All Country World Stocks To GBP Portfolio: Rebalancing Strategy

Data Source: from January 1970 to July 2025
Consolidated Returns as of 31 July 2025

Managing the All Country World Stocks To GBP Portfolio with a yearly rebalancing, you would have obtained a 8.56% compound annual return in the last 30 Years.

With a quarterly rebalancing, over the same period, the return would have been 8.56%.

How do returns and drawdowns change, implementing different rebalancing strategies?

Rebalancing Strategies

In order to keep risk under control, you should rebalance assets quotes from time to time, so to keep them at the original percentage of the asset allocation.

Rebalancing can be performed in several ways.

At fixed time intervals:
  • Yearly: Jan 1st
  • Half Yearly: Jan 1st, Jul 1st
  • Quarterly: Jan 1st, Apr 1st, Jul 1st, Oct 1st
When a component (at least one) diverges from its original weight beyond a certain threshold (e.g. 5% or 10%).

Portfolio Returns as of Jul 31, 2025

Implementing different rebalancing strategies, the All Country World Stocks To GBP Portfolio guaranteed the following returns.

According to the available data source, we assume we built the portfolio on January 1970.

Portfolio returns are calculated in GBP, assuming:
  • No fees or capital gain taxes
  • the reinvestment of dividends, if existing
  • the adjustment for actual currency exchange rates (simulation derived from original US returns)
ALL COUNTRY WORLD STOCKS TO GBP PORTFOLIO RETURNS
Period: January 1970 - July 2025
Annualized Returns
Swipe left to see all data
Return (%) and number of rebalances as of Jul 31, 2025
Rebalancing Strategy 1Y 5Y 10Y 30Y MAX
(~56Y)
No Rebalancing 12.73 (0) 12.88 (0) 11.85 (0) 8.56 (0) 10.81 (0)
Yearly Rebalancing 12.73 (1) 12.88 (5) 11.85 (10) 8.56 (30) 10.81 (56)
Half Yearly Rebalancing 12.73 (2) 12.88 (10) 11.85 (20) 8.56 (60) 10.81 (112)
Quarterly Rebalancing 12.73 (4) 12.88 (20) 11.85 (40) 8.56 (120) 10.81 (223)
5% Tolerance per asset 12.73 (0) 12.88 (0) 11.85 (0) 8.56 (0) 10.81 (0)
10% Tolerance per asset 12.73 (0) 12.88 (0) 11.85 (0) 8.56 (0) 10.81 (0)

In order to have complete information about the portfolio, please refer to the All Country World Stocks To GBP Portfolio: ETF allocation and returns page.

Performances as of Jul 31, 2025

Historical returns and stats of All Country World Stocks To GBP Portfolio, after implementing different rebalancing strategies.

ALL COUNTRY WORLD STOCKS TO GBP PORTFOLIO PERFORMANCES
Period: January 1970 - July 2025
Swipe left to see all data
Standard Deviation
Max Drawdown (%)
Rebalancing Strategy Return % Std Dev(%) Ret. / Std Dev MaxDD(%) Ret. / MaxDD
No Rebalancing 10.81 (0) 16.69 0.65 -50.58 0.21
Yearly Rebalancing 10.81 (56) 16.69 0.65 -50.58 0.21
Half Yearly Rebalancing 10.81 (112) 16.69 0.65 -50.58 0.21
Quarterly Rebalancing 10.81 (223) 16.69 0.65 -50.58 0.21
5% Tolerance per asset 10.81 (0) 16.69 0.65 -50.58 0.21
10% Tolerance per asset 10.81 (0) 16.69 0.65 -50.58 0.21
(*) Since Jan 1970 (~56 yrs) | Annualized Returns (and number of rebalances)

Drawdowns as of Jul 31, 2025

Historical Drawdowns of All Country World Stocks To GBP Portfolio, after implementing different rebalancing strategies.

ALL COUNTRY WORLD STOCKS TO GBP PORTFOLIO DRAWDOWNS
Period: January 1970 - July 2025
Swipe left to see all data
Rebalancing
Tolerance per asset
No Rebalancing Yearly Half Yearly Quarterly 5% 10%
-50.58
Sep 2000 - May 2007
-50.58
Sep 2000 - May 2007
-50.58
Sep 2000 - May 2007
-50.58
Sep 2000 - May 2007
-50.58
Sep 2000 - May 2007
-50.58
Sep 2000 - May 2007
-41.92
Jan 1973 - Nov 1975
-41.92
Jan 1973 - Nov 1975
-41.92
Jan 1973 - Nov 1975
-41.92
Jan 1973 - Nov 1975
-41.92
Jan 1973 - Nov 1975
-41.92
Jan 1973 - Nov 1975
-38.86
Sep 1989 - Jan 1993
-38.86
Sep 1989 - Jan 1993
-38.86
Sep 1989 - Jan 1993
-38.86
Sep 1989 - Jan 1993
-38.86
Sep 1989 - Jan 1993
-38.86
Sep 1989 - Jan 1993
-35.45
Jan 2008 - Mar 2010
-35.45
Jan 2008 - Mar 2010
-35.45
Jan 2008 - Mar 2010
-35.45
Jan 2008 - Mar 2010
-35.45
Jan 2008 - Mar 2010
-35.45
Jan 2008 - Mar 2010
-34.14
Sep 1987 - Apr 1989
-34.14
Sep 1987 - Apr 1989
-34.14
Sep 1987 - Apr 1989
-34.14
Sep 1987 - Apr 1989
-34.14
Sep 1987 - Apr 1989
-34.14
Sep 1987 - Apr 1989
5 Worst Drawdowns - Average
-40.19 -40.19 -40.19 -40.19 -40.19 -40.19
10 Worst Drawdowns - Average
-29.20 -29.20 -29.20 -29.20 -29.20 -29.20

For a deeper insight, please refer to the All Country World Stocks To GBP Portfolio: ETF allocation and returns page.