Last Update: 30 September 2020

The Larry Swedroe Larry Portfolio is exposed for 30% on the Stock Market.

It's a Medium Risk portfolio and it can be replicated with 4 ETFs.

In the last 10 years, the portfolio obtained a 4.2% compound annual return, with a 4.25% standard deviation.

In 2019, the portfolio granted a 2.32% dividend yield. If you are interested in getting periodic income, please refer to the Larry Swedroe Larry Portfolio: Dividend Yield page.

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 replicated 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 % EEM iShares MSCI Emerging Markets Equity, Emerging Markets, Large Cap
7.50 % DLS WisdomTree International SmallCp Div Equity, Developed Markets, Small Cap, Value
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.

LARRY SWEDROE LARRY PORTFOLIO RETURNS (%)
Last Update: 30 September 2020
Swipe left to see all data
1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*)
Larry Swedroe Larry Portfolio -0.66 +1.59 +6.18 +3.43 +2.78 +4.32 +4.20
Components
IJS - iShares S&P Small-Cap 600 Value -5.18 +2.19 +23.62 -16.76 -4.57 +4.83 +8.70
EEM - iShares MSCI Emerging Markets -1.01 +10.25 +29.94 +10.81 +1.84 +8.47 +1.94
DLS - WisdomTree International SmallCp Div -0.35 +8.24 +26.75 -2.64 -3.69 +4.96 +5.92
IEI - iShares 3-7 Year Treasury Bond +0.08 +0.19 +0.75 +6.89 +4.51 +3.06 +2.68
(*) 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 Larry Portfolio: Dividend Yield page.

Historical Returns

Larry Swedroe Larry Portfolio - Historical returns and stats.

LARRY SWEDROE LARRY PORTFOLIO
Last Update: 30 September 2020
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Period Returns
Sep 2020
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
-0.66%
-0.66%
Sep 2020 - Sep 2020
0 - 1
3M
+1.59%
-0.66%
Sep 2020 - Sep 2020
2 - 1
6M
+6.18%
-0.66%
Sep 2020 - Sep 2020
5 - 1
YTD
+0.47%
-5.39%
Jan 2020 - Mar 2020
5 - 4
1Y
+3.43%
5.47%
-5.39%
Jan 2020 - Mar 2020
8 - 4
3Y
+2.78%
annualized
4.84%
-5.39%
Jan 2020 - Mar 2020
24 - 12
5Y
+4.32%
annualized
4.24%
-5.39%
Jan 2020 - Mar 2020
42 - 18
10Y
+4.20%
annualized
4.25%
-5.39%
Jan 2020 - Mar 2020
81 - 39
MAX
01 Jan 1995
+6.88%
annualized
5.10%
-11.46%
Apr 2008 - Feb 2009
216 - 93

* Annualized St.Dev. of monthly returns

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Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns

Larry Swedroe Larry Portfolio: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+6.82% +23.60%
Apr 2003 - Mar 2004
-11.03%
Mar 2008 - Feb 2009
6.38%
2 Years
+6.71% +15.39%
Mar 2009 - Feb 2011
-1.61%
Mar 2007 - Feb 2009
0.70%
3 Years
+6.74% +12.70%
Apr 2003 - Mar 2006
+1.59%
Mar 2006 - Feb 2009
0.00%
5 Years
+6.82% +10.99%
Apr 2003 - Mar 2008
+2.49%
Jan 2014 - Dec 2018
0.00%
7 Years
+6.98% +10.25%
Jun 2000 - May 2007
+3.02%
Apr 2013 - Mar 2020
0.00%
10 Years
+7.11% +9.47%
Jan 1995 - Dec 2004
+4.14%
Apr 2010 - Mar 2020
0.00%
15 Years
+7.10% +8.47%
Jan 1995 - Dec 2009
+5.16%
Apr 2005 - Mar 2020
0.00%

* Annualized rolling and average returns over full calendar month periods

Seasonality and Yearly/Monthly Returns

Larry Swedroe Larry Portfolio Seasonality

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Months
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average 0.5 0.3 0.5 0.9 0.4 0.5 0.5 0.5 0.7 0.4 0.8 0.9
Best 3.5
2019
2.5
1998
4.0
2009
3.5
1999
4.6
2003
3.0
2000
3.7
2009
2.3
2000
3.7
1998
3.2
2011
2.6
2009
4.4
2000
Worst -4.5
2009
-3.4
2009
-3.9
2020
-3.9
2004
-2.3
2012
-2.3
2008
-1.8
1996
-2.8
1998
-3.1
2011
-4.4
2008
-0.9
2010
-1.3
2018
Gain
Frequency
73 73 73 81 58 58 65 69 65 64 84 76

Detail of Monthly Returns

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2020
+0.47% -0.5 -1.1 -3.9 2.4 1.1 1.0 1.3 1.0 -0.7
2019
+10.64% 3.5 0.6 0.5 1.1 -1.5 2.5 -0.3 0.1 0.9 1.2 0.4 1.4
2018
-3.54% 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% 0.9 0.7 0.5 1.0 0.4 0.4 1.2 0.4 0.9 0.4 0.3 0.5
2016
+6.87% -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% 0.8 0.8 0.5 0.6 -0.2 -0.7 -0.4 -1.7 -0.2 1.4 -0.1 -1.2
2014
+2.38% -0.5 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% 0.8 0.6 0.8 0.8 -0.9 -1.6 1.8 -1.3 3.2 1.6 0.8 -0.4
2012
+7.27% 3.1 0.6 -0.1 0.2 -2.3 1.2 0.3 1.1 1.2 -0.5 0.9 1.4
2011
+3.23% 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% 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% -4.5 -3.4 4.0 3.4 1.8 -0.4 3.7 1.6 2.7 -1.4 2.6 0.1
2008
-2.44% 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% 0.3 1.0 0.9 1.3 0.5 -0.3 0.3 1.4 1.5 2.3 0.1 -0.5
2006
+9.57% 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% 0.1 0.8 -1.4 0.2 1.8 1.4 0.8 1.3 0.1 -1.8 1.7 1.6
2004
+10.23% 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% -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% 0.8 1.3 0.4 2.8 0.6 -0.4 -1.6 1.8 0.0 0.1 0.3 1.4
2001
+6.47% 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% -1.6 1.5 2.2 -1.1 -0.4 3.0 0.1 2.3 0.0 -0.1 0.1 4.4
1999
+4.08% -0.1 -3.3 1.7 3.5 -0.8 2.0 -0.6 -0.8 0.4 -0.1 0.9 1.3
1998
+6.06% 0.9 2.5 1.3 0.3 -1.0 -0.3 -1.2 -2.8 3.7 1.1 1.0 0.6
1997
+8.62% 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% 1.4 -1.3 -0.1 0.4 0.4 0.7 -1.8 0.8 2.0 1.5 2.6 -0.8
1995
+18.99% 0.5 2.4 0.9 1.9 4.1 1.0 0.8 1.0 0.8 0.1 2.1 2.0

* 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:

IJS - iShares S&P Small-Cap 600 Value: simulated historical serie, up to December 2000

EEM - iShares MSCI Emerging Markets: simulated historical serie, up to December 2003

DLS - WisdomTree International SmallCp Div: simulated historical serie, up to December 2006

IEI - iShares 3-7 Year Treasury Bond: simulated historical serie, up to December 2007

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