualized
14.83%
-52.63%
Nov 2007 - Feb 2009
194 - 106
65% pos
MAX
01 Jan 1986
+10.37%
annualized
+7.52%
annualized
13.97%
-52.63%
Nov 2007 - Feb 2009
288 - 144
67% pos
(*)Annualized St.Dev. of monthly returns

Portfolio efficiency

Is the Aggressive Global Income Portfolio actually efficient, compared to other Lazy Portfolios?

Best Classic Portfolios, with Very High Risk, ordered by 25 Years annualized return.

25 Years Stats
% Allocation
Portfolio Return Drawdown Stocks Bonds Comm.
Technology
+13.30% -81.08% 100 0 0 Compare
US Stocks
+9.88% -50.84% 100 0 0 Compare
Warren Buffett Portfolio
Warren Buffett
+9.38% -45.53% 90 10 0 Compare
Aggressive Global Income
+9.25% -52.62% 80 20 0
Stocks/Bonds 80/20
+9.17% -41.09% 80 20 0 Compare

See all portfolios

Our overall ratings, assigned to the Aggressive Global Income Portfolio. The portfolio is classified as Very High Risk.

Very High Risk
Bond weight:
Less than 25%
High Risk
Bond weight:
25% - 49.99%
Medium Risk
Bond weight:
50% - 74.99%
Low Risk
Bond weight:
At least 75%
Very High Risk
Portfolios
All
Portfolios
25 Years Ann. Return
(Inflation Adjusted)
+9.25%
(+6.81%)
Good : 3.8 / 5
Excellent : 4.4 / 5
Standard Deviation
over 25 Years
14.83%
Good : 3.6 / 5
Average : 2.2 / 5
Maximum Drawdown
over 25 Years
-52.63%
Average : 3 / 5
Bad : 1.5 / 5
Easy to manage 4 ETFs
Good : 3.5 / 5
Good : 3.5 / 5
Rating assigned considering all the Very High Risk Portfolios Rating assigned considering all the Portfolios in the database

Capital Growth

Time Range:

An investment of 1000$, since January 1997, now would be worth 9140.27$, with a total return of 814.03% (9.25% annualized).

The Inflation Adjusted Capital now would be 5190.07$, with a net total return of 419.01% (6.81% annualized).

Drawdowns

Time Range:

Worst drawdowns since January 1997 - Chart and Data

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-52.63% Nov 2007 Feb 2009 16 Apr 2011 26 42
-23.84% Jan 2020 Mar 2020 3 Feb 2021 11 14
-17.13% May 2011 Sep 2011 5 Sep 2012 12 17
-16.17% May 2002 Feb 2003 10 Jul 2003 5 15
-16.13% Mar 2000 Sep 2001 19 Mar 2002 6 25
-15.33% May 1998 Aug 1998 4 Jun 1999 10 14
-13.63% May 2015 Jan 2016 9 Jul 2016 6 15
-9.93% Feb 2018 Dec 2018 11 Apr 2019 4 15
-5.80% Apr 2004 Apr 2004 1 Oct 2004 6 7
-5.07% Mar 2005 Apr 2005 2 Jun 2005 2 4
-4.74% May 2019 May 2019 1 Jun 2019 1 2
-4.64% Jul 2014 Jan 2015 7 Apr 2015 3 10
-4.30% Jun 2007 Jul 2007 2 Sep 2007 2 4
-3.45% Jan 2014 Jan 2014 1 Feb 2014 1 2
-3.28% Aug 1997 Aug 1997 1 Sep 1997 1 2
-3.23% May 2006 Jun 2006 2 Aug 2006 2 4
-3.15% Aug 2013 Aug 2013 1 Sep 2013 1 2
-3.13% Sep 2021 Sep 2021 1 Dec 2021 3 4
-2.88% May 2013 Jun 2013 2 Jul 2013 1 3
-2.73% Mar 1997 Mar 1997 1 May 1997 2 3

Rolling Returns ( more details)

Aggressive Global Income Portfolio: annualized rolling and average returns

Swipe left to see all data
Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+11.05% +71.56%
Mar 2009 - Feb 2010
-46.29%
Mar 2008 - Feb 2009
20.19%
2 Years
+9.91% +43.53%
Mar 2009 - Feb 2011
-27.70%
Mar 2007 - Feb 2009
12.47%
3 Years
+9.80% +28.69%
Mar 2009 - Feb 2012
-15.27%
Mar 2006 - Feb 2009
8.56%
5 Years
+9.82% +23.01%
Mar 1995 - Feb 2000
-3.87%
Mar 2004 - Feb 2009
1.07%
7 Years
+9.91% +18.97%
Mar 1993 - Feb 2000
+0.40%
Mar 2002 - Feb 2009
0.00%
10 Years
+10.08% +16.86%
Oct 1990 - Sep 2000
+4.41%
Mar 2006 - Feb 2016
0.00%
15 Years
+10.03% +14.54%
Nov 1992 - Oct 2007
+5.32%
Apr 2005 - Mar 2020
0.00%
20 Years
+10.06% +13.44%
Feb 1986 - Jan 2006
+5.76%
Apr 2000 - Mar 2020
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 Aggressive Global Income Portfolio: Rolling Returns page.

Seasonality

Aggressive Global Income Portfolio Seasonality: in which months is it better to invest?

In the table below, the average monthly return is represented.

Below each return, it's also mentioned the probability of obtaining a positive monthly result (Win %).

Both the Average Return and the Gain Frequency are useful to get an idea of what happened in the past.

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 %
0.99
67%
1.18
69%
0.93
69%
2.19
83%
0.65
64%
0.45
56%
1.04
64%
0.06
67%
-0.38
53%
0.25
56%
1.21
69%
2.33
83%
Best
Year
10.4
1987
11.5
2000
8.6
2009
18.5
2009
7.8
1990
6.3
2012
9.6
2009
5.4
1986
8.0
2010
9.8
2011
14.6
1999
13.9
1999
Worst
Year
-11.7
2009
-12.7
2009
-15.8
2020
-5.8
2004
-8.1
2010
-9.5
2008
-9.0
2002
-13.0
1998
-12.5
2001
-18.7
2008
-7.7
2008
-6.4
2018
Statistics calculated for the period Jan 1986 - Dec 2021

For further information about the seasonality, check the Asset Class Seasonality page.

Monthly/Yearly Returns

Aggressive Global Income Portfolio monthly and yearly returns: how is the distribution of the returns recorded so far?

MONTHLY RETURNS HISTOGRAM
288 Positive Months (67%) - 144 Negative Months (33%)
Jan 1986 - Dec 2021
Swipe left to see all data
Yearly Return(%)
Monthly Return(%)
Year Total Infl.Adj Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021
+17.07 +9.28 -0.1 3.2 5.1 2.2 2.6 -1.1 0.4 1.3 -3.1 3.0 -2.2 5.0
2020
-1.13 -2.40 -2.3 -7.4 -15.8 7.8 2.3 1.1 3.0 2.7 -2.6 -1.0 10.2 3.8
2019
+19.97 +17.32 6.9 2.7 0.0 2.2 -4.7 5.4 -0.4 -1.5 3.2 1.4 1.1 2.4
2018
-8.07 -9.80 2.1 -4.3 -0.5 0.5 0.7 0.2 2.6 0.2 -0.3 -5.0 2.2 -6.4
2017
+13.53 +11.20 0.8 1.6 0.5 0.8 0.6 0.8 1.9 -0.2 2.2 0.7 2.1 0.9
2016
+18.29 +15.91 -3.3 0.6 7.6 2.6 -0.6 1.9 3.2 0.1 1.0 -1.6 2.9 3.0
2015
-6.99 -7.58 -1.3 4.3 -2.0 3.2 -1.3 -2.3 -2.1 -5.2 -3.0 6.3 -0.9 -2.4
2014
+3.96 +3.28 -3.4 4.2 1.7 1.7 1.2 2.2 -2.7 2.6 -4.1 2.4 0.3 -1.8
2013
+19.30 +17.52 3.6 0.6 2.8 2.3 -1.5 -1.4 4.4 -3.1 4.2 3.9 0.9 1.6
2012
+12.95 +11.00 3.6 2.9 0.7 -1.0 -6.8 6.3 -0.4 2.5 2.1 -0.2 0.2 2.9
2011
+0.62 -2.37 1.0 2.7 1.2 4.5 -1.6 -1.4 -3.0 -4.5 -7.8 9.8 -0.8 1.7
2010
+14.37 +12.75 -3.0 1.9 5.4 1.6 -8.1 -2.8 7.9 -3.5 8.0 3.6 -2.3 6.3
2009
+33.97 +30.31 -11.7 -12.7 8.6 18.5 7.6 0.0 9.6 4.1 5.6 -2.7 4.3 2.6
2008
-34.21 -34.20 -3.4 -2.2 0.7 1.7 -0.3 -9.5 0.5 1.0 -7.9 -18.7 -7.7 7.4
2007
+3.78 -0.32 1.0 -0.3 1.7 2.8 3.0 -1.4 -2.9 0.6 4.1 2.4 -5.4 -1.3
2006
+23.12 +20.09 4.9 1.6 2.4 1.5 -2.3 -0.9 0.9 2.7 0.4 4.5 3.8 1.7
2005
+12.89 +9.25 0.2 2.1 -3.4 -1.7 3.3 3.1 3.7 1.4 0.9 -2.0 4.0 0.9
2004
+15.91 +12.16 2.7 0.6 1.4 -5.8 0.5 2.1 -2.1 2.1 3.2 2.2 5.1 3.3
2003
+33.93 +31.25 0.2 -0.3 0.4 8.1 4.2 3.8 3.0 -1.1 -0.3 6.1 1.7 4.2
2002
-7.75 -9.98 1.1 0.8 5.2 2.5 -0.8 -3.1 -9.0 2.1 -5.8 -0.3 0.0 0.0
2001
+5.43 +3.77 7.9 -3.6 -3.6 3.7 1.3 0.3 0.0 0.8 -12.5 5.0 5.7 1.9
2000
+0.11 -3.21 -0.2 11.5 -4.7 -2.7 -3.0 3.9 0.5 4.7 -2.1 -2.6 -5.8 1.8
1999
+41.89 +38.19 -1.4 -1.7 -0.7 2.2 0.9 5.5 0.4 -0.8 -0.2 4.4 14.6 13.9
1998
+10.70 +8.95 1.2 5.9 5.2 1.7 -0.4 0.2 -2.5 -13.0 1.1 3.4 4.8 4.2
1997
+17.80 +15.84 1.5 0.3 -2.7 1.7 6.8 4.2 4.4 -3.3 5.2 -2.4 0.5 0.8
1996
+13.23 +9.52 1.2 1.3 1.1 3.0 1.3 -0.9 -4.2 2.4 3.4 -0.1 4.3 -0.2
1995
+21.51 +18.51 -0.5 1.1 3.2 2.7 1.4 1.6 4.3 0.0 2.2 -1.7 3.0 2.4
1994
+2.43 -0.16 5.1 -0.8 -4.1 1.1 0.1 -0.6 1.5 3.1 -1.5 1.3 -3.8 1.4
1993
+19.55 +16.29 1.6 1.2 4.7 2.0 3.1 -0.4 1.7 3.7 -0.5 1.9 -4.2 3.3
1992
+4.78 +1.77 1.3 0.4 -3.3 -0.3 2.6 -2.6 1.5 0.9 0.2 -1.0 3.4 1.7
1991
+27.42 +23.73 3.8 8.7 1.6 1.1 2.2 -4.1 3.9 1.2 1.7 2.2 -3.5 6.4
1990
-14.05 -19.11 -5.3 -1.5 -0.9 -2.3 7.8 0.1 -0.2 -9.3 -8.5 2.4 1.6 2.5
1989
+16.55 +11.38 3.9 -0.1 0.4 2.7 1.1 -0.7 6.7 0.3 1.2 -3.5 2.1 1.6
1988
+20.36 +15.28 3.9 5.8 2.0 1.4 -1.1 2.4 0.2 -3.1 2.7 2.5 1.0 1.3
1987
+9.17 +4.64 10.4 4.0 4.6 1.8 0.2 1.0 1.9 4.7 -2.0 -17.3 -2.1 4.5
1986
+28.71 +27.20 1.5 7.6 7.1 2.7 1.3 3.2 -1.4 5.4 -4.0 -0.3 2.5 0.6

* Note:
Portofolio Returns, up to February 2008, 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:

  • VYM - Vanguard High Dividend Yield: simulated historical serie, up to December 2006
  • DWX - SPDR S&P International Dividend ETF: simulated historical serie, up to February 2008
  • DES - WisdomTree US SmallCap Dividend ETF: simulated historical serie, up to June 2006
  • HYG - iShares iBoxx $ High Yield Corporate Bond: simulated historical serie, up to December 2007
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