Data Source: from January 1986 to June 2022
Consolidated Returns as of 30 June 2022
Live Update: Jul 05 2022, 02:00PM Eastern Time
PORTFOLIO • LIVE PERFORMANCE (USD currency)
1.91%
1 Day
Jul 05 2022, 02:00PM Eastern Time
0.99%
Current Month
July 2022

The Aggressive Global Income Portfolio is a Very High Risk portfolio and can be implemented with 4 ETFs.

It's exposed for 80% on the Stock Market.

In the last 30 Years, the Aggressive Global Income Portfolio obtained a 9.37% compound annual return, with a 13.98% 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 implemented 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.

According to the available data source, let's assume we built the portfolio on January 1986.

Portfolio returns are calculated in USD, assuming: July 2022 return is calculated on the hypothesis of a newly built portfolio, with the starting asset allocation.
AGGRESSIVE GLOBAL INCOME PORTFOLIO RETURNS
Consolidated returns as of 30 June 2022
Live Update: Jul 05 2022, 02:00PM 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(*)
Aggressive Global Income Portfolio -1.91 -0.99 -7.36 -10.76 -7.00 4.21 6.59 9.37
US Inflation Adjusted return -7.36 -14.23 -13.54 0.59 4.03 6.73
Components
VYM
Vanguard High Dividend Yield
-2.37 01:59PM
Jul 05 2022
-1.38 -7.86 -7.98 0.05 8.80 11.20 9.84
DWX
SPDR S&P International Dividend ETF
-2.26 01:55PM
Jul 05 2022
-1.66 -6.87 -9.87 -9.06 1.55 2.21 8.31
DES
WisdomTree US SmallCap Dividend ETF
-2.10 01:59PM
Jul 05 2022
-0.85 -7.63 -13.25 -9.03 3.93 8.94 9.51
HYG
iShares iBoxx $ High Yield Corporate Bond
-0.51 02:00PM
Jul 05 2022
0.44 -7.05 -13.77 -12.80 1.21 3.17 5.70
(*) 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%

Portfolio Dividends

In 2021, the Aggressive Global Income 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 as of Jun 30, 2022

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

AGGRESSIVE GLOBAL INCOME PORTFOLIO
Consolidated returns as of 30 June 2022
Data Source: from January 1986 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
-7.36
-7.36
-7.36
Jun 2022 - Jun 2022
0 - 1
3M
-9.62
-10.79
-9.62
Apr 2022 - Jun 2022
1 - 2
6M
-10.76
-14.23
-10.76
Jan 2022 - Jun 2022
2 - 4
YTD
-10.76
-14.23
-10.76
Jan 2022 - Jun 2022
2 - 4
1Y
-7.00
-13.54
11.48
-10.76
Jan 2022 - Jun 2022
6 - 6
50% pos
3Y(*)
3.22
-1.23
15.47
-23.84
Jan 2020 - Mar 2020
21 - 15
58% pos
5Y(*)
4.21
0.59
13.70
-23.84
Jan 2020 - Mar 2020
38 - 22
63% pos
10Y(*)
6.59
4.03
11.61
-23.84
Jan 2020 - Mar 2020
77 - 43
64% pos
15Y(*)
4.60
2.25
15.58
-52.63
Nov 2007 - Feb 2009
110 - 70
61% pos
20Y(*)
7.11
4.55
14.42
-52.63
Nov 2007 - Feb 2009
154 - 86
64% pos
25Y(*)
8.26
5.70
14.89
-52.63
Nov 2007 - Feb 2009
191 - 109
64% pos
30Y(*)
9.37
6.73
13.98
-52.63
Nov 2007 - Feb 2009
235 - 125
65% pos
MAX(*)
01 Jan 1986
9.87
6.97
13.98
-52.63
Nov 2007 - Feb 2009
290 - 148
66% pos
(*) Returns over 1 year are annualized

Returns and stats are calculated assuming a yearly rebalancing of the components weight. How do returns change with different rebalancing strategies?

Capital Growth as of Jun 30, 2022

An investment of 1000$, since July 1992, now would be worth 14687.94$, with a total return of 1368.79% (9.37% annualized).

The Inflation Adjusted Capital now would be 7059.91$, with a net total return of 605.99% (6.73% annualized).
An investment of 1000$, since January 1986, now would be worth 31086.87$, with a total return of 3008.69% (9.87% annualized).

The Inflation Adjusted Capital now would be 11678.61$, with a net total return of 1067.86% (6.97% annualized).

Drawdowns

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
-10.76% Jan 2022 Jun 2022 6 in progress 6
-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
-5.05% Jun 1996 Jul 1996 2 Sep 1996 2 4
-4.86% Feb 1994 Mar 1994 2 Aug 1994 5 7
-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
-4.16% Nov 1993 Nov 1993 1 Jan 1994 2 3
-4.05% Sep 1994 Nov 1994 3 Mar 1995 4 7
-3.45% Jan 2014 Jan 2014 1 Feb 2014 1 2
-3.28% Aug 1997 Aug 1997 1 Sep 1997 1 2
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
-20.76% Sep 1987 Nov 1987 3 Jan 1989 14 17
-19.34% Jan 1990 Sep 1990 9 May 1991 8 17
-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
-10.76% Jan 2022 Jun 2022 6 in progress 6
-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
-5.05% Jun 1996 Jul 1996 2 Sep 1996 2 4
-4.86% Feb 1994 Mar 1994 2 Aug 1994 5 7
-4.74% May 2019 May 2019 1 Jun 2019 1 2
-4.64% Jul 2014 Jan 2015 7 Apr 2015 3 10
-4.30% Sep 1986 Oct 1986 2 Jan 1987 3 5
-4.30% Jun 2007 Jul 2007 2 Sep 2007 2 4
-4.16% Nov 1993 Nov 1993 1 Jan 1994 2 3

Rolling Returns ( more details)

Aggressive Global Income Portfolio: annualized rolling and average returns

Swipe left to see all data
Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
10.95 71.56
Mar 2009 - Feb 2010
-46.29
Mar 2008 - Feb 2009
20.61%
2 Years
9.97 43.53
Mar 2009 - Feb 2011
-27.70
Mar 2007 - Feb 2009
12.29%
3 Years
9.75 28.69
Mar 2009 - Feb 2012
-15.27
Mar 2006 - Feb 2009
8.44%
5 Years
9.76 23.01
Mar 1995 - Feb 2000
-3.87
Mar 2004 - Feb 2009
1.06%
7 Years
9.84 18.97
Mar 1993 - Feb 2000
0.40
Mar 2002 - Feb 2009
0.00%
10 Years
10.03 16.86
Oct 1990 - Sep 2000
4.41
Mar 2006 - Feb 2016
0.00%
15 Years
9.92 14.54
Nov 1992 - Oct 2007
4.60
Jul 2007 - Jun 2022
0.00%
20 Years
9.99 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: 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.
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 %
0.93
65%
1.12
68%
0.92
70%
2.00
81%
0.70
65%
0.24
54%
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 - Jun 2022

Monthly/Yearly Returns

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

MONTHLY RETURNS HISTOGRAM
290 Positive Months (66%) - 148 Negative Months (34%)
Jan 1986 - Jun 2022
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
2022
-10.76 -14.23 -1.2 -1.0 0.9 -4.7 2.3 -7.4
2021
+17.07 +9.31 -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 -2.38 -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 +11.17 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

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

Portfolio efficiency

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

Overall Ratings

The Aggressive Global Income 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)
+8.26%
(+5.70%)
Average : 2.3 / 5
Good : 3.7 / 5
Standard Deviation
over 25 Years
14.89%
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

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30 Years Stats (%)
% Allocation
Portfolio Jul 2022 Return Drawdown Stocks Bonds Comm
Technology
+1.22 +13.42 -81.08 100 0 0
US Stocks
+0.21 +9.81 -50.84 100 0 0
Warren Buffett Portfolio
Warren Buffett
+0.23 +9.38 -45.52 90 10 0
Aggressive Global Income
-0.99 +9.37 -52.63 80 20 0
Stocks/Bonds 80/20
+0.38 +9.06 -41.09 80 20 0

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Jul 2022 return refers to period 01-05 July 2022.
Last update: Jul 05 2022, 02:00PM Eastern Time.
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