Data Source: from January 1986 to June 2022
Consolidated Returns as of 30 June 2022
Live Update: Jul 05 2022, 12:59PM Eastern Time
PORTFOLIO • LIVE PERFORMANCE (USD currency)
4.14%
1 Day
Jul 05 2022, 12:59PM Eastern Time
4.07%
Current Month
July 2022

The European 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 European Stocks Portfolio obtained a 6.55% compound annual return, with a 17.44% standard deviation.

Asset Allocation and ETFs

The European Stocks Portfolio has the following asset allocation:

100% Stocks
0% Fixed Income
0% Commodities

The European Stocks Portfolio can be implemented with the following ETFs:

Weight Ticker ETF Name Investment Themes
100.00 % VGK Vanguard FTSE Europe Equity, Developed Europe, 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 European Stocks Portfolio guaranteed the following returns.

According to the available data source, let's assume we built the portfolio on January 1986.

Portfolio returns are calculated in USD, assuming:
  • No fees or capital gain taxes
  • the reinvestment of dividends
EUROPEAN STOCKS PORTFOLIO RETURNS
Consolidated returns as of 30 June 2022
Live Update: Jul 05 2022, 12:59PM 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(*)
European Stocks Portfolio -4.14 -4.07 -9.93 -20.89 -18.43 2.45 5.80 6.55
US Inflation Adjusted return -9.93 -23.97 -24.17 -1.11 3.26 3.98
Components
VGK
Vanguard FTSE Europe
-4.14 12:59PM
Jul 05 2022
-4.07 -9.93 -20.89 -18.43 2.45 5.80 6.55
(*) 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 European Stocks Portfolio granted a 3.49% dividend yield. If you are interested in getting periodic income, please refer to the European Stocks Portfolio: Dividend Yield page.

Historical Returns as of Jun 30, 2022

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

EUROPEAN STOCKS PORTFOLIO
Consolidated returns as of 30 June 2022
Data Source: from January 1986 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
-9.93
-9.93
-9.93
Jun 2022 - Jun 2022
0 - 1
3M
-13.51
-14.63
-13.51
Apr 2022 - Jun 2022
1 - 2
6M
-20.89
-23.97
-20.89
Jan 2022 - Jun 2022
2 - 4
YTD
-20.89
-23.97
-20.89
Jan 2022 - Jun 2022
2 - 4
1Y
-18.43
-24.17
16.32
-21.34
Sep 2021 - Jun 2022
6 - 6
50% pos
3Y(*)
1.95
-2.45
20.17
-25.65
Jan 2020 - Mar 2020
21 - 15
58% pos
5Y(*)
2.45
-1.11
17.72
-25.65
Jan 2020 - Mar 2020
35 - 25
58% pos
10Y(*)
5.80
3.26
15.43
-25.65
Jan 2020 - Mar 2020
72 - 48
60% pos
15Y(*)
1.50
-0.78
19.90
-59.77
Nov 2007 - Feb 2009
99 - 81
55% pos
20Y(*)
5.50
2.97
18.87
-59.77
Nov 2007 - Feb 2009
139 - 101
58% pos
25Y(*)
4.93
2.44
18.47
-59.77
Nov 2007 - Feb 2009
174 - 126
58% pos
30Y(*)
6.55
3.98
17.44
-59.77
Nov 2007 - Feb 2009
216 - 144
60% pos
MAX(*)
01 Jan 1986
8.09
5.23
17.73
-59.77
Nov 2007 - Feb 2009
268 - 170
61% pos
(*) Returns over 1 year are annualized

Capital Growth as of Jun 30, 2022

An investment of 1000$, since July 1992, now would be worth 6716.38$, with a total return of 571.64% (6.55% annualized).

The Inflation Adjusted Capital now would be 3228.30$, with a net total return of 222.83% (3.98% annualized).
An investment of 1000$, since January 1986, now would be worth 17133.05$, with a total return of 1613.31% (8.09% annualized).

The Inflation Adjusted Capital now would be 6436.49$, with a net total return of 543.65% (5.23% annualized).

Drawdowns

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-59.77% Nov 2007 Feb 2009 16 Apr 2014 62 78
-45.88% Apr 2000 Sep 2002 30 Dec 2004 27 57
-25.65% Jan 2020 Mar 2020 3 Nov 2020 8 11
-21.34% Sep 2021 Jun 2022 10 in progress 10
-20.91% Jun 2014 Feb 2016 21 May 2017 15 36
-19.44% Feb 2018 Dec 2018 11 Dec 2019 12 23
-16.03% Aug 1998 Sep 1998 2 Apr 1999 7 9
-12.11% Jul 1992 Nov 1992 5 Aug 1993 9 14
-7.18% Jan 2000 Jan 2000 1 Mar 2000 2 3
-7.00% Feb 1994 Jun 1994 5 Aug 1994 2 7
-5.68% Aug 1997 Aug 1997 1 Sep 1997 1 2
-4.95% Oct 1997 Oct 1997 1 Jan 1998 3 4
-4.90% May 1999 May 1999 1 Oct 1999 5 6
-4.49% Mar 2005 May 2005 3 Jul 2005 2 5
-4.08% Sep 1994 Sep 1994 1 Mar 1995 6 7
-3.97% Aug 1995 Aug 1995 1 Dec 1995 4 5
-3.23% Oct 2005 Oct 2005 1 Dec 2005 2 3
-3.19% Jun 2007 Jul 2007 2 Sep 2007 2 4
-2.93% May 2006 May 2006 1 Aug 2006 3 4
-2.19% Nov 1993 Nov 1993 1 Dec 1993 1 2
Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-59.77% Nov 2007 Feb 2009 16 Apr 2014 62 78
-45.88% Apr 2000 Sep 2002 30 Dec 2004 27 57
-25.65% Jan 2020 Mar 2020 3 Nov 2020 8 11
-23.15% Oct 1987 Nov 1987 2 Jul 1989 20 22
-21.34% Sep 2021 Jun 2022 10 in progress 10
-20.91% Jun 2014 Feb 2016 21 May 2017 15 36
-20.21% Aug 1990 Sep 1990 2 May 1992 20 22
-19.44% Feb 2018 Dec 2018 11 Dec 2019 12 23
-16.03% Aug 1998 Sep 1998 2 Apr 1999 7 9
-12.85% Jun 1992 Nov 1992 6 Aug 1993 9 15
-8.83% May 1986 May 1986 1 Aug 1986 3 4
-7.18% Jan 2000 Jan 2000 1 Mar 2000 2 3
-7.00% Feb 1994 Jun 1994 5 Aug 1994 2 7
-6.85% Oct 1989 Oct 1989 1 Dec 1989 2 3
-6.66% Sep 1986 Sep 1986 1 Dec 1986 3 4
-5.68% Aug 1997 Aug 1997 1 Sep 1997 1 2
-4.95% Oct 1997 Oct 1997 1 Jan 1998 3 4
-4.90% May 1999 May 1999 1 Oct 1999 5 6
-4.49% Mar 2005 May 2005 3 Jul 2005 2 5
-4.08% Sep 1994 Sep 1994 1 Mar 1995 6 7

Rolling Returns ( more details)

European Stocks Portfolio: annualized rolling and average returns

Swipe left to see all data
Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
9.96 58.54
Mar 2009 - Feb 2010
-52.96
Mar 2008 - Feb 2009
30.91%
2 Years
8.64 38.87
Mar 2009 - Feb 2011
-30.58
Mar 2007 - Feb 2009
21.45%
3 Years
8.21 30.55
Apr 2003 - Mar 2006
-18.37
Apr 2000 - Mar 2003
20.60%
5 Years
7.87 25.37
Oct 2002 - Sep 2007
-8.13
Jun 2007 - May 2012
13.46%
7 Years
7.67 20.28
Jan 1993 - Dec 1999
-1.10
Nov 2007 - Oct 2014
1.13%
10 Years
7.71 16.50
Aug 1988 - Jul 1998
-1.57
Mar 1999 - Feb 2009
1.25%
15 Years
7.15 14.56
Jan 1986 - Dec 2000
1.50
Jul 2007 - Jun 2022
0.00%
20 Years
7.26 12.20
Dec 1987 - Nov 2007
2.21
Apr 2000 - 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 European Stocks Portfolio: Rolling Returns page.

Seasonality

European 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 %
-0.24
57%
0.60
57%
1.09
68%
2.99
76%
0.10
59%
-0.24
46%
1.84
69%
-0.58
53%
-0.68
56%
0.55
61%
0.88
58%
3.12
75%
Best
Year
6.7
2019
11.1
1986
8.8
1986
13.5
2003
14.3
2009
8.3
2012
14.2
2010
10.1
1986
11.3
2010
12.4
2011
16.4
2020
10.2
1999
Worst
Year
-13.8
2009
-10.4
2009
-16.7
2020
-6.2
2022
-12.0
2012
-9.9
2022
-11.1
2002
-12.5
1998
-13.1
2002
-21.8
2008
-7.8
2010
-4.8
2018
Statistics calculated for the period Jan 1986 - Jun 2022

Monthly/Yearly Returns

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

MONTHLY RETURNS HISTOGRAM
268 Positive Months (61%) - 170 Negative Months (39%)
Jan 1986 - 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
-20.89 -23.97 -3.6 -5.3 0.2 -6.2 2.4 -9.9
2021
+16.88 +9.14 -0.9 2.6 3.3 4.8 4.5 -1.4 1.9 1.8 -5.4 5.0 -4.9 5.2
2020
+6.11 +4.77 -3.1 -8.0 -16.7 6.4 5.8 3.9 3.7 4.3 -3.1 -5.4 16.4 5.7
2019
+24.86 +22.09 6.7 3.2 0.8 3.9 -5.7 6.4 -2.6 -1.6 2.6 3.8 1.3 4.5
2018
-14.91 -16.51 5.6 -6.1 -0.4 2.1 -2.4 -1.3 3.4 -2.8 0.1 -7.9 -0.7 -4.8
2017
+26.99 +24.34 3.0 0.6 4.4 3.9 4.9 -0.5 2.8 0.1 3.2 0.5 -0.1 1.5
2016
-0.37 -2.37 -5.6 -3.2 7.0 2.8 -0.5 -4.0 3.5 0.7 0.8 -3.5 -2.3 4.9
2015
-1.94 -2.57 0.5 6.1 -2.4 4.2 0.3 -3.3 2.7 -7.0 -4.1 5.9 -1.2 -2.6
2014
-7.10 -7.70 -4.6 7.3 -0.6 2.6 0.8 -0.1 -4.3 0.7 -4.0 -1.9 2.1 -4.7
2013
+24.38 +22.52 4.3 -3.4 0.3 4.5 0.0 -4.4 7.6 -1.5 7.2 4.2 1.0 2.9
2012
+21.57 +19.47 5.5 5.4 0.1 -2.5 -12.0 8.3 0.3 4.7 2.9 1.8 2.5 4.3
2011
-11.64 -14.27 3.7 3.1 -1.0 8.3 -2.8 -2.1 -4.6 -9.3 -12.2 12.4 -2.9 -2.3
2010
+6.05 +4.55 -6.3 -0.6 6.5 -3.8 -11.7 -1.6 14.2 -4.6 11.3 4.9 -7.8 9.1
2009
+31.33 +27.73 -13.8 -10.4 7.7 13.2 14.3 -2.4 11.3 5.5 4.8 -2.6 4.5 -0.2
2008
-44.71 -44.70 -9.0 -0.3 1.3 4.1 0.7 -9.0 -2.9 -3.8 -12.9 -21.8 -7.4 7.1
2007
+13.24 +8.77 1.6 -1.2 3.7 5.8 2.1 -0.4 -2.8 0.3 5.2 4.7 -3.8 -2.1
2006
+33.06 +29.78 6.3 -0.3 4.0 5.2 -2.9 1.0 1.0 3.2 1.1 3.7 3.8 3.1
2005
+9.26 +5.73 -1.9 4.9 -2.5 -2.0 -0.1 1.0 3.8 2.0 2.2 -3.2 1.3 3.8
2004
+20.86 +16.95 1.1 2.9 -3.1 -0.8 1.5 1.6 -2.7 0.0 4.0 3.6 7.3 4.2
2003
+38.70 +35.93 -4.7 -3.3 -1.5 13.5 6.6 1.0 2.0 -0.2 2.0 6.6 4.3 8.2
2002
-17.95 -19.93 -5.1 0.0 5.4 -0.7 0.1 -3.4 -11.1 -0.1 -13.1 9.6 4.9 -3.7
2001
-20.30 -21.56 0.0 -8.8 -7.5 7.1 -4.8 -3.8 0.3 -2.6 -10.0 3.1 3.5 2.6
2000
-8.21 -11.26 -7.2 5.3 2.4 -4.3 -0.6 2.3 -1.7 -1.1 -4.8 -0.8 -4.0 6.9
1999
+16.66 +13.62 -0.8 -2.7 1.3 3.1 -4.9 2.3 0.8 1.1 -0.8 3.6 3.0 10.2
1998
+28.86 +26.82 4.2 7.8 7.2 1.9 2.4 1.2 1.9 -12.5 -4.0 7.8 5.4 4.2
1997
+24.23 +22.16 0.2 1.3 3.4 -0.5 4.6 5.3 4.7 -5.7 9.7 -5.0 1.4 3.6
1996
+21.25 +17.29 0.6 1.7 1.4 0.6 1.2 1.4 -1.2 3.0 2.0 2.2 4.9 1.9
1995
+22.28 +19.26 -0.6 2.0 3.9 4.2 2.6 1.2 5.2 -4.0 3.0 -0.6 0.6 3.1
1994
+1.88 -0.70 4.7 -3.6 -3.0 4.9 -4.1 -1.1 5.3 3.0 -4.1 4.1 -3.8 0.5
1993
+29.13 +25.60 0.0 0.9 5.1 2.1 1.6 -1.4 0.4 8.8 -0.2 3.7 -2.2 7.7
1992
-3.32 -6.10 0.1 0.5 -3.7 5.9 5.5 -0.8 -3.7 0.0 -1.6 -6.9 -0.4 2.5
1991
+12.40 +9.15 2.8 7.7 -6.8 1.0 1.5 -8.0 7.2 1.8 3.2 -2.1 -2.6 7.6
1990
-3.87 -9.53 -0.1 -2.5 1.7 -2.9 7.2 4.1 5.0 -9.9 -11.4 7.9 0.4 -1.4
1989
+28.18 +22.49 4.4 -0.9 0.6 3.0 -4.5 2.4 11.7 -1.0 2.4 -6.9 5.6 9.8
1988
+13.69 +8.89 -3.9 4.6 3.5 2.1 -1.5 -1.1 0.4 -4.7 5.1 8.2 1.6 -0.6
1987
+7.05 +2.61 5.4 3.7 5.5 3.7 0.5 3.6 3.4 0.6 1.2 -19.6 -4.4 6.5
1986
+40.96 +39.30 1.4 11.1 8.8 9.3 -8.8 4.2 -0.6 10.1 -6.7 0.7 4.6 3.0

Portofolio Returns, up to December 2005, 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:

  • VGK - Vanguard FTSE Europe: simulated historical serie, up to December 2005

Portfolio efficiency

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

Overall Ratings

The European 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)
+4.93%
(+2.44%)
Poor : 1 / 5
Bad : 1.5 / 5
Standard Deviation
over 25 Years
18.47%
Bad : 1.8 / 5
Bad : 1.4 / 5
Maximum Drawdown
over 25 Years
-59.77%
Bad : 1.1 / 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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% Allocation
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+0.43 +13.42 -81.08 100 0 0
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-0.35 +9.81 -50.84 100 0 0
Warren Buffett Portfolio
Warren Buffett
-0.23 +9.38 -45.52 90 10 0
Aggressive Global Income
-1.25 +9.37 -52.63 80 20 0
Stocks/Bonds 80/20
-0.06 +9.06 -41.09 80 20 0

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Jul 2022 return refers to period 01-05 July 2022.
Last update: Jul 05 2022, 01:00PM Eastern Time.
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