Last Update: 30 June 2021

The All Country World Bonds Portfolio is exposed for 0% on the Stock Market.

It's a Low Risk portfolio and it can be replicated with 3 ETFs.

In the last 10 years, the portfolio obtained a 3.97% compound annual return, with a 3.52% standard deviation.

In 2020, the portfolio granted a 2.27% dividend yield. If you are interested in getting periodic income, please refer to the All Country World Bonds Portfolio: Dividend Yield page.

Asset Allocation and ETFs

The All Country World Bonds Portfolio has the following asset allocation:

0% Stocks
100% Fixed Income
0% Commodities

The All Country World Bonds Portfolio can be replicated with the following ETFs:

Weight Ticker ETF Name Investment Themes
50.00 % BND Vanguard Total Bond Market Bond, U.S., All-Term
35.00 % BNDX Vanguard Total International Bond Bond, Developed Markets, All-Term
15.00 % 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 Bonds Portfolio guaranteed the following returns.

ALL COUNTRY WORLD BONDS PORTFOLIO RETURNS (%)
Last Update: 30 June 2021
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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*)
All Country World Bonds Portfolio +0.71 +1.65 -1.84 +0.67 +5.10 +3.14 +3.97
Components
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 Bonds Portfolio: Dividend Yield page.

Historical Returns

All Country World Bonds Portfolio - Historical returns and stats.

ALL COUNTRY WORLD BONDS PORTFOLIO
Last Update: 30 June 2021
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Period Returns
Jun 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+0.71%
0.00%
1 - 0
3M
+1.65%
0.00%
3 - 0
6M
-1.84%
-3.44%
Jan 2021 - Mar 2021
3 - 3
YTD
-1.84%
-3.44%
Jan 2021 - Mar 2021
3 - 3
1Y
+0.67%
3.30%
-3.44%
Jan 2021 - Mar 2021
6 - 6
3Y
+5.10%
annualized
4.27%
-3.92%
Mar 2020 - Mar 2020
25 - 11
5Y
+3.14%
annualized
3.79%
-3.92%
Mar 2020 - Mar 2020
40 - 20
10Y
+3.97%
annualized
3.52%
-5.14%
May 2013 - Aug 2013
81 - 39
MAX
01 Jan 2008
+4.57%
annualized
4.33%
-8.82%
Mar 2008 - Oct 2008
111 - 51

* 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 Compare
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 Bonds Portfolio: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+5.03% +19.90%
Nov 2008 - Oct 2009
-2.90%
Mar 2008 - Feb 2009
12.58%
2 Years
+5.00% +15.03%
Nov 2008 - Oct 2010
-0.08%
Oct 2016 - Sep 2018
0.72%
3 Years
+4.67% +11.35%
Nov 2008 - Oct 2011
+1.67%
Jan 2013 - Dec 2015
0.00%
5 Years
+4.35% +8.11%
Nov 2008 - Oct 2013
+2.10%
May 2013 - Apr 2018
0.00%
7 Years
+4.30% +6.83%
Nov 2008 - Oct 2015
+2.87%
Nov 2011 - Oct 2018
0.00%
10 Years
+4.54% +5.35%
Nov 2008 - Oct 2018
+3.87%
Jun 2011 - May 2021
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 Bonds Portfolio: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

All Country World Bonds Portfolio Seasonality

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Months
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average 0.5 0.1 0.1 0.8 0.3 0.3 1.0 0.7 0.0 -0.2 0.2 0.7
Best 2.1
2015
1.1
2016
1.8
2019
2.7
2020
1.4
2019
2.3
2016
2.2
2009
2.4
2019
1.9
2009
1.1
2013
3.1
2008
6.5
2008
Worst -1.7
2009
-1.8
2021
-3.9
2020
-0.8
2018
-2.5
2013
-2.2
2013
0.0
2014
-1.0
2013
-3.0
2008
-5.4
2008
-2.4
2016
-0.8
2010
Gain
Frequency
71 71 71 79 79 57 100 77 46 69 46 54

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
-1.84% -0.9 -1.8 -0.8 0.7 0.2 0.7
2020
+6.30% 1.8 0.9 -3.9 2.7 1.3 0.9 1.6 -0.6 -0.1 -0.2 1.4 0.5
2019
+9.49% 1.6 0.1 1.8 0.1 1.4 1.7 0.6 2.4 -0.6 0.1 -0.3 0.3
2018
+0.10% -0.9 -0.8 0.8 -0.8 0.1 0.0 0.4 0.0 -0.1 -0.8 0.4 1.6
2017
+4.16% 0.0 0.9 0.1 0.8 0.7 -0.3 0.4 1.1 -0.4 0.2 0.0 0.6
2016
+4.27% 1.1 1.1 1.2 0.4 0.2 2.3 0.8 0.1 0.1 -1.2 -2.4 0.5
2015
+0.85% 2.1 -0.6 0.5 -0.3 -0.5 -1.3 0.9 -0.5 0.5 0.6 -0.1 -0.4
2014
+6.88% 1.2 0.9 0.2 0.8 1.3 0.3 0.0 1.2 -0.7 0.9 0.7 0.0
2013
-2.50% -0.9 0.6 0.1 1.4 -2.5 -2.2 0.4 -1.0 1.2 1.1 -0.3 -0.4
2012
+7.45% 1.0 0.4 -0.1 1.2 0.2 0.8 1.8 0.6 0.9 0.1 0.6 -0.2
2011
+8.12% 0.0 0.3 0.2 1.3 1.1 -0.2 1.8 1.1 -0.2 1.0 -0.4 1.8
2010
+7.71% 1.3 0.5 0.5 1.1 0.6 1.6 1.2 2.2 0.3 0.5 -1.4 -0.8
2009
+9.48% -1.7 -1.4 1.4 1.9 1.4 1.1 2.2 1.8 1.9 0.3 1.0 -0.8
2008
+2.29% 1.7 0.5 -0.2 -0.3 -0.8 -0.6 0.4 0.7 -3.0 -5.4 3.1 6.5

* 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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