Data Source: from January 1985 to October 2022 (~38 years)
Consolidated Returns as of 31 October 2022
Live Update: Nov 29 2022, 04:00PM Eastern Time
PORTFOLIO • LIVE PERFORMANCE (USD currency)
0.02%
1 Day
Nov 29 2022, 04:00PM Eastern Time
3.52%
Current Month
November 2022

The All Country World Bonds Portfolio is a Low Risk portfolio and can be implemented with 3 ETFs.

It's exposed for 0% on the Stock Market.

In the last 30 Years, the All Country World Bonds Portfolio obtained a 5.43% compound annual return, with a 4.44% standard deviation.

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 implemented 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 as of Oct 31, 2022

The All Country World Bonds Portfolio guaranteed the following returns.

Portfolio returns are calculated in USD, assuming: November 2022 return is calculated on the hypothesis of a newly built portfolio, with the starting asset allocation.
ALL COUNTRY WORLD BONDS PORTFOLIO RETURNS
Consolidated returns as of 31 October 2022
Live Update: Nov 29 2022, 04:00PM Eastern Time
Swipe left to see all data
  Chg (%) Return (%)
Return (%) as of Oct 31, 2022
  1 Day Time ET(*) Nov 2022 1M 6M 1Y 5Y 10Y 30Y MAX
(~38Y)
All Country World Bonds Portfolio -0.02 3.52 -0.41 -6.69 -15.78 -0.70 0.96 5.43 6.65
US Inflation Adjusted return -0.82 -9.48 -21.84 -4.39 -1.57 2.85 3.76
Components
BND
Vanguard Total Bond Market
-0.37 04:00PM
Nov 29 2022
2.87 -1.16 -6.55 -15.59 -0.50 0.65 4.32 6.25
BNDX
Vanguard Total International Bond
0.29 04:00PM
Nov 29 2022
2.16 0.54 -5.17 -12.15 -0.04 1.61 5.17 6.62
EMB
iShares JP Morgan USD Em Mkts Bd
0.46 04:00PM
Nov 29 2022
8.84 -0.17 -11.06 -24.88 -3.17 0.23 9.06 8.96
Returns over 1 year are annualized | Available data source: since Jan 1985
(*) Eastern Time (ET - America/New York)

US Inflation is updated to Oct 2022. Current inflation (annualized) is 1Y: 7.75% , 5Y: 3.85% , 10Y: 2.57% , 30Y: 2.51%

Portfolio Metrics as of Oct 31, 2022

Metrics of All Country World Bonds Portfolio, updated as of 31 October 2022.

Portfolio metrics are calculated based on monthly returns, assuming:
ALL COUNTRY WORLD BONDS PORTFOLIO
Portfolio Metrics
Data Source: 1 January 1985 - 31 October 2022 (~38 years)
Swipe left to see all data
Metrics as of Oct 31, 2022
1M 3M 6M 1Y 3Y 5Y 10Y 20Y 30Y MAX
(~38Y)
Portfolio
Return (%)
-0.41 -7.39 -6.69 -15.78 -4.33 -0.70 0.96 3.81 5.43 6.65
US Inflation (%) 0.41 0.59 3.08 7.75 5.01 3.85 2.57 2.52 2.51 2.79
Infl. Adjusted
Return (%)
-0.82 -7.92 -9.48 -21.84 -8.89 -4.39 -1.57 1.26 2.85 3.76
Returns / Inflation rates over 1 year are annualized.
RISK INDICATORS
Standard Deviation (%) 6.71 5.99 5.21 4.37 4.50 4.44 4.78
Sharpe Ratio -2.46 -0.79 -0.32 0.10 0.61 0.73 0.56
Sortino Ratio -3.79 -1.03 -0.41 0.13 0.79 0.98 0.76
MAXIMUM DRAWDOWN
Drawdown Depth (%) -15.94 -17.60 -17.60 -17.60 -17.60 -17.60 -17.60
Start (yyyy mm) 2021 12 2021 01 2021 01 2021 01 2021 01 2021 01 2021 01
Bottom (yyyy mm) 2022 10 2022 10 2022 10 2022 10 2022 10 2022 10 2022 10
Start to Bottom (# months) 11 22 22 22 22 22 22
Start to Recovery (# months) in progress
> 11
> 22
> 22
> 22
> 22
> 22
> 22
ROLLING PERIOD RETURNS - Annualized
Best Return (%) 29.37 15.28 12.41 10.41 9.77 8.34
Worst Return (%) -15.78 -4.33 -0.70 0.96 3.81 5.39
% Positive Periods 90% 98% 99% 100% 100% 100%
MONTHS
Positive 0 0 2 3 16 32 71 159 245 315
Negative 1 3 4 9 20 28 49 81 115 139
% Positive 0% 0% 33% 25% 44% 53% 59% 66% 68% 69%
WITHDRAWAL RATES (WR)
Safe WR (%) 33.37 20.66 10.52 6.82 6.36 7.37
Perpetual WR (%) 0.00 0.00 0.00 1.25 2.77 3.62
Terms and Definitions
  • Annualized Portfolio Return: it's the annualized geometric mean return of the portfolio
  • Standard Deviation: it's a measure of the dispersion of returns around the mean
  • Sharpe Ratio: it's a measure of risk-adjusted performance of the portfolio. It's calculated by dividing the excess return of the portfolio over the risk-free rate by the portfolio standard deviation. The risk-free rate here considered is the 1-3 Mth T-Bill return.
  • Sortino Ratio: another measure of risk-adjusted performance of the portfolio. It's a modification of the Sharpe Ratio (same formula but the denominator is the portfolio downside standard deviation).
  • Maximum Drawdown: a drawdown refers to the decline in value from a relative peak value to a relative trough. A maximum drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained.
  • Rolling Returns: returns over a time frame (best, worst, % of positive returns).
  • Pos./Neg. Months: number of months with positive/negative return.
  • Safe Withdrawal Rate (SWR): it's the percentage of the original portfolio balance that can be withdrawn at the end of each year with inflation adjustment, without the portfolio running out of money (dollar amount withdrawal).
  • Perpetual Withdrawal Rate (PWR): it's the percentage of portfolio balance that can be withdrawn at the end of each year, while retaining the inflation adjusted portfolio balance (percentage withdrawal).

Portfolio Components Correlation

Correlation measures to what degree the returns of the two assets move in relation to each other.

Correlation coefficient is a numerical value between -1 and +1.

If one variable goes up by a certain amount, the correlation coefficient indicates which way the other variable moves and by how much.

Asset correlations are calculated based on monthly returns.
COMPONENTS MONTHLY CORRELATIONS
Monthly correlations as of 31 October 2022
Swipe left to see all data
 
 
 
Asset BND BNDX EMB
BND
1.00
0.89
0.78
BNDX
0.89
1.00
0.69
EMB
0.78
0.69
1.00
 
 
 
Asset BND BNDX EMB
BND
1.00
0.87
0.66
BNDX
0.87
1.00
0.67
EMB
0.66
0.67
1.00
 
 
 
Asset BND BNDX EMB
BND
1.00
0.86
0.67
BNDX
0.86
1.00
0.65
EMB
0.67
0.65
1.00
 
 
 
Asset BND BNDX EMB
BND
1.00
0.65
0.48
BNDX
0.65
1.00
0.35
EMB
0.48
0.35
1.00
 
 
 
Asset BND BNDX EMB
BND
1.00
0.74
0.50
BNDX
0.74
1.00
0.41
EMB
0.50
0.41
1.00

Portfolio Dividends

In 2021, the All Country World Bonds Portfolio granted a 2.83% dividend yield. If you are interested in getting periodic income, please refer to the All Country World Bonds Portfolio: Dividend Yield page.

Capital Growth as of Oct 31, 2022

An investment of 1000$, since November 1992, now would be worth 4881.51$, with a total return of 388.15% (5.43% annualized).

The Inflation Adjusted Capital now would be 2322.72$, with a net total return of 132.27% (2.85% annualized).
An investment of 1000$, since January 1985, now would be worth 11433.34$, with a total return of 1043.33% (6.65% annualized).

The Inflation Adjusted Capital now would be 4039.87$, with a net total return of 303.99% (3.76% annualized).

Drawdowns

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-17.60% Jan 2021 Oct 2022 22 in progress 22
-8.82% Mar 2008 Oct 2008 8 Dec 2008 2 10
-6.85% Feb 1994 Jun 1994 5 May 1995 11 16
-5.16% May 2013 Aug 2013 4 May 2014 9 13
-3.92% Mar 2020 Mar 2020 1 Jun 2020 3 4
-3.54% Oct 2016 Nov 2016 2 Aug 2017 9 11
-3.22% Jun 2003 Jul 2003 2 Sep 2003 2 4
-3.02% Apr 2004 May 2004 2 Aug 2004 3 5
-3.00% Jan 2009 Feb 2009 2 Apr 2009 2 4
-2.69% May 1999 Aug 1999 4 Nov 1999 3 7
-2.40% Dec 1996 Mar 1997 4 May 1997 2 6
-2.23% Feb 2015 Jun 2015 5 Feb 2016 8 13
-2.17% Nov 2010 Dec 2010 2 May 2011 5 7
-2.13% Aug 1998 Aug 1998 1 Sep 1998 1 2
-2.00% Feb 1996 Mar 1996 2 Jul 1996 4 6
-1.92% Jan 2018 Oct 2018 10 Dec 2018 2 12
-1.46% Mar 2006 May 2006 3 Jul 2006 2 5
-1.42% May 2007 Jun 2007 2 Aug 2007 2 4
-1.32% Sep 2005 Oct 2005 2 Dec 2005 2 4
-1.13% Feb 1999 Feb 1999 1 Mar 1999 1 2
Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-17.60% Jan 2021 Oct 2022 22 in progress 22
-8.82% Mar 2008 Oct 2008 8 Dec 2008 2 10
-6.85% Feb 1994 Jun 1994 5 May 1995 11 16
-5.71% Mar 1987 Sep 1987 7 Jan 1988 4 11
-5.16% May 2013 Aug 2013 4 May 2014 9 13
-3.92% Mar 2020 Mar 2020 1 Jun 2020 3 4
-3.54% Oct 2016 Nov 2016 2 Aug 2017 9 11
-3.22% Jun 2003 Jul 2003 2 Sep 2003 2 4
-3.02% Apr 2004 May 2004 2 Aug 2004 3 5
-3.00% Jan 2009 Feb 2009 2 Apr 2009 2 4
-2.97% Jan 1990 Apr 1990 4 May 1990 1 5
-2.83% Feb 1985 Feb 1985 1 Apr 1985 2 3
-2.69% May 1999 Aug 1999 4 Nov 1999 3 7
-2.62% May 1986 May 1986 1 Jun 1986 1 2
-2.40% Dec 1996 Mar 1997 4 May 1997 2 6
-2.31% Aug 1990 Aug 1990 1 Nov 1990 3 4
-2.23% Feb 2015 Jun 2015 5 Feb 2016 8 13
-2.17% Nov 2010 Dec 2010 2 May 2011 5 7
-2.13% Aug 1998 Aug 1998 1 Sep 1998 1 2
-2.11% Mar 1988 May 1988 3 Jun 1988 1 4

Rolling Returns ( more details)

All Country World Bonds Portfolio: annualized rolling and average returns

Swipe left to see all data
Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
7.03 29.37
Apr 1985 - Mar 1986
-15.78
Nov 2021 - Oct 2022
10.16%
2 Years
6.95 20.57
Mar 1985 - Feb 1987
-8.37
Nov 2020 - Oct 2022
2.55%
3 Years
6.99 15.28
Oct 1990 - Sep 1993
-4.33
Nov 2019 - Oct 2022
1.67%
5 Years
7.02 12.41
Sep 1988 - Aug 1993
-0.70
Nov 2017 - Oct 2022
0.51%
7 Years
7.09 12.09
Jan 1985 - Dec 1991
0.53
Nov 2015 - Oct 2022
0.00%
10 Years
7.10 10.41
Mar 1985 - Feb 1995
0.96
Nov 2012 - Oct 2022
0.00%
15 Years
7.14 9.97
Mar 1985 - Feb 2000
3.02
Nov 2007 - Oct 2022
0.00%
20 Years
7.15 9.77
Mar 1985 - Feb 2005
3.81
Nov 2002 - Oct 2022
0.00%
30 Years
7.06 8.34
Mar 1985 - Feb 2015
5.39
Oct 1992 - Sep 2022
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

In which months is it better to invest in All Country World Bonds Portfolio?

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
Gain Frequency
-0.08
40%
-0.68
40%
-0.87
40%
-0.27
60%
0.68
100%
0.20
60%
1.33
100%
-0.29
40%
-1.21
0%
-0.29
20%
0.33
60%
0.58
80%
 Capital Growth on monthly avg returns
100
99.92
99.24
98.37
98.11
98.77
98.98
100.30
100.00
98.79
98.51
98.83
99.40
Best 1.8
2020
0.9
2020
1.8
2019
2.7
2020
1.4
2019
1.7
2019
2.8
2022
2.3
2019
-0.1
2020
0.1
2019
1.4
2020
1.6
2018
Worst -2.0
2022
-1.8
2022
-3.9
2020
-4.0
2022
0.1
2018
-2.3
2022
0.4
2018
-3.1
2022
-4.0
2022
-0.8
2018
-0.3
2019
-0.1
2021
Monthly Seasonality over the period Nov 2017 - Oct 2022
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
Gain Frequency
0.31
60%
-0.05
60%
-0.23
70%
0.17
70%
0.27
80%
-0.01
50%
0.92
90%
-0.06
50%
-0.53
30%
0.02
50%
0.01
50%
0.25
50%
 Capital Growth on monthly avg returns
100
100.31
100.26
100.02
100.19
100.46
100.45
101.37
101.31
100.78
100.79
100.80
101.05
Best 2.1
2015
1.1
2016
1.8
2019
2.7
2020
1.4
2019
2.3
2016
2.8
2022
2.3
2019
1.2
2013
1.1
2013
1.4
2020
1.6
2018
Worst -2.0
2022
-1.8
2022
-3.9
2020
-4.0
2022
-2.5
2013
-2.3
2022
0.0
2014
-3.1
2022
-4.0
2022
-1.2
2016
-2.4
2016
-0.4
2015
Monthly Seasonality over the period Nov 2012 - Oct 2022
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
Gain Frequency
0.57
74%
0.31
71%
0.11
58%
0.40
68%
0.59
68%
0.59
63%
0.86
82%
0.64
68%
0.37
66%
0.52
74%
0.54
68%
1.09
73%
 Capital Growth on monthly avg returns
100
100.57
100.88
100.99
101.40
101.99
102.60
103.48
104.14
104.52
105.06
105.63
106.78
Best 3.5
1988
3.9
1986
3.4
1986
2.7
2020
5.1
1985
2.8
1986
2.8
2022
3.2
1986
4.2
1998
2.9
1987
3.1
2008
6.5
2008
Worst -2.1
1990
-2.8
1985
-3.9
2020
-4.0
2022
-2.6
1986
-2.3
2022
-3.0
2003
-3.1
2022
-4.0
2022
-5.4
2008
-2.4
2016
-0.8
2010
Monthly Seasonality over the period Jan 1985 - Oct 2022

Monthly/Yearly Returns

All Country World Bonds Portfolio data source starts from January 1985: let's focus on monthly and yearly returns.

We are providing two different views:
  • Histogram: it shows the distribution of the returns recorded so far
  • Plain Table: it shows the detailed monthly and yearly returns
MONTHLY RETURNS HISTOGRAM
Jan 1985 - Oct 2022
315 Positive Months (69%) - 139 Negative Months (31%)
MONTHLY RETURNS TABLE
Jan 1985 - Oct 2022
(Scroll down to see all data)
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
-15.86 -21.28 -2.0 -1.8 -2.3 -4.0 0.3 -2.3 2.8 -3.1 -4.0 -0.4
2021
-2.06 -8.50 -0.9 -1.8 -0.7 0.7 0.2 0.7 1.2 -0.1 -1.3 -0.1 0.2 -0.1
2020
+6.30 +4.87 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 +7.05 1.6 0.1 1.8 0.1 1.4 1.7 0.6 2.3 -0.6 0.1 -0.3 0.3
2018
+0.10 -1.77 -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 +2.01 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 +2.15 1.1 1.1 1.2 0.3 0.2 2.3 0.8 0.1 0.1 -1.2 -2.4 0.5
2015
+0.85 +0.12 2.1 -0.6 0.4 -0.3 -0.5 -1.3 0.9 -0.5 0.5 0.6 -0.1 -0.4
2014
+6.88 +6.07 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 -3.95 -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 +5.62 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 +5.01 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 +6.12 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 +6.58 -1.7 -1.4 1.4 1.8 1.3 1.1 2.2 1.7 1.9 0.3 1.0 -0.8
2008
+2.29 +2.19 1.7 0.5 -0.2 -0.3 -0.8 -0.5 0.4 0.7 -3.0 -5.4 3.1 6.5
2007
+6.05 +1.89 -0.3 1.4 0.2 0.5 -0.8 -0.6 0.8 0.9 1.2 1.0 1.2 0.5
2006
+4.63 +2.04 0.1 0.6 -1.0 -0.1 -0.3 0.1 1.5 1.6 0.7 0.7 1.1 -0.4
2005
+4.71 +1.25 0.7 -0.3 -0.4 1.4 1.3 0.8 -0.6 1.3 -0.4 -1.0 0.6 1.2
2004
+6.09 +2.75 0.8 0.8 1.0 -2.7 -0.4 0.6 1.0 2.2 0.4 1.0 0.1 1.2
2003
+8.25 +6.25 0.8 1.8 0.4 1.6 2.1 -0.3 -3.0 0.8 2.5 -0.6 0.5 1.3
2002
+9.30 +6.76 0.9 1.3 -1.0 1.6 0.3 -0.6 -0.4 2.3 0.7 0.8 0.8 2.4
2001
+12.23 +10.52 2.3 0.7 0.9 -0.4 0.8 0.6 2.2 1.7 0.1 2.6 -0.1 0.1
2000
+11.10 +7.46 -0.6 1.9 1.6 -0.5 -0.2 2.2 1.1 1.3 0.6 0.1 1.3 1.9
1999
+3.71 +1.00 0.7 -1.1 1.5 1.8 -2.0 -0.2 -0.3 -0.2 1.5 0.8 0.4 0.8
1998
+8.51 +6.79 0.9 1.0 0.0 1.0 0.0 -0.2 0.3 -2.1 4.2 1.8 0.3 1.1
1997
+5.56 +3.79 -0.9 0.3 -1.4 0.7 2.2 1.5 1.3 -0.4 2.2 -0.4 -0.2 0.7
1996
+8.94 +5.44 0.7 -1.9 -0.1 0.5 0.1 1.2 1.4 0.7 2.0 1.9 2.4 -0.3
1995
+20.40 +17.42 1.3 0.9 -0.2 2.6 4.4 0.4 0.5 1.6 1.4 1.3 2.5 2.2
1994
-5.13 -7.61 0.9 -2.4 -2.2 -0.8 -0.7 -1.0 1.3 -0.2 -0.7 0.2 0.5 0.0
1993
+14.09 +11.03 1.5 2.1 0.5 0.4 0.4 2.2 1.2 2.1 0.4 1.1 -0.4 1.8
1992
+9.20 +6.12 -1.7 0.6 -0.6 0.5 2.4 1.4 2.3 0.7 1.0 -1.4 0.4 3.2
1991
+18.81 +15.28 1.2 1.3 0.7 1.3 0.8 -0.4 1.5 2.6 2.4 1.0 0.5 4.5
1990
+7.31 +1.14 -2.1 0.2 0.1 -1.3 3.2 1.8 1.4 -2.3 0.1 1.7 2.6 1.6
1989
+12.84 +7.82 1.1 -0.3 0.3 1.8 2.3 2.7 2.0 -1.5 0.3 2.2 0.9 0.4
1988
+7.90 +3.33 3.5 1.2 -1.0 -0.4 -0.7 2.4 -0.4 0.2 1.9 1.4 -0.6 0.4
1987
+1.20 -3.10 1.7 0.7 -0.5 -3.2 -0.7 1.3 0.2 -0.6 -2.2 2.9 0.5 1.3
1986
+15.08 +13.83 0.3 3.9 3.4 0.5 -2.6 2.8 1.3 3.2 -1.9 1.7 0.0 1.8
1985
+22.99 +18.49 2.6 -2.8 2.7 1.4 5.1 1.2 -0.6 2.6 0.9 2.0 2.5 3.5

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:

  • 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

Compared to the All Country World Bonds Portfolio, the following portfolios granted a higher return over 30 Years and a less severe drawdown at the same time.

Swipe left to see all data
30 Years Stats (%)
% Allocation
Portfolio Return Dev.Std Drawdown Stocks Bonds Comm
Simplified Permanent Portfolio
+6.80 6.61 -16.43 25 50 25
Desert Portfolio
Gyroscopic Investing
+6.56 5.29 -14.72 30 60 10
Permanent Portfolio
Harry Browne
+6.38 6.29 -15.92 25 50 25
Larry Portfolio
Larry Swedroe
+6.30 5.42 -15.96 30 70 0
Sheltered Sam 30/70
Bill Bernstein
+5.96 5.12 -16.58 29.1 70 0.9
Stocks/Bonds 20/80
+5.67 4.61 -16.57 20 80 0
Dimensional Retirement Income Fund
DFA
+5.62 4.73 -12.91 20.4 79.6 0
LifeStrategy Income Fund
Vanguard
+5.55 4.52 -16.61 20 80 0
Developed World ex-US 20/80
+5.49 5.17 -16.80 20 80 0
US Inflation Protection
+5.47 6.07 -14.74 0 100 0
All Country World Bonds
+5.43 4.44 -17.60 0 100 0

Here's a list containing the Best Classic Portfolios, with the highest returns over 30 Years and Low Risk categorization.

Swipe left to see all data
30 Years Stats (%)
% Allocation
Portfolio Return Dev.Std Drawdown Stocks Bonds Comm
High Yield Bonds Income
+6.71 8.58 -23.97 0 100 0
Stocks/Bonds 20/80 Momentum
+6.25 4.70 -17.91 20 80 0
All Country World 20/80
+5.89 5.41 -17.97 20 80 0
Stocks/Bonds 20/80
+5.67 4.61 -16.57 20 80 0
Dimensional Retirement Income Fund
DFA
+5.62 4.73 -12.91 20.4 79.6 0
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