Data Source: from March 1987 to December 2021

Last Update: 31 December 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 4.73% compound annual return, with a 16.44% standard deviation.

In the last 25 years, a 5.94% compound annual return, with a 23.08% standard deviation.

Asset Allocation and ETFs

The Emerging Markets Stocks Portfolio has the following asset allocation:

100% Stocks
0% Fixed Income
0% Commodities

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
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 Emerging Markets Stocks Portfolio guaranteed the following returns.

EMERGING MARKETS STOCKS PORTFOLIO RETURNS (%)
Last Update: 31 December 2021
Swipe left to see all data
1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) 20Y(*) 25Y(*)
Emerging Markets Stocks Portfolio +1.53 -1.57 -10.09 -3.61 +10.06 +9.16 +4.73 +8.87 +5.94
--- Inflation Adjusted return +1.05 -3.70 -13.04 -10.02 +6.31 +6.07 +2.56 +6.41 +3.57
Components
EEM
iShares MSCI Emerging Markets
+1.53 -1.57 -10.09 -3.61 +10.06 +9.16 +4.73 +8.87 +5.94
(*) 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 1.89% dividend yield. If you are interested in getting periodic income, please refer to the Emerging Markets Stocks Portfolio: Dividend Yield page.

Historical Returns

Historical returns and stats of Emerging Markets Stocks Portfolio. Total Returns and Inflation Adjusted Returns are both mentioned.

EMERGING MARKETS 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
+1.53%
+1.05%
0.00%
1 - 0
3M
-1.57%
-3.70%
-4.08%
Nov 2021 - Nov 2021
2 - 1
6M
-10.09%
-13.04%
-11.44%
Jul 2021 - Nov 2021
3 - 3
YTD
-3.61%
-10.02%
9.72%
-11.44%
Jul 2021 - Nov 2021
8 - 4
67% pos
1Y
-3.61%
-10.02%
9.72%
-11.44%
Jul 2021 - Nov 2021
8 - 4
67% pos
3Y
+10.06%
annualized
+6.31%
annualized
18.18%
-23.94%
Jan 2020 - Mar 2020
23 - 13
64% pos
5Y
+9.16%
annualized
+6.07%
annualized
16.71%
-29.69%
Feb 2018 - Mar 2020
37 - 23
62% pos
10Y
+4.73%
annualized
+2.56%
annualized
16.44%
-30.19%
Sep 2014 - Feb 2016
65 - 55
54% pos
20Y
+8.87%
annualized
+6.41%
annualized
21.21%
-60.44%
Nov 2007 - Feb 2009
138 - 102
58% pos
25Y
+5.94%
annualized
+3.57%
annualized
23.08%
-60.44%
Nov 2007 - Feb 2009
168 - 132
56% pos
MAX
01 Mar 1987
+8.60%
annualized
+5.77%
annualized
26.21%
-60.44%
Nov 2007 - Feb 2009
239 - 179
57% pos
(*)Annualized St.Dev. of monthly returns

Portfolio efficiency

Is the Emerging Markets 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 Emerging Markets 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)
+5.94%
(+3.57%)
Poor : 1 / 5
Average : 2.2 / 5
Standard Deviation
over 25 Years
23.08%
Poor : 1 / 5
Poor : 1 / 5
Maximum Drawdown
over 25 Years
-60.44%
Poor : 1 / 5
Poor : 1 / 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$, since January 1997, now would be worth 4233.86$, with a total return of 323.39% (5.94% annualized).

The Inflation Adjusted Capital now would be 2404.09$, with a net total return of 140.41% (3.57% 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
-60.44% Nov 2007 Feb 2009 16 Oct 2017 104 120
-53.99% Aug 1997 Aug 1998 13 Jan 2004 65 78
-29.69% Feb 2018 Mar 2020 26 Nov 2020 8 34
-11.44% Jul 2021 Nov 2021 5 in progress 1 6
-11.25% Apr 2004 Jul 2004 4 Oct 2004 3 7
-11.14% May 2006 May 2006 1 Nov 2006 6 7
-9.06% Mar 2005 Apr 2005 2 Jul 2005 3 5
-6.34% Oct 2005 Oct 2005 1 Dec 2005 2 3
-4.74% Mar 1997 Apr 1997 2 Jun 1997 2 4
-3.85% Feb 2006 Feb 2006 1 Apr 2006 2 3
-3.24% Feb 2007 Feb 2007 1 Mar 2007 1 2
-0.73% Mar 2021 Mar 2021 1 Apr 2021 1 2
-0.53% Jan 2005 Jan 2005 1 Feb 2005 1 2
-0.39% Nov 2017 Nov 2017 1 Dec 2017 1 2

Rolling Returns ( more details)

Emerging Markets Stocks Portfolio: annualized rolling and average returns

Swipe left to see all data
Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+14.14% +111.70%
Jan 1991 - Dec 1991
-54.34%
Dec 2007 - Nov 2008
33.91%
2 Years
+12.12% +64.67%
Jan 1988 - Dec 1989
-25.90%
Sep 1996 - Aug 1998
34.68%
3 Years
+11.35% +60.25%
Jan 1989 - Dec 1991
-15.31%
Sep 1995 - Aug 1998
26.37%
5 Years
+10.48% +49.02%
Jan 1989 - Dec 1993
-10.37%
Feb 1994 - Jan 1999
21.73%
7 Years
+9.31% +36.13%
Nov 1987 - Oct 1994
-6.71%
Oct 1994 - Sep 2001
13.43%
10 Years
+8.61% +22.76%
Jan 1988 - Dec 1997
-0.12%
Apr 1993 - Mar 2003
0.67%
15 Years
+9.12% +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

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.

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 %
1.96
56%
0.60
56%
-0.34
46%
2.90
74%
0.40
54%
0.40
54%
1.93
63%
-1.06
54%
-0.31
49%
1.04
66%
0.37
49%
3.91
66%
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
9.9
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
Statistics calculated for the period Mar 1987 - Dec 2021

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

Monthly/Yearly Returns

Emerging Markets Stocks Portfolio monthly and yearly returns: how is the distribution of the returns recorded so far?

MONTHLY RETURNS HISTOGRAM
239 Positive Months (57%) - 179 Negative Months (43%)
Mar 1987 - 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
-3.61 -10.02 3.2 0.8 -0.7 1.2 1.6 0.9 -6.4 1.6 -3.9 1.1 -4.1 1.5
2020
+17.03 +15.53 -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 +15.58 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 -16.91 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 +34.46 6.7 1.7 3.7 1.7 2.8 0.9 5.8 2.4 0.0 3.3 -0.4 3.8
2016
+10.87 +8.64 -5.0 -0.8 13.0 0.4 -3.7 4.6 5.4 0.9 2.5 -0.8 -4.4 -0.2
2015
-16.18 -16.71 -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 -4.55 -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 -5.13 -0.3 -2.3 -1.0 1.2 -4.8 -5.3 1.3 -2.5 7.2 4.2 -0.3 -0.4
2012
+19.10 +17.04 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 -21.23 -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 +14.86 -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 +64.31 -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 -48.87 -8.9 2.0 -3.8 9.1 3.2 -9.3 -5.5 -6.3 -14.7 -25.6 -9.8 10.3
2007
+33.31 +28.05 0.1 -3.2 5.3 3.7 5.1 3.7 0.7 1.0 11.6 11.9 -7.6 -1.4
2006
+31.19 +27.96 14.2 -3.8 2.2 6.5 -11.1 0.2 2.3 1.6 -0.9 7.1 6.0 5.4
2005
+32.62 +28.33 -0.5 9.7 -7.9 -1.2 3.2 4.0 7.7 1.3 8.7 -6.3 5.8 6.1
2004
+24.63 +20.60 2.4 4.0 0.6 -9.8 1.2 0.9 -3.6 3.5 7.0 2.8 9.9 4.7
2003
+57.65 +54.50 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 -9.67 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 -4.41 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 -29.96 -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 +57.36 -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 -19.42 -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 -18.21 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 +12.04 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 -1.93 -10.7 0.4 -1.0 5.2 7.7 -0.5 2.9 -2.4 0.2 -4.3 0.4 4.1
1994
-20.17 -22.19 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 +94.94 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 -13.46 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 +105.57 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 -7.69 -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 +89.41 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 +31.03 20.8 3.5 -6.7 1.9 -1.8 16.1 -3.1 -3.2 3.3 0.5 0.0 3.7
1987
- - -21.6 -11.5 -1.4 18.4 -4.4 -36.0 -7.3 -2.8

* 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
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