Data Source: from September 2005 to September 2021

Last Update: 30 September 2021

The Stocks/Bonds 40/60 ESG Portfolio is exposed for 40% on the Stock Market.

It's a Medium Risk portfolio and it can be replicated with 2 ETFs.

In the last 10 years, the portfolio obtained a 8.19% compound annual return, with a 6.11% standard deviation.

In 2020, the portfolio granted a 1.96% dividend yield. If you are interested in getting periodic income, please refer to the Stocks/Bonds 40/60 ESG Portfolio: Dividend Yield page.

Asset Allocation and ETFs

The Stocks/Bonds 40/60 ESG Portfolio has the following asset allocation:

40% Stocks
60% Fixed Income
0% Commodities

The Stocks/Bonds 40/60 ESG Portfolio can be replicated with the following ETFs:

Weight Ticker ETF Name Investment Themes
40.00 % ESGV Vanguard ESG U.S. Stock ETF Equity, U.S., Large Cap, Growth
60.00 % NUBD Nuveen ESG U.S. Aggregate Bond ETF Bond, U.S., All-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 Stocks/Bonds 40/60 ESG Portfolio guaranteed the following returns.

STOCKS/BONDS 40/60 ESG PORTFOLIO RETURNS (%)
Last Update: 30 September 2021
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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*)
Stocks/Bonds 40/60 ESG Portfolio -2.92 -0.11 +4.43 +10.60 +10.58 +7.37 +8.19
Components
ESGV
Vanguard ESG U.S. Stock ETF
-5.21 +0.10 +8.81 +30.55 +18.17 +13.87 +15.13
NUBD
Nuveen ESG U.S. Aggregate Bond ETF
-1.06 -0.27 +1.25 -1.96 +4.91 +2.67 +3.29
(*) 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 Stocks/Bonds 40/60 ESG Portfolio: Dividend Yield page.

Historical Returns

Stocks/Bonds 40/60 ESG Portfolio - Historical returns and stats.

STOCKS/BONDS 40/60 ESG PORTFOLIO
Last Update: 30 September 2021
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Period Returns
Sep 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
-2.92%
-2.92%
Sep 2021 - Sep 2021
0 - 1
3M
-0.11%
-2.92%
Sep 2021 - Sep 2021
2 - 1
6M
+4.43%
-2.92%
Sep 2021 - Sep 2021
5 - 1
YTD
+4.56%
-2.92%
Sep 2021 - Sep 2021
6 - 3
1Y
+10.60%
6.78%
-2.92%
Sep 2021 - Sep 2021
8 - 4
3Y
+10.58%
annualized
7.68%
-6.32%
Feb 2020 - Mar 2020
26 - 10
5Y
+7.37%
annualized
6.37%
-6.32%
Feb 2020 - Mar 2020
45 - 15
10Y
+8.19%
annualized
6.11%
-6.32%
Feb 2020 - Mar 2020
86 - 34
MAX
01 Sep 2005
+7.02%
annualized
7.35%
-22.87%
Jun 2008 - Feb 2009
130 - 63
* Annualized St.Dev. of monthly returns

Similar portfolios, ordered by 5 Years annualized return.

These portfolios share asset allocation strategy and/or similar asset weights. Comparing their returns and drawdowns, you can get an idea of the risk you are facing implementing one of them.

5 Years Stats
% Allocation
Portfolio Return Drawdown Stocks Bonds Comm.
Stocks/Bonds 40/60 with Bitcoin
+15.30% -8.75% 39 59 2 Compare
Stocks/Bonds 40/60
+8.56% -8.09% 40 60 0 Compare
Stocks/Bonds 40/60 Momentum
+8.45% -7.68% 40 60 0 Compare
Stocks/Bonds 40/60 ESG
+7.37% -6.32% 40 60 0

Best Classic Portfolios, with Medium Risk, ordered by 10 Years annualized return.

10 Years Stats
% Allocation
Portfolio Return Drawdown Stocks Bonds Comm.
Couch Potato
Scott Burns
+9.87% -10.72% 50 50 0 Compare
Stocks/Bonds 40/60
+8.42% -8.09% 40 60 0 Compare
Robo Advisor 50
Betterment
+8.01% -13.31% 49.9 50.1 0 Compare
Edge Select Moderately Conservative
Merrill Lynch
+7.47% -7.78% 37 63 0 Compare
Lifepath Fund
iShares
+7.33% -8.34% 40.42 59.58 0 Compare

See all portfolios

Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns ( more details)

Stocks/Bonds 40/60 ESG Portfolio: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+7.48% +37.50%
Mar 2009 - Feb 2010
-21.80%
Mar 2008 - Feb 2009
11.54%
2 Years
+6.92% +25.49%
Mar 2009 - Feb 2011
-9.54%
Mar 2007 - Feb 2009
6.47%
3 Years
+6.61% +17.74%
Mar 2009 - Feb 2012
-3.30%
Mar 2006 - Feb 2009
4.43%
5 Years
+7.05% +14.96%
Mar 2009 - Feb 2014
+2.86%
Jan 2014 - Dec 2018
0.00%
7 Years
+7.16% +11.15%
Dec 2008 - Nov 2015
+4.86%
Apr 2013 - Mar 2020
0.00%
10 Years
+7.03% +9.10%
Mar 2009 - Feb 2019
+6.08%
Apr 2010 - Mar 2020
0.00%
15 Years
+7.09% +7.32%
Aug 2006 - Jul 2021
+6.81%
Oct 2005 - Sep 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 Stocks/Bonds 40/60 ESG Portfolio: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

Stocks/Bonds 40/60 ESG 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.

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Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Win %
0.90
69%
0.37
63%
0.67
69%
1.83
94%
0.24
69%
0.00
44%
1.21
69%
0.45
75%
-0.24
53%
0.07
63%
0.94
75%
0.71
69%
Best
Year
4.0
2019
2.5
2014
4.5
2009
7.6
2009
4.7
2009
3.6
2019
5.6
2009
2.6
2009
4.5
2010
5.4
2011
5.1
2020
4.3
2008
Worst
Year
-1.9
2016
-5.1
2009
-4.4
2020
-0.1
2012
-3.3
2010
-4.3
2008
-1.8
2014
-3.3
2011
-6.6
2008
-8.4
2008
-2.6
2008
-2.2
2018
Statistics calculated for the period Sep 2005 - Sep 2021

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

Monthly Returns of Stocks/Bonds 40/60 ESG Portfolio

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021
+4.56% -0.5 -0.1 0.8 2.7 0.1 1.8 1.6 1.3 -2.9
2020
+14.57% 1.3 -2.0 -4.4 5.6 2.4 1.6 3.2 2.4 -1.7 -1.2 5.1 1.8
2019
+18.28% 4.0 1.4 1.9 1.8 -1.7 3.6 1.0 0.7 0.2 1.2 1.8 1.2
2018
-6.08% 0.3 -3.1 0.1 0.4 0.4 -0.5 0.9 0.8 -0.8 -3.5 1.1 -2.2
2017
+7.47% 0.9 1.0 -0.4 0.3 0.3 0.6 0.9 0.0 1.2 0.5 1.3 0.5
2016
+6.31% -1.9 1.0 3.9 1.1 0.4 -0.4 2.1 0.6 -0.3 -1.1 0.1 0.7
2015
+0.50% 0.8 2.2 -0.1 0.7 0.8 -0.7 -0.6 -2.5 -1.2 2.8 0.8 -2.2
2014
+6.76% -0.4 2.5 -0.3 0.4 1.9 1.3 -1.8 2.5 -2.3 1.6 1.6 -0.3
2013
+14.40% 3.1 1.0 1.8 0.5 0.2 -1.9 3.0 -1.9 2.7 2.5 0.8 1.8
2012
+12.12% 3.9 2.4 0.3 -0.1 -2.7 1.8 1.2 1.7 1.5 0.2 0.6 0.8
2011
+0.56% 1.2 2.1 0.4 2.8 -0.6 -1.3 -0.5 -3.3 -4.9 5.4 -0.7 0.4
2010
+12.75% -0.3 1.9 2.5 1.8 -3.3 -1.1 3.1 -0.5 4.5 1.7 -0.5 2.5
2009
+25.96% -1.9 -5.1 4.5 7.6 4.7 -0.6 5.6 2.6 3.8 -1.1 2.7 1.3
2008
-16.02% 0.6 -0.7 -1.1 1.2 1.3 -4.3 -1.5 1.0 -6.6 -8.4 -2.6 4.3
2007
+7.63% 1.1 1.8 0.1 1.7 1.0 -0.5 -0.4 0.2 1.8 1.1 -0.1 -0.4
2006
+9.42% 2.1 -0.2 0.7 1.0 -1.3 0.4 1.4 1.6 0.5 1.3 1.9 -0.4

* Note:
Portofolio Returns, up to September 2018, 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:

  • ESGV - Vanguard ESG U.S. Stock ETF: simulated historical serie, up to September 2018
  • NUBD - Nuveen ESG U.S. Aggregate Bond ETF: simulated historical serie, up to October 2017
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