The All Country World Stocks Portfolio is a Very High Risk portfolio and can be implemented with 1 ETF.
It's exposed for 100% on the Stock Market.
In the last 30 Years, the All Country World Stocks Portfolio obtained a 6.39% compound annual return, with a 15.25% standard deviation.
Asset Allocation and ETFs
The All Country World Stocks Portfolio has the following asset allocation:
The All Country World Stocks Portfolio can be implemented with the following ETFs:
Weight | Ticker | ETF Name | Investment Themes | |
---|---|---|---|---|
100.00 % | VT | Vanguard Total World Stock | Equity, Global, Large Cap |
Portfolio and ETF Returns
The All Country World Stocks Portfolio guaranteed the following returns.
Portfolio returns are calculated in USD, assuming:
- No fees or capital gain taxes
- the reinvestment of dividends
Chg (%) | Return (%) | Return (%) as of Jun 30, 2022 |
|||||||
---|---|---|---|---|---|---|---|---|---|
1 Day | Time ET(*) | Jul 2022 | 1M | 6M | 1Y | 5Y(*) | 10Y(*) | 30Y(*) | |
All Country World Stocks Portfolio | -1.04 | -0.42 | -8.14 | -19.80 | -15.87 | 7.09 | 9.01 | 6.39 | |
US Inflation Adjusted return | -8.14 | -22.92 | -21.80 | 3.36 | 6.39 | 3.83 | |||
Components | |||||||||
VT Vanguard Total World Stock |
-1.04 |
02:59PM Jul 05 2022 |
-0.42 | -8.14 | -19.80 | -15.87 | 7.09 | 9.01 | 6.39 |
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%
Portfolio Dividends
In 2021, the All Country World Stocks Portfolio granted a 2.13% dividend yield. If you are interested in getting periodic income, please refer to the All Country World Stocks Portfolio: Dividend Yield page.
Historical Returns as of Jun 30, 2022
Historical returns and stats of All Country World Stocks Portfolio. Total Returns and Inflation Adjusted Returns are both mentioned.
Period | Return (%) as of Jun 2022 |
Return (%) Infl.Adj. |
Standard Deviation (%) |
Max Drawdown (%) |
Months Pos - Neg |
---|---|---|---|---|---|
1M
Jun 2022
|
-8.14
|
-8.14
|
-8.14
Jun 2022 - Jun 2022
|
0 - 1
|
|
3M
|
-15.15
|
-16.25
|
-15.15
Apr 2022 - Jun 2022
|
1 - 2
|
|
6M
|
-19.80
|
-22.92
|
-19.80
Jan 2022 - Jun 2022
|
2 - 4
|
|
YTD
|
-19.80
|
-22.92
|
-19.80
Jan 2022 - Jun 2022
|
2 - 4
|
|
1Y
|
-15.87
|
-21.80
|
14.59
|
-19.80
Jan 2022 - Jun 2022
|
6 - 6
50% pos
|
3Y(*)
|
6.50
|
1.90
|
17.90
|
-22.15
Jan 2020 - Mar 2020
|
23 - 13
64% pos
|
5Y(*)
|
7.09
|
3.36
|
16.19
|
-22.15
Jan 2020 - Mar 2020
|
41 - 19
68% pos
|
10Y(*)
|
9.01
|
6.39
|
13.47
|
-22.15
Jan 2020 - Mar 2020
|
81 - 39
68% pos
|
15Y(*)
|
4.66
|
2.30
|
17.12
|
-57.06
Nov 2007 - Feb 2009
|
109 - 71
61% pos
|
20Y(*)
|
6.65
|
4.10
|
16.00
|
-57.06
Nov 2007 - Feb 2009
|
151 - 89
63% pos
|
25Y(*)
|
5.03
|
2.54
|
16.13
|
-57.06
Nov 2007 - Feb 2009
|
182 - 118
61% pos
|
30Y(*)
|
6.39
|
3.83
|
15.25
|
-57.06
Nov 2007 - Feb 2009
|
224 - 136
62% pos
|
MAX(*)
01 Jan 1988
|
6.18
|
3.37
|
15.33
|
-57.06
Nov 2007 - Feb 2009
|
253 - 161
61% pos
|
Capital Growth as of Jun 30, 2022
The Inflation Adjusted Capital now would be 3085.63$, with a net total return of 208.56% (3.83% annualized).
The Inflation Adjusted Capital now would be 3138.70$, with a net total return of 213.87% (3.37% annualized).
Drawdowns
Drawdown period |
Recovery period |
Total |
||||
---|---|---|---|---|---|---|
Drawdown | Start | Bottom | #Months | End | #Months | #Months |
-57.06% | Nov 2007 | Feb 2009 | 16 | Oct 2013 | 56 | 72 |
-48.44% | Apr 2000 | Sep 2002 | 30 | Oct 2006 | 49 | 79 |
-22.15% | Jan 2020 | Mar 2020 | 3 | Aug 2020 | 5 | 8 |
-19.80% | Jan 2022 | Jun 2022 | 6 | in progress | 6 | |
-14.59% | May 1998 | Aug 1998 | 4 | Nov 1998 | 3 | 7 |
-14.45% | Feb 2018 | Dec 2018 | 11 | Oct 2019 | 10 | 21 |
-13.76% | Jun 2015 | Feb 2016 | 9 | Dec 2016 | 10 | 19 |
-8.28% | Aug 1997 | Oct 1997 | 3 | Feb 1998 | 4 | 7 |
-6.65% | Sep 1994 | Jan 1995 | 5 | Apr 1995 | 3 | 8 |
-6.20% | Feb 1994 | Mar 1994 | 2 | Aug 1994 | 5 | 7 |
-5.50% | Jan 2000 | Jan 2000 | 1 | Mar 2000 | 2 | 3 |
-5.37% | Nov 1993 | Nov 1993 | 1 | Jan 1994 | 2 | 3 |
-4.91% | Sep 2020 | Oct 2020 | 2 | Nov 2020 | 1 | 3 |
-4.73% | Sep 2014 | Jan 2015 | 5 | Feb 2015 | 1 | 6 |
-4.44% | Jan 2014 | Jan 2014 | 1 | Feb 2014 | 1 | 2 |
-4.10% | Sep 2021 | Sep 2021 | 1 | Oct 2021 | 1 | 2 |
-3.91% | Jul 1996 | Jul 1996 | 1 | Sep 1996 | 2 | 3 |
-3.70% | Sep 1992 | Oct 1992 | 2 | Feb 1993 | 4 | 6 |
-3.66% | May 1999 | May 1999 | 1 | Jun 1999 | 1 | 2 |
-2.64% | Feb 1999 | Feb 1999 | 1 | Mar 1999 | 1 | 2 |
Drawdown period |
Recovery period |
Total |
||||
---|---|---|---|---|---|---|
Drawdown | Start | Bottom | #Months | End | #Months | #Months |
-57.06% | Nov 2007 | Feb 2009 | 16 | Oct 2013 | 56 | 72 |
-48.44% | Apr 2000 | Sep 2002 | 30 | Oct 2006 | 49 | 79 |
-25.28% | Jan 1990 | Sep 1990 | 9 | May 1993 | 32 | 41 |
-22.15% | Jan 2020 | Mar 2020 | 3 | Aug 2020 | 5 | 8 |
-19.80% | Jan 2022 | Jun 2022 | 6 | in progress | 6 | |
-14.59% | May 1998 | Aug 1998 | 4 | Nov 1998 | 3 | 7 |
-14.45% | Feb 2018 | Dec 2018 | 11 | Oct 2019 | 10 | 21 |
-13.76% | Jun 2015 | Feb 2016 | 9 | Dec 2016 | 10 | 19 |
-8.28% | Aug 1997 | Oct 1997 | 3 | Feb 1998 | 4 | 7 |
-6.65% | Sep 1994 | Jan 1995 | 5 | Apr 1995 | 3 | 8 |
-6.38% | May 1988 | Aug 1988 | 4 | Oct 1988 | 2 | 6 |
-6.20% | Feb 1994 | Mar 1994 | 2 | Aug 1994 | 5 | 7 |
-5.50% | Jan 2000 | Jan 2000 | 1 | Mar 2000 | 2 | 3 |
-5.37% | Nov 1993 | Nov 1993 | 1 | Jan 1994 | 2 | 3 |
-4.91% | Sep 2020 | Oct 2020 | 2 | Nov 2020 | 1 | 3 |
-4.73% | Sep 2014 | Jan 2015 | 5 | Feb 2015 | 1 | 6 |
-4.44% | Jan 2014 | Jan 2014 | 1 | Feb 2014 | 1 | 2 |
-4.10% | Sep 2021 | Sep 2021 | 1 | Oct 2021 | 1 | 2 |
-4.07% | May 1989 | Jun 1989 | 2 | Jul 1989 | 1 | 3 |
-3.91% | Jul 1996 | Jul 1996 | 1 | Sep 1996 | 2 | 3 |
Rolling Returns ( more details)
All Country World Stocks Portfolio: annualized rolling and average returns
Rolling Period |
Return (*) | Negative Periods |
||
---|---|---|---|---|
Average (%) | Best (%) | Worst (%) | ||
1 Year |
7.91 |
59.32 Mar 2009 - Feb 2010 |
-50.42 Mar 2008 - Feb 2009 |
27.54% |
2 Years |
6.95 |
39.32 Mar 2009 - Feb 2011 |
-29.43 Mar 2007 - Feb 2009 |
19.69% |
3 Years |
6.52 |
23.87 Mar 2009 - Feb 2012 |
-19.43 Apr 2000 - Mar 2003 |
21.64% |
5 Years |
6.35 |
20.02 Mar 2009 - Feb 2014 |
-6.95 Apr 1998 - Mar 2003 |
19.15% |
7 Years |
6.08 |
15.59 Jan 1993 - Dec 1999 |
-3.24 Mar 2002 - Feb 2009 |
2.72% |
10 Years |
5.79 |
13.06 Mar 2009 - Feb 2019 |
-3.82 Mar 1999 - Feb 2009 |
7.80% |
15 Years |
5.10 |
8.84 Feb 2003 - Jan 2018 |
0.99 Mar 1994 - Feb 2009 |
0.00% |
20 Years |
5.02 |
7.63 Nov 2001 - Oct 2021 |
1.97 Mar 1989 - Feb 2009 |
0.00% |
If you need a deeper detail about rolling returns, please refer to the All Country World Stocks Portfolio: Rolling Returns page.
Seasonality
All Country World Stocks Portfolio: in which months is it better to invest?
For further information about the seasonality, check the Asset Class Seasonality page.
Monthly Average Return (%) and Gain Frequency | ||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|
Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
Average Win % |
-0.12 54% |
0.33 54% |
0.58 57% |
2.10 77% |
0.39 60% |
-0.41 40% |
1.46 68% |
-1.02 53% |
-0.52 59% |
1.31 65% |
1.17 68% |
1.95 79% |
Best Year |
8.0 2019 |
9.2 1991 |
8.8 2009 |
12.1 2009 |
10.6 2009 |
6.4 2019 |
11.1 1989 |
6.0 2020 |
10.0 2010 |
11.3 2011 |
12.4 2020 |
8.2 1999 |
Worst Year |
-10.9 2009 |
-9.5 2009 |
-14.8 2020 |
-8.1 2022 |
-9.9 2010 |
-8.3 2008 |
-8.5 2002 |
-14.2 1998 |
-12.7 2008 |
-19.9 2008 |
-6.8 2008 |
-7.2 2018 |
Monthly/Yearly Returns
All Country World Stocks Portfolio monthly and yearly returns: how is the distribution of the returns recorded so far?
Yearly Return(%) |
Monthly Return(%) |
|||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Year | Total | Infl.Adj | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
2022 |
-19.80 | -22.92 | -4.6 | -2.8 | 1.9 | -8.1 | 0.5 | -8.1 | ||||||
2021 |
+18.27 | +10.44 | -0.2 | 2.7 | 2.8 | 4.1 | 1.6 | 1.2 | 0.6 | 2.3 | -4.1 | 5.1 | -2.6 | 3.8 |
2020 |
+16.61 | +15.14 | -1.6 | -7.2 | -14.8 | 10.4 | 5.2 | 3.1 | 5.3 | 6.0 | -2.9 | -2.0 | 12.4 | 4.9 |
2019 |
+26.82 | +24.01 | 8.0 | 2.8 | 1.1 | 3.5 | -6.0 | 6.4 | 0.0 | -2.1 | 2.3 | 2.8 | 2.6 | 3.5 |
2018 |
-9.76 | -11.46 | 5.5 | -4.4 | -1.3 | 0.4 | 0.6 | -0.6 | 2.9 | 0.9 | 0.1 | -7.8 | 1.7 | -7.2 |
2017 |
+24.49 | +21.89 | 3.0 | 2.7 | 1.5 | 1.6 | 1.9 | 0.6 | 2.7 | 0.4 | 2.1 | 2.1 | 1.9 | 1.6 |
2016 |
+8.51 | +6.33 | -5.9 | -1.1 | 8.0 | 1.0 | 0.7 | -0.2 | 4.2 | 0.3 | 0.8 | -2.0 | 1.2 | 1.8 |
2015 |
-1.86 | -2.48 | -1.6 | 6.0 | -1.2 | 2.5 | 0.3 | -2.2 | 0.5 | -6.6 | -3.7 | 7.3 | -0.1 | -2.2 |
2014 |
+3.67 | +3.00 | -4.4 | 5.2 | 0.5 | 0.7 | 2.0 | 2.2 | -1.8 | 2.6 | -3.3 | 0.9 | 1.3 | -2.0 |
2013 |
+22.95 | +21.12 | 4.0 | -0.3 | 2.4 | 2.7 | -0.6 | -2.7 | 5.2 | -2.5 | 5.6 | 3.7 | 1.5 | 2.2 |
2012 |
+17.12 | +15.09 | 5.5 | 4.8 | 1.2 | -1.2 | -8.9 | 5.1 | 0.7 | 2.5 | 3.1 | -0.6 | 1.5 | 3.1 |
2011 |
-7.50 | -10.25 | 1.4 | 2.9 | -0.1 | 4.4 | -2.3 | -1.3 | -2.2 | -7.3 | -10.7 | 11.3 | -1.2 | -1.0 |
2010 |
+13.08 | +11.47 | -5.1 | 2.1 | 6.7 | -0.4 | -9.9 | -2.8 | 9.2 | -4.0 | 10.0 | 3.8 | -2.6 | 7.7 |
2009 |
+32.65 | +29.02 | -10.9 | -9.5 | 8.8 | 12.1 | 10.6 | -1.7 | 10.1 | 2.7 | 5.2 | -2.5 | 5.3 | 1.6 |
2008 |
-43.54 | -43.52 | -8.3 | 0.1 | -1.7 | 5.3 | 1.2 | -8.3 | -2.7 | -2.4 | -12.7 | -19.9 | -6.8 | 3.5 |
2007 |
+9.64 | +5.31 | 0.9 | -0.7 | 1.8 | 4.2 | 2.6 | -0.4 | -1.6 | -0.5 | 5.2 | 3.8 | -4.6 | -1.2 |
2006 |
+18.78 | +15.86 | 4.9 | -0.3 | 1.9 | 3.2 | -4.2 | -0.2 | 0.6 | 2.4 | 1.0 | 3.7 | 2.6 | 2.2 |
2005 |
+8.83 | +5.31 | -2.2 | 3.3 | -2.4 | -2.4 | 1.6 | 0.9 | 3.6 | 0.6 | 2.9 | -2.8 | 3.5 | 2.4 |
2004 |
+13.30 | +9.63 | 1.6 | 1.7 | -0.8 | -2.5 | 0.5 | 1.8 | -3.3 | 0.4 | 2.0 | 2.4 | 5.3 | 3.8 |
2003 |
+31.62 | +29.00 | -3.0 | -2.0 | -0.7 | 8.6 | 5.5 | 1.7 | 2.1 | 2.2 | 0.5 | 5.9 | 1.4 | 6.2 |
2002 |
-20.51 | -22.44 | -2.8 | -0.9 | 4.3 | -3.3 | -0.1 | -6.3 | -8.5 | 0.1 | -11.1 | 7.2 | 5.3 | -4.9 |
2001 |
-17.26 | -18.57 | 2.5 | -8.5 | -6.9 | 7.1 | -1.4 | -3.2 | -1.7 | -4.8 | -9.3 | 2.1 | 6.0 | 0.9 |
2000 |
-15.08 | -17.90 | -5.5 | 0.2 | 6.5 | -4.6 | -2.7 | 3.3 | -3.0 | 3.0 | -5.6 | -2.1 | -6.3 | 1.6 |
1999 |
+25.00 | +21.74 | 1.9 | -2.6 | 4.4 | 4.2 | -3.7 | 4.9 | -0.5 | -0.2 | -1.2 | 4.9 | 3.0 | 8.2 |
1998 |
+19.93 | +18.04 | 2.1 | 6.7 | 4.1 | 0.8 | -2.0 | 1.7 | -0.1 | -14.2 | 1.8 | 9.0 | 5.9 | 4.5 |
1997 |
+12.93 | +11.05 | 1.5 | 1.2 | -2.2 | 3.0 | 5.8 | 5.0 | 4.4 | -7.2 | 5.2 | -6.1 | 1.4 | 1.2 |
1996 |
+10.93 | +7.31 | 2.1 | 0.2 | 1.4 | 2.3 | -0.1 | 0.4 | -3.9 | 1.1 | 3.5 | 0.2 | 5.2 | -1.6 |
1995 |
+16.90 | +14.02 | -2.2 | 0.9 | 4.4 | 3.4 | 0.9 | -0.2 | 4.7 | -2.4 | 2.6 | -1.8 | 3.0 | 2.8 |
1994 |
+2.85 | +0.25 | 6.5 | -1.6 | -4.7 | 2.5 | 0.4 | -0.7 | 2.0 | 3.4 | -2.5 | 2.4 | -4.5 | 0.2 |
1993 |
+22.12 | +18.78 | 0.1 | 2.1 | 5.5 | 4.3 | 2.2 | -0.8 | 1.9 | 4.6 | -1.9 | 2.8 | -5.4 | 5.2 |
1992 |
-6.70 | -9.39 | -1.7 | -1.7 | -4.7 | 1.1 | 3.6 | -3.8 | 0.1 | 2.0 | -1.1 | -2.7 | 1.5 | 0.7 |
1991 |
+16.92 | +13.54 | 3.5 | 9.2 | -3.0 | 0.6 | 2.2 | -6.3 | 4.5 | -0.4 | 2.3 | 1.5 | -4.5 | 7.2 |
1990 |
-18.63 | -23.42 | -4.8 | -4.4 | -6.4 | -1.5 | 10.2 | -0.9 | 0.8 | -9.6 | -10.7 | 8.9 | -1.9 | 1.9 |
1989 |
+15.15 | +10.05 | 3.4 | -0.8 | -0.7 | 2.3 | -2.5 | -1.6 | 11.1 | -2.5 | 2.8 | -3.4 | 3.8 | 3.1 |
1988 |
+21.20 | +16.08 | 2.3 | 5.6 | 2.9 | 1.1 | -2.1 | -0.3 | 1.7 | -5.7 | 4.1 | 6.4 | 3.2 | 0.7 |
Portofolio Returns, up to December 2008, 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
Portfolio efficiency
Is the All Country World Stocks Portfolio actually efficient, compared to other Lazy Portfolios?
Overall Ratings
The All Country World Stocks Portfolio is classified as Very High Risk.
Less than 25%
25% - 49.99%
50% - 74.99%
At least 75%
Very High Risk Portfolios |
All Portfolios |
||
---|---|---|---|
25 Years Ann. Return (Inflation Adjusted) |
+5.03%
(+2.54%) |
Poor : 1 / 5
|
Bad : 1.6 / 5
|
Standard Deviation over 25 Years |
16.13% |
Average : 2.9 / 5
|
Bad : 1.9 / 5
|
Maximum Drawdown over 25 Years |
-57.06% |
Bad : 1.8 / 5
|
Bad : 1.2 / 5
|
Easy to manage | 1 ETF |
Excellent : 5 / 5
|
Excellent : 5 / 5
|
Rating assigned considering all the Very High Risk Portfolios | Rating assigned considering all the Portfolios in the database |
Best Classic Portfolios, with Very High Risk
30 Years Stats (%) |
% Allocation |
|||||||
---|---|---|---|---|---|---|---|---|
Portfolio | Jul 2022 | Return▾ | Drawdown | Stocks | Bonds | Comm | ||
Technology |
+1.92 | +13.42 | -81.08 | 100 | 0 | 0 | ||
US Stocks |
+0.85 | +9.81 | -50.84 | 100 | 0 | 0 | ||
Warren Buffett Portfolio Warren Buffett |
+0.84 | +9.38 | -45.52 | 90 | 10 | 0 | ||
Aggressive Global Income |
-0.51 | +9.37 | -52.63 | 80 | 20 | 0 | ||
Stocks/Bonds 80/20 |
+0.89 | +9.06 | -41.09 | 80 | 20 | 0 |
Last update: Jul 05 2022, 03:00PM Eastern Time.