Data Source: from January 1992 to June 2022
Consolidated Returns as of 30 June 2022
Live Update: Jul 05 2022, 02:00PM Eastern Time
PORTFOLIO • LIVE PERFORMANCE (USD currency)
1.29%
1 Day
Jul 05 2022, 02:00PM Eastern Time
0.63%
Current Month
July 2022

The All Country World 80/20 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 All Country World 80/20 Portfolio obtained a 6.55% compound annual return, with a 12.38% standard deviation.

Asset Allocation and ETFs

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

80% Stocks
20% Fixed Income
0% Commodities

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

Weight Ticker ETF Name Investment Themes
80.00 % VT Vanguard Total World Stock Equity, Global, Large Cap
10.00 % BND Vanguard Total Bond Market Bond, U.S., All-Term
7.00 % BNDX Vanguard Total International Bond Bond, Developed Markets, All-Term
3.00 % 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 80/20 Portfolio guaranteed the following returns.

According to the available data source, let's assume we built the portfolio on January 1992.

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.
ALL COUNTRY WORLD 80/20 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(*)
All Country World 80/20 Portfolio -1.29 -0.63 -6.94 -18.17 -14.92 5.92 7.68 6.55
US Inflation Adjusted return -6.94 -21.36 -20.91 2.24 5.09 3.98
Components
VT
Vanguard Total World Stock 		-1.60 01:59PM
Jul 05 2022 		-0.98 -8.14 -19.80 -15.87 7.09 9.01 6.39
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
BNDX
Vanguard Total International Bond 		-0.10 01:59PM
Jul 05 2022 		0.54 -1.72 -9.84 -10.00 0.81 2.34 5.36
EMB
iShares JP Morgan USD Em Mkts Bd 		-0.95 02:00PM
Jul 05 2022 		0.44 -6.15 -20.28 -20.94 -1.34 1.59 9.35
(*) 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 All Country World 80/20 Portfolio granted a 2.27% dividend yield. If you are interested in getting periodic income, please refer to the All Country World 80/20 Portfolio: Dividend Yield page.

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Historical Returns as of Jun 30, 2022

Historical returns and stats of All Country World 80/20 Portfolio. Total Returns and Inflation Adjusted Returns are both mentioned.

ALL COUNTRY WORLD 80/20 PORTFOLIO
Consolidated returns as of 30 June 2022
Data Source: from January 1992 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
-6.94
-6.94
-6.94
Jun 2022 - Jun 2022
0 - 1
3M
-13.33
-14.45
-13.33
Apr 2022 - Jun 2022
1 - 2
6M
-18.17
-21.36
-18.17
Jan 2022 - Jun 2022
2 - 4
YTD
-18.17
-21.36
-18.17
Jan 2022 - Jun 2022
2 - 4
1Y
-14.92
-20.91
12.45
-18.17
Jan 2022 - Jun 2022
6 - 6
50% pos
3Y(*)
4.93
0.41
14.85
-18.17
Jan 2022 - Jun 2022
23 - 13
64% pos
5Y(*)
5.92
2.24
13.35
-18.17
Jan 2022 - Jun 2022
41 - 19
68% pos
10Y(*)
7.68
5.09
11.08
-18.17
Jan 2022 - Jun 2022
82 - 38
68% pos
15Y(*)
4.80
2.44
13.90
-47.32
Nov 2007 - Feb 2009
110 - 70
61% pos
20Y(*)
6.50
3.95
12.95
-47.32
Nov 2007 - Feb 2009
152 - 88
63% pos
25Y(*)
5.37
2.88
13.06
-47.32
Nov 2007 - Feb 2009
183 - 117
61% pos
30Y(*)
6.55
3.98
12.38
-47.32
Nov 2007 - Feb 2009
224 - 136
62% pos
MAX(*)
01 Jan 1992
6.25
3.69
12.34
-47.32
Nov 2007 - Feb 2009
226 - 140
62% 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$, since July 1992, now would be worth 6709.79$, with a total return of 570.98% (6.55% annualized).

The Inflation Adjusted Capital now would be 3225.13$, with a net total return of 222.51% (3.98% annualized).
An investment of 1000$, since January 1992, now would be worth 6361.40$, with a total return of 536.14% (6.25% annualized).

The Inflation Adjusted Capital now would be 3016.21$, with a net total return of 201.62% (3.69% annualized).

Drawdowns

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-47.32% Nov 2007 Feb 2009 16 Jan 2013 47 63
-36.69% Apr 2000 Sep 2002 30 Sep 2005 36 66
-18.17% Jan 2022 Jun 2022 6 in progress 6
-17.97% Jan 2020 Mar 2020 3 Aug 2020 5 8
-12.27% May 1998 Aug 1998 4 Nov 1998 3 7
-11.51% Feb 2018 Dec 2018 11 Apr 2019 4 15
-10.78% Jun 2015 Feb 2016 9 Jul 2016 5 14
-6.57% Aug 1997 Oct 1997 3 Feb 1998 4 7
-5.88% Feb 1994 Mar 1994 2 Apr 1995 13 15
-4.62% May 2019 May 2019 1 Jun 2019 1 2
-4.51% Jan 2000 Jan 2000 1 Mar 2000 2 3
-4.44% Nov 1993 Nov 1993 1 Jan 1994 2 3
-3.98% Sep 2020 Oct 2020 2 Nov 2020 1 3
-3.66% May 2006 Jun 2006 2 Sep 2006 3 5
-3.60% Sep 2021 Sep 2021 1 Oct 2021 1 2
-3.46% May 2013 Jun 2013 2 Jul 2013 1 3
-3.34% May 1999 May 1999 1 Jun 1999 1 2
-3.32% Jan 2014 Jan 2014 1 Feb 2014 1 2
-3.23% Sep 2014 Jan 2015 5 Feb 2015 1 6
-2.98% Sep 1992 Oct 1992 2 Feb 1993 4 6
Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-47.32% Nov 2007 Feb 2009 16 Jan 2013 47 63
-36.69% Apr 2000 Sep 2002 30 Sep 2005 36 66
-18.17% Jan 2022 Jun 2022 6 in progress 6
-17.97% Jan 2020 Mar 2020 3 Aug 2020 5 8
-12.27% May 1998 Aug 1998 4 Nov 1998 3 7
-11.51% Feb 2018 Dec 2018 11 Apr 2019 4 15
-10.78% Jun 2015 Feb 2016 9 Jul 2016 5 14
-6.64% Jan 1992 Mar 1992 3 Mar 1993 12 15
-6.57% Aug 1997 Oct 1997 3 Feb 1998 4 7
-5.88% Feb 1994 Mar 1994 2 Apr 1995 13 15
-4.62% May 2019 May 2019 1 Jun 2019 1 2
-4.51% Jan 2000 Jan 2000 1 Mar 2000 2 3
-4.44% Nov 1993 Nov 1993 1 Jan 1994 2 3
-3.98% Sep 2020 Oct 2020 2 Nov 2020 1 3
-3.66% May 2006 Jun 2006 2 Sep 2006 3 5
-3.60% Sep 2021 Sep 2021 1 Oct 2021 1 2
-3.46% May 2013 Jun 2013 2 Jul 2013 1 3
-3.34% May 1999 May 1999 1 Jun 1999 1 2
-3.32% Jan 2014 Jan 2014 1 Feb 2014 1 2
-3.23% Sep 2014 Jan 2015 5 Feb 2015 1 6

Rolling Returns ( more details)

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

Swipe left to see all data
Rolling
Period		 Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
 8.01 49.26
Mar 2009 - Feb 2010 		-41.36
Mar 2008 - Feb 2009 		23.10%
2 Years
 7.40 33.02
Mar 2009 - Feb 2011 		-22.72
Mar 2007 - Feb 2009 		16.33%
3 Years
 6.97 21.08
Mar 2009 - Feb 2012 		-13.44
Apr 2000 - Mar 2003 		16.62%
5 Years
 6.64 17.47
Mar 2009 - Feb 2014 		-3.99
Mar 2004 - Feb 2009 		10.42%
7 Years
 6.21 14.06
Jan 1993 - Dec 1999 		-0.96
Mar 2002 - Feb 2009 		0.71%
10 Years
 5.81 11.54
Mar 2009 - Feb 2019 		-1.21
Mar 1999 - Feb 2009 		1.62%
15 Years
 5.67 8.83
Nov 1992 - Oct 2007 		2.59
Mar 1994 - Feb 2009 		0.00%
20 Years
 5.76 7.41
Nov 2001 - Oct 2021 		3.49
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 All Country World 80/20 Portfolio: Rolling Returns page.

Seasonality

All Country World 80/20 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 %		 -0.14
52% 		0.11
52% 		0.70
61% 		1.90
77% 		0.24
61% 		-0.06
48% 		1.01
63% 		-0.29
60% 		-0.28
57% 		0.88
63% 		1.15
70% 		1.65
77%
Best
Year		 6.7
2019 		5.6
1998 		7.1
2009 		9.8
2009 		8.7
2009 		5.5
2019 		8.6
2009 		4.6
2020 		7.9
2010 		8.8
2011 		10.1
2020 		6.9
1999
Worst
Year		 -9.0
2009 		-7.8
2009 		-12.4
2020 		-7.3
2022 		-7.8
2010 		-6.9
2022 		-6.7
2002 		-11.9
1998 		-10.4
2008 		-16.2
2008 		-4.5
2000 		-5.4
2018
Statistics calculated for the period Jan 1992 - Jun 2022

Monthly/Yearly Returns

All Country World 80/20 Portfolio monthly and yearly returns: how is the distribution of the returns recorded so far?

MONTHLY RETURNS HISTOGRAM
226 Positive Months (62%) - 140 Negative Months (38%)
Jan 1992 - 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
 -18.17 -21.36 -4.1 -2.6 1.0 -7.3 0.5 -6.9
2021
 +14.21 +6.64 -0.4 1.8 2.2 3.5 1.3 1.1 0.7 1.8 -3.6 4.2 -2.1 3.1
2020
 +14.55 +13.10 -0.9 -5.6 -12.4 8.5 4.3 2.6 4.5 4.6 -2.3 -1.7 10.1 4.1
2019
 +23.35 +20.62 6.7 2.3 1.2 2.8 -4.6 5.5 0.1 -1.3 1.7 2.3 2.0 2.9
2018
 -7.79 -9.52 4.2 -3.7 -0.9 0.2 0.5 -0.5 2.4 0.7 0.1 -6.5 1.5 -5.4
2017
 +20.43 +17.91 2.4 2.3 1.2 1.5 1.7 0.5 2.2 0.5 1.6 1.8 1.6 1.4
2016
 +7.66 +5.50 -4.5 -0.6 6.5 0.9 0.6 0.3 3.5 0.3 0.7 -1.8 0.5 1.6
2015
 -1.32 -1.94 -0.9 4.6 -0.9 2.0 0.2 -2.0 0.6 -5.4 -2.8 5.9 -0.1 -1.8
2014
 +4.31 +3.64 -3.3 4.3 0.4 0.7 1.9 1.8 -1.4 2.4 -2.8 0.9 1.1 -1.6
2013
 +17.86 +16.10 3.0 -0.1 1.9 2.4 -0.9 -2.6 4.3 -2.2 4.8 3.2 1.2 1.8
2012
 +15.19 +13.20 4.6 3.9 0.9 -0.7 -7.2 4.2 0.9 2.1 2.7 -0.5 1.4 2.5
2011
 -4.38 -7.22 1.1 2.4 0.0 3.8 -1.6 -1.1 -1.4 -5.5 -8.4 8.8 -1.1 -0.4
2010
 +12.00 +10.42 -3.8 1.7 5.4 -0.1 -7.8 -1.8 7.4 -2.7 7.9 3.1 -2.4 5.9
2009
 +28.02 +24.51 -9.0 -7.8 7.1 9.8 8.7 -1.2 8.6 2.5 4.6 -2.0 4.6 1.1
2008
 -34.37 -34.36 -6.3 0.2 -1.4 4.1 0.7 -6.7 -2.0 -1.7 -10.4 -16.2 -4.0 4.4
2007
 +8.92 +4.62 0.7 -0.2 1.4 3.5 2.0 -0.5 -1.2 -0.2 4.4 3.3 -3.5 -0.9
2006
 +15.95 +13.10 3.9 -0.1 1.3 2.5 -3.5 -0.1 0.8 2.2 1.0 3.1 2.4 1.7
2005
 +8.00 +4.51 -1.6 2.6 -2.0 -1.7 1.5 0.8 2.7 0.7 2.2 -2.4 2.9 2.2
2004
 +11.86 +8.24 1.4 1.5 -0.4 -2.6 0.4 1.6 -2.4 0.8 1.6 2.1 4.2 3.3
2003
 +26.95 +24.41 -2.3 -1.2 -0.4 7.1 4.8 1.3 1.1 1.9 0.9 4.7 1.2 5.4
2002
 -14.55 -16.62 -2.1 -0.4 3.2 -2.3 0.0 -5.1 -6.7 0.6 -8.3 5.6 4.2 -3.1
2001
 -11.36 -12.76 2.4 -6.7 -5.2 5.4 -0.9 -2.3 -0.8 -3.2 -7.0 2.2 4.4 0.7
2000
 -9.84 -12.84 -4.5 0.6 5.4 -3.8 -2.2 3.0 -2.2 2.6 -4.3 -1.6 -4.5 1.6
1999
 +20.74 +17.59 1.7 -2.3 3.8 3.7 -3.3 3.9 -0.5 -0.2 -0.7 4.2 2.5 6.9
1998
 +17.65 +15.79 1.8 5.6 3.3 0.8 -1.7 1.3 0.0 -11.9 2.3 7.5 4.8 3.9
1997
 +11.46 +9.60 1.0 1.0 -2.0 2.6 5.1 4.3 3.8 -6.0 4.6 -5.0 1.1 1.1
1996
 +10.54 +6.92 1.8 -0.2 1.1 1.9 0.0 0.5 -2.9 1.0 3.2 0.6 4.6 -1.4
1995
 +17.60 +14.70 -1.5 0.9 3.4 3.3 1.6 -0.1 3.8 -1.6 2.3 -1.2 2.9 2.7
1994
 +1.26 -1.31 5.3 -1.8 -4.2 1.9 0.2 -0.7 1.9 2.7 -2.2 2.0 -3.6 0.1
1993
 +20.51 +17.21 0.4 2.1 4.5 3.6 1.8 -0.3 1.7 4.1 -1.4 2.5 -4.4 4.6
1992
 -3.52 -6.30 -1.7 -1.2 -3.8 1.0 3.4 -2.7 0.6 1.7 -0.6 -2.4 1.2 1.3

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:

  • VT - Vanguard Total World Stock: simulated historical serie, up to December 2008
  • BND - Vanguard Total Bond Market: simulated historical serie, up to December 2007
  • BNDX - Vanguard Total International Bond: simulated historical serie, up to December 2013
  • EMB - iShares JP Morgan USD Em Mkts Bd: simulated historical serie, up to December 2007

Portfolio efficiency

Is the All Country World 80/20 Portfolio actually efficient, compared to other Lazy Portfolios?

Overall Ratings

The All Country World 80/20 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)		 +5.37%
(+2.88%)
Poor : 1 / 5
Bad : 1.8 / 5
Standard Deviation
over 25 Years		 13.06%
Excellent : 4.5 / 5
Average : 2.6 / 5
Maximum Drawdown
over 25 Years		 -47.32%
Excellent : 4.4 / 5
Bad : 1.9 / 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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 +1.22 +13.42 -81.08 100 0 0
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 +0.21 +9.81 -50.84 100 0 0
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 -0.99 +9.37 -52.63 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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