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:

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 September 2021
Swipe left to see all data
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
(*) 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 September 2021
Swipe left to see all data
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
* Annualized St.Dev. of monthly returns

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

See all portfolios

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
+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.

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%
2.89
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
Statistics calculated for the period Mar 1987 - Sep 2021

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

Monthly Returns of Emerging Markets Stocks Portfolio

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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
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