Data Source: from January 1992 to June 2022
Consolidated Returns as of 30 June 2022
Live Update: Jul 05 2022, 03:00PM Eastern Time
PORTFOLIO • LIVE PERFORMANCE (USD currency)
0.77%
1 Day
Jul 05 2022, 03:00PM Eastern Time
0.07%
Current Month
July 2022

The Burton Malkiel Late Sixties and Beyond Portfolio is a High Risk portfolio and can be implemented with 8 ETFs.

It's exposed for 71% on the Stock Market.

In the last 30 Years, the Burton Malkiel Late Sixties and Beyond Portfolio obtained a 8.59% compound annual return, with a 11.27% standard deviation.

Asset Allocation and ETFs

The Burton Malkiel Late Sixties and Beyond Portfolio has the following asset allocation:

71% Stocks
29% Fixed Income
0% Commodities

The Burton Malkiel Late Sixties and Beyond Portfolio can be implemented with the following ETFs:

Weight Ticker ETF Name Investment Themes
20.00 % VTI Vanguard Total Stock Market Equity, U.S., Large Cap
16.00 % VIG Vanguard Dividend Appreciation Equity, U.S., Large Cap
15.00 % VNQ Vanguard Real Estate Real Estate, U.S.
10.00 % EEM iShares MSCI Emerging Markets Equity, Emerging Markets, Large Cap
10.00 % EFA iShares MSCI EAFE Equity, EAFE, Large Cap
10.00 % BIL SPDR Blmbg Barclays 1-3 Mth T-Bill Bond, U.S., Ultra Short-Term
9.50 % EMB iShares JP Morgan USD Em Mkts Bd Bond, Emerging Markets, All-Term
9.50 % LQD iShares Investment Grade Corporate Bond Bond, U.S., All-Term
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 Burton Malkiel Late Sixties and Beyond Portfolio guaranteed the following returns.

According to the available data source, let's assume we built the portfolio on January 1992.

Portfolio returns are calculated in USD, assuming: July 2022 return is calculated on the hypothesis of a newly built portfolio, with the starting asset allocation.
BURTON MALKIEL LATE SIXTIES AND BEYOND PORTFOLIO RETURNS
Consolidated returns as of 30 June 2022
Live Update: Jul 05 2022, 03:00PM 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(*)
Burton Malkiel Late Sixties and Beyond Portfolio -0.77 0.07 -5.98 -16.89 -12.26 5.57 7.09 8.59
US Inflation Adjusted return -5.98 -20.13 -18.44 1.90 4.52 5.97
Components
VTI
Vanguard Total Stock Market
-0.20 02:59PM
Jul 05 2022
0.85 -8.23 -21.32 -14.17 10.53 12.52 9.81
VIG
Vanguard Dividend Appreciation
-0.97 02:59PM
Jul 05 2022
-0.03 -6.23 -15.69 -5.59 11.19 11.97 10.35
VNQ
Vanguard Real Estate
-0.86 03:00PM
Jul 05 2022
0.93 -7.46 -20.54 -8.02 5.69 7.49 9.57
EEM
iShares MSCI Emerging Markets
-1.28 03:00PM
Jul 05 2022
-1.90 -5.14 -17.20 -25.55 1.56 2.33 6.09
EFA
iShares MSCI EAFE
-2.47 03:00PM
Jul 05 2022
-2.24 -8.72 -18.78 -17.39 2.23 5.36 5.01
BIL
SPDR Blmbg Barclays 1-3 Mth T-Bill
0.00 02:59PM
Jul 05 2022
-0.01 0.08 0.12 0.08 0.92 0.47 2.19
EMB
iShares JP Morgan USD Em Mkts Bd
-0.79 02:59PM
Jul 05 2022
0.60 -6.15 -20.28 -20.94 -1.34 1.59 9.35
LQD
iShares Investment Grade Corporate Bond
0.04 02:59PM
Jul 05 2022
1.30 -3.62 -16.08 -16.14 1.18 2.60 5.53
(*) 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%

Portfolio Dividends

In 2021, the Burton Malkiel Late Sixties and Beyond Portfolio granted a 2.25% dividend yield. If you are interested in getting periodic income, please refer to the Burton Malkiel Late Sixties and Beyond Portfolio: Dividend Yield page.

Historical Returns as of Jun 30, 2022

Historical returns and stats of Burton Malkiel Late Sixties and Beyond Portfolio. Total Returns and Inflation Adjusted Returns are both mentioned.

BURTON MALKIEL LATE SIXTIES AND BEYOND PORTFOLIO
Consolidated returns as of 30 June 2022
Data Source: from January 1992 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
-5.98
-5.98
-5.98
Jun 2022 - Jun 2022
0 - 1
3M
-11.65
-12.79
-11.65
Apr 2022 - Jun 2022
0 - 3
6M
-16.89
-20.13
-16.89
Jan 2022 - Jun 2022
1 - 5
YTD
-16.89
-20.13
-16.89
Jan 2022 - Jun 2022
1 - 5
1Y
-12.26
-18.44
12.04
-16.89
Jan 2022 - Jun 2022
5 - 7
42% pos
3Y(*)
4.17
-0.32
13.48
-16.89
Jan 2022 - Jun 2022
23 - 13
64% pos
5Y(*)
5.57
1.90
12.03
-16.89
Jan 2022 - Jun 2022
41 - 19
68% pos
10Y(*)
7.09
4.52
9.93
-16.89
Jan 2022 - Jun 2022
80 - 40
67% pos
15Y(*)
5.67
3.29
12.74
-41.80
Nov 2007 - Feb 2009
114 - 66
63% pos
20Y(*)
7.66
5.08
11.88
-41.80
Nov 2007 - Feb 2009
162 - 78
68% pos
25Y(*)
7.37
4.83
11.89
-41.80
Nov 2007 - Feb 2009
197 - 103
66% pos
30Y(*)
8.59
5.97
11.27
-41.80
Nov 2007 - Feb 2009
243 - 117
68% pos
MAX(*)
01 Jan 1992
8.43
5.81
11.22
-41.80
Nov 2007 - Feb 2009
246 - 120
67% pos
(*) Returns over 1 year are annualized

Returns and stats are calculated assuming a yearly rebalancing of the components weight. How do returns change with different rebalancing strategies?

Capital Growth as of Jun 30, 2022

An investment of 1000$, since July 1992, now would be worth 11863.06$, with a total return of 1086.31% (8.59% annualized).

The Inflation Adjusted Capital now would be 5702.10$, with a net total return of 470.21% (5.97% annualized).
An investment of 1000$, since January 1992, now would be worth 11794.84$, with a total return of 1079.48% (8.43% annualized).

The Inflation Adjusted Capital now would be 5592.42$, with a net total return of 459.24% (5.81% annualized).

Drawdowns

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-41.80% Nov 2007 Feb 2009 16 Dec 2010 22 38
-16.89% Jan 2022 Jun 2022 6 in progress 6
-16.82% Jan 2020 Mar 2020 3 Aug 2020 5 8
-16.48% May 1998 Aug 1998 4 Apr 1999 8 12
-13.38% May 2011 Sep 2011 5 Feb 2012 5 10
-12.20% May 2002 Sep 2002 5 May 2003 8 13
-9.27% Feb 2001 Sep 2001 8 Feb 2002 5 13
-8.08% Feb 2018 Dec 2018 11 Feb 2019 2 13
-7.72% Mar 2015 Sep 2015 7 Jun 2016 9 16
-7.20% Feb 1994 Mar 1994 2 May 1995 14 16
-7.04% Apr 2004 Apr 2004 1 Oct 2004 6 7
-6.12% Sep 2000 Nov 2000 3 Jan 2001 2 5
-5.09% May 2012 May 2012 1 Aug 2012 3 4
-4.83% Oct 1997 Oct 1997 1 Feb 1998 4 5
-4.31% Jun 2007 Jul 2007 2 Sep 2007 2 4
-4.06% Jul 1999 Sep 1999 3 Dec 1999 3 6
-4.03% May 2013 Aug 2013 4 Oct 2013 2 6
-3.79% Sep 2021 Sep 2021 1 Oct 2021 1 2
-3.71% Aug 1997 Aug 1997 1 Sep 1997 1 2
-3.27% Sep 2020 Oct 2020 2 Nov 2020 1 3
Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-41.80% Nov 2007 Feb 2009 16 Dec 2010 22 38
-16.89% Jan 2022 Jun 2022 6 in progress 6
-16.82% Jan 2020 Mar 2020 3 Aug 2020 5 8
-16.48% May 1998 Aug 1998 4 Apr 1999 8 12
-13.38% May 2011 Sep 2011 5 Feb 2012 5 10
-12.20% May 2002 Sep 2002 5 May 2003 8 13
-9.27% Feb 2001 Sep 2001 8 Feb 2002 5 13
-8.08% Feb 2018 Dec 2018 11 Feb 2019 2 13
-7.72% Mar 2015 Sep 2015 7 Jun 2016 9 16
-7.20% Feb 1994 Mar 1994 2 May 1995 14 16
-7.04% Apr 2004 Apr 2004 1 Oct 2004 6 7
-6.12% Sep 2000 Nov 2000 3 Jan 2001 2 5
-5.09% May 2012 May 2012 1 Aug 2012 3 4
-4.83% Oct 1997 Oct 1997 1 Feb 1998 4 5
-4.31% Jun 2007 Jul 2007 2 Sep 2007 2 4
-4.06% Jul 1999 Sep 1999 3 Dec 1999 3 6
-4.03% May 2013 Aug 2013 4 Oct 2013 2 6
-3.79% Sep 2021 Sep 2021 1 Oct 2021 1 2
-3.71% Aug 1997 Aug 1997 1 Sep 1997 1 2
-3.27% Sep 2020 Oct 2020 2 Nov 2020 1 3

Rolling Returns ( more details)

Burton Malkiel Late Sixties and Beyond Portfolio: annualized rolling and average returns

Swipe left to see all data
Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
9.74 49.65
Mar 2009 - Feb 2010
-35.62
Mar 2008 - Feb 2009
16.06%
2 Years
9.23 33.68
Mar 2009 - Feb 2011
-20.08
Mar 2007 - Feb 2009
8.45%
3 Years
8.99 23.17
Mar 2009 - Feb 2012
-9.76
Mar 2006 - Feb 2009
7.25%
5 Years
8.86 17.95
Mar 2009 - Feb 2014
-1.13
Mar 2004 - Feb 2009
0.65%
7 Years
8.59 12.95
Jan 1993 - Dec 1999
2.45
Mar 2002 - Feb 2009
0.00%
10 Years
8.51 12.02
Mar 2009 - Feb 2019
4.07
Mar 1999 - Feb 2009
0.00%
15 Years
8.35 11.89
Nov 1992 - Oct 2007
5.67
Jul 2007 - Jun 2022
0.00%
20 Years
8.49 9.70
Mar 1995 - Feb 2015
6.85
Apr 2000 - Mar 2020
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 Burton Malkiel Late Sixties and Beyond Portfolio: Rolling Returns page.

Seasonality

Burton Malkiel Late Sixties and Beyond 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 %
0.44
52%
0.03
61%
0.78
74%
1.73
84%
0.56
61%
0.24
65%
1.18
67%
0.11
67%
0.02
60%
0.67
63%
1.09
67%
1.92
87%
Best
Year
7.0
2019
4.4
1998
6.5
2016
10.8
2009
5.9
2009
4.6
2019
7.1
2009
3.7
2009
6.0
2010
8.9
2011
8.4
2020
7.6
2008
Worst
Year
-8.6
2009
-9.3
2009
-12.1
2020
-7.0
2004
-5.9
2010
-6.6
2008
-6.5
2002
-13.3
1998
-8.0
2001
-17.1
2008
-5.1
2008
-5.1
2018
Statistics calculated for the period Jan 1992 - Jun 2022

Monthly/Yearly Returns

Burton Malkiel Late Sixties and Beyond Portfolio monthly and yearly returns: how is the distribution of the returns recorded so far?

MONTHLY RETURNS HISTOGRAM
246 Positive Months (67%) - 120 Negative Months (33%)
Jan 1992 - 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
-16.89 -20.13 -4.4 -3.0 1.3 -5.8 -0.3 -6.0
2021
+15.40 +7.75 -0.6 1.2 2.5 3.7 1.2 1.2 1.2 1.6 -3.8 4.2 -1.9 4.3
2020
+10.03 +8.64 -0.3 -5.1 -12.1 7.5 3.5 2.3 4.1 3.1 -1.8 -1.5 8.4 3.2
2019
+22.55 +19.84 7.0 1.7 1.8 2.0 -3.1 4.6 0.6 0.2 1.2 1.4 1.0 2.4
2018
-5.90 -7.66 2.4 -4.0 0.0 -0.4 0.9 0.0 2.5 0.8 0.1 -5.1 2.2 -5.1
2017
+16.49 +14.06 1.8 2.5 0.4 1.2 1.2 0.7 1.8 0.5 1.1 1.2 1.7 1.3
2016
+8.48 +6.30 -3.1 0.0 6.5 0.3 0.4 2.4 3.0 -0.3 0.0 -2.2 -0.3 1.8
2015
-1.63 -2.25 0.5 2.4 -0.6 0.3 -0.2 -2.4 1.2 -4.9 -1.2 5.0 -0.2 -1.1
2014
+9.01 +8.30 -2.1 3.9 0.7 1.2 2.0 1.3 -1.1 2.5 -3.1 3.0 1.3 -0.6
2013
+12.49 +10.81 2.5 0.4 1.8 2.8 -1.7 -2.3 3.1 -3.1 3.8 3.4 0.1 1.2
2012
+14.20 +12.22 4.3 2.5 1.3 0.1 -5.1 3.7 1.5 1.3 1.6 -0.5 0.9 2.1
2011
+1.01 -1.99 0.9 2.5 0.4 3.3 -0.5 -1.2 -0.7 -4.3 -7.3 8.9 -1.2 1.1
2010
+14.47 +12.85 -3.1 2.3 5.3 1.9 -5.9 -2.5 6.6 -1.8 6.0 2.8 -1.5 4.4
2009
+25.30 +21.87 -8.6 -9.3 6.3 10.8 5.9 -0.4 7.1 3.7 4.6 -2.1 4.7 2.1
2008
-26.02 -26.01 -3.5 -1.2 0.8 4.0 0.6 -6.6 -0.2 0.1 -6.9 -17.1 -5.1 7.6
2007
+5.18 +1.03 2.1 -1.0 0.8 2.5 1.8 -1.8 -2.6 1.9 4.1 2.7 -3.8 -1.4
2006
+20.06 +17.10 4.2 1.2 1.4 0.7 -2.7 0.7 1.9 2.5 0.6 3.8 3.4 1.0
2005
+9.86 +6.31 -1.5 2.1 -3.0 0.8 2.6 2.5 3.4 0.3 1.1 -2.3 3.2 0.5
2004
+14.78 +11.07 2.5 0.9 1.3 -7.0 1.9 1.5 -1.2 3.3 1.8 2.4 3.4 3.5
2003
+29.73 +27.14 -0.9 0.3 0.7 7.1 4.3 2.6 1.9 -0.2 0.7 3.9 1.9 4.1
2002
-5.70 -7.98 -0.1 1.0 3.4 0.1 -0.2 -2.8 -6.5 2.3 -5.4 1.3 1.5 0.1
2001
+5.85 +4.18 6.0 -4.0 -2.9 4.0 0.8 1.0 -0.6 0.5 -8.0 2.7 5.6 1.5
2000
+2.46 -0.95 -2.5 0.2 2.9 -0.6 -0.7 3.0 1.5 2.2 -1.3 -1.7 -3.2 2.9
1999
+12.48 +9.55 -1.0 -1.2 2.3 5.3 -1.5 2.3 -2.4 -0.5 -1.3 2.5 1.2 6.3
1998
+5.92 +4.25 -0.2 4.4 3.3 0.0 -2.6 0.3 -1.5 -13.3 4.8 5.1 4.4 2.5
1997
+15.13 +13.21 2.5 0.7 -2.5 1.6 4.8 3.7 4.3 -3.7 5.0 -4.8 1.6 1.6
1996
+18.95 +15.07 2.9 -0.2 0.9 1.9 1.5 0.4 -2.7 2.4 3.6 1.1 4.7 1.1
1995
+20.20 +17.24 -0.8 1.3 1.2 2.6 3.6 1.5 2.5 0.4 2.3 -1.4 2.6 2.9
1994
-3.17 -5.62 3.3 -2.8 -4.5 1.1 0.4 -1.5 1.9 3.0 -2.0 0.6 -3.3 0.9
1993
+23.51 +20.13 3.2 1.8 4.5 -0.1 0.5 2.1 1.7 3.6 0.3 2.4 -2.8 4.4
1992
+4.84 +1.82 0.3 -0.7 -2.0 0.9 3.7 -2.7 3.0 -0.8 0.1 -0.1 2.0 1.1

Portofolio Returns, up to December 2007, 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:

  • VTI - Vanguard Total Stock Market: simulated historical serie, up to December 2001
  • VIG - Vanguard Dividend Appreciation: simulated historical serie, up to December 2006
  • VNQ - Vanguard Real Estate: simulated historical serie, up to December 2004
  • EEM - iShares MSCI Emerging Markets: simulated historical serie, up to December 2003
  • EFA - iShares MSCI EAFE: simulated historical serie, up to December 2001
  • BIL - SPDR Blmbg Barclays 1-3 Mth T-Bill: simulated historical serie, up to December 2007
  • EMB - iShares JP Morgan USD Em Mkts Bd: simulated historical serie, up to December 2007
  • LQD - iShares Investment Grade Corporate Bond: simulated historical serie, up to December 2002

Portfolio efficiency

Is the Burton Malkiel Late Sixties and Beyond Portfolio actually efficient, compared to other Lazy Portfolios?

Overall Ratings

The Burton Malkiel Late Sixties and Beyond Portfolio is classified as 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%
High Risk
Portfolios
All
Portfolios
25 Years Ann. Return
(Inflation Adjusted)
+7.37%
(+4.83%)
Bad : 2 / 5
Good : 3.1 / 5
Standard Deviation
over 25 Years
11.89%
Bad : 1.1 / 5
Average : 2.9 / 5
Maximum Drawdown
over 25 Years
-41.80%
Poor : 1 / 5
Average : 2.3 / 5
Easy to manage 8 ETFs
Bad : 1.5 / 5
Bad : 1.5 / 5
Rating assigned considering all the High Risk Portfolios Rating assigned considering all the Portfolios in the database

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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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