Last Update: 30 June 2021

The All Country World 20/80 Portfolio is exposed for 20% on the Stock Market.

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

In the last 10 years, the portfolio obtained a 5.33% compound annual return, with a 4.44% standard deviation.

In 2020, the portfolio granted a 2.20% dividend yield. If you are interested in getting periodic income, please refer to the All Country World 20/80 Portfolio: Dividend Yield page.

Asset Allocation and ETFs

The All Country World 20/80 Portfolio has the following asset allocation:

20% Stocks
80% Fixed Income
0% Commodities

The All Country World 20/80 Portfolio can be replicated with the following ETFs:

Weight Ticker ETF Name Investment Themes
20.00 % VT Vanguard Total World Stock Equity, Global, Large Cap
40.00 % BND Vanguard Total Bond Market Bond, U.S., All-Term
28.00 % BNDX Vanguard Total International Bond Bond, Developed Markets, All-Term
12.00 % EMB iShares JP Morgan USD Em Mkts Bd Bond, Emerging Markets, All-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 All Country World 20/80 Portfolio guaranteed the following returns.

ALL COUNTRY WORLD 20/80 PORTFOLIO RETURNS (%)
Last Update: 30 June 2021
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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*)
All Country World 20/80 Portfolio +0.81 +2.80 +1.08 +7.86 +7.12 +5.52 +5.33
Components
VT - Vanguard Total World Stock +1.18 +7.02 +12.76 +41.12 +14.64 +14.79 +10.13
BND - Vanguard Total Bond Market +0.90 +1.93 -1.78 -0.59 +5.41 +2.98 +3.29
BNDX - Vanguard Total International Bond +0.37 +0.18 -2.12 -0.01 +3.98 +2.82 +4.43
EMB - iShares JP Morgan USD Em Mkts Bd +0.86 +4.28 -1.42 +7.01 +6.64 +4.25 +5.01
(*) 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

If you are interested in getting periodic income, please refer to the All Country World 20/80 Portfolio: Dividend Yield page.

Historical Returns

All Country World 20/80 Portfolio - Historical returns and stats.

ALL COUNTRY WORLD 20/80 PORTFOLIO
Last Update: 30 June 2021
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Period Returns
Jun 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+0.81%
0.00%
1 - 0
3M
+2.80%
0.00%
3 - 0
6M
+1.08%
-1.68%
Jan 2021 - Feb 2021
4 - 2
YTD
+1.08%
-1.68%
Jan 2021 - Feb 2021
4 - 2
1Y
+7.86%
4.47%
-1.68%
Jan 2021 - Feb 2021
8 - 4
3Y
+7.12%
annualized
5.76%
-6.55%
Feb 2020 - Mar 2020
25 - 11
5Y
+5.52%
annualized
4.83%
-6.55%
Feb 2020 - Mar 2020
43 - 17
10Y
+5.33%
annualized
4.44%
-6.55%
Feb 2020 - Mar 2020
85 - 35
MAX
01 Jan 2009
+6.33%
annualized
4.81%
-6.55%
Feb 2020 - Mar 2020
107 - 43

* Annualized St.Dev. of monthly returns

Best Low Risk Porftolios, ordered by 10Y annualized return.

Portfolio 10Y Return ▾ Stocks Bonds Comm.
High Yield Bonds Income
+5.79% 0 100 0 Compare
Stocks/Bonds 20/80
+5.67% 20 80 0 Compare
All Country World 20/80
+5.33% 20 80 0
Developed World ex-US 20/80
+5.00% 20 80 0 Compare
Edge Select Conservative
Merrill Lynch
+4.73% 21 79 0 Compare

See all portfolios

Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns ( more details)

All Country World 20/80 Portfolio: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+6.31% +22.72%
Mar 2009 - Feb 2010
-1.87%
Jan 2018 - Dec 2018
4.32%
2 Years
+5.83% +15.74%
Mar 2009 - Feb 2011
+2.06%
Dec 2014 - Nov 2016
0.00%
3 Years
+5.51% +12.80%
Mar 2009 - Feb 2012
+2.87%
Feb 2013 - Jan 2016
0.00%
5 Years
+5.26% +9.69%
Mar 2009 - Feb 2014
+3.20%
Apr 2015 - Mar 2020
0.00%
7 Years
+5.19% +7.59%
Mar 2009 - Feb 2016
+3.70%
Apr 2013 - Mar 2020
0.00%
10 Years
+5.60% +6.76%
Mar 2009 - Feb 2019
+4.74%
Apr 2010 - 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 All Country World 20/80 Portfolio: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

All Country World 20/80 Portfolio Seasonality

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Months
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average 0.3 0.2 0.4 1.3 0.3 0.4 1.4 0.4 0.4 0.4 0.4 0.4
Best 2.9
2019
1.7
2014
2.7
2009
3.9
2020
3.2
2009
2.7
2019
3.9
2009
2.0
2009
2.7
2009
2.7
2011
3.5
2020
1.4
2020
Worst -3.5
2009
-2.9
2009
-5.9
2020
-0.5
2018
-2.1
2013
-2.3
2013
-0.4
2014
-1.8
2015
-2.1
2011
-2.2
2018
-1.7
2016
-0.7
2015
Gain
Frequency
69 69 92 92 62 62 92 75 50 58 67 67

Detail of Monthly Returns

Swipe left to see all data
Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021
+1.08% -0.8 -0.9 0.0 1.5 0.5 0.8
2020
+8.36% 1.2 -0.7 -5.9 3.9 2.0 1.3 2.3 0.6 -0.6 -0.6 3.5 1.4
2019
+12.96% 2.9 0.7 1.7 0.8 -0.2 2.7 0.5 1.4 0.0 0.6 0.3 1.0
2018
-1.87% 0.4 -1.5 0.4 -0.5 0.2 -0.1 0.9 0.2 0.0 -2.2 0.7 -0.1
2017
+8.23% 0.6 1.2 0.4 1.0 1.0 -0.1 0.9 0.9 0.1 0.7 0.4 0.8
2016
+5.12% -0.3 0.7 2.5 0.5 0.3 1.8 1.4 0.1 0.3 -1.3 -1.7 0.8
2015
+0.31% 1.4 0.7 0.1 0.3 -0.3 -1.5 0.8 -1.8 -0.3 1.9 -0.1 -0.7
2014
+6.24% 0.0 1.7 0.3 0.8 1.5 0.7 -0.4 1.5 -1.2 0.9 0.8 -0.4
2013
+2.59% 0.1 0.4 0.6 1.7 -2.1 -2.3 1.4 -1.3 2.2 1.7 0.1 0.2
2012
+9.39% 1.9 1.3 0.2 0.7 -1.7 1.6 1.6 1.0 1.3 0.0 0.8 0.5
2011
+4.99% 0.3 0.9 0.1 2.0 0.4 -0.5 1.0 -0.5 -2.1 2.7 -0.6 1.3
2010
+8.78% 0.0 0.8 1.7 0.8 -1.5 0.8 2.6 1.0 2.0 1.1 -1.7 0.9
2009
+14.11% -3.5 -2.9 2.7 3.7 3.2 0.5 3.9 2.0 2.7 -0.3 2.0 -0.2

* Note:
Portofolio Returns, up to December 2013, 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:

BNDX - Vanguard Total International Bond: simulated historical serie, up to December 2013

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