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:
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:
Portfolio returns are calculated in USD, assuming:
- No fees or capital gain taxes
- a rebalancing of the components at the beginning of each year (at every January 1st). How do returns change with different rebalancing strategies?
- the reinvestment of dividends
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%
Live update: World Markets and Indexes
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.
Readings that may interest you
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$, with a net total return of 295.32% (4.69% annualized).
The Inflation Adjusted Capital now would be 3953.17$, 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$, with a net total return of 301.20% (4.66% annualized).
The Inflation Adjusted Capital now would be 4012.01$, with a net total return of 301.20% (4.66% annualized).
Drawdowns
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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
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| 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.
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
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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.
Bond weight:
Less than 25%
Less than 25%
Bond weight:
25% - 49.99%
25% - 49.99%
Bond weight:
50% - 74.99%
50% - 74.99%
Bond weight:
At least 75%
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 |
Best Classic Portfolios, with High Risk
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30 Years Stats (%) |
% Allocation |
|||||||
|---|---|---|---|---|---|---|---|---|
| Portfolio | Jul 2022 | Return▾ | Drawdown | Stocks | Bonds | Comm | ||
|
Simple Path to Wealth JL Collins |
+0.42 | +8.84 | -38.53 | 75 | 25 | 0 | ||
|
Yale Endowment David Swensen |
+0.17 | +8.66 | -39.48 | 70 | 30 | 0 | ||
|
Late Sixties and Beyond Burton Malkiel |
-0.38 | +8.59 | -41.80 | 71 | 29 | 0 | ||
|
Talmud Portfolio Roger Gibson |
+0.46 | +8.56 | -40.17 | 66.7 | 33.3 | 0 | ||
|
Lazy Portfolio David Swensen |
-0.06 | +8.28 | -40.89 | 70 | 30 | 0 | ||
Jul 2022 return refers to period 01-05 July 2022.
Last update: Jul 05 2022, 02:00PM Eastern Time.
Last update: Jul 05 2022, 02:00PM Eastern Time.