Data Source: from January 1996 to September 2021

Last Update: 30 September 2021

The All Country World 80/20 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 10.64% compound annual return, with a 11.02% standard deviation.

In the last 25 years, a 6.66% compound annual return, with a 12.89% standard deviation.

In 2020, the portfolio granted a 1.98% dividend yield. If you are interested in getting periodic income, please refer to the All Country World 80/20 Portfolio: Dividend Yield page.

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 replicated 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.

ALL COUNTRY WORLD 80/20 PORTFOLIO RETURNS (%)
Last Update: 30 September 2021
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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) 20Y(*) 25Y(*)
All Country World 80/20 Portfolio -3.60 -1.13 +4.83 +22.34 +11.26 +11.29 +10.64 +7.31 +6.66
Components
VT
Vanguard Total World Stock
-4.10 -1.32 +5.60 +28.51 +12.70 +13.30 +12.32 +7.46 +6.45
BND
Vanguard Total Bond Market
-1.01 -0.05 +1.88 -1.04 +5.36 +2.88 +2.88 +4.09 +4.86
BNDX
Vanguard Total International Bond
-1.08 -0.03 +0.15 -1.08 +3.98 +2.63 +4.08 +5.06 +5.33
EMB
iShares JP Morgan USD Em Mkts Bd
-2.64 -1.22 +3.01 +3.20 +5.43 +3.36 +5.14 +8.56 +9.45
(*) 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 80/20 Portfolio: Dividend Yield page.

Historical Returns

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

ALL COUNTRY WORLD 80/20 PORTFOLIO
Last Update: 30 September 2021
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Period Returns
Sep 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
-3.60%
-3.60%
Sep 2021 - Sep 2021
0 - 1
3M
-1.13%
-3.60%
Sep 2021 - Sep 2021
2 - 1
6M
+4.83%
-3.60%
Sep 2021 - Sep 2021
5 - 1
YTD
+8.60%
-3.60%
Sep 2021 - Sep 2021
7 - 2
1Y
+22.34%
11.15%
-3.60%
Sep 2021 - Sep 2021
9 - 3
3Y
+11.26%
annualized
14.86%
-17.98%
Jan 2020 - Mar 2020
25 - 11
5Y
+11.29%
annualized
12.01%
-17.98%
Jan 2020 - Mar 2020
45 - 15
10Y
+10.64%
annualized
11.02%
-17.98%
Jan 2020 - Mar 2020
83 - 37
20Y
+7.31%
annualized
12.74%
-47.32%
Nov 2007 - Feb 2009
152 - 88
25Y
+6.66%
annualized
12.89%
-47.32%
Nov 2007 - Feb 2009
186 - 114
MAX
01 Jan 1996
+6.72%
annualized
12.74%
-47.32%
Nov 2007 - Feb 2009
192 - 117
* Annualized St.Dev. of monthly returns

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
+9.79% -50.84% 100 0 0 Compare
Warren Buffett
+9.32% -45.53% 90 10 0 Compare
Aggressive Global Income
+9.18% -52.62% 80 20 0 Compare
Stocks/Bonds 80/20
+9.12% -41.09% 80 20 0 Compare

See all portfolios

Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns ( more details)

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

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+7.61% +49.26%
Mar 2009 - Feb 2010
-41.36%
Mar 2008 - Feb 2009
25.17%
2 Years
+6.59% +33.02%
Mar 2009 - Feb 2011
-22.72%
Mar 2007 - Feb 2009
19.58%
3 Years
+6.09% +21.09%
Mar 2009 - Feb 2012
-13.44%
Apr 2000 - Mar 2003
20.07%
5 Years
+5.50% +17.47%
Mar 2009 - Feb 2014
-3.99%
Mar 2004 - Feb 2009
12.80%
7 Years
+5.51% +11.68%
Mar 2009 - Feb 2016
-0.96%
Mar 2002 - Feb 2009
0.88%
10 Years
+5.59% +11.54%
Mar 2009 - Feb 2019
-1.21%
Mar 1999 - Feb 2009
2.11%
15 Years
+5.50% +8.43%
Feb 2003 - Jan 2018
+3.48%
Sep 2000 - Aug 2015
0.00%
20 Years
+5.34% +7.31%
Oct 2001 - Sep 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 and Yearly/Monthly Returns

All Country World 80/20 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.

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Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Win %
-0.10
54%
0.23
54%
0.80
62%
2.18
77%
0.00
54%
0.34
58%
0.85
58%
-0.60
58%
-0.24
62%
0.86
64%
1.62
76%
1.50
72%
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
-3.8
2000
-7.8
2010
-6.7
2008
-6.7
2002
-11.9
1998
-10.4
2008
-16.2
2008
-4.5
2000
-5.4
2018
Statistics calculated for the period Jan 1996 - Sep 2021

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

Monthly Returns of All Country World 80/20 Portfolio

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021
+8.60% -0.4 1.8 2.2 3.5 1.3 1.1 0.7 1.8 -3.6
2020
+14.55% -0.9 -5.6 -12.4 8.5 4.3 2.6 4.5 4.6 -2.4 -1.7 10.1 4.1
2019
+23.35% 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% 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% 2.4 2.3 1.2 1.5 1.7 0.5 2.2 0.5 1.7 1.8 1.6 1.4
2016
+7.66% -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% -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% -3.3 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% 3.0 -0.1 1.9 2.4 -0.9 -2.6 4.3 -2.2 4.8 3.3 1.2 1.8
2012
+15.19% 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% 1.1 2.4 0.0 3.8 -1.6 -1.1 -1.4 -5.6 -8.4 8.8 -1.1 -0.4
2010
+12.00% -3.8 1.8 5.4 -0.1 -7.8 -1.8 7.4 -2.7 7.9 3.1 -2.4 5.9
2009
+28.02% -9.0 -7.8 7.1 9.8 8.7 -1.2 8.6 2.5 4.6 -2.0 4.6 1.2
2008
-34.37% -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% 0.7 -0.2 1.5 3.5 2.0 -0.5 -1.2 -0.2 4.4 3.3 -3.5 -0.9
2006
+15.95% 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% -1.6 2.6 -2.0 -1.7 1.5 0.9 2.7 0.7 2.2 -2.4 2.9 2.2
2004
+11.86% 1.5 1.5 -0.5 -2.6 0.4 1.6 -2.4 0.8 1.6 2.1 4.2 3.3
2003
+26.95% -2.3 -1.2 -0.5 7.1 4.8 1.3 1.1 1.9 0.9 4.7 1.2 5.4
2002
-14.55% -2.1 -0.4 3.2 -2.4 0.0 -5.1 -6.7 0.6 -8.3 5.6 4.2 -3.1
2001
-11.36% 2.4 -6.7 -5.2 5.4 -0.9 -2.4 -0.8 -3.3 -7.0 2.2 4.4 0.7
2000
-9.84% -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% 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% 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% 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% 1.8 -0.2 1.1 1.9 0.0 0.5 -2.9 1.0 3.2 0.6 4.6 -1.4

* 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:

  • 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
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