Data Source: from January 1988 to June 2022
Consolidated Returns as of 30 June 2022
Live Update: Jul 05 2022, 02:59PM Eastern Time
PORTFOLIO • LIVE PERFORMANCE (USD currency)
1.04%
1 Day
Jul 05 2022, 02:59PM Eastern Time
0.42%
Current Month
July 2022

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:

100% Stocks
0% Fixed Income
0% Commodities

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
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.

According to the available data source, let's assume we built the portfolio on January 1988.

Portfolio returns are calculated in USD, assuming:
  • No fees or capital gain taxes
  • the reinvestment of dividends
ALL COUNTRY WORLD STOCKS PORTFOLIO RETURNS
Consolidated returns as of 30 June 2022
Live Update: Jul 05 2022, 02:59PM Eastern Time
Swipe left to see all data
  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
(*) Returns over 1 year are annualized
(*) Eastern Time (ET - America/New York)

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%

Live update: World Markets and Indexes

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.

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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.

ALL COUNTRY WORLD STOCKS PORTFOLIO
Consolidated returns as of 30 June 2022
Data Source: from January 1988 to June 2022
Swipe left to see all data
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
(*) Returns over 1 year are annualized

Capital Growth as of Jun 30, 2022

An investment of 1000$, since July 1992, now would be worth 6419.57$, with a total return of 541.96% (6.39% annualized).

The Inflation Adjusted Capital now would be 3085.63$, with a net total return of 208.56% (3.83% annualized).
An investment of 1000$, since January 1988, now would be worth 7913.92$, with a total return of 691.39% (6.18% annualized).

The Inflation Adjusted Capital now would be 3138.70$, with a net total return of 213.87% (3.37% annualized).

Drawdowns

Swipe left to see all data
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
Swipe left to see all data
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

Swipe left to see all data
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%
(*) 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

All Country World Stocks Portfolio: in which months is it better to invest?

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
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
Statistics calculated for the period Jan 1988 - Jun 2022

Monthly/Yearly Returns

All Country World Stocks Portfolio monthly and yearly returns: how is the distribution of the returns recorded so far?

MONTHLY RETURNS HISTOGRAM
253 Positive Months (61%) - 161 Negative Months (39%)
Jan 1988 - Jun 2022
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
 -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.

Very High Risk
Bond weight:
Less than 25%
High Risk
Bond weight:
25% - 49.99%
Medium Risk
Bond weight:
50% - 74.99%
Low Risk
Bond weight:
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

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% Allocation
Portfolio Jul 2022 Return▾ Drawdown Stocks Bonds Comm
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 +1.92 +13.42 -81.08 100 0 0
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 +0.85 +9.81 -50.84 100 0 0
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Warren Buffett 		+0.84 +9.38 -45.52 90 10 0
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 -0.51 +9.37 -52.63 80 20 0
Stocks/Bonds 80/20
 +0.89 +9.06 -41.09 80 20 0

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Jul 2022 return refers to period 01-05 July 2022.
Last update: Jul 05 2022, 03:00PM Eastern Time.
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