Last Update: 30 September 2020

The Emerging Markets 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 1.94% compound annual return, with a 18.24% standard deviation.

In 2019, the portfolio granted a 3.19% dividend yield. If you are interested in getting periodic income, please refer to the Emerging Markets Portfolio: Dividend Yield page.

Asset Allocation and ETFs

The Emerging Markets Portfolio has the following asset allocation:

100% Stocks
0% Fixed Income
0% Commodities

The Emerging Markets 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 Portfolio guaranteed the following returns.

EMERGING MARKETS PORTFOLIO RETURNS (%)
Last Update: 30 September 2020
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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*)
Emerging Markets Portfolio -1.01 +10.25 +29.94 +10.81 +1.84 +8.47 +1.94
Components
EEM - iShares MSCI Emerging Markets -1.01 +10.25 +29.94 +10.81 +1.84 +8.47 +1.94
(*) 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 Portfolio: Dividend Yield page.

Historical Returns

Emerging Markets Portfolio - Historical returns and stats.

EMERGING MARKETS PORTFOLIO
Last Update: 30 September 2020
Swipe left to see all data
Period Returns
Sep 2020		 Standard
Deviation *		 Max
Drawdown		 Months
Pos - Neg
1M
-1.01%
-1.01%
Sep 2020 - Sep 2020
0 - 1
3M
+10.25%
-1.01%
Sep 2020 - Sep 2020
2 - 1
6M
+29.94%
-1.01%
Sep 2020 - Sep 2020
5 - 1
YTD
-1.16%
-23.94%
Jan 2020 - Mar 2020
5 - 4
1Y
+10.81%
23.39%
-23.94%
Jan 2020 - Mar 2020
7 - 5
3Y
+1.84%
annualized
19.11%
-29.72%
Feb 2018 - Mar 2020
18 - 18
5Y
+8.47%
annualized
17.43%
-29.72%
Feb 2018 - Mar 2020
33 - 27
10Y
+1.94%
annualized
18.24%
-32.70%
May 2011 - Feb 2016
59 - 61
MAX
01 Jan 1995
+5.85%
annualized
22.93%
-60.44%
Nov 2007 - Feb 2009
173 - 136

* Annualized St.Dev. of monthly returns

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Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns

Emerging Markets Portfolio: annualized rolling and average returns

Swipe left to see all data
Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
 +9.00% +86.53%
Mar 2009 - Feb 2010 		-54.34%
Dec 2007 - Nov 2008 		37.58%
2 Years
 +7.10% +49.17%
Mar 2003 - Feb 2005 		-25.91%
Sep 1996 - Aug 1998 		43.36%
3 Years
 +6.72% +45.77%
Apr 2003 - Mar 2006 		-15.31%
Sep 1995 - Aug 1998 		35.04%
5 Years
 +6.97% +38.98%
Nov 2002 - Oct 2007 		-8.82%
Aug 1997 - Jul 2002 		24.40%
7 Years
 +7.40% +23.59%
Dec 2000 - Nov 2007 		-4.75%
Apr 1996 - Mar 2003 		13.72%
10 Years
 +8.45% +17.56%
Sep 1998 - Aug 2008 		-0.03%
Apr 2010 - Mar 2020 		0.53%
15 Years
 +8.47% +12.28%
Apr 2003 - Mar 2018 		+4.79%
Apr 2005 - Mar 2020 		0.00%

* Annualized rolling and average returns over full calendar month periods

Seasonality and Yearly/Monthly Returns

Emerging Markets Portfolio Seasonality

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Months
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average 0.2 0.5 1.2 2.9 -0.8 0.4 0.8 -2.1 0.2 1.0 1.2 2.9
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		 46 54 58 69 50 58 58 50 54 60 52 64

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
2020
 -1.16% -6.2 -3.8 -15.8 7.4 3.0 6.6 8.3 2.9 -1.0
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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