Data Source: from January 1977 to June 2022
Consolidated Returns as of 30 June 2022
Live Update: Jul 05 2022, 03:00PM Eastern Time
PORTFOLIO • LIVE PERFORMANCE (USD currency)
0.47%
1 Day
Jul 05 2022, 03:00PM Eastern Time
0.21%
Current Month
July 2022

The Golden Butterfly Portfolio is a High Risk portfolio and can be implemented with 5 ETFs.

It's exposed for 40% on the Stock Market and for 20% on Commodities.

In the last 30 Years, the Golden Butterfly Portfolio obtained a 7.94% compound annual return, with a 7.23% standard deviation.

Asset Allocation and ETFs

The Golden Butterfly Portfolio has the following asset allocation:

40% Stocks
40% Fixed Income
20% Commodities

The Golden Butterfly Portfolio can be implemented with the following ETFs:

Weight Ticker ETF Name Investment Themes
20.00 % IJS iShares S&P Small-Cap 600 Value Equity, U.S., Small Cap, Value
20.00 % VTI Vanguard Total Stock Market Equity, U.S., Large Cap
20.00 % TLT iShares 20+ Year Treasury Bond Bond, U.S., Long-Term
20.00 % SHY iShares 1-3 Year Treasury Bond Bond, U.S., Short Term
20.00 % 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 Golden Butterfly Portfolio guaranteed the following returns.

According to the available data source, let's assume we built the portfolio on January 1977.

Portfolio returns are calculated in USD, assuming: July 2022 return is calculated on the hypothesis of a newly built portfolio, with the starting asset allocation.
GOLDEN BUTTERFLY PORTFOLIO RETURNS
Consolidated returns as of 30 June 2022
Live Update: Jul 05 2022, 03:00PM 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(*)
Golden Butterfly Portfolio -0.47 0.21 -4.08 -12.39 -9.70 5.54 5.84 7.94
US Inflation Adjusted return -4.08 -15.80 -16.06 1.87 3.30 5.33
Components
IJS
iShares S&P Small-Cap 600 Value
-1.26 03:00PM
Jul 05 2022
-0.17 -8.96 -14.31 -14.23 6.57 10.79 11.03
VTI
Vanguard Total Stock Market
-0.20 02:59PM
Jul 05 2022
0.85 -8.23 -21.32 -14.17 10.53 12.52 9.81
TLT
iShares 20+ Year Treasury Bond
1.29 03:00PM
Jul 05 2022
2.33 -1.27 -21.88 -19.11 0.34 1.51 6.36
SHY
iShares 1-3 Year Treasury Bond
0.00 03:00PM
Jul 05 2022
0.30 -0.59 -2.99 -3.55 0.78 0.65 3.26
GLD
SPDR Gold Trust
-2.20 03:00PM
Jul 05 2022
-2.28 -1.57 -1.46 1.71 7.38 0.82 5.43
(*) 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 Golden Butterfly Portfolio granted a 1.03% dividend yield. If you are interested in getting periodic income, please refer to the Golden Butterfly Portfolio: Dividend Yield page.

Historical Returns as of Jun 30, 2022

Historical returns and stats of Golden Butterfly Portfolio. Total Returns and Inflation Adjusted Returns are both mentioned.

GOLDEN BUTTERFLY PORTFOLIO
Consolidated returns as of 30 June 2022
Data Source: from January 1977 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
-4.08
-4.08
-4.08
Jun 2022 - Jun 2022
0 - 1
3M
-9.76
-10.92
-9.76
Apr 2022 - Jun 2022
0 - 3
6M
-12.39
-15.80
-12.39
Jan 2022 - Jun 2022
1 - 5
YTD
-12.39
-15.80
-12.39
Jan 2022 - Jun 2022
1 - 5
1Y
-9.70
-16.06
8.30
-12.39
Jan 2022 - Jun 2022
5 - 7
42% pos
3Y(*)
5.09
0.56
8.76
-12.39
Jan 2022 - Jun 2022
23 - 13
64% pos
5Y(*)
5.54
1.87
8.02
-12.39
Jan 2022 - Jun 2022
40 - 20
67% pos
10Y(*)
5.84
3.30
6.95
-12.39
Jan 2022 - Jun 2022
78 - 42
65% pos
15Y(*)
6.69
4.30
7.94
-14.81
Mar 2008 - Feb 2009
116 - 64
64% pos
20Y(*)
7.58
5.01
7.60
-14.81
Mar 2008 - Feb 2009
158 - 82
66% pos
25Y(*)
7.35
4.81
7.58
-14.81
Mar 2008 - Feb 2009
197 - 103
66% pos
30Y(*)
7.94
5.33
7.23
-14.81
Mar 2008 - Feb 2009
240 - 120
67% pos
MAX(*)
01 Jan 1977
9.61
5.81
8.23
-14.81
Mar 2008 - Feb 2009
362 - 184
66% pos
(*) Returns over 1 year are annualized

Returns and stats are calculated assuming a yearly rebalancing of the components weight. How do returns change with different rebalancing strategies?

Capital Growth as of Jun 30, 2022

An investment of 1000$, since July 1992, now would be worth 9893.28$, with a total return of 889.33% (7.94% annualized).

The Inflation Adjusted Capital now would be 4755.31$, with a net total return of 375.53% (5.33% annualized).
An investment of 1000$, since January 1977, now would be worth 65084.00$, with a total return of 6408.40% (9.61% annualized).

The Inflation Adjusted Capital now would be 13040.29$, with a net total return of 1204.03% (5.81% annualized).

Drawdowns

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-14.81% Mar 2008 Feb 2009 12 Sep 2009 7 19
-12.39% Jan 2022 Jun 2022 6 in progress 6
-9.44% May 1998 Aug 1998 4 Dec 1998 4 8
-7.16% Feb 2020 Mar 2020 2 Jun 2020 3 5
-6.86% Jun 2002 Jul 2002 2 May 2003 10 12
-6.37% Sep 2018 Dec 2018 4 Apr 2019 4 8
-6.25% Feb 2015 Sep 2015 8 Mar 2016 6 14
-4.99% Feb 2001 Mar 2001 2 Dec 2001 9 11
-4.64% Feb 1994 Jun 1994 5 Feb 1995 8 13
-4.36% Apr 2004 Apr 2004 1 Sep 2004 5 6
-3.84% Apr 2013 Jun 2013 3 Sep 2013 3 6
-3.64% Sep 2000 Nov 2000 3 Dec 2000 1 4
-3.38% Feb 1999 Feb 1999 1 Apr 1999 2 3
-3.36% Aug 2016 Oct 2016 3 Feb 2017 4 7
-3.27% Sep 2014 Sep 2014 1 Dec 2014 3 4
-3.05% Sep 2020 Oct 2020 2 Nov 2020 1 3
-3.00% Sep 2011 Sep 2011 1 Oct 2011 1 2
-2.77% May 2010 Jun 2010 2 Sep 2010 3 5
-2.71% May 2006 Jun 2006 2 Oct 2006 4 6
-2.70% Jul 1999 Aug 1999 2 Oct 1999 2 4
Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-14.81% Mar 2008 Feb 2009 12 Sep 2009 7 19
-13.73% Feb 1980 Mar 1980 2 Jun 1980 3 5
-12.39% Jan 2022 Jun 2022 6 in progress 6
-10.93% Sep 1987 Nov 1987 3 Jan 1989 14 17
-9.44% May 1998 Aug 1998 4 Dec 1998 4 8
-9.09% Dec 1980 Sep 1981 10 Nov 1981 2 12
-7.94% Jan 1990 Oct 1990 10 Feb 1991 4 14
-7.77% Dec 1981 Mar 1982 4 Aug 1982 5 9
-7.41% Oct 1978 Nov 1978 2 Jan 1979 2 4
-7.16% Feb 2020 Mar 2020 2 Jun 2020 3 5
-6.86% Jun 2002 Jul 2002 2 May 2003 10 12
-6.53% Oct 1979 Oct 1979 1 Dec 1979 2 3
-6.37% Sep 2018 Dec 2018 4 Apr 2019 4 8
-6.25% Feb 2015 Sep 2015 8 Mar 2016 6 14
-5.77% Dec 1983 Jul 1984 8 Sep 1984 2 10
-4.99% Feb 2001 Mar 2001 2 Dec 2001 9 11
-4.64% Feb 1994 Jun 1994 5 Feb 1995 8 13
-4.36% Apr 2004 Apr 2004 1 Sep 2004 5 6
-3.84% Apr 2013 Jun 2013 3 Sep 2013 3 6
-3.64% Sep 2000 Nov 2000 3 Dec 2000 1 4

Rolling Returns ( more details)

Golden Butterfly Portfolio: annualized rolling and average returns

Swipe left to see all data
Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
10.35 49.49
Jul 1982 - Jun 1983
-14.81
Mar 2008 - Feb 2009
9.91%
2 Years
10.15 29.93
Dec 1978 - Nov 1980
-3.82
Mar 2007 - Feb 2009
1.72%
3 Years
9.98 23.04
Oct 1977 - Sep 1980
0.58
Mar 2006 - Feb 2009
0.00%
5 Years
9.72 20.44
Jul 1982 - Jun 1987
3.16
Apr 1998 - Mar 2003
0.00%
7 Years
9.62 17.47
Apr 1979 - Mar 1986
5.12
Apr 2013 - Mar 2020
0.00%
10 Years
9.53 16.77
Sep 1977 - Aug 1987
5.84
Jul 2012 - Jun 2022
0.00%
15 Years
9.35 13.54
Dec 1978 - Nov 1993
6.69
Jul 2007 - Jun 2022
0.00%
20 Years
9.26 12.90
Apr 1978 - Mar 1998
7.13
Jan 1999 - Dec 2018
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 Golden Butterfly Portfolio: Rolling Returns page.

Seasonality

Golden Butterfly 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 %
0.93
70%
0.41
63%
0.43
63%
1.09
72%
0.84
65%
0.69
54%
0.68
64%
1.02
71%
0.53
62%
0.07
56%
1.45
78%
1.42
78%
Best
Year
6.7
1980
4.8
1986
5.3
1986
7.6
1980
5.8
2003
7.1
1980
5.0
2020
10.1
1982
5.5
1979
8.4
1982
5.7
1979
8.4
1979
Worst
Year
-6.0
2009
-4.4
2009
-10.7
1980
-5.4
2022
-2.9
1984
-4.1
2022
-4.7
2002
-6.4
1998
-3.3
2014
-10.3
2008
-3.4
1978
-2.6
1981
Statistics calculated for the period Jan 1977 - Jun 2022

Monthly/Yearly Returns

Golden Butterfly Portfolio monthly and yearly returns: how is the distribution of the returns recorded so far?

MONTHLY RETURNS HISTOGRAM
362 Positive Months (66%) - 184 Negative Months (34%)
Jan 1977 - 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
-12.39 -15.80 -3.3 0.8 -0.4 -5.4 -0.6 -4.1
2021
+9.35 +2.10 -0.2 0.6 0.9 2.5 2.4 -0.3 0.4 1.0 -2.4 2.8 -0.6 2.0
2020
+13.93 +12.49 1.3 -2.0 -5.3 6.0 1.5 1.6 5.0 0.8 -2.3 -0.8 4.3 3.5
2019
+18.03 +15.42 4.9 1.3 0.3 1.3 -1.8 4.8 0.6 2.4 0.1 1.2 0.6 1.3
2018
-4.03 -5.83 1.3 -2.6 0.6 -0.2 1.9 -0.3 0.5 1.3 -1.3 -3.9 1.0 -2.3
2017
+10.96 +8.65 1.4 2.0 -0.3 1.0 0.1 0.4 0.9 1.1 0.9 0.4 1.6 1.0
2016
+10.82 +8.59 0.0 3.4 2.9 1.5 -0.8 3.7 2.6 -0.7 0.1 -2.7 0.0 0.7
2015
-3.71 -4.32 2.2 -0.5 -0.2 -1.0 0.1 -1.4 -0.6 -1.6 -1.2 3.1 -0.9 -1.6
2014
+9.13 +8.42 0.6 3.2 -0.2 0.1 0.6 2.5 -2.0 2.8 -3.3 2.0 1.2 1.4
2013
+6.26 +4.68 1.4 -0.1 1.8 -0.1 -1.0 -2.8 3.6 -1.0 1.8 2.1 0.4 0.1
2012
+8.84 +6.96 4.8 0.0 0.2 0.3 -2.4 1.8 1.0 2.1 1.6 -1.5 0.7 0.1
2011
+8.86 +5.62 -1.5 3.1 0.8 3.1 -0.2 -1.6 1.6 1.9 -3.0 4.7 0.9 -1.0
2010
+16.54 +14.89 -0.8 2.2 2.3 3.7 -1.8 -1.0 1.3 0.5 4.1 1.4 0.7 2.9
2009
+10.77 +7.73 -6.0 -4.4 3.1 3.3 2.8 -0.7 4.5 2.0 3.5 -1.5 5.0 -0.5
2008
-4.18 -4.16 0.9 0.2 -0.9 -0.2 0.7 -1.7 0.1 -0.2 -1.3 -10.3 2.9 6.6
2007
+9.58 +5.25 1.1 0.8 -0.1 1.8 0.7 -1.3 -0.8 1.3 3.1 2.5 -1.3 1.2
2006
+12.44 +9.68 4.1 0.1 1.3 2.3 -1.9 -0.8 0.6 1.4 0.1 2.4 3.0 -0.6
2005
+8.04 +4.55 -1.2 1.2 -1.3 -0.3 1.9 2.2 0.9 0.5 0.8 -1.8 3.3 1.5
2004
+9.88 +6.33 0.6 1.2 1.8 -4.4 0.8 1.9 -1.6 1.8 1.9 1.4 3.5 0.8
2003
+18.85 +16.48 -0.3 -1.5 -0.9 3.7 5.8 -0.2 -0.1 3.0 0.9 2.5 2.0 2.8
2002
+3.15 +0.65 1.0 1.0 1.8 1.5 0.4 -2.2 -4.7 1.8 -1.1 0.4 1.7 1.9
2001
+2.71 +1.09 1.9 -2.1 -2.9 2.7 1.3 0.6 0.3 -0.2 -2.7 1.5 1.2 1.4
2000
+6.88 +3.33 -2.2 2.9 1.5 -1.1 -1.2 3.3 -0.3 3.3 -1.2 -0.4 -2.1 4.5
1999
+4.24 +1.52 0.6 -3.4 0.3 3.2 -1.3 1.7 -1.5 -1.2 2.6 0.9 0.6 1.9
1998
+8.03 +6.33 1.4 2.3 2.4 1.2 -2.1 1.4 -2.5 -6.4 4.8 1.7 2.4 1.7
1997
+13.09 +11.20 0.3 0.8 -2.5 1.4 3.8 2.0 3.8 -0.9 3.9 -1.8 0.5 1.2
1996
+8.18 +4.65 1.7 -0.6 0.1 0.5 1.2 -0.4 -2.2 1.6 2.1 1.4 3.0 -0.4
1995
+21.86 +18.85 0.9 2.7 1.9 1.5 2.8 1.9 1.4 1.3 1.7 -0.4 2.7 1.6
1994
-1.98 -4.47 1.2 -1.4 -2.4 -0.6 0.6 -0.9 1.6 1.7 -0.7 -0.4 -1.6 1.1
1993
+14.50 +11.37 1.8 1.1 1.9 0.2 2.4 1.4 1.8 0.9 -0.4 1.5 -1.4 2.5
1992
+9.15 +6.01 0.7 1.4 -1.6 0.0 1.3 0.0 3.5 -1.4 1.6 -0.5 1.9 2.0
1991
+19.14 +15.69 1.8 3.4 1.6 1.1 2.0 -1.6 2.1 1.7 0.7 1.2 -1.4 5.1
1990
-2.51 -8.25 -2.9 0.4 -1.1 -2.0 3.8 -0.2 0.4 -3.9 -0.9 -1.8 3.8 2.0
1989
+14.78 +9.69 2.0 -0.9 1.1 2.5 1.8 2.0 3.0 0.0 0.3 -0.4 2.3 0.1
1988
+9.18 +4.56 2.2 1.7 1.0 0.1 -0.3 2.7 -0.5 -1.1 1.2 1.8 -0.9 1.0
1987
+5.10 +0.73 5.5 2.7 1.5 -0.5 -0.2 2.0 2.5 0.9 -1.2 -9.2 -0.7 2.4
1986
+17.75 +16.37 2.1 4.8 5.3 0.2 1.2 2.6 -2.4 4.8 -1.5 0.4 0.4 -1.1
1985
+25.09 +20.52 4.6 -1.4 3.4 0.4 3.8 1.8 0.8 1.0 -1.9 2.7 4.2 3.5
1984
+3.75 -0.28 0.0 -0.9 -0.1 -0.8 -2.9 0.8 -0.8 5.5 1.1 1.4 0.3 0.4
1983
+11.13 +7.08 3.0 -0.7 2.1 5.0 0.8 0.9 -1.4 -0.5 2.2 -2.5 3.1 -1.1
1982
+28.31 +23.58 -1.7 -2.1 -1.6 5.3 -2.1 -1.9 2.6 10.1 2.6 8.4 4.2 2.4
1981
-1.23 -9.31 -3.5 -0.7 4.6 -2.0 2.1 -1.8 -2.0 -2.6 -2.4 5.1 5.1 -2.6
1980
+15.59 +2.88 6.7 -3.4 -10.7 7.6 5.4 7.1 0.2 0.8 1.7 -1.0 2.7 -0.9
1979
+38.92 +22.66 4.1 0.2 2.6 1.1 2.7 3.5 2.4 4.2 5.5 -6.5 5.7 8.4
1978
+13.30 +3.96 -0.4 1.0 1.9 1.8 3.1 -0.2 4.6 4.0 0.4 -4.2 -3.4 4.2
1977
+7.87 +1.12 -1.5 1.2 1.0 0.6 -0.5 2.7 -0.3 0.2 1.3 -0.3 2.4 1.0

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:

  • IJS - iShares S&P Small-Cap 600 Value: simulated historical serie, up to December 2000
  • VTI - Vanguard Total Stock Market: simulated historical serie, up to December 2001
  • TLT - iShares 20+ Year Treasury Bond: simulated historical serie, up to December 2002
  • SHY - iShares 1-3 Year Treasury Bond: simulated historical serie, up to December 2002
  • GLD - SPDR Gold Trust: simulated historical serie, up to December 2004

Portfolio efficiency

Is the Golden Butterfly Portfolio actually efficient, compared to other Lazy Portfolios?

Overall Ratings

The Golden Butterfly Portfolio is classified as 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%
High Risk
Portfolios
All
Portfolios
25 Years Ann. Return
(Inflation Adjusted)
+7.35%
(+4.81%)
Bad : 2 / 5
Good : 3.1 / 5
Standard Deviation
over 25 Years
7.58%
Excellent : 5 / 5
Good : 3.9 / 5
Maximum Drawdown
over 25 Years
-14.81%
Excellent : 5 / 5
Excellent : 4.3 / 5
Easy to manage 5 ETFs
Average : 3 / 5
Average : 3 / 5
Rating assigned considering all the High Risk Portfolios Rating assigned considering all the Portfolios in the database

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% Allocation
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Jul 2022 return refers to period 01-05 July 2022.
Last update: Jul 05 2022, 03:00PM Eastern Time.

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Jul 2022 return refers to period 01-05 July 2022.
Last update: Jul 05 2022, 03:00PM Eastern Time.
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