Data Source: from March 1987 to September 2021
Last Update: 30 September 2021
The Emerging Markets 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 5.81% compound annual return, with a 17.19% standard deviation.
In the last 25 years, a 6.12% compound annual return, with a 23.07% standard deviation.
In 2020, the portfolio granted a 1.68% dividend yield. If you are interested in getting periodic income, please refer to the Emerging Markets Stocks Portfolio: Dividend Yield page.
Asset Allocation and ETFs
The Emerging Markets Stocks Portfolio has the following asset allocation:
The Emerging Markets Stocks Portfolio can be replicated with the following ETFs:
| Weight | Ticker | ETF Name | Investment Themes | |
|---|---|---|---|---|
| 100.00 % | EEM | iShares MSCI Emerging Markets | Equity, Emerging Markets, Large Cap |
Portfolio and ETF Returns
The Emerging Markets Stocks Portfolio guaranteed the following returns.
| 1M | 3M | 6M | 1Y | 3Y(*) | 5Y(*) | 10Y(*) | 20Y(*) | 25Y(*) | |
|---|---|---|---|---|---|---|---|---|---|
| Emerging Markets Stocks Portfolio | -3.87 | -8.65 | -5.14 | +15.96 | +7.76 | +8.29 | +5.81 | +10.20 | +6.12 |
| Components | |||||||||
|
EEM iShares MSCI Emerging Markets |
-3.87 | -8.65 | -5.14 | +15.96 | +7.76 | +8.29 | +5.81 | +10.20 | +6.12 |
- 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 Emerging Markets Stocks Portfolio: Dividend Yield page.
Historical Returns
Emerging Markets Stocks Portfolio - Historical returns and stats.
| Period | Returns Sep 2021 |
Standard Deviation * |
Max Drawdown |
Months Pos - Neg |
|---|---|---|---|---|
|
1M
|
-3.87%
|
-3.87%
Sep 2021 - Sep 2021
|
0 - 1 | |
|
3M
|
-8.65%
|
-8.65%
Jul 2021 - Sep 2021
|
1 - 2 | |
|
6M
|
-5.14%
|
-8.65%
Jul 2021 - Sep 2021
|
4 - 2 | |
|
YTD
|
-2.07%
|
-8.65%
Jul 2021 - Sep 2021
|
6 - 3 | |
|
1Y
|
+15.96%
|
13.71%
|
-8.65%
Jul 2021 - Sep 2021
|
9 - 3 |
|
3Y
|
+7.76%
annualized
|
19.10%
|
-23.94%
Jan 2020 - Mar 2020
|
22 - 14 |
|
5Y
|
+8.29%
annualized
|
16.75%
|
-29.72%
Feb 2018 - Mar 2020
|
35 - 25 |
|
10Y
|
+5.81%
annualized
|
17.19%
|
-30.19%
Sep 2014 - Feb 2016
|
64 - 56 |
|
20Y
|
+10.20%
annualized
|
21.35%
|
-60.44%
Nov 2007 - Feb 2009
|
139 - 101 |
|
25Y
|
+6.12%
annualized
|
23.07%
|
-60.44%
Nov 2007 - Feb 2009
|
168 - 132 |
|
MAX
01 Mar 1987
|
+8.71%
annualized
|
26.29%
|
-60.44%
Nov 2007 - Feb 2009
|
237 - 178 |
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 | |
Capital Growth
Drawdowns
Rolling Returns ( more details)
Emerging Markets Stocks Portfolio: annualized rolling and average returns
| Return (*) | Negative Periods |
|||
|---|---|---|---|---|
| Rolling Period | Average | Best | Worst | |
| 1 Year |
+14.21% |
+111.70% Jan 1991 - Dec 1991 |
-54.34% Dec 2007 - Nov 2008 |
33.91% |
| 2 Years |
+12.14% |
+64.67% Jan 1988 - Dec 1989 |
-25.91% Sep 1996 - Aug 1998 |
34.95% |
| 3 Years |
+11.36% |
+60.25% Jan 1989 - Dec 1991 |
-15.31% Sep 1995 - Aug 1998 |
26.58% |
| 5 Years |
+10.50% |
+49.02% Jan 1989 - Dec 1993 |
-10.37% Feb 1994 - Jan 1999 |
21.91% |
| 7 Years |
+9.35% |
+36.13% Nov 1987 - Oct 1994 |
-6.71% Oct 1994 - Sep 2001 |
13.55% |
| 10 Years |
+8.65% |
+22.76% Jan 1988 - Dec 1997 |
-0.12% Apr 1993 - Mar 2003 |
0.68% |
| 15 Years |
+9.19% |
+14.74% Oct 1990 - Sep 2005 |
+1.89% Feb 1994 - Jan 2009 |
0.00% |
| 20 Years |
+9.12% |
+18.64% Jan 1988 - Dec 2007 |
+4.57% Feb 1994 - Jan 2014 |
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 Emerging Markets Stocks Portfolio: Rolling Returns page.
Seasonality and Yearly/Monthly Returns
Emerging Markets 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.
| Monthly Average Return (%) and Gain Frequency | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| Average Win % |
1.96 56% |
0.60 56% |
-0.34 46% |
2.89 74% |
0.40 54% |
0.40 54% |
1.93 63% |
-1.06 54% |
-0.31 49% |
1.04 65% |
0.50 50% |
3.98 65% |
| Best Year |
20.8 1988 |
13.7 1991 |
16.9 2009 |
15.6 2009 |
15.9 2009 |
16.1 1988 |
18.4 1987 |
16.9 1989 |
13.4 1989 |
21.3 1990 |
10.0 2004 |
32.8 1991 |
| Worst Year |
-10.7 1995 |
-13.6 1994 |
-21.6 1987 |
-9.8 2004 |
-12.5 1998 |
-14.6 1992 |
-8.5 2002 |
-26.1 1998 |
-17.9 2011 |
-36.0 1987 |
-9.8 2000 |
-8.1 1994 |
For further information about the seasonality, check the Asset Class Seasonality page.
Monthly Returns of Emerging Markets Stocks Portfolio
| Months | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year | Return | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2021 |
-2.07% | 3.2 | 0.8 | -0.7 | 1.2 | 1.7 | 1.0 | -6.4 | 1.6 | -3.9 | |||
| 2020 |
+17.03% | -6.2 | -3.8 | -15.8 | 7.4 | 3.0 | 6.6 | 8.3 | 2.9 | -1.0 | 1.4 | 9.0 | 7.1 |
| 2019 |
+18.20% | 10.3 | -1.5 | 1.1 | 2.4 | -7.3 | 6.2 | -2.7 | -3.8 | 1.7 | 4.2 | -0.1 | 7.7 |
| 2018 |
-15.31% | 8.3 | -5.9 | 0.5 | -2.8 | -2.6 | -4.5 | 3.5 | -3.8 | -0.6 | -8.8 | 4.9 | -3.5 |
| 2017 |
+37.28% | 6.7 | 1.7 | 3.7 | 1.7 | 2.9 | 0.9 | 5.8 | 2.4 | 0.0 | 3.3 | -0.4 | 3.8 |
| 2016 |
+10.87% | -5.0 | -0.8 | 13.0 | 0.4 | -3.7 | 4.6 | 5.4 | 0.9 | 2.5 | -0.8 | -4.4 | -0.3 |
| 2015 |
-16.18% | -0.7 | 4.4 | -1.5 | 6.9 | -4.1 | -2.9 | -6.3 | -8.8 | -3.1 | 6.4 | -2.5 | -3.8 |
| 2014 |
-3.93% | -8.6 | 3.4 | 3.9 | 0.8 | 3.0 | 2.4 | 1.4 | 2.8 | -7.8 | 1.4 | -1.5 | -4.0 |
| 2013 |
-3.69% | -0.3 | -2.3 | -1.0 | 1.2 | -4.8 | -5.4 | 1.3 | -2.5 | 7.2 | 4.2 | -0.3 | -0.4 |
| 2012 |
+19.10% | 11.0 | 5.3 | -3.1 | -1.7 | -10.7 | 5.1 | 0.0 | 0.4 | 5.2 | -0.4 | 1.6 | 6.8 |
| 2011 |
-18.82% | -3.8 | 0.0 | 6.3 | 2.7 | -2.9 | -0.9 | -1.0 | -9.3 | -17.9 | 16.3 | -2.0 | -4.3 |
| 2010 |
+16.51% | -7.8 | 1.8 | 8.1 | -0.2 | -9.4 | -1.4 | 10.9 | -3.2 | 11.8 | 3.0 | -2.9 | 7.3 |
| 2009 |
+68.93% | -9.3 | -6.3 | 16.9 | 15.6 | 15.9 | -2.3 | 11.0 | -1.3 | 10.2 | -3.4 | 7.9 | 3.3 |
| 2008 |
-48.88% | -8.9 | 2.0 | -3.8 | 9.1 | 3.2 | -9.3 | -5.5 | -6.3 | -14.7 | -25.6 | -9.8 | 10.4 |
| 2007 |
+33.31% | 0.1 | -3.2 | 5.3 | 3.7 | 5.1 | 3.7 | 0.7 | 1.0 | 11.6 | 11.9 | -7.7 | -1.4 |
| 2006 |
+31.19% | 14.2 | -3.9 | 2.2 | 6.5 | -11.1 | 0.2 | 2.3 | 1.6 | -0.9 | 7.1 | 6.0 | 5.4 |
| 2005 |
+32.62% | -0.5 | 9.7 | -7.9 | -1.3 | 3.2 | 4.0 | 7.7 | 1.3 | 8.7 | -6.3 | 5.8 | 6.1 |
| 2004 |
+24.63% | 2.4 | 4.0 | 0.6 | -9.8 | 1.2 | 0.9 | -3.6 | 3.5 | 7.0 | 2.9 | 10.0 | 4.7 |
| 2003 |
+57.65% | 0.1 | -3.8 | -2.0 | 8.8 | 6.4 | 5.9 | 7.0 | 6.4 | 0.8 | 9.1 | 1.1 | 7.8 |
| 2002 |
-7.43% | 2.9 | 2.7 | 4.5 | 0.3 | -0.4 | -8.2 | -8.5 | 1.4 | -10.7 | 6.6 | 7.1 | -3.3 |
| 2001 |
-2.88% | 11.8 | -8.7 | -10.4 | 9.3 | 1.5 | -2.1 | -6.7 | -1.0 | -15.6 | 6.6 | 9.3 | 7.7 |
| 2000 |
-27.56% | -4.9 | 3.5 | -0.9 | -7.5 | -5.3 | 6.3 | -5.2 | 1.5 | -6.1 | -7.6 | -9.8 | 6.0 |
| 1999 |
+61.57% | -2.9 | 2.2 | 11.7 | 15.4 | -4.2 | 7.9 | -3.4 | -1.0 | -0.5 | 3.8 | 8.1 | 14.3 |
| 1998 |
-18.12% | -8.0 | 11.9 | 3.6 | -1.0 | -12.5 | -9.3 | 1.8 | -26.1 | 9.4 | 15.4 | 6.3 | -3.1 |
| 1997 |
-16.82% | 5.1 | 3.0 | -3.2 | -1.6 | 4.5 | 3.9 | 1.5 | -15.1 | 5.2 | -18.1 | -1.4 | 1.3 |
| 1996 |
+15.83% | 10.2 | -1.6 | 1.5 | 2.7 | 1.5 | 0.0 | -6.7 | 3.1 | 2.3 | -1.5 | 3.5 | 0.6 |
| 1995 |
+0.56% | -10.7 | 0.4 | -1.0 | 5.2 | 7.7 | -0.6 | 2.9 | -2.4 | 0.2 | -4.3 | 0.4 | 4.1 |
| 1994 |
-20.17% | 6.3 | -13.6 | -14.2 | 6.9 | 2.7 | -2.6 | 4.8 | 10.2 | -4.2 | 2.5 | -9.1 | -8.1 |
| 1993 |
+100.42% | 14.7 | 0.7 | 10.5 | 3.4 | -5.9 | 11.1 | 5.7 | 6.5 | -1.1 | 12.9 | -2.6 | 18.8 |
| 1992 |
-10.90% | 2.3 | -5.5 | -0.6 | 4.1 | 15.7 | -14.6 | 6.8 | -6.9 | -5.2 | 1.9 | -0.8 | -5.5 |
| 1991 |
+111.70% | 6.8 | 13.7 | -2.4 | 3.3 | 14.3 | -7.6 | 2.2 | 14.7 | 3.2 | 10.2 | -7.5 | 32.8 |
| 1990 |
-1.92% | -5.7 | -1.7 | -1.8 | -1.8 | 9.2 | 5.0 | 16.0 | -21.4 | -16.6 | 21.3 | 1.0 | 2.7 |
| 1989 |
+98.20% | 12.7 | 8.5 | -6.5 | 8.3 | 10.3 | -4.7 | 1.3 | 16.9 | 13.4 | -4.5 | 4.9 | 13.4 |
| 1988 |
+36.81% | 20.8 | 3.5 | -6.7 | 1.9 | -1.8 | 16.1 | -3.1 | -3.2 | 3.3 | 0.5 | 0.0 | 3.7 |
* Note: Portofolio Returns, up to December 2003, 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:
- EEM - iShares MSCI Emerging Markets: simulated historical serie, up to December 2003