Data Source: from June 1991 to June 2022
Consolidated Returns as of 30 June 2022
Live Update: Jul 05 2022, 02:00PM Eastern Time
PORTFOLIO • LIVE PERFORMANCE (USD currency)
1.26%
1 Day
Jul 05 2022, 02:00PM Eastern Time
0.60%
Current Month
July 2022

The Alexander Green Gone Fishin' Portfolio is a High Risk portfolio and can be implemented with 10 ETFs.

It's exposed for 65% on the Stock Market and for 5% on Commodities.

In the last 30 Years, the Alexander Green Gone Fishin' Portfolio obtained a 7.96% compound annual return, with a 11.71% standard deviation.

Asset Allocation and ETFs

The Alexander Green Gone Fishin' Portfolio has the following asset allocation:

65% Stocks
30% Fixed Income
5% Commodities

The Alexander Green Gone Fishin' Portfolio can be implemented with the following ETFs:

Weight Ticker ETF Name Investment Themes
15.00 % IJR iShares Core S&P Small-Cap Equity, U.S., Small Cap
15.00 % VTI Vanguard Total Stock Market Equity, U.S., Large Cap
10.00 % EEM iShares MSCI Emerging Markets Equity, Emerging Markets, Large Cap
10.00 % VGK Vanguard FTSE Europe Equity, Developed Europe, Large Cap
10.00 % VPL Vanguard FTSE Pacific Equity, Developed Asia Pacific, Large Cap
5.00 % VNQ Vanguard Real Estate Real Estate, U.S.
10.00 % TIP iShares TIPS Bond Bond, U.S., All-Term
10.00 % BND Vanguard Total Bond Market Bond, U.S., All-Term
10.00 % HYG iShares iBoxx $ High Yield Corporate Bond Bond, U.S., Intermediate-Term
5.00 % GLTR Aberdeen Standard Physical Precious Metals Basket Shares Commodity, Broad Precious Metals
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 Alexander Green Gone Fishin' Portfolio guaranteed the following returns.

According to the available data source, let's assume we built the portfolio on June 1991.

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.
ALEXANDER GREEN GONE FISHIN' 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(*)
Alexander Green Gone Fishin' Portfolio -1.26 -0.60 -6.50 -16.20 -14.58 4.72 6.27 7.96
US Inflation Adjusted return -6.50 -19.47 -20.60 1.07 3.72 5.35
Components
IJR
iShares Core S&P Small-Cap
-1.20 01:59PM
Jul 05 2022
-0.27 -8.48 -18.93 -16.91 7.20 11.24 10.52
VTI
Vanguard Total Stock Market
-0.84 01:59PM
Jul 05 2022
0.21 -8.23 -21.32 -14.17 10.53 12.52 9.81
EEM
iShares MSCI Emerging Markets
-1.73 02:00PM
Jul 05 2022
-2.34 -5.14 -17.20 -25.55 1.56 2.33 6.09
VGK
Vanguard FTSE Europe
-3.69 02:00PM
Jul 05 2022
-3.62 -9.93 -20.89 -18.43 2.45 5.80 6.55
VPL
Vanguard FTSE Pacific
-1.70 02:00PM
Jul 05 2022
-1.67 -8.19 -17.87 -20.32 2.02 5.30 3.72
VNQ
Vanguard Real Estate
-1.65 01:59PM
Jul 05 2022
0.12 -7.46 -20.54 -8.02 5.69 7.49 9.57
TIP
iShares TIPS Bond
-0.12 01:59PM
Jul 05 2022
1.49 -3.11 -9.04 -5.27 3.04 1.57 5.80
BND
Vanguard Total Bond Market
0.26 02:00PM
Jul 05 2022
1.06 -1.66 -10.35 -10.42 0.84 1.40 4.63
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
GLTR
Aberdeen Standard Physical Precious Metals Basket Shares
-2.43 01:57PM
Jul 05 2022
-2.74 -3.36 -4.61 -11.53 6.68 -0.15 6.87
(*) 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 Alexander Green Gone Fishin' Portfolio granted a 2.60% dividend yield. If you are interested in getting periodic income, please refer to the Alexander Green Gone Fishin' Portfolio: Dividend Yield page.

Historical Returns as of Jun 30, 2022

Historical returns and stats of Alexander Green Gone Fishin' Portfolio. Total Returns and Inflation Adjusted Returns are both mentioned.

ALEXANDER GREEN GONE FISHIN' PORTFOLIO
Consolidated returns as of 30 June 2022
Data Source: from June 1991 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
-6.50
-6.50
-6.50
Jun 2022 - Jun 2022
0 - 1
3M
-11.73
-12.87
-11.73
Apr 2022 - Jun 2022
1 - 2
6M
-16.20
-19.47
-16.20
Jan 2022 - Jun 2022
1 - 5
YTD
-16.20
-19.47
-16.20
Jan 2022 - Jun 2022
1 - 5
1Y
-14.58
-20.60
10.40
-16.20
Jan 2022 - Jun 2022
4 - 8
33% pos
3Y(*)
3.94
-0.54
13.26
-17.18
Jan 2020 - Mar 2020
21 - 15
58% pos
5Y(*)
4.72
1.07
11.97
-17.18
Jan 2020 - Mar 2020
39 - 21
65% pos
10Y(*)
6.27
3.72
9.92
-17.18
Jan 2020 - Mar 2020
79 - 41
66% pos
15Y(*)
5.08
2.72
13.15
-43.02
Nov 2007 - Feb 2009
109 - 71
61% pos
20Y(*)
7.47
4.90
12.30
-43.02
Nov 2007 - Feb 2009
153 - 87
64% pos
25Y(*)
6.81
4.28
12.31
-43.02
Nov 2007 - Feb 2009
187 - 113
62% pos
30Y(*)
7.96
5.35
11.71
-43.02
Nov 2007 - Feb 2009
232 - 128
64% pos
MAX(*)
01 Jun 1991
8.07
5.44
11.70
-43.02
Nov 2007 - Feb 2009
240 - 133
64% 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$, since July 1992, now would be worth 9944.23$, with a total return of 894.42% (7.96% annualized).

The Inflation Adjusted Capital now would be 4779.80$, with a net total return of 377.98% (5.35% annualized).
An investment of 1000$, since June 1991, now would be worth 11163.41$, with a total return of 1016.34% (8.07% annualized).

The Inflation Adjusted Capital now would be 5193.46$, with a net total return of 419.35% (5.44% annualized).

Drawdowns

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-43.02% Nov 2007 Feb 2009 16 Dec 2010 22 38
-17.18% Jan 2020 Mar 2020 3 Aug 2020 5 8
-16.22% May 1998 Aug 1998 4 Apr 1999 8 12
-16.20% Jan 2022 Jun 2022 6 in progress 6
-15.69% Sep 2000 Sep 2002 25 Aug 2003 11 36
-15.05% May 2011 Sep 2011 5 Sep 2012 12 17
-9.95% May 2015 Jan 2016 9 Jul 2016 6 15
-9.79% Feb 2018 Dec 2018 11 Apr 2019 4 15
-7.83% Feb 1994 Jan 1995 12 May 1995 4 16
-6.10% Apr 2000 May 2000 2 Aug 2000 3 5
-5.14% Oct 1997 Nov 1997 2 Feb 1998 3 5
-5.09% Apr 2004 Apr 2004 1 Sep 2004 5 6
-4.35% Jun 1996 Jul 1996 2 Sep 1996 2 4
-4.09% May 2019 May 2019 1 Jun 2019 1 2
-4.02% Sep 2014 Sep 2014 1 Feb 2015 5 6
-4.01% Mar 2005 Apr 2005 2 Jun 2005 2 4
-3.99% May 2013 Jun 2013 2 Sep 2013 3 5
-3.74% Aug 1997 Aug 1997 1 Sep 1997 1 2
-3.73% May 2006 May 2006 1 Oct 2006 5 6
-3.31% Nov 1993 Nov 1993 1 Dec 1993 1 2
Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-43.02% Nov 2007 Feb 2009 16 Dec 2010 22 38
-17.18% Jan 2020 Mar 2020 3 Aug 2020 5 8
-16.22% May 1998 Aug 1998 4 Apr 1999 8 12
-16.20% Jan 2022 Jun 2022 6 in progress 6
-15.69% Sep 2000 Sep 2002 25 Aug 2003 11 36
-15.05% May 2011 Sep 2011 5 Sep 2012 12 17
-9.95% May 2015 Jan 2016 9 Jul 2016 6 15
-9.79% Feb 2018 Dec 2018 11 Apr 2019 4 15
-7.83% Feb 1994 Jan 1995 12 May 1995 4 16
-6.10% Apr 2000 May 2000 2 Aug 2000 3 5
-5.14% Oct 1997 Nov 1997 2 Feb 1998 3 5
-5.09% Apr 2004 Apr 2004 1 Sep 2004 5 6
-4.35% Jun 1996 Jul 1996 2 Sep 1996 2 4
-4.09% May 2019 May 2019 1 Jun 2019 1 2
-4.02% Sep 2014 Sep 2014 1 Feb 2015 5 6
-4.01% Mar 2005 Apr 2005 2 Jun 2005 2 4
-3.99% May 2013 Jun 2013 2 Sep 2013 3 5
-3.74% Aug 1997 Aug 1997 1 Sep 1997 1 2
-3.73% May 2006 May 2006 1 Oct 2006 5 6
-3.45% Jun 1991 Jun 1991 1 Aug 1991 2 3

Rolling Returns ( more details)

Alexander Green Gone Fishin' Portfolio: annualized rolling and average returns

Swipe left to see all data
Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
9.30 52.19
Mar 2009 - Feb 2010
-37.52
Mar 2008 - Feb 2009
20.44%
2 Years
8.82 35.98
Mar 2009 - Feb 2011
-19.73
Mar 2007 - Feb 2009
12.57%
3 Years
8.38 24.25
Mar 2009 - Feb 2012
-10.00
Mar 2006 - Feb 2009
9.17%
5 Years
8.20 18.74
Nov 2002 - Oct 2007
-0.86
Mar 2004 - Feb 2009
0.32%
7 Years
7.96 13.15
Jan 1993 - Dec 1999
3.14
Mar 2002 - Feb 2009
0.00%
10 Years
7.93 11.51
Mar 2009 - Feb 2019
3.80
Mar 1999 - Feb 2009
0.00%
15 Years
7.98 11.36
Nov 1992 - Oct 2007
5.06
Mar 1994 - Feb 2009
0.00%
20 Years
7.95 9.65
Jul 1991 - Jun 2011
5.88
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 Alexander Green Gone Fishin' Portfolio: Rolling Returns page.

Seasonality

Alexander Green Gone Fishin' 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 %
0.40
61%
0.26
58%
0.61
68%
1.74
84%
0.46
65%
0.07
50%
0.91
55%
0.15
61%
0.18
61%
0.60
65%
0.88
65%
2.23
81%
Best
Year
6.8
2019
4.2
1998
7.5
2009
10.9
2009
7.2
2009
4.9
2019
7.7
2009
3.6
2003
7.3
2010
9.1
2011
8.6
2020
8.4
1991
Worst
Year
-8.2
2009
-8.4
2009
-12.0
2020
-5.9
2022
-6.4
2010
-6.5
2022
-7.3
2002
-11.4
1998
-8.5
2011
-17.3
2008
-6.2
2008
-4.9
2018
Statistics calculated for the period Jun 1991 - Jun 2022

Monthly/Yearly Returns

Alexander Green Gone Fishin' Portfolio monthly and yearly returns: how is the distribution of the returns recorded so far?

MONTHLY RETURNS HISTOGRAM
240 Positive Months (64%) - 133 Negative Months (36%)
Jun 1991 - 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
-16.20 -19.47 -3.9 -1.1 -0.2 -5.9 0.3 -6.5
2021
+11.58 +4.19 0.8 1.9 1.7 2.6 1.6 0.4 -0.1 1.2 -3.0 2.9 -2.2 3.3
2020
+12.37 +10.95 -1.2 -4.7 -12.0 7.2 3.6 2.4 4.6 3.2 -2.2 -0.7 8.6 4.8
2019
+19.76 +17.12 6.8 1.6 0.5 2.1 -4.1 4.9 0.0 -0.7 1.4 2.0 1.1 2.8
2018
-7.32 -9.06 2.7 -3.6 0.3 0.1 1.0 -0.4 1.8 0.8 -0.5 -6.0 1.5 -4.9
2017
+16.62 +14.18 2.2 1.8 0.8 1.1 1.0 0.7 2.0 0.4 1.6 1.3 1.3 1.1
2016
+10.50 +8.28 -3.3 0.2 6.0 1.4 -0.2 1.8 3.6 0.0 0.9 -2.3 0.8 1.5
2015
-3.07 -3.69 0.5 2.9 -0.4 1.0 -0.1 -1.8 -0.3 -4.6 -2.3 4.9 -0.6 -2.0
2014
+3.43 +2.76 -2.4 3.8 0.2 0.4 1.5 2.1 -1.7 2.1 -4.0 2.3 0.1 -0.6
2013
+13.26 +11.57 2.6 -0.1 1.9 1.6 -1.6 -2.4 3.8 -1.8 4.2 2.9 0.8 0.8
2012
+13.95 +11.98 5.5 2.6 0.5 -0.5 -5.9 3.9 0.5 2.1 2.0 -0.6 1.2 2.2
2011
-1.05 -3.99 0.3 3.0 0.6 4.0 -1.5 -1.3 -0.1 -4.4 -8.5 9.1 -0.9 -0.3
2010
+16.13 +14.49 -3.2 2.0 5.4 1.7 -6.4 -2.5 6.4 -2.6 7.3 3.3 -0.8 5.5
2009
+29.72 +26.17 -8.2 -8.4 7.5 10.9 7.2 -0.2 7.7 2.3 4.9 -2.5 4.6 2.5
2008
-28.75 -28.74 -3.8 -0.3 -0.3 4.0 1.9 -5.7 -2.0 -0.8 -8.4 -17.3 -6.2 7.9
2007
+8.90 +4.61 1.4 -0.1 1.6 2.3 2.5 -0.8 -2.2 1.0 4.6 3.6 -3.9 -1.1
2006
+16.96 +14.08 5.5 -0.7 2.5 2.1 -3.7 0.3 0.1 2.0 0.3 3.7 2.8 1.2
2005
+12.08 +8.45 -1.6 3.1 -2.6 -1.5 2.4 2.0 3.4 1.0 2.8 -3.0 3.3 2.4
2004
+15.76 +12.01 1.6 1.8 1.5 -5.1 1.3 2.2 -2.2 1.5 2.6 2.3 5.0 2.8
2003
+31.54 +28.91 -1.4 -1.0 -0.7 5.4 5.3 2.3 2.0 3.6 1.4 5.2 2.1 3.8
2002
-4.17 -6.49 -0.1 0.6 4.0 1.0 0.8 -4.3 -7.3 1.7 -4.9 1.5 3.7 -0.5
2001
-2.20 -3.75 3.3 -4.1 -4.5 5.7 0.7 -1.0 -1.6 -1.0 -7.0 2.5 3.6 2.0
2000
-4.37 -7.55 -3.0 3.5 0.9 -3.6 -2.6 4.8 -1.6 3.5 -2.8 -2.6 -4.1 3.9
1999
+21.54 +18.37 0.6 -2.8 3.6 6.2 -2.5 3.8 -0.6 -1.0 1.1 1.6 3.4 6.7
1998
+5.75 +4.07 0.8 4.2 2.5 0.6 -3.4 -0.3 -1.8 -11.4 4.7 4.9 3.8 2.2
1997
+8.91 +7.09 0.6 1.0 -2.7 0.7 5.4 3.4 3.4 -3.7 4.8 -4.9 -0.2 1.4
1996
+11.89 +8.23 2.7 0.1 0.7 2.0 1.2 -0.9 -3.5 2.2 2.6 0.4 3.6 0.3
1995
+18.66 +15.73 -1.9 2.1 2.2 2.7 2.7 1.3 3.4 -0.1 1.7 -1.9 2.5 2.7
1994
-2.38 -4.85 3.9 -2.8 -5.0 1.3 0.1 -1.1 2.1 3.4 -1.7 0.6 -3.8 0.9
1993
+30.92 +27.34 3.2 1.8 5.1 2.2 2.0 1.7 2.6 2.9 -0.4 3.7 -3.3 6.0
1992
+3.63 +0.64 1.1 -0.4 -2.4 0.2 4.2 -3.0 2.3 -0.3 0.0 -1.1 1.9 1.2
1991
- - -3.4 3.3 2.2 2.2 2.5 -2.7 8.4

Portofolio Returns, up to December 2010, 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:

  • IJR - iShares Core S&P Small-Cap: simulated historical serie, up to December 2000
  • VTI - Vanguard Total Stock Market: simulated historical serie, up to December 2001
  • EEM - iShares MSCI Emerging Markets: simulated historical serie, up to December 2003
  • VGK - Vanguard FTSE Europe: simulated historical serie, up to December 2005
  • VPL - Vanguard FTSE Pacific: simulated historical serie, up to December 2005
  • VNQ - Vanguard Real Estate: simulated historical serie, up to December 2004
  • TIP - iShares TIPS Bond: simulated historical serie, up to December 2003
  • BND - Vanguard Total Bond Market: simulated historical serie, up to December 2007
  • HYG - iShares iBoxx $ High Yield Corporate Bond: simulated historical serie, up to December 2007
  • GLTR - Aberdeen Standard Physical Precious Metals Basket Shares: simulated historical serie, up to December 2010

Portfolio efficiency

Is the Alexander Green Gone Fishin' Portfolio actually efficient, compared to other Lazy Portfolios?

Overall Ratings

The Alexander Green Gone Fishin' Portfolio is classified as 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%
High Risk
Portfolios
All
Portfolios
25 Years Ann. Return
(Inflation Adjusted)
+6.81%
(+4.28%)
Bad : 1.1 / 5
Average : 2.7 / 5
Standard Deviation
over 25 Years
12.31%
Poor : 1 / 5
Average : 2.8 / 5
Maximum Drawdown
over 25 Years
-43.02%
Poor : 1 / 5
Average : 2.2 / 5
Easy to manage 10 ETFs
Poor : 1 / 5
Poor : 1 / 5
Rating assigned considering all the High Risk Portfolios Rating assigned considering all the Portfolios in the database

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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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