Last Update: 30 June 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 3.57% compound annual return, with a 18.23% 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:

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: 30 June 2021
Swipe left to see all data
1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*)
Emerging Markets Stocks Portfolio +0.95 +3.84 +7.20 +39.95 +10.70 +12.18 +3.57
Components
EEM - iShares MSCI Emerging Markets +0.95 +3.84 +7.20 +39.95 +10.70 +12.18 +3.57
(*) annualized
Portfolio returns are calculated assuming:
  • 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.

EMERGING MARKETS STOCKS PORTFOLIO
Last Update: 30 June 2021
Swipe left to see all data
Period Returns
Jun 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+0.95%
0.00%
1 - 0
3M
+3.84%
0.00%
3 - 0
6M
+7.20%
-0.73%
Mar 2021 - Mar 2021
5 - 1
YTD
+7.20%
-0.73%
Mar 2021 - Mar 2021
5 - 1
1Y
+39.95%
11.28%
-1.01%
Sep 2020 - Sep 2020
10 - 2
3Y
+10.70%
annualized
18.69%
-23.94%
Jan 2020 - Mar 2020
22 - 14
5Y
+12.18%
annualized
16.42%
-29.72%
Feb 2018 - Mar 2020
37 - 23
10Y
+3.57%
annualized
18.23%
-30.19%
Sep 2014 - Feb 2016
63 - 57
MAX
01 Jan 1995
+6.63%
annualized
22.70%
-60.44%
Nov 2007 - Feb 2009
181 - 137

* Annualized St.Dev. of monthly returns

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Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns ( more details)

Emerging Markets Stocks Portfolio: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+9.72% +86.53%
Mar 2009 - Feb 2010
-54.34%
Dec 2007 - Nov 2008
36.48%
2 Years
+7.32% +49.17%
Mar 2003 - Feb 2005
-25.91%
Sep 1996 - Aug 1998
42.03%
3 Years
+6.69% +45.77%
Apr 2003 - Mar 2006
-15.31%
Sep 1995 - Aug 1998
33.92%
5 Years
+7.14% +38.98%
Nov 2002 - Oct 2007
-8.82%
Aug 1997 - Jul 2002
23.55%
7 Years
+7.33% +23.59%
Dec 2000 - Nov 2007
-4.75%
Apr 1996 - Mar 2003
13.19%
10 Years
+8.21% +17.56%
Sep 1998 - Aug 2008
-0.03%
Apr 2010 - Mar 2020
0.50%
15 Years
+8.28% +12.28%
Apr 2003 - Mar 2018
+4.79%
Apr 2005 - 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 Emerging Markets Stocks Portfolio: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

Emerging Markets Stocks Portfolio Seasonality

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Months
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average 0.3 0.6 1.2 2.8 -0.7 0.5 0.8 -2.1 0.2 1.0 1.5 3.1
Best 14.2
2006
11.9
1998
16.9
2009
15.6
2009
15.9
2009
7.9
1999
11.0
2009
6.4
2003
11.8
2010
16.3
2011
10.0
2004
14.3
1999
Worst -10.7
1995
-8.7
2001
-15.8
2020
-9.8
2004
-12.5
1998
-9.3
1998
-8.5
2002
-26.1
1998
-17.9
2011
-25.6
2008
-9.8
2000
-4.3
2011
Gain
Frequency
48 56 56 70 52 59 58 50 54 62 54 65

Detail of Monthly Returns

Swipe left to see all data
Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021
+7.20% 3.2 0.8 -0.7 1.2 1.7 1.0
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

* 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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