Data Source: from September 2005 to June 2022
Consolidated Returns as of 30 June 2022
Live Update: Jul 05 2022, 02:58PM Eastern Time
PORTFOLIO • LIVE PERFORMANCE (USD currency)
0.38%
1 Day
Jul 05 2022, 02:58PM Eastern Time
1.26%
Current Month
July 2022

The Stocks/Bonds 60/40 ESG Portfolio is a High Risk portfolio and can be implemented with 2 ETFs.

It's exposed for 60% on the Stock Market.

In the last 15 Years, the Stocks/Bonds 60/40 ESG Portfolio obtained a 6.24% compound annual return, with a 11.02% standard deviation.

Asset Allocation and ETFs

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

60% Stocks
40% Fixed Income
0% Commodities

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

Weight Ticker ETF Name Investment Themes
60.00 % ESGV Vanguard ESG U.S. Stock ETF Equity, U.S., Large Cap, Growth
40.00 % 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 60/40 ESG Portfolio guaranteed the following returns.

According to the available data source, let's assume we built the portfolio on September 2005.

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.
STOCKS/BONDS 60/40 ESG PORTFOLIO RETURNS
Consolidated returns as of 30 June 2022
Live Update: Jul 05 2022, 02:58PM 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(*)
Stocks/Bonds 60/40 ESG Portfolio 0.38 1.26 -5.16 -18.48 -13.27 5.61 7.66
US Inflation Adjusted return -5.16 -21.65 -19.38 1.94 5.07
Components
ESGV
Vanguard ESG U.S. Stock ETF 		0.39 02:57PM
Jul 05 2022 		1.36 -7.83 -24.04 -16.27 8.16 11.23
NUBD
Nuveen ESG U.S. Aggregate Bond ETF 		0.37 02:58PM
Jul 05 2022 		1.11 -1.54 -10.14 -10.45 0.70 1.49
(*) 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%

Live update: World Markets and Indexes

Portfolio Dividends

In 2021, the Stocks/Bonds 60/40 ESG Portfolio granted a 1.30% dividend yield. If you are interested in getting periodic income, please refer to the Stocks/Bonds 60/40 ESG Portfolio: Dividend Yield page.

Readings that may interest you
Summary of Principles for Dealing with the Changing World Order by Ray Dalio: A ...
Index Funds and ETFs: What They Are and How to Make Them Work for You
Exchange-Traded Funds For Dummies

Historical Returns as of Jun 30, 2022

Historical returns and stats of Stocks/Bonds 60/40 ESG Portfolio. Total Returns and Inflation Adjusted Returns are both mentioned.

STOCKS/BONDS 60/40 ESG PORTFOLIO
Consolidated returns as of 30 June 2022
Data Source: from September 2005 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
-5.16
-5.16
-5.16
Jun 2022 - Jun 2022
0 - 1
3M
-12.50
-13.63
-12.50
Apr 2022 - Jun 2022
0 - 3
6M
-18.48
-21.65
-18.48
Jan 2022 - Jun 2022
1 - 5
YTD
-18.48
-21.65
-18.48
Jan 2022 - Jun 2022
1 - 5
1Y
-13.27
-19.38
12.18
-18.48
Jan 2022 - Jun 2022
5 - 7
42% pos
3Y(*)
6.15
1.57
12.02
-18.48
Jan 2022 - Jun 2022
23 - 13
64% pos
5Y(*)
5.61
1.94
10.82
-18.48
Jan 2022 - Jun 2022
40 - 20
67% pos
10Y(*)
7.66
5.07
9.11
-18.48
Jan 2022 - Jun 2022
81 - 39
68% pos
15Y(*)
6.24
3.85
11.02
-32.78
Nov 2007 - Feb 2009
111 - 69
62% pos
MAX(*)
01 Sep 2005
6.84
4.36
10.52
-32.78
Nov 2007 - Feb 2009
127 - 75
63% 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$, since July 2007, now would be worth 2479.64$, with a total return of 147.96% (6.24% annualized).

The Inflation Adjusted Capital now would be 1762.99$, with a net total return of 76.30% (3.85% annualized).
An investment of 1000$, since September 2005, now would be worth 3046.47$, with a total return of 204.65% (6.84% annualized).

The Inflation Adjusted Capital now would be 2049.63$, with a net total return of 104.96% (4.36% annualized).

Drawdowns

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-32.78% Nov 2007 Feb 2009 16 Mar 2010 13 29
-18.48% Jan 2022 Jun 2022 6 in progress 6
-14.77% May 2011 Sep 2011 5 Sep 2012 12 17
-10.57% Feb 2020 Mar 2020 2 Jun 2020 3 5
-10.20% Feb 2018 Dec 2018 11 Apr 2019 4 15
-8.11% Jun 2015 Jan 2016 8 Jul 2016 6 14
-7.23% May 2010 Jun 2010 2 Sep 2010 3 5
-3.85% Sep 2020 Oct 2020 2 Nov 2020 1 3
-3.74% Sep 2021 Sep 2021 1 Oct 2021 1 2
-3.32% May 2019 May 2019 1 Jun 2019 1 2
-3.12% Sep 2014 Sep 2014 1 Nov 2014 2 3
-2.38% Jul 2014 Jul 2014 1 Aug 2014 1 2
-2.36% Aug 2013 Aug 2013 1 Sep 2013 1 2
-1.69% Jun 2013 Jun 2013 1 Jul 2013 1 2
-1.51% Jul 2007 Aug 2007 2 Sep 2007 1 3
-1.48% Sep 2016 Oct 2016 2 Nov 2016 1 3
-1.33% Jan 2014 Jan 2014 1 Feb 2014 1 2
-0.58% Nov 2021 Nov 2021 1 Dec 2021 1 2
-0.50% Jan 2021 Jan 2021 1 Feb 2021 1 2
-0.42% Mar 2017 Mar 2017 1 Jun 2017 3 4
Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-32.78% Nov 2007 Feb 2009 16 Mar 2010 13 29
-18.48% Jan 2022 Jun 2022 6 in progress 6
-14.77% May 2011 Sep 2011 5 Sep 2012 12 17
-10.57% Feb 2020 Mar 2020 2 Jun 2020 3 5
-10.20% Feb 2018 Dec 2018 11 Apr 2019 4 15
-8.11% Jun 2015 Jan 2016 8 Jul 2016 6 14
-7.23% May 2010 Jun 2010 2 Sep 2010 3 5
-3.85% Sep 2020 Oct 2020 2 Nov 2020 1 3
-3.74% Sep 2021 Sep 2021 1 Oct 2021 1 2
-3.32% May 2019 May 2019 1 Jun 2019 1 2
-3.12% Sep 2014 Sep 2014 1 Nov 2014 2 3
-2.44% Oct 2005 Oct 2005 1 Dec 2005 2 3
-2.38% Jul 2014 Jul 2014 1 Aug 2014 1 2
-2.36% Aug 2013 Aug 2013 1 Sep 2013 1 2
-2.09% Jun 2007 Aug 2007 3 Oct 2007 2 5
-1.73% May 2006 May 2006 1 Jul 2006 2 3
-1.69% Jun 2013 Jun 2013 1 Jul 2013 1 2
-1.48% Sep 2016 Oct 2016 2 Nov 2016 1 3
-1.33% Jan 2014 Jan 2014 1 Feb 2014 1 2
-0.58% Nov 2021 Nov 2021 1 Dec 2021 1 2

Rolling Returns ( more details)

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

Swipe left to see all data
Rolling
Period		 Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
 8.59 46.47
Mar 2009 - Feb 2010 		-30.16
Mar 2008 - Feb 2009 		17.28%
2 Years
 8.03 31.85
Mar 2009 - Feb 2011 		-15.77
Mar 2007 - Feb 2009 		10.06%
3 Years
 7.63 21.14
Mar 2009 - Feb 2012 		-6.98
Mar 2006 - Feb 2009 		6.59%
5 Years
 8.11 18.46
Mar 2009 - Feb 2014 		2.82
Jun 2007 - May 2012 		0.00%
7 Years
 8.24 13.49
Mar 2009 - Feb 2016 		4.92
Jul 2015 - Jun 2022 		0.00%
10 Years
 8.22 11.13
Mar 2009 - Feb 2019 		6.39
Jun 2007 - May 2017 		0.00%
15 Years
 7.77 8.37
Sep 2006 - Aug 2021 		6.24
Jul 2007 - 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 Stocks/Bonds 60/40 ESG Portfolio: Rolling Returns page.

Seasonality

Stocks/Bonds 60/40 ESG 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 %		 0.53
53% 		0.31
65% 		0.87
65% 		1.80
88% 		0.19
65% 		-0.37
41% 		1.38
69% 		0.39
56% 		-0.28
53% 		0.24
65% 		1.19
71% 		0.98
65%
Best
Year		 5.6
2019 		3.7
2015 		5.7
2009 		9.8
2009 		5.1
2009 		4.7
2019 		7.2
2009 		4.1
2020 		6.5
2010 		7.8
2011 		7.2
2020 		4.8
2008
Worst
Year		 -5.1
2022 		-6.6
2009 		-7.0
2020 		-7.5
2022 		-4.9
2010 		-5.9
2008 		-2.4
2014 		-4.7
2011 		-7.8
2008 		-12.7
2008 		-3.9
2008 		-4.4
2018
Statistics calculated for the period Sep 2005 - Jun 2022

Monthly/Yearly Returns

Stocks/Bonds 60/40 ESG Portfolio monthly and yearly returns: how is the distribution of the returns recorded so far?

MONTHLY RETURNS HISTOGRAM
127 Positive Months (63%) - 75 Negative Months (37%)
Sep 2005 - 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
 -18.48 -21.65 -5.1 -2.4 0.6 -7.5 -0.3 -5.2
2021
 +14.84 +7.23 -0.5 0.7 1.7 3.7 0.0 2.2 1.8 2.0 -3.7 4.5 -0.6 2.5
2020
 +18.27 +16.78 1.0 -3.9 -7.0 7.9 3.5 2.1 4.2 4.1 -2.4 -1.5 7.2 2.8
2019
 +23.31 +20.58 5.6 2.1 1.9 2.7 -3.3 4.7 1.3 -0.2 0.7 1.6 2.5 1.7
2018
 -9.29 -10.99 1.0 -4.0 0.0 0.6 0.2 -0.7 1.4 0.9 -0.9 -4.8 1.4 -4.4
2017
 +9.32 +7.04 1.4 1.0 -0.4 0.0 0.1 0.9 1.2 -0.4 2.0 0.7 2.0 0.5
2016
 +8.09 +5.92 -3.5 1.1 5.3 1.3 0.5 -1.5 2.7 1.0 -0.3 -1.2 1.6 1.0
2015
 +1.04 +0.40 -0.2 3.7 -0.1 1.1 1.4 -0.4 -1.0 -3.5 -2.1 4.1 1.3 -3.0
2014
 +7.55 +6.85 -1.3 3.4 -0.1 0.2 2.2 2.0 -2.4 3.2 -3.1 1.8 2.0 -0.2
2013
 +22.59 +20.76 4.9 1.3 2.6 0.3 1.3 -1.7 4.1 -2.4 3.2 3.1 1.1 3.0
2012
 +13.87 +11.90 4.8 3.5 0.5 -0.8 -4.3 2.6 0.9 2.4 1.7 0.2 0.7 1.2
2011
 -1.55 -4.47 1.6 2.8 0.4 3.3 -1.1 -1.9 -1.2 -4.7 -6.7 7.8 -0.9 -0.2
2010
 +15.13 +13.50 -1.3 2.7 3.6 2.1 -4.9 -2.5 4.0 -1.6 6.5 2.1 -0.1 4.1
2009
 +30.34 +26.77 -3.5 -6.6 5.7 9.8 5.1 -1.3 7.2 3.0 4.9 -2.0 3.5 2.3
2008
 -23.95 -23.94 -0.7 -1.1 -1.4 1.8 2.4 -5.9 -2.2 1.1 -7.8 -12.7 -3.9 4.8
2007
 +7.02 +2.80 1.7 1.7 0.0 2.5 2.2 -0.6 -1.3 -0.2 1.9 1.0 -1.3 -0.7
2006
 +12.43 +9.66 3.0 -0.5 1.6 1.5 -1.7 0.7 1.3 1.6 0.5 1.7 2.3 -0.1
2005
 - - 1.0 -2.4 1.5 1.5

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

Portfolio efficiency

Is the Stocks/Bonds 60/40 ESG Portfolio actually efficient, compared to other Lazy Portfolios?

Similar portfolios

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

Swipe left to see all data
5 Years Stats (%)
% Allocation
Portfolio Jul 2022 Return▾ Drawdown Stocks Bonds Comm
Stocks/Bonds 60/40 with Bitcoin
 +0.98 +11.60 -17.79 59 39 2
Stocks/Bonds 60/40 2x Leveraged
 +2.13 +10.31 -31.35 60 40 0
Stocks/Bonds 60/40
 +0.92 +6.92 -16.93 60 40 0
Stocks/Bonds 60/40 ESG
 +1.26 +5.61 -18.48 60 40 0
Stocks/Bonds 60/40 Momentum
 -0.06 +5.50 -22.55 60 40 0

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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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% Allocation
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Simple Path to Wealth
JL Collins 		+0.90 +7.49 -38.53 75 25 0
Stocks/Bonds 60/40
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 +0.21 +6.69 -14.81 40 40 20
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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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