Data Source: from January 1992 to June 2022
Consolidated Returns as of 30 June 2022
Live Update: Jul 05 2022, 03:00PM Eastern Time
PORTFOLIO • LIVE PERFORMANCE (USD currency)
0.34%
1 Day
Jul 05 2022, 03:00PM Eastern Time
0.37%
Current Month
July 2022

The Larry Swedroe Larry Portfolio is a Medium Risk portfolio and can be implemented with 4 ETFs.

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

In the last 30 Years, the Larry Swedroe Larry Portfolio obtained a 6.57% compound annual return, with a 5.29% standard deviation.

Asset Allocation and ETFs

The Larry Swedroe Larry Portfolio has the following asset allocation:

30% Stocks
70% Fixed Income
0% Commodities

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

Weight Ticker ETF Name Investment Themes
15.00 % IJS iShares S&P Small-Cap 600 Value Equity, U.S., Small Cap, Value
7.50 % DLS WisdomTree International SmallCp Div Equity, Developed Markets, Small Cap, Value
7.50 % EEM iShares MSCI Emerging Markets Equity, Emerging Markets, Large Cap
70.00 % IEI iShares 3-7 Year Treasury Bond Bond, U.S., Intermediate-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 Larry 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 LARRY 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(*)
Larry Swedroe Larry Portfolio -0.34 0.37 -2.80 -9.65 -10.92 1.95 3.29 6.57
US Inflation Adjusted return -2.80 -13.16 -17.19 -1.60 0.81 3.99
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
DLS
WisdomTree International SmallCp Div
-2.26 02:59PM
Jul 05 2022
-2.03 -7.84 -18.35 -18.26 -0.02 6.32 6.96
EEM
iShares MSCI Emerging Markets
-1.28 03:00PM
Jul 05 2022
-1.90 -5.14 -17.20 -25.55 1.56 2.33 6.09
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
(*) 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 Larry Portfolio granted a 1.20% dividend yield. If you are interested in getting periodic income, please refer to the Larry Swedroe Larry Portfolio: Dividend Yield page.

Historical Returns as of Jun 30, 2022

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

LARRY SWEDROE LARRY 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
-2.80
-2.80
-2.80
Jun 2022 - Jun 2022
0 - 1
3M
-5.06
-6.29
-5.06
Apr 2022 - Jun 2022
1 - 2
6M
-9.65
-13.16
-9.65
Jan 2022 - Jun 2022
1 - 5
YTD
-9.65
-13.16
-9.65
Jan 2022 - Jun 2022
1 - 5
1Y
-10.92
-17.19
4.82
-10.92
Jul 2021 - Jun 2022
4 - 8
33% pos
3Y(*)
1.00
-3.35
5.45
-11.14
Jun 2021 - Jun 2022
22 - 14
61% pos
5Y(*)
1.95
-1.60
5.11
-11.14
Jun 2021 - Jun 2022
39 - 21
65% pos
10Y(*)
3.29
0.81
4.44
-11.14
Jun 2021 - Jun 2022
78 - 42
65% pos
15Y(*)
4.12
1.78
5.22
-11.47
Apr 2008 - Feb 2009
120 - 60
67% pos
20Y(*)
5.50
2.98
5.13
-11.47
Apr 2008 - Feb 2009
166 - 74
69% pos
25Y(*)
5.85
3.35
5.22
-11.47
Apr 2008 - Feb 2009
203 - 97
68% pos
30Y(*)
6.57
3.99
5.29
-11.47
Apr 2008 - Feb 2009
248 - 112
69% pos
MAX(*)
01 Jan 1992
6.55
3.97
5.28
-11.47
Apr 2008 - Feb 2009
251 - 115
69% 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$, since July 1992, now would be worth 6736.70$, with a total return of 573.67% (6.57% annualized).

The Inflation Adjusted Capital now would be 3238.06$, with a net total return of 223.81% (3.99% annualized).
An investment of 1000$, since January 1992, now would be worth 6920.01$, with a total return of 592.00% (6.55% annualized).

The Inflation Adjusted Capital now would be 3281.07$, with a net total return of 228.11% (3.97% annualized).

Drawdowns

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-11.47% Apr 2008 Feb 2009 11 Jul 2009 5 16
-11.14% Jun 2021 Jun 2022 13 in progress 13
-7.44% Feb 1994 Jun 1994 5 May 1995 11 16
-5.38% Jan 2020 Mar 2020 3 Jul 2020 4 7
-5.14% May 1998 Aug 1998 4 Nov 1998 3 7
-4.08% Sep 2018 Dec 2018 4 Mar 2019 3 7
-3.98% Apr 2004 May 2004 2 Sep 2004 4 6
-3.97% Aug 2011 Sep 2011 2 Jan 2012 4 6
-3.38% Jan 1999 Feb 1999 2 Apr 1999 2 4
-3.31% May 2015 Jan 2016 9 Mar 2016 2 11
-2.41% May 2013 Jun 2013 2 Sep 2013 3 5
-2.38% Sep 2001 Sep 2001 1 Oct 2001 1 2
-2.37% Sep 2014 Sep 2014 1 Jan 2015 4 5
-2.25% May 2012 May 2012 1 Aug 2012 3 4
-2.17% May 2006 Jun 2006 2 Aug 2006 2 4
-2.16% May 2010 Jun 2010 2 Jul 2010 1 3
-1.98% Feb 2001 Mar 2001 2 May 2001 2 4
-1.92% Jun 2002 Jul 2002 2 Nov 2002 4 6
-1.81% Oct 2005 Oct 2005 1 Dec 2005 2 3
-1.80% Aug 1997 Aug 1997 1 Sep 1997 1 2
Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-11.47% Apr 2008 Feb 2009 11 Jul 2009 5 16
-11.14% Jun 2021 Jun 2022 13 in progress 13
-7.44% Feb 1994 Jun 1994 5 May 1995 11 16
-5.38% Jan 2020 Mar 2020 3 Jul 2020 4 7
-5.14% May 1998 Aug 1998 4 Nov 1998 3 7
-4.08% Sep 2018 Dec 2018 4 Mar 2019 3 7
-3.98% Apr 2004 May 2004 2 Sep 2004 4 6
-3.97% Aug 2011 Sep 2011 2 Jan 2012 4 6
-3.38% Jan 1999 Feb 1999 2 Apr 1999 2 4
-3.31% May 2015 Jan 2016 9 Mar 2016 2 11
-2.41% May 2013 Jun 2013 2 Sep 2013 3 5
-2.38% Sep 2001 Sep 2001 1 Oct 2001 1 2
-2.37% Sep 2014 Sep 2014 1 Jan 2015 4 5
-2.25% May 2012 May 2012 1 Aug 2012 3 4
-2.17% May 2006 Jun 2006 2 Aug 2006 2 4
-2.16% May 2010 Jun 2010 2 Jul 2010 1 3
-1.98% Feb 2001 Mar 2001 2 May 2001 2 4
-1.92% Jun 2002 Jul 2002 2 Nov 2002 4 6
-1.81% Oct 2005 Oct 2005 1 Dec 2005 2 3
-1.80% Aug 1997 Aug 1997 1 Sep 1997 1 2

Rolling Returns ( more details)

Larry Swedroe Larry Portfolio: annualized rolling and average returns

Swipe left to see all data
Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
7.05 23.60
Apr 2003 - Mar 2004
-11.03
Mar 2008 - Feb 2009
8.17%
2 Years
6.89 16.31
Feb 1992 - Jan 1994
-1.61
Mar 2007 - Feb 2009
0.58%
3 Years
6.84 12.70
Apr 2003 - Mar 2006
1.00
Jul 2019 - Jun 2022
0.00%
5 Years
6.86 10.99
Apr 2003 - Mar 2008
1.95
Jul 2017 - Jun 2022
0.00%
7 Years
6.87 10.25
Jun 2000 - May 2007
2.57
Jul 2015 - Jun 2022
0.00%
10 Years
7.05 9.47
Jan 1995 - Dec 2004
3.29
Jul 2012 - Jun 2022
0.00%
15 Years
7.12 9.24
May 1992 - Apr 2007
4.12
Jul 2007 - Jun 2022
0.00%
20 Years
7.07 8.45
Apr 1992 - Mar 2012
5.50
Jul 2002 - Jun 2022
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 Larry Portfolio: Rolling Returns page.

Seasonality

Larry Swedroe Larry 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 %
0.61
71%
0.28
71%
0.27
68%
0.71
77%
0.49
65%
0.37
52%
0.61
67%
0.57
70%
0.53
63%
0.42
63%
0.65
77%
1.01
80%
Best
Year
3.8
1993
2.5
1998
4.0
2009
3.5
1999
4.6
2003
3.0
2000
3.7
2009
3.1
1993
3.7
1998
3.2
2011
3.7
2020
4.4
2000
Worst
Year
-4.5
2009
-3.4
2009
-3.9
2020
-3.9
2004
-2.2
2012
-2.8
2022
-1.8
1996
-2.8
1998
-3.1
2011
-4.4
2008
-1.9
1994
-1.3
2018
Statistics calculated for the period Jan 1992 - Jun 2022

Monthly/Yearly Returns

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

MONTHLY RETURNS HISTOGRAM
251 Positive Months (69%) - 115 Negative Months (31%)
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
-9.65 -13.16 -2.0 -0.5 -2.5 -3.2 0.9 -2.8
2021
+3.41 -3.45 0.9 1.3 0.6 1.0 1.3 -0.2 -0.6 0.5 -1.4 0.2 -1.1 1.0
2020
+6.44 +5.09 -0.5 -1.1 -3.9 2.4 1.1 1.0 1.3 1.0 -0.7 0.0 3.7 2.1
2019
+10.64 +8.19 3.5 0.5 0.5 1.1 -1.4 2.5 -0.3 0.1 0.9 1.2 0.4 1.4
2018
-3.54 -5.35 0.3 -1.7 0.6 -0.5 1.1 -0.4 0.6 0.6 -1.0 -2.8 1.0 -1.3
2017
+7.74 +5.49 0.9 0.7 0.4 1.0 0.4 0.4 1.2 0.4 0.9 0.4 0.3 0.5
2016
+6.87 +4.72 -0.2 0.6 3.0 0.3 -0.3 1.3 1.7 -0.2 0.8 -1.3 0.2 0.7
2015
-0.54 -1.17 0.8 0.7 0.5 0.6 -0.2 -0.7 -0.4 -1.7 -0.2 1.4 -0.1 -1.2
2014
+2.38 +1.72 -0.4 1.4 0.0 0.0 1.0 0.7 -1.1 1.5 -2.4 1.8 0.2 -0.3
2013
+6.31 +4.73 0.8 0.6 0.8 0.8 -0.9 -1.5 1.8 -1.3 3.2 1.5 0.7 -0.4
2012
+7.27 +5.41 3.1 0.6 -0.1 0.2 -2.2 1.2 0.3 1.1 1.2 -0.5 0.9 1.4
2011
+3.23 +0.16 0.2 0.5 0.6 1.8 0.4 -0.5 0.8 -0.9 -3.1 3.2 0.0 0.4
2010
+10.82 +9.25 0.1 1.1 1.7 1.8 -2.1 -0.1 3.1 -0.6 3.4 1.6 -0.9 1.3
2009
+10.12 +7.11 -4.5 -3.4 4.0 3.4 1.8 -0.4 3.7 1.6 2.7 -1.4 2.6 0.0
2008
-2.44 -2.42 0.4 0.8 0.5 -0.5 0.0 -2.3 0.3 0.8 -1.7 -4.4 0.9 2.9
2007
+8.99 +4.69 0.3 1.0 0.9 1.3 0.4 -0.3 0.3 1.4 1.5 2.3 0.1 -0.4
2006
+9.57 +6.87 2.7 -0.2 0.7 0.7 -2.1 -0.1 0.6 1.9 0.8 2.2 2.0 0.2
2005
+6.71 +3.26 0.1 0.8 -1.4 0.2 1.8 1.4 0.8 1.2 0.1 -1.8 1.7 1.6
2004
+10.23 +6.66 1.5 1.8 1.4 -3.9 -0.1 1.6 -0.7 1.8 1.6 1.3 1.9 1.8
2003
+16.93 +14.60 -0.9 0.4 -0.4 2.7 4.6 1.1 -0.9 2.0 2.0 2.0 0.9 2.4
2002
+7.68 +5.07 0.8 1.3 0.4 2.8 0.6 -0.3 -1.6 1.8 0.0 0.1 0.3 1.4
2001
+6.47 +4.79 3.2 -0.4 -1.6 1.3 0.7 0.3 1.2 0.7 -2.4 2.8 -0.1 0.6
2000
+10.81 +7.12 -1.6 1.4 2.2 -1.1 -0.4 3.0 0.1 2.3 0.0 -0.1 0.0 4.4
1999
+4.08 +1.37 -0.1 -3.3 1.7 3.5 -0.8 2.0 -0.6 -0.8 0.3 -0.1 0.9 1.3
1998
+6.06 +4.38 0.9 2.5 1.3 0.2 -1.0 -0.3 -1.2 -2.8 3.7 1.1 1.0 0.6
1997
+8.62 +6.81 0.6 0.4 -1.6 1.0 2.7 2.0 2.7 -1.8 2.5 -1.0 -0.3 1.1
1996
+5.81 +2.35 1.4 -1.3 -0.1 0.4 0.4 0.6 -1.8 0.8 1.9 1.5 2.6 -0.8
1995
+18.99 +16.05 0.5 2.4 0.9 1.9 4.1 1.0 0.8 1.0 0.8 0.1 2.1 2.0
1994
-4.77 -7.18 2.2 -3.0 -3.8 -0.1 0.2 -0.9 2.0 1.9 -1.7 -0.1 -1.9 0.4
1993
+20.95 +17.64 3.8 2.0 1.9 0.4 0.1 2.6 0.9 3.1 0.8 1.9 -1.6 3.4
1992
+9.36 +6.21 0.0 0.8 -1.1 0.5 3.1 -0.5 3.2 -0.2 1.2 -0.6 0.9 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:

  • IJS - iShares S&P Small-Cap 600 Value: simulated historical serie, up to December 2000
  • DLS - WisdomTree International SmallCp Div: simulated historical serie, up to December 2006
  • EEM - iShares MSCI Emerging Markets: simulated historical serie, up to December 2003
  • IEI - iShares 3-7 Year Treasury Bond: simulated historical serie, up to December 2007

Portfolio efficiency

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

Overall Ratings

The Larry Swedroe Larry 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)
+5.85%
(+3.35%)
Poor : 1 / 5
Average : 2.1 / 5
Standard Deviation
over 25 Years
5.22%
Excellent : 5 / 5
Excellent : 4.5 / 5
Maximum Drawdown
over 25 Years
-11.47%
Excellent : 5 / 5
Excellent : 4.5 / 5
Easy to manage 4 ETFs
Good : 3.5 / 5
Good : 3.5 / 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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