Last Update: 30 September 2020

The Gold Portfolio is exposed for 0% on the Stock Market and for 100% on Commodities.

It's a Very High Risk portfolio and it can be replicated with 1 ETF.

In the last 10 years, the portfolio obtained a 3.31% compound annual return, with a 16.33% standard deviation.

Asset Allocation and ETFs

The Gold Portfolio has the following asset allocation:

0% Stocks
0% Fixed Income
100% Commodities

The Gold Portfolio can be replicated with the following ETFs:

Weight Ticker ETF Name Investment Themes
100.00 % GLD SPDR Gold Trust Commodity, Gold
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 Gold Portfolio guaranteed the following returns.

GOLD PORTFOLIO RETURNS (%)
Last Update: 30 September 2020
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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*)
Gold Portfolio -4.17 +5.83 +19.64 +27.54 +13.36 +10.63 +3.31
Components
GLD - SPDR Gold Trust -4.17 +5.83 +19.64 +27.54 +13.36 +10.63 +3.31
(*) 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

Historical Returns

Gold Portfolio - Historical returns and stats.

GOLD PORTFOLIO
Last Update: 30 September 2020
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Period Returns
Sep 2020
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
-4.17%
-4.17%
Sep 2020 - Sep 2020
0 - 1
3M
+5.83%
-4.48%
Aug 2020 - Sep 2020
1 - 2
6M
+19.64%
-4.48%
Aug 2020 - Sep 2020
4 - 2
YTD
+23.95%
-4.48%
Aug 2020 - Sep 2020
5 - 4
1Y
+27.54%
14.05%
-4.48%
Aug 2020 - Sep 2020
7 - 5
3Y
+13.36%
annualized
12.04%
-11.66%
Feb 2018 - Sep 2018
19 - 17
5Y
+10.63%
annualized
13.80%
-15.02%
Aug 2016 - Dec 2016
31 - 29
10Y
+3.31%
annualized
16.33%
-42.90%
Sep 2011 - Dec 2015
58 - 62
MAX
01 Jan 1972
+7.89%
annualized
20.01%
-61.78%
Oct 1980 - Aug 1999
305 - 280

* Annualized St.Dev. of monthly returns

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Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns

Gold Portfolio: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+9.99% +179.42%
Feb 1979 - Jan 1980
-37.71%
Apr 1981 - Mar 1982
41.29%
2 Years
+8.15% +92.76%
Feb 1978 - Jan 1980
-30.30%
Jul 1980 - Jun 1982
41.28%
3 Years
+6.97% +70.26%
Feb 1977 - Jan 1980
-15.32%
Nov 1980 - Oct 1983
38.36%
5 Years
+6.25% +36.39%
Oct 1975 - Sep 1980
-14.70%
Mar 1980 - Feb 1985
34.98%
7 Years
+6.05% +38.74%
Feb 1973 - Jan 1980
-6.75%
Feb 1980 - Jan 1987
37.65%
10 Years
+5.47% +24.75%
Jan 1972 - Dec 1981
-6.00%
Jul 1980 - Jun 1990
27.47%
15 Years
+4.90% +15.89%
May 1972 - Apr 1987
-3.63%
Feb 1980 - Jan 1995
26.11%

* Annualized rolling and average returns over full calendar month periods

Seasonality and Yearly/Monthly Returns

Gold Portfolio Seasonality

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Months
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average 1.9 1.3 -0.5 0.6 0.9 0.2 0.6 0.9 1.5 0.0 0.9 1.1
Best 27.5
1980
28.8
1973
14.4
1985
12.9
1982
26.5
1973
22.0
1980
10.8
2020
20.0
1982
26.1
1979
11.8
1978
12.8
2009
23.2
1979
Worst -14.1
1981
-18.2
1983
-22.4
1980
-8.3
2004
-10.0
1982
-11.1
1981
-9.1
1976
-10.5
1973
-11.6
1975
-16.1
2008
-20.3
1978
-10.7
2011
Gain
Frequency
55 53 41 49 49 51 55 59 57 48 56 52

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
+23.95% 4.5 -0.6 -0.2 7.3 2.6 2.7 10.8 -0.3 -4.2
2019
+17.86% 2.9 -0.6 -1.6 -0.7 1.8 8.0 0.0 7.9 -3.4 2.6 -3.2 3.7
2018
-1.94% 3.2 -2.1 0.6 -1.0 -1.2 -3.6 -2.2 -2.1 -0.7 2.1 0.3 4.9
2017
+12.81% 5.4 3.2 -0.4 1.7 -0.1 -2.2 2.3 4.2 -3.4 -0.8 0.4 2.1
2016
+8.03% 5.4 10.9 -0.8 5.1 -6.1 9.0 2.0 -3.3 0.7 -2.9 -8.4 -1.9
2015
-10.67% 8.7 -5.9 -2.2 -0.2 0.6 -1.5 -6.6 3.7 -1.8 2.3 -6.8 -0.5
2014
-2.19% 3.4 6.3 -3.1 0.5 -3.1 6.3 -3.6 0.4 -6.2 -3.1 -0.5 1.3
2013
-28.33% -0.5 -5.1 1.0 -7.6 -6.2 -11.1 7.4 5.2 -4.8 -0.3 -5.5 -3.8
2012
+6.60% 11.4 -3.0 -1.3 -0.2 -6.3 2.4 0.8 4.9 4.7 -2.9 -0.5 -2.4
2011
+9.57% -6.4 6.0 1.6 8.9 -1.8 -2.4 8.4 12.3 -11.1 5.9 1.7 -10.7
2010
+29.27% -1.3 3.3 -0.4 5.9 3.1 2.4 -5.1 5.7 4.8 3.7 2.1 2.4
2009
+24.03% 5.5 1.5 -2.5 -3.3 10.2 -5.2 2.4 0.1 5.8 3.7 12.8 -7.2
2008
+4.92% 10.8 5.2 -6.0 -4.2 0.9 4.5 -1.4 -9.3 4.1 -16.1 12.6 7.7
2007
+30.45% 2.6 2.6 -1.1 2.1 -2.3 -1.9 2.4 1.1 10.5 7.0 -1.7 6.7
2006
+22.55% 9.9 -1.1 3.6 12.0 -1.3 -4.7 3.2 -1.4 -4.5 1.3 6.9 -1.8
2005
+17.76% -3.6 3.1 -1.6 1.2 -3.9 4.3 -1.4 1.4 7.6 -0.6 5.8 5.1
2004
+4.65% -4.0 -1.0 7.0 -8.3 1.2 0.7 -1.1 4.1 2.1 2.4 6.5 -3.9
2003
+19.89% 5.9 -5.5 -3.6 0.6 7.3 -4.3 2.5 5.9 3.3 -0.5 3.1 4.5
2002
+25.57% 2.1 5.2 1.5 2.3 6.0 -2.5 -4.4 2.7 3.5 -2.1 0.7 8.8
2001
+0.75% -3.6 0.8 -3.4 2.1 1.7 1.2 -1.7 2.7 7.4 -4.9 -1.2 0.4
2000
-5.44% -2.4 3.7 -5.8 -0.6 -1.0 5.8 -4.0 0.1 -1.2 -3.3 1.7 2.0
1999
+0.85% -0.8 0.6 -2.7 2.6 -6.3 -2.8 -2.1 -0.3 17.4 0.0 -2.6 -0.4
1998
-0.83% 5.1 -2.4 1.2 3.2 -5.5 0.9 -2.5 -5.4 7.5 -0.5 0.8 -2.3
1997
-21.41% -6.4 3.8 -2.9 -2.3 1.6 -3.2 -2.5 -0.3 2.1 -6.2 -4.7 -2.2
1996
-4.59% 4.8 -1.2 -1.1 -1.3 -0.2 -2.2 0.9 0.3 -1.9 0.1 -2.2 -0.6
1995
+0.98% -2.2 0.4 4.1 -0.6 -1.4 0.7 -1.0 -0.3 0.4 -0.4 1.4 -0.2
1994
-2.17% -3.5 1.0 2.0 -3.3 3.0 0.2 -1.1 0.5 2.4 -2.8 -0.2 0.0
1993
+17.68% -0.7 -0.9 3.1 4.9 6.5 0.3 6.2 -7.5 -4.3 4.0 0.4 5.6
1992
-5.73% 0.3 -0.3 -3.2 -1.6 0.3 1.8 4.2 -5.0 2.7 -2.8 -1.5 -0.4
1991
-8.56% -5.2 -0.9 -1.9 0.6 0.7 2.2 -1.5 -4.3 2.2 0.7 2.5 -3.6
1990
-3.11% 4.1 -1.8 -9.6 -0.2 -1.3 -3.0 5.7 4.2 5.3 -7.1 1.4 0.4
1989
-2.84% -4.0 -1.8 -1.0 -1.5 -4.2 3.1 -1.3 -2.3 1.9 2.4 8.8 -2.3
1988
-15.26% -5.4 -7.0 7.2 -1.7 1.5 -4.2 0.1 -2.1 -7.3 4.0 2.5 -2.9
1987
+24.53% 3.0 1.3 3.7 7.7 -0.5 -0.8 3.4 -2.0 1.4 2.0 5.1 -1.7
1986
+18.96% 7.3 -3.5 1.7 0.5 -0.7 1.0 3.1 7.6 10.0 -5.3 -2.9 -0.2
1985
+6.00% -0.5 -6.2 14.4 -2.4 -2.3 1.2 3.1 1.8 -2.3 -0.2 0.1 0.5
1984
-19.38% -2.3 5.5 -1.5 -3.3 2.3 -2.9 -8.2 1.7 -1.3 -3.0 -1.4 -6.3
1983
-16.31% 9.3 -18.2 1.5 3.5 1.9 -4.9 1.4 -1.8 -2.2 -5.7 6.0 -5.6
1982
+14.94% -2.6 -6.3 -11.8 12.9 -10.0 -2.4 8.0 20.0 -3.5 6.6 3.0 4.8
1981
-32.60% -14.1 -3.5 5.1 -6.0 -0.7 -11.1 -4.7 4.7 0.9 -0.4 -2.9 -4.1
1980
+15.19% 27.5 -2.5 -22.4 4.8 3.4 22.0 -6.0 2.8 5.6 -5.7 -1.5 -4.8
1979
+126.55% 3.4 7.5 -4.5 2.2 11.9 1.1 6.8 6.3 26.1 -3.8 8.8 23.2
1978
+37.01% 6.6 3.7 -0.4 -5.9 7.8 -0.6 9.4 4.2 4.0 11.8 -20.3 16.9
1977
+22.64% -1.6 7.9 4.3 -1.1 -2.9 0.0 0.8 1.3 5.5 4.8 -0.9 3.1
1976
-4.10% -8.6 3.2 -2.0 -0.9 -2.3 -1.4 -9.1 -7.6 11.5 6.2 5.8 3.3
1975
-24.80% -5.7 3.4 -2.5 -5.8 0.0 -0.5 0.3 -4.1 -11.6 1.2 -3.3 1.5
1974
+66.15% 18.0 22.6 6.5 -2.2 -7.4 -8.0 8.2 0.0 -3.0 10.4 10.2 1.4
1973
+72.96% 1.7 28.8 5.9 0.8 26.5 7.4 -6.2 -10.5 -3.4 -2.0 3.1 11.1
1972
+49.02% 8.3 2.2 0.4 2.5 19.9 8.8 5.7 -2.1 -4.0 0.3 -1.2 2.0

* Note:
Portofolio Returns, up to December 2004, 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:

GLD - SPDR Gold Trust: simulated historical serie, up to December 2004

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