Data Source: from January 1992 to June 2022
Consolidated Returns as of 30 June 2022
Live Update: Jul 05 2022, 02:00PM Eastern Time
PORTFOLIO • LIVE PERFORMANCE (USD currency)
1.42%
1 Day
Jul 05 2022, 02:00PM Eastern Time
0.77%
Current Month
July 2022
The Burton Malkiel Mid-Twenties Portfolio is a Very High Risk portfolio and can be implemented with 8 ETFs.
It's exposed for 87% on the Stock Market.
In the last 30 Years, the Burton Malkiel Mid-Twenties Portfolio obtained a 8.55% compound annual return, with a 13.54% standard deviation.
Asset Allocation and ETFs
The Burton Malkiel Mid-Twenties Portfolio has the following asset allocation:
The Burton Malkiel Mid-Twenties Portfolio can be implemented with the following ETFs:
| Weight | Ticker | ETF Name | Investment Themes | |
|---|---|---|---|---|
| 35.00 % | VTI | Vanguard Total Stock Market | Equity, U.S., Large Cap | |
| 17.50 % | EEM | iShares MSCI Emerging Markets | Equity, Emerging Markets, Large Cap | |
| 17.50 % | EFA | iShares MSCI EAFE | Equity, EAFE, Large Cap | |
| 10.00 % | VNQ | Vanguard Real Estate | Real Estate, U.S. | |
| 7.00 % | VIG | Vanguard Dividend Appreciation | Equity, U.S., Large Cap | |
| 5.00 % | BIL | SPDR Blmbg Barclays 1-3 Mth T-Bill | Bond, U.S., Ultra Short-Term | |
| 4.00 % | EMB | iShares JP Morgan USD Em Mkts Bd | Bond, Emerging Markets, All-Term | |
| 4.00 % | 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 Mid-Twenties 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:
Portfolio returns are calculated in USD, assuming:
- No fees or capital gain taxes
- a rebalancing of the components at the beginning of each year (at every January 1st). How do returns change with different rebalancing strategies?
- the reinvestment of dividends
BURTON MALKIEL MID-TWENTIES PORTFOLIO RETURNS
Consolidated returns as of 30 June 2022
Live Update: Jul 05 2022, 02:00PM 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 Mid-Twenties Portfolio | -1.42 | -0.77 | -6.82 | -18.36 | -14.76 | 6.04 | 7.81 | 8.55 | |
| US Inflation Adjusted return | -6.82 | -21.54 | -20.76 | 2.35 | 5.22 | 5.93 | |||
| Components | |||||||||
|
VTI Vanguard Total Stock Market |
-0.84 |
01:59PM Jul 05 2022 |
0.21 | -8.23 | -21.32 | -14.17 | 10.53 | 12.52 | 9.81 |
|
EEM iShares MSCI Emerging Markets |
-1.73 |
02:00PM Jul 05 2022 |
-2.34 | -5.14 | -17.20 | -25.55 | 1.56 | 2.33 | 6.09 |
|
EFA iShares MSCI EAFE |
-2.92 |
01:59PM Jul 05 2022 |
-2.69 | -8.72 | -18.78 | -17.39 | 2.23 | 5.36 | 5.01 |
|
VNQ Vanguard Real Estate |
-1.65 |
01:59PM Jul 05 2022 |
0.12 | -7.46 | -20.54 | -8.02 | 5.69 | 7.49 | 9.57 |
|
VIG Vanguard Dividend Appreciation |
-1.59 |
01:59PM Jul 05 2022 |
-0.65 | -6.23 | -15.69 | -5.59 | 11.19 | 11.97 | 10.35 |
|
BIL SPDR Blmbg Barclays 1-3 Mth T-Bill |
0.00 |
02:00PM 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 |
-0.95 |
02:00PM Jul 05 2022 |
0.44 | -6.15 | -20.28 | -20.94 | -1.34 | 1.59 | 9.35 |
|
LQD iShares Investment Grade Corporate Bond |
0.06 |
02:00PM Jul 05 2022 |
1.33 | -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%
Live update: World Markets and Indexes
Portfolio Dividends
In 2021, the Burton Malkiel Mid-Twenties Portfolio granted a 2.22% dividend yield. If you are interested in getting periodic income, please refer to the Burton Malkiel Mid-Twenties Portfolio: Dividend Yield page.
Readings that may interest you
Historical Returns as of Jun 30, 2022
Historical returns and stats of Burton Malkiel Mid-Twenties Portfolio. Total Returns and Inflation Adjusted Returns are both mentioned.
BURTON MALKIEL MID-TWENTIES 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
|
-6.82
|
-6.82
|
-6.82
Jun 2022 - Jun 2022
|
0 - 1
|
|
|
3M
|
-13.11
|
-14.23
|
-13.11
Apr 2022 - Jun 2022
|
0 - 3
|
|
|
6M
|
-18.36
|
-21.54
|
-18.36
Jan 2022 - Jun 2022
|
1 - 5
|
|
|
YTD
|
-18.36
|
-21.54
|
-18.36
Jan 2022 - Jun 2022
|
1 - 5
|
|
|
1Y
|
-14.76
|
-20.76
|
12.83
|
-18.36
Jan 2022 - Jun 2022
|
5 - 7
42% pos
|
|
3Y(*)
|
4.86
|
0.33
|
15.43
|
-19.79
Jan 2020 - Mar 2020
|
22 - 14
61% pos
|
|
5Y(*)
|
6.04
|
2.35
|
13.98
|
-19.79
Jan 2020 - Mar 2020
|
39 - 21
65% pos
|
|
10Y(*)
|
7.81
|
5.22
|
11.62
|
-19.79
Jan 2020 - Mar 2020
|
79 - 41
66% pos
|
|
15Y(*)
|
5.52
|
3.15
|
15.03
|
-49.50
Nov 2007 - Feb 2009
|
110 - 70
61% pos
|
|
20Y(*)
|
8.04
|
5.46
|
14.08
|
-49.50
Nov 2007 - Feb 2009
|
155 - 85
65% pos
|
|
25Y(*)
|
7.17
|
4.63
|
14.27
|
-49.50
Nov 2007 - Feb 2009
|
187 - 113
62% pos
|
|
30Y(*)
|
8.55
|
5.93
|
13.54
|
-49.50
Nov 2007 - Feb 2009
|
232 - 128
64% pos
|
|
MAX(*)
01 Jan 1992
|
8.33
|
5.71
|
13.50
|
-49.50
Nov 2007 - Feb 2009
|
235 - 131
64% 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$, since July 1992,
now would be worth 11721.95$, with a total return of 1072.20% (8.55% annualized).
The Inflation Adjusted Capital now would be 5634.28$, with a net total return of 463.43% (5.93% annualized).
The Inflation Adjusted Capital now would be 5634.28$, with a net total return of 463.43% (5.93% annualized).
An investment of 1000$, since January 1992,
now would be worth 11477.35$, with a total return of 1047.73% (8.33% annualized).
The Inflation Adjusted Capital now would be 5441.89$, with a net total return of 444.19% (5.71% annualized).
The Inflation Adjusted Capital now would be 5441.89$, with a net total return of 444.19% (5.71% annualized).
Drawdowns
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Drawdown period |
Recovery period |
Total |
||||
|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months |
| -49.50% | Nov 2007 | Feb 2009 | 16 | Apr 2011 | 26 | 42 |
| -24.51% | Sep 2000 | Sep 2002 | 25 | Oct 2003 | 13 | 38 |
| -19.79% | Jan 2020 | Mar 2020 | 3 | Aug 2020 | 5 | 8 |
| -18.97% | May 1998 | Aug 1998 | 4 | Mar 1999 | 7 | 11 |
| -18.36% | Jan 2022 | Jun 2022 | 6 | in progress | 6 | |
| -17.88% | May 2011 | Sep 2011 | 5 | Sep 2012 | 12 | 17 |
| -11.51% | Feb 2018 | Dec 2018 | 11 | Apr 2019 | 4 | 15 |
| -11.15% | May 2015 | Feb 2016 | 10 | Jul 2016 | 5 | 15 |
| -8.84% | Feb 1994 | Jan 1995 | 12 | Jun 1995 | 5 | 17 |
| -6.45% | Aug 1997 | Oct 1997 | 3 | Feb 1998 | 4 | 7 |
| -5.93% | Apr 2004 | Apr 2004 | 1 | Oct 2004 | 6 | 7 |
| -5.09% | Apr 2000 | May 2000 | 2 | Aug 2000 | 3 | 5 |
| -4.70% | May 2019 | May 2019 | 1 | Jun 2019 | 1 | 2 |
| -4.18% | May 2006 | May 2006 | 1 | Sep 2006 | 4 | 5 |
| -3.98% | Sep 2021 | Sep 2021 | 1 | Oct 2021 | 1 | 2 |
| -3.90% | Jul 1996 | Jul 1996 | 1 | Sep 1996 | 2 | 3 |
| -3.74% | Sep 2020 | Oct 2020 | 2 | Nov 2020 | 1 | 3 |
| -3.72% | Mar 2005 | Apr 2005 | 2 | Jun 2005 | 2 | 4 |
| -3.66% | Jan 2000 | Jan 2000 | 1 | Mar 2000 | 2 | 3 |
| -3.65% | May 2013 | Jun 2013 | 2 | Jul 2013 | 1 | 3 |
Swipe left to see all data
Drawdown period |
Recovery period |
Total |
||||
|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months |
| -49.50% | Nov 2007 | Feb 2009 | 16 | Apr 2011 | 26 | 42 |
| -24.51% | Sep 2000 | Sep 2002 | 25 | Oct 2003 | 13 | 38 |
| -19.79% | Jan 2020 | Mar 2020 | 3 | Aug 2020 | 5 | 8 |
| -18.97% | May 1998 | Aug 1998 | 4 | Mar 1999 | 7 | 11 |
| -18.36% | Jan 2022 | Jun 2022 | 6 | in progress | 6 | |
| -17.88% | May 2011 | Sep 2011 | 5 | Sep 2012 | 12 | 17 |
| -11.51% | Feb 2018 | Dec 2018 | 11 | Apr 2019 | 4 | 15 |
| -11.15% | May 2015 | Feb 2016 | 10 | Jul 2016 | 5 | 15 |
| -8.84% | Feb 1994 | Jan 1995 | 12 | Jun 1995 | 5 | 17 |
| -6.45% | Aug 1997 | Oct 1997 | 3 | Feb 1998 | 4 | 7 |
| -5.93% | Apr 2004 | Apr 2004 | 1 | Oct 2004 | 6 | 7 |
| -5.09% | Apr 2000 | May 2000 | 2 | Aug 2000 | 3 | 5 |
| -4.70% | May 2019 | May 2019 | 1 | Jun 2019 | 1 | 2 |
| -4.41% | Jun 1992 | Jun 1992 | 1 | Jan 1993 | 7 | 8 |
| -4.18% | May 2006 | May 2006 | 1 | Sep 2006 | 4 | 5 |
| -3.98% | Sep 2021 | Sep 2021 | 1 | Oct 2021 | 1 | 2 |
| -3.90% | Jul 1996 | Jul 1996 | 1 | Sep 1996 | 2 | 3 |
| -3.77% | Feb 1992 | Mar 1992 | 2 | May 1992 | 2 | 4 |
| -3.74% | Sep 2020 | Oct 2020 | 2 | Nov 2020 | 1 | 3 |
| -3.72% | Mar 2005 | Apr 2005 | 2 | Jun 2005 | 2 | 4 |
Rolling Returns ( more details)
Burton Malkiel Mid-Twenties Portfolio: annualized rolling and average returns
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| Rolling Period |
Return (*) | Negative Periods |
||
|---|---|---|---|---|
| Average (%) | Best (%) | Worst (%) | ||
| 1 Year |
10.12 |
58.57 Mar 2009 - Feb 2010 |
-42.40 Mar 2008 - Feb 2009 |
20.56% |
| 2 Years |
9.37 |
38.78 Mar 2009 - Feb 2011 |
-23.64 Mar 2007 - Feb 2009 |
13.99% |
| 3 Years |
8.94 |
25.36 Mar 2009 - Feb 2012 |
-12.28 Mar 2006 - Feb 2009 |
12.69% |
| 5 Years |
8.71 |
20.52 Nov 2002 - Oct 2007 |
-2.15 Mar 2004 - Feb 2009 |
1.63% |
| 7 Years |
8.36 |
15.27 Jan 1993 - Dec 1999 |
1.72 Mar 2002 - Feb 2009 |
0.00% |
| 10 Years |
8.18 |
12.97 Mar 2009 - Feb 2019 |
2.58 Mar 1999 - Feb 2009 |
0.00% |
| 15 Years |
8.10 |
12.18 Nov 1992 - Oct 2007 |
5.05 Mar 1994 - Feb 2009 |
0.00% |
| 20 Years |
8.16 |
9.40 Nov 2001 - Oct 2021 |
5.83 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 Mid-Twenties Portfolio: Rolling Returns page.
Seasonality
Burton Malkiel Mid-Twenties 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.
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 % |
0.35 52% |
0.00 58% |
0.89 71% |
2.04 77% |
0.47 61% |
0.13 58% |
1.12 63% |
-0.17 57% |
-0.10 57% |
0.92 63% |
1.24 70% |
2.09 83% |
| Best Year |
7.9 2019 |
6.1 1998 |
8.4 2009 |
12.1 2009 |
8.1 2009 |
5.5 2019 |
8.3 2009 |
4.3 2020 |
8.0 2010 |
10.6 2011 |
10.1 2020 |
8.1 1999 |
| Worst Year |
-9.5 2009 |
-9.7 2009 |
-13.5 2020 |
-6.7 2022 |
-7.5 2010 |
-7.7 2008 |
-7.5 2002 |
-15.0 1998 |
-9.2 2001 |
-19.1 2008 |
-7.1 2008 |
-6.2 2018 |
Statistics calculated for the period Jan 1992 - Jun 2022
Monthly/Yearly Returns
Burton Malkiel Mid-Twenties Portfolio monthly and yearly returns: how is the distribution of the returns recorded so far?
MONTHLY RETURNS HISTOGRAM
235 Positive Months (64%) - 131 Negative Months (36%)
Jan 1992 - Jun 2022
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Yearly Return(%) |
Monthly Return(%) |
|||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year | Total | Infl.Adj | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2022 |
-18.36 | -21.54 | -4.3 | -3.1 | 1.3 | -6.7 | 0.0 | -6.8 | ||||||
| 2021 |
+15.90 | +8.22 | 0.0 | 1.9 | 2.4 | 3.8 | 1.3 | 1.2 | 0.5 | 1.9 | -4.0 | 4.5 | -2.4 | 4.1 |
| 2020 |
+12.95 | +11.53 | -1.3 | -6.1 | -13.5 | 8.7 | 4.1 | 2.9 | 4.8 | 4.3 | -2.2 | -1.5 | 10.1 | 4.3 |
| 2019 |
+24.15 | +21.40 | 7.9 | 1.8 | 1.6 | 2.6 | -4.7 | 5.5 | 0.1 | -1.1 | 1.7 | 2.2 | 1.6 | 3.2 |
| 2018 |
-7.95 | -9.68 | 4.0 | -4.4 | -0.4 | -0.2 | 0.6 | -0.4 | 2.8 | 0.6 | 0.1 | -6.5 | 2.3 | -6.2 |
| 2017 |
+21.11 | +18.59 | 2.6 | 2.6 | 1.0 | 1.4 | 1.6 | 0.8 | 2.5 | 0.6 | 1.4 | 1.8 | 1.6 | 1.6 |
| 2016 |
+8.95 | +6.77 | -4.3 | -0.6 | 7.6 | 0.5 | 0.2 | 1.7 | 3.7 | 0.0 | 0.5 | -2.1 | 0.2 | 1.8 |
| 2015 |
-2.79 | -3.41 | -0.3 | 3.8 | -0.9 | 1.5 | -0.3 | -2.4 | 0.6 | -6.1 | -2.2 | 6.2 | -0.4 | -1.8 |
| 2014 |
+6.93 | +6.23 | -3.4 | 4.4 | 0.9 | 1.0 | 2.1 | 1.7 | -1.2 | 2.7 | -3.6 | 2.6 | 1.1 | -1.2 |
| 2013 |
+16.66 | +14.93 | 3.1 | 0.1 | 2.0 | 2.7 | -1.3 | -2.4 | 3.9 | -3.0 | 4.7 | 3.7 | 0.7 | 1.6 |
| 2012 |
+16.07 | +14.06 | 5.6 | 3.5 | 1.1 | -0.5 | -6.9 | 4.4 | 1.0 | 1.8 | 2.3 | -0.6 | 1.1 | 2.8 |
| 2011 |
-3.11 | -5.99 | 0.8 | 2.7 | 0.7 | 3.5 | -1.1 | -1.4 | -1.3 | -6.0 | -9.2 | 10.6 | -1.3 | 0.2 |
| 2010 |
+15.09 | +13.45 | -4.2 | 2.4 | 6.2 | 1.3 | -7.5 | -3.3 | 7.9 | -3.0 | 8.0 | 3.4 | -1.6 | 5.9 |
| 2009 |
+32.24 | +28.62 | -9.5 | -9.7 | 8.4 | 12.1 | 8.1 | -0.7 | 8.3 | 3.3 | 5.3 | -2.6 | 5.4 | 2.5 |
| 2008 |
-34.16 | -34.14 | -5.4 | -1.2 | -0.1 | 5.1 | 1.4 | -7.7 | -1.3 | -0.8 | -8.6 | -19.1 | -7.1 | 6.6 |
| 2007 |
+8.80 | +4.50 | 1.9 | -1.4 | 1.7 | 3.1 | 2.7 | -1.1 | -2.5 | 1.5 | 5.3 | 4.1 | -4.7 | -1.5 |
| 2006 |
+21.60 | +18.60 | 5.6 | 0.0 | 2.1 | 1.9 | -4.2 | 0.5 | 1.3 | 2.4 | 0.8 | 4.2 | 3.5 | 1.8 |
| 2005 |
+12.41 | +8.78 | -1.9 | 3.4 | -3.3 | -0.4 | 2.6 | 2.2 | 4.3 | 0.4 | 2.4 | -3.0 | 3.8 | 1.8 |
| 2004 |
+16.58 | +12.81 | 2.4 | 1.7 | 0.6 | -5.9 | 1.8 | 1.8 | -2.5 | 2.3 | 2.4 | 2.6 | 5.0 | 3.9 |
| 2003 |
+35.10 | +32.40 | -1.7 | -1.0 | 0.0 | 7.9 | 5.3 | 2.7 | 2.8 | 1.9 | 0.6 | 5.5 | 1.9 | 5.2 |
| 2002 |
-10.76 | -12.92 | -0.7 | 0.6 | 4.0 | -0.9 | -0.4 | -4.4 | -7.5 | 1.3 | -7.7 | 3.4 | 3.9 | -2.0 |
| 2001 |
-3.19 | -4.71 | 5.1 | -6.4 | -5.2 | 6.1 | 0.4 | -0.5 | -1.9 | -1.5 | -9.2 | 2.8 | 6.2 | 2.3 |
| 2000 |
-6.29 | -9.40 | -3.7 | 1.5 | 3.3 | -3.0 | -2.1 | 3.8 | -0.7 | 3.0 | -3.0 | -2.6 | -5.5 | 3.1 |
| 1999 |
+24.62 | +21.38 | 0.2 | -1.6 | 4.2 | 6.7 | -2.2 | 4.1 | -2.0 | -0.4 | -1.2 | 3.7 | 3.4 | 8.1 |
| 1998 |
+7.96 | +6.25 | -0.5 | 6.1 | 3.8 | 0.2 | -3.4 | 0.0 | -1.3 | -15.0 | 4.7 | 7.1 | 5.1 | 3.0 |
| 1997 |
+13.00 | +11.12 | 2.7 | 0.9 | -2.8 | 1.6 | 5.6 | 4.1 | 4.4 | -5.4 | 5.2 | -6.1 | 1.3 | 1.4 |
| 1996 |
+17.62 | +13.78 | 3.4 | 0.2 | 1.2 | 2.3 | 1.4 | 0.1 | -3.9 | 2.4 | 3.6 | 0.6 | 4.9 | 0.4 |
| 1995 |
+19.21 | +16.26 | -1.8 | 1.1 | 1.9 | 2.9 | 3.3 | 1.3 | 3.3 | -0.2 | 2.3 | -1.8 | 2.7 | 2.8 |
| 1994 |
-3.04 | -5.50 | 4.5 | -3.5 | -5.5 | 2.0 | 0.7 | -1.5 | 2.3 | 4.0 | -2.4 | 1.3 | -4.4 | 0.1 |
| 1993 |
+30.82 | +27.24 | 3.8 | 1.6 | 5.7 | 0.9 | 0.5 | 2.3 | 2.2 | 4.2 | -0.3 | 3.6 | -3.5 | 6.5 |
| 1992 |
+1.63 | -1.29 | 0.3 | -1.3 | -2.5 | 1.2 | 4.9 | -4.4 | 3.0 | -1.1 | -0.6 | -0.1 | 2.1 | 0.5 |
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
- EEM - iShares MSCI Emerging Markets: simulated historical serie, up to December 2003
- EFA - iShares MSCI EAFE: simulated historical serie, up to December 2001
- VNQ - Vanguard Real Estate: simulated historical serie, up to December 2004
- VIG - Vanguard Dividend Appreciation: simulated historical serie, up to December 2006
- 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 Mid-Twenties Portfolio actually efficient, compared to other Lazy Portfolios?
Overall Ratings
The Burton Malkiel Mid-Twenties Portfolio is classified as Very High Risk.
Bond weight:
Less than 25%
Less than 25%
Bond weight:
25% - 49.99%
25% - 49.99%
Bond weight:
50% - 74.99%
50% - 74.99%
Bond weight:
At least 75%
At least 75%
| Very High Risk Portfolios |
All Portfolios |
||
|---|---|---|---|
| 25 Years Ann. Return (Inflation Adjusted) |
+7.17%
(+4.63%) |
Poor : 1 / 5
|
Average : 3 / 5
|
| Standard Deviation over 25 Years |
14.27% |
Good : 3.9 / 5
|
Average : 2.4 / 5
|
| Maximum Drawdown over 25 Years |
-49.50% |
Good : 3.8 / 5
|
Bad : 1.8 / 5
|
| Easy to manage | 8 ETFs |
Bad : 1.5 / 5
|
Bad : 1.5 / 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
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30 Years Stats (%) |
% Allocation |
|||||||
|---|---|---|---|---|---|---|---|---|
| Portfolio | Jul 2022 | Return▾ | Drawdown | Stocks | Bonds | Comm | ||
|
Technology |
+1.22 | +13.42 | -81.08 | 100 | 0 | 0 | ||
|
US Stocks |
+0.21 | +9.81 | -50.84 | 100 | 0 | 0 | ||
|
Warren Buffett Portfolio Warren Buffett |
+0.23 | +9.38 | -45.52 | 90 | 10 | 0 | ||
|
Aggressive Global Income |
-0.99 | +9.37 | -52.63 | 80 | 20 | 0 | ||
|
Stocks/Bonds 80/20 |
+0.38 | +9.06 | -41.09 | 80 | 20 | 0 | ||
Jul 2022 return refers to period 01-05 July 2022.
Last update: Jul 05 2022, 02:00PM Eastern Time.
Last update: Jul 05 2022, 02:00PM Eastern Time.