Data Source: from January 1995 to September 2021

Last Update: 30 September 2021

The Larry Swedroe Big Rocks Portfolio is exposed for 60% on the Stock Market.

It's a High Risk portfolio and it can be replicated with 11 ETFs.

In the last 10 years, the portfolio obtained a 8.21% compound annual return, with a 8.24% standard deviation.

In the last 25 years, a 7.21% compound annual return, with a 9.21% standard deviation.

In 2020, the portfolio granted a 1.57% dividend yield. If you are interested in getting periodic income, please refer to the Larry Swedroe Big Rocks Portfolio: Dividend Yield page.

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 replicated 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.

LARRY SWEDROE BIG ROCKS PORTFOLIO RETURNS (%)
Last Update: 30 September 2021
Swipe left to see all data
1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) 20Y(*) 25Y(*)
Larry Swedroe Big Rocks Portfolio -2.22 -1.16 +2.41 +21.42 +7.05 +7.66 +8.21 +7.27 +7.21
Components
IJR
iShares Core S&P Small-Cap
-2.39 -2.92 +1.29 +57.36 +9.37 +13.54 +15.66 +11.40 +10.36
IJS
iShares S&P Small-Cap 600 Value
-1.46 -4.03 +0.66 +66.24 +8.16 +11.74 +14.78 +10.60 +10.64
VTV
Vanguard Value
-3.94 -0.95 +4.14 +32.59 +9.86 +12.14 +14.05 +8.41 +8.67
VV
Vanguard Large-Cap
-4.71 +0.39 +9.10 +30.17 +16.63 +17.28 +16.75 +9.70 +9.80
EFV
iShares MSCI EAFE Value
-2.14 -1.76 +1.40 +29.84 +2.80 +5.65 +5.92 +6.26 +5.25
VNQ
Vanguard Real Estate
-5.68 +0.62 +12.29 +33.49 +11.96 +7.52 +11.52 +10.37 +10.07
DLS
WisdomTree International SmallCp Div
-3.63 +0.05 +4.92 +27.79 +4.78 +7.24 +9.06 +10.62 +7.72
EEM
iShares MSCI Emerging Markets
-3.87 -8.65 -5.14 +15.96 +7.76 +8.29 +5.81 +10.20 +6.12
VEU
Vanguard FTSE All-World ex-US
-3.33 -3.26 +1.87 +23.82 +8.34 +9.04 +7.99 +7.18 +5.40
SCZ
iShares MSCI EAFE Small-Cap
-4.06 +0.34 +4.54 +28.27 +8.85 +10.05 +10.75 +11.08 +8.08
SHY
iShares 1-3 Year Treasury Bond
-0.10 +0.03 -0.02 -0.10 +2.53 +1.51 +1.03 +2.20 +3.12
(*) 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

If you are interested in getting periodic income, please refer to the Larry Swedroe Big Rocks Portfolio: Dividend Yield page.

Historical Returns

Larry Swedroe Big Rocks Portfolio - Historical returns and stats.

LARRY SWEDROE BIG ROCKS PORTFOLIO
Last Update: 30 September 2021
Swipe left to see all data
Period Returns
Sep 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
-2.22%
-2.22%
Sep 2021 - Sep 2021
0 - 1
3M
-1.16%
-2.22%
Sep 2021 - Sep 2021
1 - 2
6M
+2.41%
-2.22%
Sep 2021 - Sep 2021
3 - 3
YTD
+9.48%
-2.22%
Sep 2021 - Sep 2021
6 - 3
1Y
+21.42%
8.45%
-2.22%
Sep 2021 - Sep 2021
8 - 4
3Y
+7.05%
annualized
11.51%
-15.62%
Jan 2020 - Mar 2020
24 - 12
5Y
+7.66%
annualized
9.30%
-15.62%
Jan 2020 - Mar 2020
44 - 16
10Y
+8.21%
annualized
8.24%
-15.62%
Jan 2020 - Mar 2020
86 - 34
20Y
+7.27%
annualized
9.30%
-33.81%
Nov 2007 - Feb 2009
165 - 75
25Y
+7.21%
annualized
9.21%
-33.81%
Nov 2007 - Feb 2009
203 - 97
MAX
01 Jan 1995
+7.68%
annualized
8.99%
-33.81%
Nov 2007 - Feb 2009
221 - 100
* Annualized St.Dev. of monthly returns

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Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns ( more details)

Larry Swedroe Big Rocks Portfolio: annualized rolling and average returns

Swipe left to see all data
Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+7.91% +36.85%
Mar 2009 - Feb 2010
-28.34%
Mar 2008 - Feb 2009
19.68%
2 Years
+7.31% +25.95%
Mar 2009 - Feb 2011
-15.73%
Mar 2007 - Feb 2009
10.74%
3 Years
+7.07% +18.78%
Apr 2003 - Mar 2006
-7.31%
Mar 2006 - Feb 2009
7.69%
5 Years
+6.95% +14.66%
Mar 2009 - Feb 2014
-0.40%
Mar 2004 - Feb 2009
0.38%
7 Years
+6.87% +10.19%
Apr 2009 - Mar 2016
+2.88%
Mar 2002 - Feb 2009
0.00%
10 Years
+6.94% +10.00%
Jan 1995 - Dec 2004
+3.99%
Mar 1999 - Feb 2009
0.00%
15 Years
+6.78% +8.21%
Feb 2003 - Jan 2018
+4.94%
Apr 2005 - Mar 2020
0.00%
20 Years
+6.85% +8.09%
Jan 1995 - Dec 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 and Yearly/Monthly Returns

Larry Swedroe Big Rocks Portfolio Seasonality: in which months is it better to invest?

In the table below, the average monthly return is represented.

Below each return, it's also mentioned the probability of obtaining a positive monthly result (Win %).

Both the Average Return and the Gain Frequency are useful to get an idea of what happened in the past.

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 %
0.23
59%
0.29
67%
0.87
78%
1.68
85%
0.40
70%
0.47
63%
0.57
59%
-0.08
63%
0.19
59%
0.49
62%
1.35
81%
1.41
81%
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
-3.2
2004
-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 1995 - Sep 2021

For further information about the seasonality, check the Asset Class Seasonality page.

Monthly Returns of Larry Swedroe Big Rocks Portfolio

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021
+9.48% 1.0 3.2 2.6 2.1 1.5 0.0 -0.2 1.3 -2.2
2020
+5.25% -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% 5.6 1.7 0.1 2.0 -3.8 3.9 0.1 -1.4 2.0 1.7 1.3 2.1
2018
-5.45% 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% 0.8 1.4 0.3 0.8 0.3 1.0 1.4 -0.3 2.2 0.8 1.4 0.7
2016
+9.71% -3.0 -0.1 4.9 0.7 0.4 0.5 2.7 0.2 0.4 -1.7 2.7 1.8
2015
-0.97% -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% -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% 2.9 0.4 1.8 1.6 0.2 -1.0 3.4 -1.9 3.6 2.6 1.3 1.1
2012
+10.73% 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% 0.9 2.1 0.3 2.4 -0.8 -1.1 -1.3 -4.2 -5.8 6.8 -0.6 0.5
2010
+12.32% -1.9 1.8 4.2 1.9 -5.2 -2.9 4.9 -2.8 5.6 2.5 -0.5 4.8
2009
+17.83% -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% -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% 1.4 -0.3 1.2 2.0 1.9 -1.0 -2.1 1.0 2.2 2.0 -3.1 -1.1
2006
+15.44% 4.0 0.1 2.3 1.1 -2.5 0.4 0.3 1.8 1.0 3.0 2.2 1.1
2005
+7.49% -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% 1.7 1.6 0.9 -3.2 1.0 2.2 -1.9 1.2 1.7 1.6 4.1 2.3
2003
+25.46% -1.6 -1.1 0.0 5.2 4.7 1.8 2.2 2.2 0.6 4.1 1.6 3.6
2002
-3.83% -0.1 0.3 3.3 0.8 0.2 -2.2 -5.4 0.5 -4.3 1.7 2.6 -0.9
2001
+1.46% 2.9 -2.8 -2.6 3.9 0.8 0.1 -0.4 -0.6 -5.7 1.7 2.8 1.7
2000
+5.09% -2.3 1.3 2.4 -1.2 -0.7 2.8 0.1 2.6 -0.9 -0.9 -2.4 4.3
1999
+10.77% 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% 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% 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% 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% 0.1 1.9 1.9 1.9 2.2 1.2 2.6 0.4 1.4 -1.3 2.5 2.3

* Note:
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
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