Data Source: from May 2003 to August 2022
Consolidated Returns as of 31 August 2022
Live Update: Sep 23 2022
PORTFOLIO • LIVE PERFORMANCE (USD currency)
1.68%
1 Day
Sep 23 2022
6.88%
Current Month
September 2022
The Equal Weight US 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 15 Years, the Equal Weight US Portfolio obtained a 9.06% compound annual return, with a 18.21% standard deviation.
Asset Allocation and ETFs
The Equal Weight US Portfolio 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. |
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:
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 31 August 2022
Live Update: Sep 23 2022
Swipe left to see all data
| Chg (%) | Return (%) | Return (%) as of Aug 31, 2022 |
||||||
|---|---|---|---|---|---|---|---|---|
| 1 Day | Time ET(*) | Sep 2022 | 1M | 6M | 1Y | 5Y(*) | 10Y(*) | |
| Equal Weight US Portfolio | -1.68 | -6.88 | -3.48 | -7.88 | -8.48 | 10.60 | 12.52 | |
| US Inflation Adjusted return | -3.45 | -11.75 | -15.47 | 6.53 | 9.73 | |||
| Components | ||||||||
|
RSP Invesco S&P 500® Equal Weight ETF |
-1.68 | Sep 23 2022 | -6.88 | -3.48 | -7.88 | -8.48 | 10.60 | 12.52 |
(*) Returns over 1 year are annualized
(*) Eastern Time (ET - America/New York)
US Inflation is updated to Aug 2022. Current inflation (annualized) is 1Y: 8.26% , 5Y: 3.82% , 10Y: 2.54%
Live update: World Markets and Indexes
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.
Readings that may interest you
Historical Returns as of Aug 31, 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 31 August 2022
Data Source: from May 2003 to August 2022
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| Period | Return (%) as of Aug 2022 |
Return (%) Infl.Adj. |
Standard Deviation (%) |
Max Drawdown (%) |
Months Pos - Neg |
|---|---|---|---|---|---|
|
1M
Aug 2022
|
-3.48
|
-3.45
|
-3.48
Aug 2022 - Aug 2022
|
0 - 1
|
|
|
3M
|
-4.98
|
-6.23
|
-9.39
Jun 2022 - Jun 2022
|
1 - 2
|
|
|
6M
|
-7.88
|
-11.75
|
-14.44
Apr 2022 - Jun 2022
|
3 - 3
|
|
|
YTD
|
-12.69
|
-17.81
|
-16.74
Jan 2022 - Jun 2022
|
3 - 5
|
|
|
1Y
|
-8.48
|
-15.47
|
18.17
|
-16.74
Jan 2022 - Jun 2022
|
5 - 7
42% pos
|
|
3Y(*)
|
12.24
|
6.99
|
21.09
|
-26.65
Jan 2020 - Mar 2020
|
23 - 13
64% pos
|
|
5Y(*)
|
10.60
|
6.53
|
18.94
|
-26.65
Jan 2020 - Mar 2020
|
41 - 19
68% pos
|
|
10Y(*)
|
12.52
|
9.73
|
15.16
|
-26.65
Jan 2020 - Mar 2020
|
85 - 35
71% pos
|
|
15Y(*)
|
9.06
|
6.52
|
18.21
|
-54.30
Nov 2007 - Feb 2009
|
119 - 61
66% pos
|
|
MAX(*)
01 May 2003
|
10.95
|
8.24
|
16.78
|
-55.58
Jun 2007 - Feb 2009
|
155 - 77
67% pos
|
(*) Returns over 1 year are annualized
Capital Growth as of Aug 31, 2022
An investment of 1000$, since September 2007,
now would be worth 3674.74$, with a total return of 267.47% (9.06% annualized).
The Inflation Adjusted Capital now would be 2579.73$, with a net total return of 157.97% (6.52% annualized).
The Inflation Adjusted Capital now would be 2579.73$, with a net total return of 157.97% (6.52% annualized).
An investment of 1000$, since May 2003,
now would be worth 7453.93$, with a total return of 645.39% (10.95% annualized).
The Inflation Adjusted Capital now would be 4625.81$, with a net total return of 362.58% (8.24% annualized).
The Inflation Adjusted Capital now would be 4625.81$, with a net total return of 362.58% (8.24% annualized).
Drawdowns
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Drawdown period |
Recovery period |
Total |
||||
|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months |
| -54.30% | Nov 2007 | Feb 2009 | 16 | Jan 2011 | 23 | 39 |
| -26.65% | Jan 2020 | Mar 2020 | 3 | Nov 2020 | 8 | 11 |
| -19.88% | May 2011 | Sep 2011 | 5 | Mar 2012 | 6 | 11 |
| -16.74% | Jan 2022 | Jun 2022 | 6 | in progress | 2 | 8 |
| -13.90% | Oct 2018 | Dec 2018 | 3 | Apr 2019 | 4 | 7 |
| -10.58% | Jun 2015 | Jan 2016 | 8 | May 2016 | 4 | 12 |
| -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 |
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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 |
| -16.74% | Jan 2022 | Jun 2022 | 6 | in progress | 2 | 8 |
| -13.90% | Oct 2018 | Dec 2018 | 3 | Apr 2019 | 4 | 7 |
| -10.58% | Jun 2015 | Jan 2016 | 8 | May 2016 | 4 | 12 |
| -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
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| Rolling Period |
Return (*) | Negative Periods |
||
|---|---|---|---|---|
| Average (%) | Best (%) | Worst (%) | ||
| 1 Year |
12.32 |
79.06 Mar 2009 - Feb 2010 |
-47.46 Mar 2008 - Feb 2009 |
18.10% |
| 2 Years |
11.08 |
51.38 Mar 2009 - Feb 2011 |
-30.52 Mar 2007 - Feb 2009 |
11.96% |
| 3 Years |
10.15 |
33.05 Mar 2009 - Feb 2012 |
-18.35 Mar 2006 - Feb 2009 |
14.21% |
| 5 Years |
9.65 |
28.31 Mar 2009 - Feb 2014 |
-7.39 Mar 2004 - Feb 2009 |
5.20% |
| 7 Years |
10.34 |
20.10 Mar 2009 - Feb 2016 |
3.91 Jan 2005 - Dec 2011 |
0.00% |
| 10 Years |
10.89 |
18.33 Mar 2009 - Feb 2019 |
6.90 Feb 2006 - Jan 2016 |
0.00% |
| 15 Years |
9.45 |
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.
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% |
1.06 75% |
-0.55 50% |
1.92 70% |
0.18 55% |
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 - Aug 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
155 Positive Months (67%) - 77 Negative Months (33%)
May 2003 - Aug 2022
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Yearly Return(%) |
Monthly Return(%) |
|||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year | Total | Infl.Adj | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2022 |
-12.69 | -17.81 | -4.4 | -0.9 | 2.7 | -6.5 | 1.0 | -9.4 | 8.6 | -3.5 | ||||
| 2021 |
+29.41 | +20.90 | -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 | +11.20 | -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 | +26.03 | 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 | -9.55 | 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 | +16.06 | 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 | +12.18 | -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 | -3.36 | -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 | +13.21 | -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 | +33.53 | 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 | +15.16 | 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 | -3.53 | 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 | +19.58 | -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 | +40.80 | -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 | -40.12 | -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 | -3.06 | 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 | +12.60 | 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 | +3.86 | -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 | +12.81 | 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 | Sep 2022 | Return▾ | Drawdown | Stocks | Bonds | Comm | ||
|
Cape US Sector Value Robert Shiller |
-7.36 | +13.05 | -21.00 | 100 | 0 | 0 | ||
|
US Stocks |
-6.81 | +11.22 | -21.32 | 100 | 0 | 0 | ||
|
Equal Weight US Portfolio |
-6.88 | +10.60 | -26.65 | 100 | 0 | 0 | ||
|
US Stocks ESG |
-6.87 | +9.10 | -24.04 | 100 | 0 | 0 | ||
|
US Stocks Momentum |
-8.42 | +9.01 | -30.28 | 100 | 0 | 0 | ||
Sep 2022 return refers to period 01-23 September 2022.
Last update: Sep 23 2022.
Last update: Sep 23 2022.
Best Classic Portfolios, with Very High Risk
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15 Years Stats (%) |
% Allocation |
|||||||
|---|---|---|---|---|---|---|---|---|
| Portfolio | Sep 2022 | Return▾ | Drawdown | Stocks | Bonds | Comm | ||
|
Technology |
-7.77 | +13.82 | -49.74 | 100 | 0 | 0 | ||
|
US Stocks |
-6.81 | +8.95 | -50.84 | 100 | 0 | 0 | ||
|
Warren Buffett Portfolio Warren Buffett |
-6.07 | +8.46 | -45.52 | 90 | 10 | 0 | ||
|
Stocks/Bonds 80/20 |
-6.10 | +8.07 | -41.09 | 80 | 20 | 0 | ||
|
Edge Select Aggressive Merrill Lynch |
-6.71 | +6.51 | -45.65 | 84 | 16 | 0 | ||
Sep 2022 return refers to period 01-23 September 2022.
Last update: Sep 23 2022.
Last update: Sep 23 2022.