Last Update: 31 May 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 4.53% compound annual return, with a 4.43% 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 % 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

Portfolio and ETF Returns

The Larry Swedroe Larry Portfolio guaranteed the following returns.

LARRY SWEDROE LARRY PORTFOLIO RETURNS (%)
Last Update: 31 May 2020
Swipe left to see all data
1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*)
Larry Swedroe Larry Portfolio +1.06 -0.59 -0.77 +3.98 +2.86 +3.15 +4.53
Components
IJS - iShares S&P Small-Cap 600 Value +2.55 -13.30 -24.94 -14.11 -3.46 +1.41 +8.08
DLS - WisdomTree International SmallCp Div +6.10 -8.97 -17.66 -10.13 -4.20 +0.68 +6.50
EEM - iShares MSCI Emerging Markets +2.97 -6.89 -9.43 -4.64 -0.61 +0.51 +2.00
IEI - iShares 3-7 Year Treasury Bond +0.32 +2.94 +6.65 +8.94 +4.41 +3.25 +3.15
(*) 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: 31 May 2020
Swipe left to see all data
Period Returns
May 2020
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+1.06%
0.00%
1 - 0
3M
-0.59%
-3.92%
Mar 2020 - Mar 2020
2 - 1
6M
-0.77%
-5.39%
Jan 2020 - Mar 2020
3 - 3
YTD
-2.11%
-5.39%
Jan 2020 - Mar 2020
2 - 3
1Y
+3.98%
5.71%
-5.39%
Jan 2020 - Mar 2020
8 - 4
3Y
+2.86%
annualized
4.78%
-5.39%
Jan 2020 - Mar 2020
25 - 11
5Y
+3.15%
annualized
4.32%
-5.39%
Jan 2020 - Mar 2020
39 - 21
10Y
+4.53%
annualized
4.43%
-5.39%
Jan 2020 - Mar 2020
80 - 40
MAX
01 Jan 1995
+6.87%
annualized
5.13%
-11.46%
Apr 2008 - Feb 2009
213 - 92

* Annualized St.Dev. of monthly returns

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+8.35% 2 50 50 0 Compare
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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
+6.87% +23.60%
Apr 2003 - Mar 2004
-11.03%
Mar 2008 - Feb 2009
6.46%
2 Years
+6.76% +15.39%
Mar 2009 - Feb 2011
-1.61%
Mar 2007 - Feb 2009
0.71%
3 Years
+6.79% +12.70%
Apr 2003 - Mar 2006
+1.59%
Mar 2006 - Feb 2009
0.00%
5 Years
+6.87% +10.99%
Apr 2003 - Mar 2008
+2.49%
Jan 2014 - Dec 2018
0.00%
7 Years
+7.04% +10.25%
Jun 2000 - May 2007
+3.02%
Apr 2013 - Mar 2020
0.00%
10 Years
+7.17% +9.47%
Jan 1995 - Dec 2004
+4.14%
Apr 2010 - Mar 2020
0.00%
15 Years
+7.16% +8.47%
Jan 1995 - Dec 2009
+5.16%
Apr 2005 - Mar 2020
0.00%

* Annualized rolling and average returns over full calendar month periods

Yearly Returns - Monthly Returns Heatmap

Swipe left to see all data
Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2020
-2.11% -0.5 -1.1 -3.9 2.4 1.1
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

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

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