Data Source: from January 1988 to September 2021

Last Update: 30 September 2021

The All Country World Stocks Portfolio is exposed for 100% on the Stock Market.

It's a Very High Risk portfolio and it can be replicated with 1 ETF.

In the last 10 years, the portfolio obtained a 12.32% compound annual return, with a 13.56% standard deviation.

In the last 25 years, a 6.45% compound annual return, with a 15.95% standard deviation.

In 2020, the portfolio granted a 1.91% dividend yield. If you are interested in getting periodic income, please refer to the All Country World Stocks Portfolio: Dividend Yield page.

Asset Allocation and ETFs

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

100% Stocks
0% Fixed Income
0% Commodities

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

Weight Ticker ETF Name Investment Themes
100.00 % VT Vanguard Total World Stock Equity, Global, Large Cap
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 Stocks Portfolio guaranteed the following returns.

ALL COUNTRY WORLD STOCKS PORTFOLIO RETURNS (%)
Last Update: 30 September 2021
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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) 20Y(*) 25Y(*)
All Country World Stocks Portfolio -4.10 -1.32 +5.60 +28.51 +12.70 +13.30 +12.32 +7.46 +6.45
Components
VT
Vanguard Total World Stock
-4.10 -1.32 +5.60 +28.51 +12.70 +13.30 +12.32 +7.46 +6.45
(*) 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 Stocks Portfolio: Dividend Yield page.

Historical Returns

All Country World Stocks Portfolio - Historical returns and stats.

ALL COUNTRY WORLD STOCKS PORTFOLIO
Last Update: 30 September 2021
Swipe left to see all data
Period Returns
Sep 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
-4.10%
-4.10%
Sep 2021 - Sep 2021
0 - 1
3M
-1.32%
-4.10%
Sep 2021 - Sep 2021
2 - 1
6M
+5.60%
-4.10%
Sep 2021 - Sep 2021
5 - 1
YTD
+11.26%
-4.10%
Sep 2021 - Sep 2021
7 - 2
1Y
+28.51%
13.52%
-4.10%
Sep 2021 - Sep 2021
9 - 3
3Y
+12.70%
annualized
18.22%
-22.15%
Jan 2020 - Mar 2020
25 - 11
5Y
+13.30%
annualized
14.71%
-22.15%
Jan 2020 - Mar 2020
45 - 15
10Y
+12.32%
annualized
13.56%
-22.15%
Jan 2020 - Mar 2020
82 - 38
20Y
+7.46%
annualized
15.82%
-57.05%
Nov 2007 - Feb 2009
151 - 89
25Y
+6.45%
annualized
15.95%
-57.05%
Nov 2007 - Feb 2009
185 - 115
MAX
01 Jan 1988
+6.82%
annualized
15.27%
-57.05%
Nov 2007 - Feb 2009
249 - 156
* 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 Stocks Portfolio: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+7.91% +59.32%
Mar 2009 - Feb 2010
-50.42%
Mar 2008 - Feb 2009
27.41%
2 Years
+6.69% +39.32%
Mar 2009 - Feb 2011
-29.43%
Mar 2007 - Feb 2009
20.16%
3 Years
+6.35% +23.87%
Mar 2009 - Feb 2012
-19.43%
Apr 2000 - Mar 2003
22.16%
5 Years
+6.22% +20.02%
Mar 2009 - Feb 2014
-6.95%
Apr 1998 - Mar 2003
19.65%
7 Years
+5.98% +15.59%
Jan 1993 - Dec 1999
-3.24%
Mar 2002 - Feb 2009
2.80%
10 Years
+5.63% +13.05%
Mar 2009 - Feb 2019
-3.82%
Mar 1999 - Feb 2009
8.04%
15 Years
+5.06% +8.84%
Feb 2003 - Jan 2018
+0.99%
Mar 1994 - Feb 2009
0.00%
20 Years
+4.91% +7.46%
Oct 2001 - Sep 2021
+1.97%
Mar 1989 - Feb 2009
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 Stocks Portfolio: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

All Country World Stocks 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.

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
Win %
0.01
56%
0.43
56%
0.54
56%
2.40
79%
0.39
59%
-0.19
41%
1.46
68%
-1.02
53%
-0.52
59%
1.20
64%
1.29
70%
1.89
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
10.1
2010
11.3
2011
12.4
2020
8.2
1999
Worst
Year
-10.9
2009
-9.5
2009
-14.8
2020
-4.6
2000
-9.9
2010
-8.3
2008
-8.5
2002
-14.2
1998
-12.7
2008
-19.9
2008
-6.8
2008
-7.2
2018
Statistics calculated for the period Jan 1988 - Sep 2021

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

Monthly Returns of All Country World Stocks Portfolio

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021
+11.26% -0.2 2.7 2.9 4.1 1.6 1.2 0.6 2.3 -4.1
2020
+16.61% -1.6 -7.2 -14.8 10.4 5.2 3.1 5.3 6.0 -2.9 -2.1 12.4 4.9
2019
+26.82% 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% 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% 3.0 2.7 1.5 1.6 2.0 0.6 2.7 0.4 2.1 2.1 1.9 1.6
2016
+8.51% -5.9 -1.1 8.0 1.0 0.7 -0.2 4.2 0.4 0.8 -2.0 1.2 1.8
2015
-1.86% -1.6 6.0 -1.2 2.6 0.3 -2.2 0.5 -6.6 -3.7 7.3 -0.1 -2.2
2014
+3.67% -4.4 5.2 0.5 0.7 2.1 2.2 -1.8 2.7 -3.3 0.9 1.3 -2.0
2013
+22.95% 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% 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% 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% -5.1 2.1 6.7 -0.5 -9.9 -2.8 9.2 -4.0 10.1 3.8 -2.7 7.7
2009
+32.65% -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% -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% 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% 4.9 -0.3 1.9 3.2 -4.3 -0.2 0.6 2.4 1.0 3.7 2.7 2.2
2005
+8.83% -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% 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% -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% -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% 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% -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% 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% 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% 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% 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% -2.2 0.9 4.4 3.5 0.9 -0.2 4.7 -2.4 2.6 -1.8 3.0 2.8
1994
+2.85% 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% 0.2 2.2 5.5 4.3 2.2 -0.8 1.9 4.6 -1.9 2.8 -5.4 5.2
1992
-6.70% -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% 3.5 9.2 -3.0 0.6 2.2 -6.3 4.6 -0.4 2.3 1.5 -4.5 7.2
1990
-18.63% -4.8 -4.4 -6.4 -1.5 10.2 -0.9 0.8 -9.6 -10.7 9.0 -1.9 1.9
1989
+15.15% 3.4 -0.8 -0.7 2.3 -2.5 -1.6 11.1 -2.5 2.9 -3.4 3.8 3.1
1988
+21.20% 2.3 5.6 2.9 1.1 -2.1 -0.3 1.7 -5.7 4.1 6.4 3.2 0.7

* Note:
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
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