Data Source: from January 1972 to June 2022
Consolidated Returns as of 30 June 2022
Live Update: Jul 05 2022, 03:00PM Eastern Time
PORTFOLIO • LIVE PERFORMANCE (USD currency)
0.18%
1 Day
Jul 05 2022, 03:00PM Eastern Time
0.62%
Current Month
July 2022

The Gyroscopic Investing Desert Portfolio is a Medium Risk portfolio and can be implemented with 3 ETFs.

It's exposed for 30% on the Stock Market and for 10% on Commodities.

In the last 30 Years, the Gyroscopic Investing Desert Portfolio obtained a 6.80% compound annual return, with a 5.18% standard deviation.

Asset Allocation and ETFs

The Gyroscopic Investing Desert Portfolio has the following asset allocation:

30% Stocks
60% Fixed Income
10% Commodities

The Gyroscopic Investing Desert Portfolio can be implemented with the following ETFs:

Weight Ticker ETF Name Investment Themes
30.00 % VTI Vanguard Total Stock Market Equity, U.S., Large Cap
60.00 % IEI iShares 3-7 Year Treasury Bond Bond, U.S., Intermediate-Term
10.00 % 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 Gyroscopic Investing Desert Portfolio guaranteed the following returns.

According to the available data source, let's assume we built the portfolio on January 1972.

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.
GYROSCOPIC INVESTING DESERT 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(*)
Gyroscopic Investing Desert Portfolio -0.18 0.62 -2.92 -10.69 -8.22 4.67 4.74 6.80
US Inflation Adjusted return -2.92 -14.16 -14.68 1.03 2.22 4.22
Components
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
IEI
iShares 3-7 Year Treasury Bond
0.16 02:59PM
Jul 05 2022
0.99 -0.73 -6.91 -7.85 0.73 0.98 4.68
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 Gyroscopic Investing Desert Portfolio granted a 0.88% dividend yield. If you are interested in getting periodic income, please refer to the Gyroscopic Investing Desert Portfolio: Dividend Yield page.

Historical Returns as of Jun 30, 2022

Historical returns and stats of Gyroscopic Investing Desert Portfolio. Total Returns and Inflation Adjusted Returns are both mentioned.

GYROSCOPIC INVESTING DESERT PORTFOLIO
Consolidated returns as of 30 June 2022
Data Source: from January 1972 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
-2.92
-2.92
-2.92
Jun 2022 - Jun 2022
0 - 1
3M
-6.90
-8.10
-6.90
Apr 2022 - Jun 2022
1 - 2
6M
-10.69
-14.16
-10.69
Jan 2022 - Jun 2022
1 - 5
YTD
-10.69
-14.16
-10.69
Jan 2022 - Jun 2022
1 - 5
1Y
-8.22
-14.68
6.49
-10.69
Jan 2022 - Jun 2022
5 - 7
42% pos
3Y(*)
3.75
-0.73
6.19
-10.69
Jan 2022 - Jun 2022
22 - 14
61% pos
5Y(*)
4.67
1.03
5.57
-10.69
Jan 2022 - Jun 2022
37 - 23
62% pos
10Y(*)
4.74
2.22
4.76
-10.69
Jan 2022 - Jun 2022
77 - 43
64% pos
15Y(*)
5.57
3.19
5.28
-10.69
Jan 2022 - Jun 2022
117 - 63
65% pos
20Y(*)
6.15
3.61
5.02
-10.69
Jan 2022 - Jun 2022
161 - 79
67% pos
25Y(*)
6.18
3.67
5.20
-10.69
Jan 2022 - Jun 2022
197 - 103
66% pos
30Y(*)
6.80
4.22
5.18
-10.69
Jan 2022 - Jun 2022
242 - 118
67% pos
MAX(*)
01 Jan 1972
8.37
4.25
6.37
-10.69
Jan 2022 - Jun 2022
403 - 203
67% 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$, since July 1992, now would be worth 7191.35$, with a total return of 619.14% (6.80% annualized).

The Inflation Adjusted Capital now would be 3456.60$, with a net total return of 245.66% (4.22% annualized).
An investment of 1000$, since January 1972, now would be worth 57891.87$, with a total return of 5689.19% (8.37% annualized).

The Inflation Adjusted Capital now would be 8163.18$, with a net total return of 716.32% (4.25% annualized).

Drawdowns

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-10.69% Jan 2022 Jun 2022 6 in progress 6
-10.15% Mar 2008 Feb 2009 12 Sep 2009 7 19
-5.63% Feb 1994 Jun 1994 5 Feb 1995 8 13
-4.42% Jul 1998 Aug 1998 2 Sep 1998 1 3
-3.94% Feb 2001 Mar 2001 2 Feb 2002 11 13
-3.56% Feb 2020 Mar 2020 2 Apr 2020 1 3
-3.44% Apr 2004 Apr 2004 1 Oct 2004 6 7
-3.24% Sep 2011 Sep 2011 1 Oct 2011 1 2
-2.91% Feb 1999 Feb 1999 1 Apr 1999 2 3
-2.78% Apr 2000 May 2000 2 Jun 2000 1 3
-2.77% Sep 2018 Dec 2018 4 Jan 2019 1 5
-2.70% May 1999 Aug 1999 4 Oct 1999 2 6
-2.64% May 2013 Jun 2013 2 Sep 2013 3 5
-2.63% Aug 2016 Nov 2016 4 Feb 2017 3 7
-2.57% Jun 2015 Sep 2015 4 Mar 2016 6 10
-2.55% Sep 2000 Nov 2000 3 Jan 2001 2 5
-2.44% Mar 1997 Mar 1997 1 May 1997 2 3
-2.38% Sep 2020 Oct 2020 2 Nov 2020 1 3
-2.29% Sep 2021 Sep 2021 1 Dec 2021 3 4
-2.20% Jun 2002 Jul 2002 2 Oct 2002 3 5
Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-10.69% Jan 2022 Jun 2022 6 in progress 6
-10.61% Mar 1974 Sep 1974 7 Jan 1975 4 11
-10.15% Mar 2008 Feb 2009 12 Sep 2009 7 19
-9.99% Feb 1980 Mar 1980 2 May 1980 2 4
-8.49% Sep 1987 Nov 1987 3 Oct 1988 11 14
-7.52% Dec 1980 Sep 1981 10 Nov 1981 2 12
-6.24% Dec 1981 Mar 1982 4 Aug 1982 5 9
-5.90% Jul 1975 Sep 1975 3 Jan 1976 4 7
-5.87% Oct 1979 Oct 1979 1 Dec 1979 2 3
-5.63% Feb 1994 Jun 1994 5 Feb 1995 8 13
-5.08% Dec 1983 May 1984 6 Aug 1984 3 9
-4.42% Jul 1998 Aug 1998 2 Sep 1998 1 3
-4.01% Oct 1978 Nov 1978 2 Jan 1979 2 4
-3.94% Feb 2001 Mar 2001 2 Feb 2002 11 13
-3.71% Jan 1990 Apr 1990 4 May 1990 1 5
-3.56% Feb 2020 Mar 2020 2 Apr 2020 1 3
-3.44% Apr 2004 Apr 2004 1 Oct 2004 6 7
-3.24% Sep 2011 Sep 2011 1 Oct 2011 1 2
-3.20% Aug 1990 Oct 1990 3 Dec 1990 2 5
-2.91% Feb 1999 Feb 1999 1 Apr 1999 2 3

Rolling Returns ( more details)

Gyroscopic Investing Desert Portfolio: annualized rolling and average returns

Swipe left to see all data
Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
8.78 39.49
Jul 1982 - Jun 1983
-10.15
Mar 2008 - Feb 2009
6.39%
2 Years
8.72 24.26
Jul 1984 - Jun 1986
-0.15
Mar 2007 - Feb 2009
0.17%
3 Years
8.73 19.93
Aug 1984 - Jul 1987
2.60
Apr 2000 - Mar 2003
0.00%
5 Years
8.75 18.45
Apr 1982 - Mar 1987
3.60
Jan 2014 - Dec 2018
0.00%
7 Years
8.80 15.67
Apr 1980 - Mar 1987
4.38
Nov 2011 - Oct 2018
0.00%
10 Years
8.89 13.57
Sep 1977 - Aug 1987
4.74
Jul 2012 - Jun 2022
0.00%
15 Years
8.88 12.39
Oct 1974 - Sep 1989
5.57
Jul 2007 - Jun 2022
0.00%
20 Years
8.82 11.72
Jan 1979 - Dec 1998
5.72
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 Gyroscopic Investing Desert Portfolio: Rolling Returns page.

Seasonality

Gyroscopic Investing Desert 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 %
0.90
73%
0.36
67%
0.28
59%
0.76
75%
0.82
65%
0.59
61%
0.60
64%
0.65
66%
0.52
56%
0.63
64%
1.18
76%
0.98
74%
Best
Year
4.8
1987
3.7
1986
4.1
1986
8.3
1980
4.9
1980
4.7
1980
4.0
1997
8.1
1982
4.8
1998
7.1
1982
6.5
1981
5.3
1991
Worst
Year
-2.8
2022
-4.5
1980
-5.7
1980
-4.1
2022
-3.2
1984
-2.9
2022
-2.5
1975
-3.6
1998
-3.2
2011
-5.9
1979
-2.3
1973
-3.1
1981
Statistics calculated for the period Jan 1972 - Jun 2022

Monthly/Yearly Returns

Gyroscopic Investing Desert Portfolio monthly and yearly returns: how is the distribution of the returns recorded so far?

MONTHLY RETURNS HISTOGRAM
403 Positive Months (67%) - 203 Negative Months (33%)
Jan 1972 - 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
-10.69 -14.16 -2.8 -0.4 -0.9 -4.1 0.0 -2.9
2021
+5.76 -1.25 -0.6 -0.3 0.5 2.2 1.0 0.0 1.4 0.8 -2.3 1.9 -0.4 1.4
2020
+12.96 +11.53 1.5 -1.3 -2.3 4.0 1.9 1.0 3.0 1.8 -1.5 -0.9 2.9 2.3
2019
+14.41 +11.88 3.2 0.9 1.2 1.2 -0.9 3.5 0.4 1.3 -0.1 1.1 0.7 1.2
2018
-0.94 -2.80 1.2 -1.6 -0.2 -0.4 1.1 -0.1 0.6 1.3 -0.4 -2.2 1.1 -1.3
2017
+8.38 +6.12 1.3 1.6 0.0 0.9 0.6 -0.1 1.0 0.9 -0.1 0.5 0.8 0.6
2016
+5.39 +3.27 0.1 1.5 2.0 0.7 -0.3 2.1 1.4 -0.7 0.3 -1.4 -0.9 0.4
2015
+0.02 -0.61 1.4 0.2 -0.1 0.1 0.4 -0.9 0.3 -1.6 -0.4 2.2 -0.7 -0.9
2014
+5.45 +4.76 0.2 2.1 -0.6 0.4 0.8 1.3 -1.3 1.8 -1.6 1.1 1.1 -0.1
2013
+6.10 +4.52 1.3 0.3 1.4 0.1 -0.5 -2.1 2.6 -1.1 1.6 1.8 0.6 0.0
2012
+6.70 +4.86 3.0 0.6 0.5 0.5 -2.2 1.4 0.8 1.4 1.3 -1.1 0.5 -0.1
2011
+6.23 +3.07 0.3 1.4 0.1 2.7 0.4 -0.9 1.4 0.6 -3.2 3.6 0.2 -0.5
2010
+11.95 +10.36 -0.2 1.6 1.4 1.8 -1.2 -0.3 2.0 0.1 3.4 1.9 -0.2 1.1
2009
+10.05 +7.04 -2.6 -3.2 3.0 1.8 2.1 -0.8 3.0 1.7 2.4 -0.4 4.3 -1.3
2008
-2.92 -2.90 1.0 0.8 -0.4 -0.6 -0.1 -1.4 0.1 0.0 -1.5 -5.1 2.1 2.4
2007
+10.64 +6.28 0.7 0.9 0.2 1.7 0.2 -0.9 0.2 1.7 2.5 1.8 0.4 0.7
2006
+8.85 +6.17 1.8 0.0 0.4 1.4 -1.1 -0.5 1.1 1.5 0.7 1.6 2.1 -0.4
2005
+5.06 +1.66 -0.8 0.3 -1.0 0.5 1.5 1.0 0.3 0.8 0.3 -1.2 2.3 1.1
2004
+6.34 +2.90 0.9 1.1 1.0 -3.4 0.2 1.0 -0.7 1.7 0.8 1.3 1.2 1.2
2003
+12.64 +10.39 -0.5 0.0 -0.3 2.7 4.1 -0.2 -1.3 1.5 1.7 1.1 0.8 2.3
2002
+4.90 +2.37 0.2 0.8 -0.2 0.5 0.9 -1.2 -1.0 2.0 -0.1 0.9 0.6 1.4
2001
+1.31 -0.29 1.6 -2.1 -1.9 1.7 0.6 -0.2 1.0 -0.7 -0.1 1.5 0.2 -0.3
2000
+4.70 +1.22 -1.8 1.7 2.3 -1.8 -1.0 3.2 -0.6 3.1 -1.0 -0.3 -1.3 2.2
1999
+5.12 +2.38 1.4 -2.9 1.3 1.9 -2.0 1.2 -1.5 -0.4 1.4 2.0 0.8 2.0
1998
+13.26 +11.47 1.7 1.7 1.8 1.0 -0.9 1.8 -0.8 -3.6 4.8 1.6 1.7 2.0
1997
+12.53 +10.66 1.0 0.4 -2.4 2.1 2.9 1.7 4.0 -1.9 3.0 -0.7 1.0 1.1
1996
+6.98 +3.48 1.7 -1.0 -0.4 0.0 0.6 0.4 -1.6 0.8 2.6 1.9 3.2 -1.3
1995
+23.10 +20.06 1.6 2.8 1.5 1.6 3.8 1.5 0.8 1.1 1.7 0.6 2.5 1.3
1994
-2.86 -5.32 1.5 -2.1 -2.7 -0.6 0.7 -1.0 1.8 1.6 -1.4 0.0 -1.4 0.9
1993
+11.81 +8.76 1.9 1.6 1.3 0.2 1.4 1.5 0.6 1.6 -0.1 0.9 -1.1 1.5
1992
+6.83 +3.75 -1.3 0.7 -1.6 0.6 1.5 0.7 3.4 -0.4 1.6 -1.0 0.8 1.6
1991
+18.44 +15.01 1.5 2.3 1.0 0.8 1.6 -1.4 2.1 1.9 1.1 1.4 -0.5 5.3
1990
+3.54 -2.55 -2.5 0.5 -0.4 -1.4 4.1 0.5 1.1 -2.8 -0.4 0.0 3.1 1.8
1989
+16.86 +11.68 2.2 -1.1 0.8 3.0 2.3 2.1 3.9 -0.8 0.3 0.8 1.9 0.5
1988
+6.82 +2.31 2.6 1.6 -0.4 -0.1 -0.4 2.4 -0.6 -1.1 1.8 1.8 -1.2 0.3
1987
+4.17 -0.16 4.8 2.0 0.7 -1.2 -0.3 2.0 1.9 0.8 -1.7 -5.7 -1.3 2.5
1986
+15.33 +13.98 1.3 3.7 4.1 0.2 0.2 2.3 -0.7 4.6 -2.6 1.7 0.7 -1.0
1985
+23.33 +18.82 3.9 -1.2 2.3 1.1 4.9 1.2 0.0 1.0 -1.0 2.4 3.5 3.2
1984
+7.73 +3.54 0.4 -1.0 -0.4 -0.3 -3.2 1.1 1.2 4.1 1.2 2.4 0.9 1.1
1983
+8.30 +4.35 2.2 0.6 0.7 4.1 -0.4 0.9 -2.2 0.1 2.2 -1.3 2.1 -0.7
1982
+26.32 +21.67 -0.9 -1.1 -1.2 4.2 -0.7 -2.1 3.0 8.1 3.0 7.1 2.8 2.1
1981
+1.14 -7.14 -2.5 -1.3 3.3 -2.5 2.1 -1.1 -1.8 -2.4 -1.4 5.8 6.5 -3.1
1980
+13.20 +0.75 3.6 -4.5 -5.7 8.3 4.9 4.7 0.4 -1.9 1.7 -1.2 3.2 -0.2
1979
+23.14 +8.73 3.1 -0.4 2.2 0.6 2.0 2.7 1.1 2.3 3.4 -5.9 5.4 5.1
1978
+6.93 -1.89 -1.1 0.2 1.0 1.9 1.5 -0.5 3.3 2.3 0.5 -3.2 -0.9 2.0
1977
+1.88 -4.50 -2.7 0.3 0.6 0.5 -0.2 2.2 -0.8 0.3 0.6 -1.0 1.7 0.5
1976
+15.78 +10.23 3.5 0.8 1.2 0.1 -1.2 2.2 -0.3 0.5 2.3 0.8 2.8 2.3
1975
+13.28 +5.74 4.1 3.1 0.3 0.1 3.5 1.8 -2.5 -1.0 -2.5 4.3 0.7 1.0
1974
+1.69 -9.28 2.0 2.9 -1.0 -2.5 -1.5 -2.0 -0.7 -2.2 -1.2 5.8 1.9 0.5
1973
+4.52 -4.05 -0.8 1.3 0.7 -0.7 3.3 1.1 -1.7 -0.8 2.6 -0.2 -2.3 2.2
1972
+11.82 +8.14 1.3 1.7 -0.4 1.3 3.2 0.2 1.0 0.5 -0.4 0.6 1.8 0.6

Portofolio Returns, up to December 2007, 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:

  • VTI - Vanguard Total Stock Market: simulated historical serie, up to December 2001
  • IEI - iShares 3-7 Year Treasury Bond: simulated historical serie, up to December 2007
  • GLD - SPDR Gold Trust: simulated historical serie, up to December 2004

Portfolio efficiency

Is the Gyroscopic Investing Desert Portfolio actually efficient, compared to other Lazy Portfolios?

Overall Ratings

The Gyroscopic Investing Desert Portfolio is classified as Medium 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%
Medium Risk
Portfolios
All
Portfolios
25 Years Ann. Return
(Inflation Adjusted)
+6.18%
(+3.67%)
Poor : 1 / 5
Average : 2.3 / 5
Standard Deviation
over 25 Years
5.20%
Excellent : 5 / 5
Excellent : 4.5 / 5
Maximum Drawdown
over 25 Years
-10.69%
Excellent : 5 / 5
Excellent : 4.6 / 5
Easy to manage 3 ETFs
Good : 4 / 5
Good : 4 / 5
Rating assigned considering all the Medium Risk Portfolios Rating assigned considering all the Portfolios in the database

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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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