Data Source: from May 2003 to April 2022
Consolidated Returns as of 30 April 2022
Live Update: May 27 2022
PORTFOLIO • LIVE PERFORMANCE (USD currency)
2.29%
1 Day
May 27 2022
1.96%
Current Month
May 2022

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:

100% Stocks
0% Fixed Income
0% Commodities

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.
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 Equal Weight US Portfolio guaranteed the following returns.

According to the available data source, let's assume we built the portfolio on May 2003.

Portfolio returns are calculated in USD, assuming:
  • No fees or capital gain taxes
  • the reinvestment of dividends
EQUAL WEIGHT US PORTFOLIO RETURNS
Consolidated returns as of 30 April 2022
Live Update: May 27 2022
Swipe left to see all data
  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
(*) Returns over 1 year are annualized
(*) Eastern Time (ET - America/New York)

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.

EQUAL WEIGHT US PORTFOLIO
Consolidated returns as of 30 April 2022
Data Source: from May 2003 to April 2022
Swipe left to see all data
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
(*) Returns over 1 year are annualized

Capital Growth as of Apr 30, 2022

An investment of 1000$, since May 2007, now would be worth 3707.60$, with a total return of 270.76% (9.13% annualized).

The Inflation Adjusted Capital now would be 2644.64$, with a net total return of 164.46% (6.70% annualized).
An investment of 1000$, since May 2003, now would be worth 7767.04$, with a total return of 676.70% (11.39% annualized).

The Inflation Adjusted Capital now would be 4929.35$, with a net total return of 392.94% (8.76% annualized).

Drawdowns

Swipe left to see all data
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
Swipe left to see all data
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

Swipe left to see all data
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%
(*) Annualized rolling and average returns over full calendar month periods

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?

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 %
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
Statistics calculated for the period May 2003 - Apr 2022

Monthly/Yearly Returns

Equal Weight US Portfolio monthly and yearly returns: how is the distribution of the returns recorded so far?

MONTHLY RETURNS HISTOGRAM
153 Positive Months (67%) - 75 Negative Months (33%)
May 2003 - Apr 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
-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.

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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

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May 2022 return refers to period 01-27 May 2022.
Last update: May 27 2022.

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-1.32 +14.62 -49.74 100 0 0
US Stocks
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Warren Buffett Portfolio
Warren Buffett
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Stocks/Bonds 80/20
+0.74 +8.30 -41.09 80 20 0
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May 2022 return refers to period 01-27 May 2022.
Last update: May 27 2022.
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