In the last 15 Years, the Equal Weight US Portfolio obtained a 9.13% compound annual return, with a 17.94% standard deviation.
Asset Allocation and ETFs
The Equal Weight US Portfolio is a Very High Risk portfolio and can be implemented with 1 ETF.
It has the following asset allocation:
The Equal Weight US Portfolio can be implemented with the following ETFs:
Weight | Ticker | ETF Name | Investment Themes | |
---|---|---|---|---|
100.00 % | RSP | Invesco S&P 500® Equal Weight ETF | Equity, U.S. |
Portfolio and ETF Returns
The Equal Weight US Portfolio guaranteed the following returns.
Portfolio returns are calculated in USD, assuming:
- No fees or capital gain taxes
- the reinvestment of dividends
Chg (%) | Return (%) | Return (%) as of Apr 30, 2022 |
||||||
---|---|---|---|---|---|---|---|---|
1 Day | Time ET(*) | May 2022 | 1M | 6M | 1Y | 5Y(*) | 10Y(*) | |
Equal Weight US Portfolio | 2.29 | 1.96 | -6.51 | -5.87 | 0.80 | 12.02 | 12.95 | |
US Inflation Adjusted return | -6.81 | -9.81 | -6.86 | 8.34 | 10.37 | |||
Components | ||||||||
RSP Invesco S&P 500® Equal Weight ETF |
2.29 | May 27 2022 | 1.96 | -6.51 | -5.87 | 0.80 | 12.02 | 12.95 |
US Inflation is updated to Apr 2022. Current inflation (annualized) is 1Y: 8.22% , 5Y: 3.40% , 10Y: 2.33%
Portfolio Dividends
In 2021, the Equal Weight US Portfolio granted a 1.64% dividend yield. If you are interested in getting periodic income, please refer to the Equal Weight US Portfolio: Dividend Yield page.
Historical Returns as of Apr 30, 2022
Historical returns and stats of Equal Weight US Portfolio. Total Returns and Inflation Adjusted Returns are both mentioned.
Period | Return (%) as of Apr 2022 |
Return (%) Infl.Adj. |
Standard Deviation (%) |
Max Drawdown (%) |
Months Pos - Neg |
---|---|---|---|---|---|
1M
Apr 2022
|
-6.51
|
-6.81
|
-6.51
Apr 2022 - Apr 2022
|
0 - 1
|
|
3M
|
-4.87
|
-7.08
|
-6.51
Apr 2022 - Apr 2022
|
1 - 2
|
|
6M
|
-5.87
|
-9.81
|
-9.02
Jan 2022 - Apr 2022
|
2 - 4
|
|
YTD
|
-9.02
|
-11.71
|
-9.02
Jan 2022 - Apr 2022
|
1 - 3
|
|
1Y
|
0.80
|
-6.86
|
13.00
|
-9.02
Jan 2022 - Apr 2022
|
7 - 5
58% pos
|
3Y(*)
|
12.89
|
8.34
|
20.58
|
-26.65
Jan 2020 - Mar 2020
|
23 - 13
64% pos
|
5Y(*)
|
12.02
|
8.34
|
17.95
|
-26.65
Jan 2020 - Mar 2020
|
42 - 18
70% pos
|
10Y(*)
|
12.95
|
10.37
|
14.79
|
-26.65
Jan 2020 - Mar 2020
|
86 - 34
72% pos
|
15Y(*)
|
9.13
|
6.70
|
17.94
|
-55.58
Jun 2007 - Feb 2009
|
119 - 61
66% pos
|
MAX(*)
01 May 2003
|
11.39
|
8.76
|
16.64
|
-55.58
Jun 2007 - Feb 2009
|
153 - 75
67% pos
|
Capital Growth as of Apr 30, 2022
The Inflation Adjusted Capital now would be 2644.64$, with a net total return of 164.46% (6.70% annualized).
The Inflation Adjusted Capital now would be 4929.35$, with a net total return of 392.94% (8.76% annualized).
Drawdowns
Drawdown period |
Recovery period |
Total |
||||
---|---|---|---|---|---|---|
Drawdown | Start | Bottom | #Months | End | #Months | #Months |
-55.58% | Jun 2007 | Feb 2009 | 21 | Feb 2011 | 24 | 45 |
-26.65% | Jan 2020 | Mar 2020 | 3 | Nov 2020 | 8 | 11 |
-19.88% | May 2011 | Sep 2011 | 5 | Mar 2012 | 6 | 11 |
-13.90% | Oct 2018 | Dec 2018 | 3 | Apr 2019 | 4 | 7 |
-10.58% | Jun 2015 | Jan 2016 | 8 | May 2016 | 4 | 12 |
-9.02% | Jan 2022 | Apr 2022 | 4 | in progress | 4 | |
-7.69% | Apr 2012 | May 2012 | 2 | Sep 2012 | 4 | 6 |
-6.93% | May 2019 | May 2019 | 1 | Jun 2019 | 1 | 2 |
-5.28% | Feb 2018 | Mar 2018 | 2 | Jul 2018 | 4 | 6 |
-3.79% | Sep 2021 | Sep 2021 | 1 | Oct 2021 | 1 | 2 |
-3.27% | Aug 2019 | Aug 2019 | 1 | Oct 2019 | 2 | 3 |
-2.96% | Jan 2014 | Jan 2014 | 1 | Feb 2014 | 1 | 2 |
-2.92% | Jan 2015 | Jan 2015 | 1 | Feb 2015 | 1 | 2 |
-2.92% | Aug 2013 | Aug 2013 | 1 | Sep 2013 | 1 | 2 |
-2.64% | Nov 2021 | Nov 2021 | 1 | Dec 2021 | 1 | 2 |
-2.58% | Sep 2014 | Sep 2014 | 1 | Oct 2014 | 1 | 2 |
-2.44% | Oct 2016 | Oct 2016 | 1 | Nov 2016 | 1 | 2 |
-2.33% | Jul 2014 | Jul 2014 | 1 | Aug 2014 | 1 | 2 |
-1.23% | Jun 2013 | Jun 2013 | 1 | Jul 2013 | 1 | 2 |
-1.00% | Aug 2017 | Aug 2017 | 1 | Sep 2017 | 1 | 2 |
Drawdown period |
Recovery period |
Total |
||||
---|---|---|---|---|---|---|
Drawdown | Start | Bottom | #Months | End | #Months | #Months |
-55.58% | Jun 2007 | Feb 2009 | 21 | Feb 2011 | 24 | 45 |
-26.65% | Jan 2020 | Mar 2020 | 3 | Nov 2020 | 8 | 11 |
-19.88% | May 2011 | Sep 2011 | 5 | Mar 2012 | 6 | 11 |
-13.90% | Oct 2018 | Dec 2018 | 3 | Apr 2019 | 4 | 7 |
-10.58% | Jun 2015 | Jan 2016 | 8 | May 2016 | 4 | 12 |
-9.02% | Jan 2022 | Apr 2022 | 4 | in progress | 4 | |
-7.69% | Apr 2012 | May 2012 | 2 | Sep 2012 | 4 | 6 |
-6.93% | May 2019 | May 2019 | 1 | Jun 2019 | 1 | 2 |
-5.49% | Jan 2005 | Apr 2005 | 4 | Jun 2005 | 2 | 6 |
-5.28% | Feb 2018 | Mar 2018 | 2 | Jul 2018 | 4 | 6 |
-4.67% | Jul 2004 | Aug 2004 | 2 | Oct 2004 | 2 | 4 |
-4.52% | May 2006 | Jul 2006 | 3 | Sep 2006 | 2 | 5 |
-3.79% | Sep 2021 | Sep 2021 | 1 | Oct 2021 | 1 | 2 |
-3.27% | Aug 2019 | Aug 2019 | 1 | Oct 2019 | 2 | 3 |
-3.05% | Aug 2005 | Oct 2005 | 3 | Nov 2005 | 1 | 4 |
-3.02% | Mar 2004 | Apr 2004 | 2 | Jun 2004 | 2 | 4 |
-2.96% | Jan 2014 | Jan 2014 | 1 | Feb 2014 | 1 | 2 |
-2.92% | Jan 2015 | Jan 2015 | 1 | Feb 2015 | 1 | 2 |
-2.92% | Aug 2013 | Aug 2013 | 1 | Sep 2013 | 1 | 2 |
-2.64% | Nov 2021 | Nov 2021 | 1 | Dec 2021 | 1 | 2 |
Rolling Returns ( more details)
Equal Weight US Portfolio: annualized rolling and average returns
Rolling Period |
Return (*) | Negative Periods |
||
---|---|---|---|---|
Average (%) | Best (%) | Worst (%) | ||
1 Year |
12.64 |
79.06 Mar 2009 - Feb 2010 |
-47.46 Mar 2008 - Feb 2009 |
16.59% |
2 Years |
10.94 |
51.38 Mar 2009 - Feb 2011 |
-30.52 Mar 2007 - Feb 2009 |
12.20% |
3 Years |
10.10 |
33.05 Mar 2009 - Feb 2012 |
-18.35 Mar 2006 - Feb 2009 |
14.51% |
5 Years |
9.62 |
28.31 Mar 2009 - Feb 2014 |
-7.39 Mar 2004 - Feb 2009 |
5.33% |
7 Years |
10.34 |
20.10 Mar 2009 - Feb 2016 |
3.91 Jan 2005 - Dec 2011 |
0.00% |
10 Years |
10.81 |
18.33 Mar 2009 - Feb 2019 |
6.90 Feb 2006 - Jan 2016 |
0.00% |
15 Years |
9.49 |
11.16 May 2003 - Apr 2018 |
7.09 Apr 2005 - Mar 2020 |
0.00% |
If you need a deeper detail about rolling returns, please refer to the Equal Weight US Portfolio: Rolling Returns page.
Seasonality
Equal Weight US Portfolio: in which months is it better to invest?
For further information about the seasonality, check the Asset Class Seasonality page.
Monthly Average Return (%) and Gain Frequency | ||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|
Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
Average Win % |
0.09 47% |
0.72 68% |
1.17 68% |
2.64 79% |
1.07 74% |
-0.08 53% |
1.57 68% |
0.37 58% |
0.17 63% |
0.76 63% |
2.07 79% |
1.70 84% |
Best Year |
9.8 2019 |
6.1 2021 |
10.3 2009 |
18.7 2009 |
10.9 2003 |
7.6 2019 |
9.2 2009 |
5.6 2009 |
10.2 2010 |
13.1 2011 |
14.3 2020 |
7.2 2010 |
Worst Year |
-8.3 2009 |
-11.2 2009 |
-18.0 2020 |
-6.5 2022 |
-7.4 2010 |
-9.8 2008 |
-4.6 2004 |
-6.4 2011 |
-10.9 2008 |
-20.9 2008 |
-9.6 2008 |
-9.5 2018 |
Monthly/Yearly Returns
Equal Weight US Portfolio monthly and yearly returns: how is the distribution of the returns recorded so far?
Yearly Return(%) |
Monthly Return(%) |
|||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Year | Total | Infl.Adj | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
2022 |
-9.02 | -11.71 | -4.4 | -0.9 | 2.7 | -6.5 | ||||||||
2021 |
+29.41 | +20.84 | -0.8 | 6.1 | 6.0 | 4.7 | 1.9 | 0.0 | 1.3 | 2.4 | -3.8 | 5.3 | -2.6 | 6.3 |
2020 |
+12.71 | +11.29 | -1.9 | -8.9 | -18.0 | 14.4 | 4.8 | 1.5 | 5.0 | 4.3 | -2.5 | -0.6 | 14.3 | 4.2 |
2019 |
+28.91 | +26.05 | 9.8 | 3.7 | 0.8 | 3.6 | -6.9 | 7.6 | 0.8 | -3.3 | 3.3 | 1.2 | 3.4 | 2.7 |
2018 |
-7.82 | -9.56 | 4.4 | -4.4 | -0.9 | 0.4 | 1.5 | 1.0 | 3.1 | 2.0 | 0.2 | -7.2 | 2.6 | -9.5 |
2017 |
+18.51 | +16.04 | 2.0 | 3.1 | 0.0 | 0.7 | 0.6 | 1.2 | 1.6 | -1.0 | 2.9 | 1.1 | 3.8 | 1.2 |
2016 |
+14.50 | +12.20 | -5.6 | 1.0 | 8.0 | 1.2 | 1.4 | -0.1 | 4.1 | 0.2 | 0.1 | -2.4 | 5.2 | 1.1 |
2015 |
-2.66 | -3.28 | -2.9 | 5.7 | -1.0 | 0.4 | 0.7 | -2.3 | 1.0 | -5.5 | -3.0 | 7.0 | 0.3 | -2.5 |
2014 |
+14.06 | +13.32 | -3.0 | 5.3 | 0.6 | 0.4 | 2.2 | 2.9 | -2.3 | 4.2 | -2.6 | 3.0 | 2.7 | 0.3 |
2013 |
+35.54 | +33.52 | 6.5 | 1.0 | 4.4 | 1.7 | 2.7 | -1.2 | 5.6 | -2.9 | 4.1 | 4.3 | 2.2 | 2.9 |
2012 |
+17.16 | +15.13 | 5.7 | 4.0 | 2.3 | -0.8 | -7.0 | 3.9 | 0.1 | 3.1 | 2.5 | -0.8 | 1.3 | 2.3 |
2011 |
-0.67 | -3.62 | 2.1 | 4.0 | 0.8 | 3.1 | -0.6 | -1.8 | -3.6 | -6.4 | -9.0 | 13.1 | -0.9 | 0.2 |
2010 |
+21.37 | +19.65 | -3.3 | 4.2 | 7.2 | 2.7 | -7.4 | -6.3 | 7.4 | -4.8 | 10.2 | 3.6 | 0.8 | 7.2 |
2009 |
+44.64 | +40.68 | -8.3 | -11.2 | 10.3 | 18.7 | 6.5 | -1.2 | 9.2 | 5.6 | 5.3 | -3.7 | 5.5 | 4.6 |
2008 |
-40.07 | -40.05 | -4.3 | -3.0 | -1.9 | 5.7 | 2.7 | -9.8 | -0.5 | 3.0 | -10.9 | -20.9 | -9.6 | 3.1 |
2007 |
+0.90 | -3.08 | 2.4 | -0.5 | 0.8 | 4.4 | 3.2 | -1.9 | -4.5 | 0.1 | 2.5 | 1.1 | -4.6 | -1.7 |
2006 |
+15.46 | +12.62 | 4.0 | 0.3 | 2.1 | 0.9 | -3.0 | -0.3 | -1.3 | 2.7 | 2.4 | 3.8 | 2.5 | 0.6 |
2005 |
+7.41 | +3.94 | -3.1 | 2.1 | -1.4 | -3.2 | 4.5 | 1.5 | 5.1 | -0.9 | 0.5 | -2.7 | 4.6 | 0.5 |
2004 |
+16.48 | +12.71 | 2.4 | 1.9 | -0.7 | -2.4 | 1.7 | 3.0 | -4.6 | -0.1 | 2.6 | 2.4 | 5.8 | 3.7 |
2003 |
- | - | 10.9 | 0.9 | 2.4 | 4.3 | -1.5 | 6.9 | 2.1 | 5.2 |
Portfolio efficiency
Is the Equal Weight US Portfolio actually efficient, compared to other Lazy Portfolios?
Similar portfolios
These portfolios share asset allocation strategy and/or similar asset weights. Comparing their returns and drawdowns (click on ), you can get an idea of the risk you are facing implementing one of them.
5 Years Stats (%) |
% Allocation |
|||||||
---|---|---|---|---|---|---|---|---|
Portfolio | May 2022 | Return▾ | Drawdown | Stocks | Bonds | Comm | ||
Cape US Sector Value Robert Shiller |
-4.43 | +15.22 | -21.00 | 100 | 0 | 0 | ||
US Stocks |
+0.58 | +12.94 | -20.84 | 100 | 0 | 0 | ||
Equal Weight US Portfolio |
+1.96 | +12.02 | -26.65 | 100 | 0 | 0 | ||
US Stocks Momentum |
+4.05 | +10.42 | -23.70 | 100 | 0 | 0 | ||
US Stocks ESG |
-0.40 | +10.40 | -19.14 | 100 | 0 | 0 |
Last update: May 27 2022.
Best Classic Portfolios, with Very High Risk
15 Years Stats (%) |
% Allocation |
|||||||
---|---|---|---|---|---|---|---|---|
Portfolio | May 2022 | Return▾ | Drawdown | Stocks | Bonds | Comm | ||
Technology |
-1.32 | +14.62 | -49.74 | 100 | 0 | 0 | ||
US Stocks |
+0.58 | +9.20 | -50.84 | 100 | 0 | 0 | ||
Warren Buffett Portfolio Warren Buffett |
+0.44 | +8.75 | -45.52 | 90 | 10 | 0 | ||
Stocks/Bonds 80/20 |
+0.74 | +8.30 | -41.09 | 80 | 20 | 0 | ||
Edge Select Aggressive Merrill Lynch |
+0.66 | +6.94 | -45.65 | 84 | 16 | 0 |
Last update: May 27 2022.