Data Source: from January 1988 to December 2021

Last Update: 31 December 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 12.06% compound annual return, with a 13.28% standard deviation.

In the last 25 years, a 6.55% compound annual return, with a 15.97% 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 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: 31 December 2021
Swipe left to see all data
1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) 20Y(*) 25Y(*)
All Country World Stocks Portfolio +3.81 +6.30 +4.89 +18.27 +20.48 +14.46 +12.06 +7.32 +6.55
--- Inflation Adjusted return +3.33 +4.00 +1.44 +10.41 +16.38 +11.22 +9.74 +4.90 +4.17
Components
VT
Vanguard Total World Stock 		+3.81 +6.30 +4.89 +18.27 +20.48 +14.46 +12.06 +7.32 +6.55
(*) annualized
Portfolio returns are calculated assuming:
  • the reinvestment of dividends

Inflation is updated to Dec 2021. Current inflation (annualized) is 1Y: 7.12% , 3Y: 3.53% , 5Y: 2.92% , 10Y: 2.12% , 20Y: 2.31% , 25Y: 2.29%

In 2021, the 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.

Readings that may interest you
The Great Minds of Investing
How Much Money Do I Need to Retire?: Uncommon Financial Planning Wisdom for a ...
The Set and Forget 11% Portfolio: A Low Risk ETF Investing Strategy That ...

Historical Returns

Historical returns and stats of All Country World Stocks Portfolio. Total Returns and Inflation Adjusted Returns are both mentioned.

ALL COUNTRY WORLD STOCKS PORTFOLIO
Last Update: 31 December 2021
Swipe left to see all data
Period Return
Dec 2021
update		 Return
Inflation
Adjusted		 Standard
Deviation(*)		 Max
Drawdown		 Months
Pos - Neg
1M
Dec 2021
+3.81%
+3.33%
0.00%
1 - 0
3M
+6.30%
+4.00%
-2.62%
Nov 2021 - Nov 2021
2 - 1
6M
+4.89%
+1.44%
-4.10%
Sep 2021 - Sep 2021
4 - 2
YTD
+18.27%
+10.41%
9.03%
-4.10%
Sep 2021 - Sep 2021
9 - 3
75% pos
1Y
+18.27%
+10.41%
9.03%
-4.10%
Sep 2021 - Sep 2021
9 - 3
75% pos
3Y
+20.48%
annualized
+16.38%
annualized
17.04%
-22.15%
Jan 2020 - Mar 2020
26 - 10
72% pos
5Y
+14.46%
annualized
+11.22%
annualized
14.89%
-22.15%
Jan 2020 - Mar 2020
45 - 15
75% pos
10Y
+12.06%
annualized
+9.74%
annualized
13.28%
-22.15%
Jan 2020 - Mar 2020
83 - 37
69% pos
20Y
+7.32%
annualized
+4.90%
annualized
15.84%
-57.06%
Nov 2007 - Feb 2009
150 - 90
63% pos
25Y
+6.55%
annualized
+4.17%
annualized
15.97%
-57.06%
Nov 2007 - Feb 2009
185 - 115
62% pos
MAX
01 Jan 1988
+6.96%
annualized
+4.22%
annualized
15.26%
-57.06%
Nov 2007 - Feb 2009
251 - 157
62% pos
(*)Annualized St.Dev. of monthly returns

Portfolio efficiency

Is the All Country World Stocks Portfolio actually efficient, compared to other Lazy Portfolios?

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
 +9.88% -50.84% 100 0 0 Compare
Warren Buffett Portfolio
Warren Buffett		 +9.38% -45.53% 90 10 0 Compare
Aggressive Global Income
 +9.25% -52.62% 80 20 0 Compare
Stocks/Bonds 80/20
 +9.17% -41.09% 80 20 0 Compare

See all portfolios

Our overall ratings, assigned to the All Country World Stocks Portfolio. The 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)		 +6.55%
(+4.17%)
Poor : 1 / 5
Average : 2.6 / 5
Standard Deviation
over 25 Years		 15.97%
Average : 3 / 5
Bad : 2 / 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

Capital Growth

Time Range:

An investment of 1000$, since January 1997, now would be worth 4890.18$, with a total return of 389.02% (6.55% annualized).

The Inflation Adjusted Capital now would be 2776.77$, with a net total return of 177.68% (4.17% annualized).

Drawdowns

Time Range:

Worst drawdowns since January 1997 - Chart and Data

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
-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
-5.50% Jan 2000 Jan 2000 1 Mar 2000 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
-3.66% May 1999 May 1999 1 Jun 1999 1 2
-2.64% Feb 1999 Feb 1999 1 Mar 1999 1 2
-2.62% Nov 2021 Nov 2021 1 Dec 2021 1 2
-2.50% Jun 2007 Aug 2007 3 Sep 2007 1 4
-2.17% Mar 1997 Mar 1997 1 Apr 1997 1 2
-1.96% Jul 1999 Sep 1999 3 Oct 1999 1 4
-1.75% Jul 2014 Jul 2014 1 Aug 2014 1 2
-1.21% Mar 2015 Mar 2015 1 Apr 2015 1 2

Rolling Returns ( more details)

All Country World Stocks Portfolio: annualized rolling and average returns

Swipe left to see all data
Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
 +8.04% +59.32%
Mar 2009 - Feb 2010 		-50.42%
Mar 2008 - Feb 2009 		27.20%
2 Years
 +6.78% +39.32%
Mar 2009 - Feb 2011 		-29.43%
Mar 2007 - Feb 2009 		20.00%
3 Years
 +6.44% +23.87%
Mar 2009 - Feb 2012 		-19.43%
Apr 2000 - Mar 2003 		21.98%
5 Years
 +6.29% +20.02%
Mar 2009 - Feb 2014 		-6.95%
Apr 1998 - Mar 2003 		19.48%
7 Years
 +6.02% +15.59%
Jan 1993 - Dec 1999 		-3.24%
Mar 2002 - Feb 2009 		2.77%
10 Years
 +5.70% +13.06%
Mar 2009 - Feb 2019 		-3.82%
Mar 1999 - Feb 2009 		7.96%
15 Years
 +5.09% +8.84%
Feb 2003 - Jan 2018 		+0.99%
Mar 1994 - Feb 2009 		0.00%
20 Years
 +4.95% +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 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% 		1.31
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 		-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 - Dec 2021

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

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
251 Positive Months (62%) - 157 Negative Months (38%)
Jan 1988 - Dec 2021
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
2021
 +18.27 +10.41 -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 +15.11 -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 +21.93 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

* 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
Share this page