Data Source: from March 1987 to June 2022
Consolidated Returns as of 30 June 2022
Live Update: Jul 05 2022, 03:00PM Eastern Time
PORTFOLIO • LIVE PERFORMANCE (USD currency)
1.28%
1 Day
Jul 05 2022, 03:00PM Eastern Time
1.90%
Current Month
July 2022

The Emerging Markets Stocks Portfolio is a Very High Risk portfolio and can be implemented with 1 ETF.

It's exposed for 100% on the Stock Market.

In the last 30 Years, the Emerging Markets Stocks Portfolio obtained a 6.09% compound annual return, with a 22.99% 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 implemented 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.

According to the available data source, let's assume we built the portfolio on March 1987.

Portfolio returns are calculated in USD, assuming:
  • No fees or capital gain taxes
  • the reinvestment of dividends
EMERGING MARKETS STOCKS PORTFOLIO RETURNS
Consolidated returns as of 30 June 2022
Live Update: Jul 05 2022, 03:00PM 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(*)
Emerging Markets Stocks Portfolio -1.28 -1.90 -5.14 -17.20 -25.55 1.56 2.33 6.09
US Inflation Adjusted return -5.14 -20.42 -30.79 -1.97 -0.13 3.53
Components
EEM
iShares MSCI Emerging Markets
-1.28 03:00PM
Jul 05 2022
-1.90 -5.14 -17.20 -25.55 1.56 2.33 6.09
(*) 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%

Portfolio Dividends

In 2021, the Emerging Markets Stocks 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 as of Jun 30, 2022

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

EMERGING MARKETS STOCKS PORTFOLIO
Consolidated returns as of 30 June 2022
Data Source: from March 1987 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
-5.14
-5.14
-5.14
Jun 2022 - Jun 2022
0 - 1
3M
-10.41
-11.57
-10.41
Apr 2022 - Jun 2022
1 - 2
6M
-17.20
-20.42
-17.20
Jan 2022 - Jun 2022
1 - 5
YTD
-17.20
-20.42
-17.20
Jan 2022 - Jun 2022
1 - 5
1Y
-25.55
-30.79
10.27
-25.55
Jul 2021 - Jun 2022
4 - 8
33% pos
3Y(*)
-0.09
-4.40
17.41
-25.55
Jul 2021 - Jun 2022
20 - 16
56% pos
5Y(*)
1.56
-1.97
17.08
-29.69
Feb 2018 - Mar 2020
32 - 28
53% pos
10Y(*)
2.33
-0.13
15.85
-30.19
Sep 2014 - Feb 2016
63 - 57
53% pos
15Y(*)
1.45
-0.83
21.77
-60.44
Nov 2007 - Feb 2009
90 - 90
50% pos
20Y(*)
7.78
5.20
21.24
-60.44
Nov 2007 - Feb 2009
135 - 105
56% pos
25Y(*)
4.67
2.19
23.12
-60.44
Nov 2007 - Feb 2009
165 - 135
55% pos
30Y(*)
6.09
3.53
22.99
-60.44
Nov 2007 - Feb 2009
202 - 158
56% pos
MAX(*)
01 Mar 1987
7.89
5.00
26.09
-60.44
Nov 2007 - Feb 2009
240 - 184
57% pos
(*) Returns over 1 year are annualized

Capital Growth as of Jun 30, 2022

An investment of 1000$, since July 1992, now would be worth 5886.48$, with a total return of 488.65% (6.09% annualized).

The Inflation Adjusted Capital now would be 2829.40$, with a net total return of 182.94% (3.53% annualized).
An investment of 1000$, since March 1987, now would be worth 14640.18$, with a total return of 1364.02% (7.89% annualized).

The Inflation Adjusted Capital now would be 5615.50$, with a net total return of 461.55% (5.00% annualized).

Drawdowns

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
-54.22% Feb 1994 Aug 1998 55 Jan 2004 65 120
-29.69% Feb 2018 Mar 2020 26 Nov 2020 8 34
-25.55% Jul 2021 Jun 2022 12 in progress 12
-15.65% Aug 1992 Dec 1992 5 Mar 1993 3 8
-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
-5.91% May 1993 May 1993 1 Jun 1993 1 2
-3.85% Feb 2006 Feb 2006 1 Apr 2006 2 3
-3.24% Feb 2007 Feb 2007 1 Mar 2007 1 2
-2.61% Nov 1993 Nov 1993 1 Dec 1993 1 2
-1.11% Sep 1993 Sep 1993 1 Oct 1993 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
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
-55.33% Mar 1987 Dec 1987 10 Sep 1989 21 31
-54.22% Feb 1994 Aug 1998 55 Jan 2004 65 120
-34.47% Aug 1990 Sep 1990 2 Feb 1991 5 7
-29.69% Feb 2018 Mar 2020 26 Nov 2020 8 34
-25.55% Jul 2021 Jun 2022 12 in progress 12
-23.01% Jun 1992 Dec 1992 7 Apr 1993 4 11
-11.25% Apr 2004 Jul 2004 4 Oct 2004 3 7
-11.14% May 2006 May 2006 1 Nov 2006 6 7
-10.62% Jan 1990 Apr 1990 4 Jun 1990 2 6
-9.06% Mar 2005 Apr 2005 2 Jul 2005 3 5
-7.61% Jun 1991 Jun 1991 1 Aug 1991 2 3
-7.45% Nov 1991 Nov 1991 1 Dec 1991 1 2
-6.34% Oct 2005 Oct 2005 1 Dec 2005 2 3
-6.02% Feb 1992 Mar 1992 2 May 1992 2 4
-5.91% May 1993 May 1993 1 Jun 1993 1 2
-4.49% Oct 1989 Oct 1989 1 Nov 1989 1 2
-3.85% Feb 2006 Feb 2006 1 Apr 2006 2 3
-3.24% Feb 2007 Feb 2007 1 Mar 2007 1 2
-2.61% Nov 1993 Nov 1993 1 Dec 1993 1 2

Rolling Returns ( more details)

Emerging Markets Stocks Portfolio: annualized rolling and average returns

Swipe left to see all data
Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
13.70 111.70
Jan 1991 - Dec 1991
-54.34
Dec 2007 - Nov 2008
34.87%
2 Years
12.08 64.67
Jan 1988 - Dec 1989
-25.90
Sep 1996 - Aug 1998
34.16%
3 Years
11.23 60.25
Jan 1989 - Dec 1991
-15.31
Sep 1995 - Aug 1998
26.22%
5 Years
10.39 49.02
Jan 1989 - Dec 1993
-10.37
Feb 1994 - Jan 1999
21.37%
7 Years
9.20 36.13
Nov 1987 - Oct 1994
-6.71
Oct 1994 - Sep 2001
13.20%
10 Years
8.49 22.76
Jan 1988 - Dec 1997
-0.12
Apr 1993 - Mar 2003
0.66%
15 Years
8.96 14.74
Oct 1990 - Sep 2005
1.45
Jul 2007 - Jun 2022
0.00%
20 Years
9.08 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: 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.
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 %
1.90
54%
0.46
54%
-0.42
44%
2.64
72%
0.41
56%
0.25
53%
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 - Jun 2022

Monthly/Yearly Returns

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

MONTHLY RETURNS HISTOGRAM
240 Positive Months (57%) - 184 Negative Months (43%)
Mar 1987 - Jun 2022
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
2022
-17.20 -20.42 0.0 -4.3 -3.4 -6.1 0.6 -5.1
2021
-3.61 -10.00 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 +15.56 -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 -16.90 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 +34.42 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

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

Portfolio efficiency

Is the Emerging Markets Stocks Portfolio actually efficient, compared to other Lazy Portfolios?

Overall Ratings

The Emerging Markets Stocks 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)
+4.67%
(+2.19%)
Poor : 1 / 5
Bad : 1.3 / 5
Standard Deviation
over 25 Years
23.12%
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

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+0.85 +9.81 -50.84 100 0 0
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Jul 2022 return refers to period 01-05 July 2022.
Last update: Jul 05 2022, 03:00PM Eastern Time.
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