Data Source: from January 1992 to June 2022
Consolidated Returns as of 30 June 2022
Live Update: Jul 05 2022, 02:00PM Eastern Time
PORTFOLIO • LIVE PERFORMANCE (USD currency)
1.17%
1 Day
Jul 05 2022, 02:00PM Eastern Time
0.57%
Current Month
July 2022

The Larry Swedroe Big Rocks Portfolio is a High Risk portfolio and can be implemented with 11 ETFs.

It's exposed for 60% on the Stock Market.

In the last 30 Years, the Larry Swedroe Big Rocks Portfolio obtained a 7.28% compound annual return, with a 8.82% standard deviation.

Asset Allocation and ETFs

The Larry Swedroe Big Rocks Portfolio has the following asset allocation:

60% Stocks
40% Fixed Income
0% Commodities

The Larry Swedroe Big Rocks Portfolio can be implemented with the following ETFs:

Weight Ticker ETF Name Investment Themes
9.00 % IJR iShares Core S&P Small-Cap Equity, U.S., Small Cap
9.00 % IJS iShares S&P Small-Cap 600 Value Equity, U.S., Small Cap, Value
9.00 % VTV Vanguard Value Equity, U.S., Large Cap, Value
9.00 % VV Vanguard Large-Cap Equity, U.S., Large Cap
6.00 % EFV iShares MSCI EAFE Value Equity, EAFE, Large Cap, Value
6.00 % VNQ Vanguard Real Estate Real Estate, U.S.
3.00 % DLS WisdomTree International SmallCp Div Equity, Developed Markets, Small Cap, Value
3.00 % EEM iShares MSCI Emerging Markets Equity, Emerging Markets, Large Cap
3.00 % VEU Vanguard FTSE All-World ex-US Equity, Global ex-US, Large Cap
3.00 % SCZ iShares MSCI EAFE Small-Cap Equity, EAFE, Small Cap
40.00 % SHY iShares 1-3 Year Treasury Bond Bond, U.S., Short Term
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 Larry Swedroe Big Rocks Portfolio guaranteed the following returns.

According to the available data source, let's assume we built the portfolio on January 1992.

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.
LARRY SWEDROE BIG ROCKS PORTFOLIO RETURNS
Consolidated returns as of 30 June 2022
Live Update: Jul 05 2022, 02:00PM 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(*)
Larry Swedroe Big Rocks Portfolio -1.17 -0.57 -5.09 -11.17 -8.91 4.36 6.16 7.28
US Inflation Adjusted return -5.09 -14.63 -15.32 0.73 3.61 4.69
Components
IJR
iShares Core S&P Small-Cap
-1.20 01:59PM
Jul 05 2022
-0.27 -8.48 -18.93 -16.91 7.20 11.24 10.52
IJS
iShares S&P Small-Cap 600 Value
-1.71 02:00PM
Jul 05 2022
-0.63 -8.96 -14.31 -14.23 6.57 10.79 11.03
VTV
Vanguard Value
-2.33 01:59PM
Jul 05 2022
-1.35 -7.89 -9.29 -1.75 9.23 11.77 9.47
VV
Vanguard Large-Cap
-0.84 01:59PM
Jul 05 2022
0.22 -8.26 -21.46 -12.97 11.11 12.82 9.87
EFV
iShares MSCI EAFE Value
-3.82 01:59PM
Jul 05 2022
-3.51 -9.59 -11.33 -11.79 0.42 4.05 5.30
VNQ
Vanguard Real Estate
-1.65 01:59PM
Jul 05 2022
0.12 -7.46 -20.54 -8.02 5.69 7.49 9.57
DLS
WisdomTree International SmallCp Div
-2.73 01:59PM
Jul 05 2022
-2.49 -7.84 -18.35 -18.26 -0.02 6.32 6.96
EEM
iShares MSCI Emerging Markets
-1.73 02:00PM
Jul 05 2022
-2.34 -5.14 -17.20 -25.55 1.56 2.33 6.09
VEU
Vanguard FTSE All-World ex-US
-2.68 01:59PM
Jul 05 2022
-2.70 -7.68 -17.38 -18.51 2.89 5.19 5.29
SCZ
iShares MSCI EAFE Small-Cap
-2.84 01:59PM
Jul 05 2022
-2.89 -10.25 -23.88 -23.44 1.65 7.08 7.02
SHY
iShares 1-3 Year Treasury Bond
0.01 01:59PM
Jul 05 2022
0.31 -0.59 -2.99 -3.55 0.78 0.65 3.26
(*) 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 Larry Swedroe Big Rocks Portfolio granted a 1.65% dividend yield. If you are interested in getting periodic income, please refer to the Larry Swedroe Big Rocks Portfolio: Dividend Yield page.

Historical Returns as of Jun 30, 2022

Historical returns and stats of Larry Swedroe Big Rocks Portfolio. Total Returns and Inflation Adjusted Returns are both mentioned.

LARRY SWEDROE BIG ROCKS PORTFOLIO
Consolidated returns as of 30 June 2022
Data Source: from January 1992 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
-5.09
-5.09
-5.09
Jun 2022 - Jun 2022
0 - 1
3M
-8.13
-9.31
-8.13
Apr 2022 - Jun 2022
1 - 2
6M
-11.17
-14.63
-11.17
Jan 2022 - Jun 2022
2 - 4
YTD
-11.17
-14.63
-11.17
Jan 2022 - Jun 2022
2 - 4
1Y
-8.91
-15.32
8.52
-11.17
Jan 2022 - Jun 2022
5 - 7
42% pos
3Y(*)
4.00
-0.49
11.00
-15.63
Jan 2020 - Mar 2020
22 - 14
61% pos
5Y(*)
4.36
0.73
10.03
-15.63
Jan 2020 - Mar 2020
40 - 20
67% pos
10Y(*)
6.16
3.61
8.23
-15.63
Jan 2020 - Mar 2020
84 - 36
70% pos
15Y(*)
4.63
2.27
10.10
-33.80
Nov 2007 - Feb 2009
117 - 63
65% pos
20Y(*)
6.39
3.85
9.47
-33.80
Nov 2007 - Feb 2009
162 - 78
68% pos
25Y(*)
6.30
3.78
9.32
-33.80
Nov 2007 - Feb 2009
199 - 101
66% pos
30Y(*)
7.28
4.69
8.82
-33.80
Nov 2007 - Feb 2009
246 - 114
68% pos
MAX(*)
01 Jan 1992
7.25
4.66
8.77
-33.80
Nov 2007 - Feb 2009
250 - 116
68% 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$, since July 1992, now would be worth 8224.45$, with a total return of 722.44% (7.28% annualized).

The Inflation Adjusted Capital now would be 3953.17$, with a net total return of 295.32% (4.69% annualized).
An investment of 1000$, since January 1992, now would be worth 8461.63$, with a total return of 746.16% (7.25% annualized).

The Inflation Adjusted Capital now would be 4012.01$, with a net total return of 301.20% (4.66% annualized).

Drawdowns

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-33.80% Nov 2007 Feb 2009 16 Dec 2010 22 38
-15.63% Jan 2020 Mar 2020 3 Nov 2020 8 11
-12.59% May 2011 Sep 2011 5 Sep 2012 12 17
-11.58% May 1998 Aug 1998 4 Apr 1999 8 12
-11.17% Jan 2022 Jun 2022 6 in progress 6
-10.99% Jun 2002 Sep 2002 4 Jun 2003 9 13
-8.79% Sep 2018 Dec 2018 4 Apr 2019 4 8
-7.30% Feb 2001 Sep 2001 8 Mar 2002 6 14
-6.46% Jun 2015 Feb 2016 9 Jul 2016 5 14
-5.17% Feb 1994 Jun 1994 5 Mar 1995 9 14
-4.07% Sep 2000 Nov 2000 3 Dec 2000 1 4
-3.84% May 2019 May 2019 1 Sep 2019 4 5
-3.20% Apr 2004 Apr 2004 1 Sep 2004 5 6
-3.07% Jun 2007 Jul 2007 2 Sep 2007 2 4
-2.90% Jun 1996 Jul 1996 2 Sep 1996 2 4
-2.86% Feb 2018 Feb 2018 1 Jul 2018 5 6
-2.69% Sep 2014 Sep 2014 1 Nov 2014 2 3
-2.62% Oct 1997 Oct 1997 1 Feb 1998 4 5
-2.54% Mar 2005 Apr 2005 2 Jun 2005 2 4
-2.51% May 2006 May 2006 1 Sep 2006 4 5
Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-33.80% Nov 2007 Feb 2009 16 Dec 2010 22 38
-15.63% Jan 2020 Mar 2020 3 Nov 2020 8 11
-12.59% May 2011 Sep 2011 5 Sep 2012 12 17
-11.58% May 1998 Aug 1998 4 Apr 1999 8 12
-11.17% Jan 2022 Jun 2022 6 in progress 6
-10.99% Jun 2002 Sep 2002 4 Jun 2003 9 13
-8.79% Sep 2018 Dec 2018 4 Apr 2019 4 8
-7.30% Feb 2001 Sep 2001 8 Mar 2002 6 14
-6.46% Jun 2015 Feb 2016 9 Jul 2016 5 14
-5.17% Feb 1994 Jun 1994 5 Mar 1995 9 14
-4.07% Sep 2000 Nov 2000 3 Dec 2000 1 4
-3.84% May 2019 May 2019 1 Sep 2019 4 5
-3.20% Apr 2004 Apr 2004 1 Sep 2004 5 6
-3.07% Jun 2007 Jul 2007 2 Sep 2007 2 4
-2.90% Jun 1996 Jul 1996 2 Sep 1996 2 4
-2.86% Feb 2018 Feb 2018 1 Jul 2018 5 6
-2.69% Sep 2014 Sep 2014 1 Nov 2014 2 3
-2.62% Oct 1997 Oct 1997 1 Feb 1998 4 5
-2.54% Mar 2005 Apr 2005 2 Jun 2005 2 4
-2.51% May 2006 May 2006 1 Sep 2006 4 5

Rolling Returns ( more details)

Larry Swedroe Big Rocks Portfolio: annualized rolling and average returns

Swipe left to see all data
Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
8.08 36.85
Mar 2009 - Feb 2010
-28.34
Mar 2008 - Feb 2009
19.15%
2 Years
7.67 25.95
Mar 2009 - Feb 2011
-15.73
Mar 2007 - Feb 2009
9.33%
3 Years
7.47 18.78
Apr 2003 - Mar 2006
-7.31
Mar 2006 - Feb 2009
6.65%
5 Years
7.41 14.67
Mar 2009 - Feb 2014
-0.39
Mar 2004 - Feb 2009
0.33%
7 Years
7.22 11.31
Jul 1992 - Jun 1999
2.88
Mar 2002 - Feb 2009
0.00%
10 Years
7.16 10.00
Jan 1995 - Dec 2004
3.99
Mar 1999 - Feb 2009
0.00%
15 Years
7.02 10.05
Nov 1992 - Oct 2007
4.63
Jul 2007 - Jun 2022
0.00%
20 Years
7.13 8.15
Jul 1994 - Jun 2014
5.56
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 Larry Swedroe Big Rocks Portfolio: Rolling Returns page.

Seasonality

Larry Swedroe Big Rocks 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 %
0.34
61%
0.25
65%
0.71
74%
1.39
81%
0.48
74%
0.19
58%
0.68
63%
0.09
63%
0.17
60%
0.58
63%
1.02
73%
1.53
83%
Best
Year
5.6
2019
4.1
1998
4.9
2016
8.7
2009
4.7
2003
3.9
2019
5.8
2009
3.2
2009
5.6
2010
6.8
2011
7.9
2020
4.8
2010
Worst
Year
-7.5
2009
-7.0
2009
-10.0
2020
-4.0
2022
-5.2
2010
-5.2
2008
-5.4
2002
-8.6
1998
-5.8
2011
-11.0
2008
-4.5
2008
-5.0
2018
Statistics calculated for the period Jan 1992 - Jun 2022

Monthly/Yearly Returns

Larry Swedroe Big Rocks Portfolio monthly and yearly returns: how is the distribution of the returns recorded so far?

MONTHLY RETURNS HISTOGRAM
250 Positive Months (68%) - 116 Negative Months (32%)
Jan 1992 - 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
-11.17 -14.63 -2.7 -1.0 0.4 -4.0 0.9 -5.1
2021
+13.59 +6.06 1.0 3.2 2.6 2.1 1.5 0.0 -0.2 1.3 -2.2 2.5 -2.0 3.3
2020
+5.25 +3.93 -1.6 -4.7 -10.0 5.5 2.1 1.4 2.1 2.7 -1.8 -0.5 7.9 3.3
2019
+15.98 +13.42 5.6 1.7 0.1 2.0 -3.8 3.9 0.1 -1.4 2.0 1.7 1.3 2.0
2018
-5.45 -7.22 2.0 -2.9 0.1 0.4 1.3 0.1 1.7 1.1 -0.6 -4.6 1.3 -5.0
2017
+11.28 +8.96 0.8 1.4 0.3 0.8 0.3 1.0 1.4 -0.3 2.2 0.8 1.4 0.6
2016
+9.71 +7.51 -3.0 -0.1 4.9 0.7 0.4 0.5 2.6 0.2 0.4 -1.7 2.7 1.8
2015
-0.97 -1.60 -0.8 2.8 -0.1 0.4 0.3 -1.0 0.2 -3.6 -1.5 3.8 0.2 -1.4
2014
+4.48 +3.80 -1.8 2.9 0.6 0.1 0.9 1.4 -1.5 1.8 -2.7 2.4 0.5 0.0
2013
+16.68 +14.94 2.9 0.4 1.8 1.6 0.2 -1.0 3.4 -1.9 3.5 2.5 1.3 1.0
2012
+10.73 +8.82 3.8 1.9 1.3 -0.6 -4.7 3.0 0.2 1.7 1.6 -0.5 0.6 2.2
2011
-1.31 -4.24 0.9 2.1 0.3 2.4 -0.8 -1.1 -1.2 -4.2 -5.8 6.8 -0.6 0.5
2010
+12.32 +10.72 -1.9 1.8 4.2 1.9 -5.2 -2.8 4.9 -2.8 5.6 2.5 -0.5 4.8
2009
+17.83 +14.61 -7.5 -7.0 4.7 8.7 4.2 -0.2 5.8 3.2 3.2 -2.4 3.1 2.2
2008
-19.64 -19.62 -2.7 -0.9 0.5 2.3 0.9 -5.2 0.0 0.7 -4.1 -11.0 -4.5 3.2
2007
+3.90 -0.20 1.4 -0.3 1.2 2.0 1.9 -1.0 -2.1 1.0 2.2 1.9 -3.1 -1.1
2006
+15.44 +12.60 4.0 0.1 2.2 1.1 -2.5 0.4 0.3 1.8 1.0 3.0 2.2 1.1
2005
+7.49 +4.02 -1.4 2.1 -1.4 -1.2 2.0 1.6 2.8 0.1 1.0 -1.8 2.5 1.1
2004
+13.68 +10.00 1.7 1.5 0.9 -3.2 1.0 2.2 -1.9 1.2 1.7 1.6 4.1 2.3
2003
+25.46 +22.96 -1.6 -1.1 0.0 5.2 4.7 1.8 2.2 2.2 0.6 4.1 1.5 3.6
2002
-3.83 -6.16 -0.1 0.3 3.3 0.8 0.1 -2.2 -5.4 0.5 -4.3 1.7 2.6 -0.9
2001
+1.46 -0.14 2.9 -2.8 -2.6 3.9 0.8 0.1 -0.4 -0.6 -5.7 1.7 2.8 1.6
2000
+5.09 +1.60 -2.3 1.3 2.4 -1.2 -0.7 2.8 0.1 2.6 -0.9 -0.9 -2.3 4.3
1999
+10.77 +7.89 0.2 -2.6 2.2 5.0 -0.6 3.0 -0.7 -0.9 -0.7 1.0 1.1 3.6
1998
+6.51 +4.83 0.7 4.1 2.7 0.2 -1.5 0.1 -2.0 -8.6 2.8 3.8 2.7 1.9
1997
+12.72 +10.84 1.3 0.3 -1.6 1.0 4.5 3.0 3.2 -2.0 3.8 -2.6 0.3 1.1
1996
+12.51 +8.83 1.5 0.5 0.9 1.7 1.2 -0.1 -2.8 1.9 2.3 0.9 3.5 0.5
1995
+18.49 +15.56 0.1 1.9 1.9 1.9 2.2 1.2 2.6 0.4 1.4 -1.3 2.5 2.3
1994
-1.08 -3.59 2.8 -1.6 -3.3 0.7 0.1 -1.2 1.8 2.5 -1.5 0.5 -2.8 1.0
1993
+17.22 +14.02 2.5 1.5 2.9 -0.2 1.0 1.0 1.1 3.0 0.7 1.6 -1.9 2.9
1992
+9.42 +6.27 1.6 0.9 -1.4 1.1 2.0 -1.4 2.1 -0.6 0.9 -0.1 2.2 1.8

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:

  • IJR - iShares Core S&P Small-Cap: simulated historical serie, up to December 2000
  • IJS - iShares S&P Small-Cap 600 Value: simulated historical serie, up to December 2000
  • VTV - Vanguard Value: simulated historical serie, up to December 2004
  • VV - Vanguard Large-Cap: simulated historical serie, up to December 2004
  • EFV - iShares MSCI EAFE Value: simulated historical serie, up to December 2005
  • VNQ - Vanguard Real Estate: simulated historical serie, up to December 2004
  • DLS - WisdomTree International SmallCp Div: simulated historical serie, up to December 2006
  • EEM - iShares MSCI Emerging Markets: simulated historical serie, up to December 2003
  • VEU - Vanguard FTSE All-World ex-US: simulated historical serie, up to December 2007
  • SCZ - iShares MSCI EAFE Small-Cap: simulated historical serie, up to December 2007
  • SHY - iShares 1-3 Year Treasury Bond: simulated historical serie, up to December 2002

Portfolio efficiency

Is the Larry Swedroe Big Rocks Portfolio actually efficient, compared to other Lazy Portfolios?

Overall Ratings

The Larry Swedroe Big Rocks 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)
+6.30%
(+3.78%)
Poor : 1 / 5
Average : 2.4 / 5
Standard Deviation
over 25 Years
9.32%
Good : 3.7 / 5
Good : 3.5 / 5
Maximum Drawdown
over 25 Years
-33.80%
Good : 3.5 / 5
Average : 2.9 / 5
Easy to manage 11 ETFs
Poor : 1 / 5
Poor : 1 / 5
Rating assigned considering all the High 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, 02:00PM Eastern Time.
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