Data Source: from June 1991 to June 2022
Consolidated Returns as of 30 June 2022
Live Update: Jul 05 2022, 03:00PM Eastern Time
PORTFOLIO • LIVE PERFORMANCE (USD currency)
0.58%
1 Day
Jul 05 2022, 03:00PM Eastern Time
0.16%
Current Month
July 2022

The Ted Aronson Family Taxable Portfolio is a High Risk portfolio and can be implemented with 11 ETFs.

It's exposed for 70% on the Stock Market.

In the last 30 Years, the Ted Aronson Family Taxable Portfolio obtained a 8.22% compound annual return, with a 11.18% standard deviation.

Asset Allocation and ETFs

The Ted Aronson Family Taxable Portfolio has the following asset allocation:

70% Stocks
30% Fixed Income
0% Commodities

The Ted Aronson Family Taxable Portfolio can be implemented with the following ETFs:

Weight Ticker ETF Name Investment Themes
15.00 % VPL Vanguard FTSE Pacific Equity, Developed Asia Pacific, Large Cap
15.00 % VV Vanguard Large-Cap Equity, U.S., Large Cap
10.00 % EEM iShares MSCI Emerging Markets Equity, Emerging Markets, Large Cap
10.00 % IJR iShares Core S&P Small-Cap Equity, U.S., Small Cap
5.00 % IJT iShares S&P Small-Cap 600 Growth Equity, U.S., Small Cap, Growth
5.00 % IJS iShares S&P Small-Cap 600 Value Equity, U.S., Small Cap, Value
5.00 % VTI Vanguard Total Stock Market Equity, U.S., Large Cap
5.00 % VGK Vanguard FTSE Europe Equity, Developed Europe, Large Cap
15.00 % TIP iShares TIPS Bond Bond, U.S., All-Term
10.00 % TLT iShares 20+ Year Treasury Bond Bond, U.S., Long-Term
5.00 % HYG iShares iBoxx $ High Yield Corporate 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 Ted Aronson Family Taxable Portfolio guaranteed the following returns.

According to the available data source, let's assume we built the portfolio on June 1991.

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.
TED ARONSON FAMILY TAXABLE 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(*)
Ted Aronson Family Taxable Portfolio -0.58 0.16 -6.56 -17.76 -15.77 4.99 6.99 8.22
US Inflation Adjusted return -6.56 -20.96 -21.70 1.33 4.42 5.61
Components
VPL
Vanguard FTSE Pacific
-1.30 02:59PM
Jul 05 2022
-1.27 -8.19 -17.87 -20.32 2.02 5.30 3.72
VV
Vanguard Large-Cap
-0.18 02:59PM
Jul 05 2022
0.90 -8.26 -21.46 -12.97 11.11 12.82 9.87
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
IJR
iShares Core S&P Small-Cap
-0.71 02:59PM
Jul 05 2022
0.22 -8.48 -18.93 -16.91 7.20 11.24 10.52
IJT
iShares S&P Small-Cap 600 Growth
0.19 02:57PM
Jul 05 2022
0.97 -8.24 -23.84 -19.95 7.11 11.10 9.85
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
VTI
Vanguard Total Stock Market
-0.20 02:59PM
Jul 05 2022
0.85 -8.23 -21.32 -14.17 10.53 12.52 9.81
VGK
Vanguard FTSE Europe
-3.25 03:00PM
Jul 05 2022
-3.18 -9.93 -20.89 -18.43 2.45 5.80 6.55
TIP
iShares TIPS Bond
-0.30 02:59PM
Jul 05 2022
1.31 -3.11 -9.04 -5.27 3.04 1.57 5.80
TLT
iShares 20+ Year Treasury Bond
1.29 03:00PM
Jul 05 2022
2.33 -1.27 -21.88 -19.11 0.34 1.51 6.36
HYG
iShares iBoxx $ High Yield Corporate Bond
-0.34 03:00PM
Jul 05 2022
0.61 -7.05 -13.77 -12.80 1.21 3.17 5.70
(*) 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 Ted Aronson Family Taxable Portfolio granted a 2.47% dividend yield. If you are interested in getting periodic income, please refer to the Ted Aronson Family Taxable Portfolio: Dividend Yield page.

Historical Returns as of Jun 30, 2022

Historical returns and stats of Ted Aronson Family Taxable Portfolio. Total Returns and Inflation Adjusted Returns are both mentioned.

TED ARONSON FAMILY TAXABLE PORTFOLIO
Consolidated returns as of 30 June 2022
Data Source: from June 1991 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
-6.56
-6.56
-6.56
Jun 2022 - Jun 2022
0 - 1
3M
-12.60
-13.73
-12.60
Apr 2022 - Jun 2022
1 - 2
6M
-17.76
-20.96
-17.76
Jan 2022 - Jun 2022
1 - 5
YTD
-17.76
-20.96
-17.76
Jan 2022 - Jun 2022
1 - 5
1Y
-15.77
-21.70
10.79
-17.76
Jan 2022 - Jun 2022
4 - 8
33% pos
3Y(*)
4.06
-0.43
12.97
-17.76
Jan 2022 - Jun 2022
22 - 14
61% pos
5Y(*)
4.99
1.33
11.98
-17.76
Jan 2022 - Jun 2022
39 - 21
65% pos
10Y(*)
6.99
4.42
9.95
-17.76
Jan 2022 - Jun 2022
83 - 37
69% pos
15Y(*)
5.87
3.49
12.18
-38.46
Nov 2007 - Feb 2009
115 - 65
64% pos
20Y(*)
7.72
5.14
11.40
-38.46
Nov 2007 - Feb 2009
159 - 81
66% pos
25Y(*)
6.98
4.45
11.65
-38.46
Nov 2007 - Feb 2009
194 - 106
65% pos
30Y(*)
8.22
5.61
11.18
-38.46
Nov 2007 - Feb 2009
239 - 121
66% pos
MAX(*)
01 Jun 1991
8.27
5.64
11.25
-38.46
Nov 2007 - Feb 2009
246 - 127
66% 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$, since July 1992, now would be worth 10698.33$, with a total return of 969.83% (8.22% annualized).

The Inflation Adjusted Capital now would be 5142.26$, with a net total return of 414.23% (5.61% annualized).
An investment of 1000$, since June 1991, now would be worth 11815.07$, with a total return of 1081.51% (8.27% annualized).

The Inflation Adjusted Capital now would be 5496.63$, with a net total return of 449.66% (5.64% annualized).

Drawdowns

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-38.46% Nov 2007 Feb 2009 16 Dec 2010 22 38
-19.15% Apr 2000 Sep 2002 30 Oct 2003 13 43
-17.76% Jan 2022 Jun 2022 6 in progress 6
-15.50% Jan 2020 Mar 2020 3 Aug 2020 5 8
-14.91% May 1998 Aug 1998 4 Dec 1998 4 8
-11.35% May 2011 Sep 2011 5 Jan 2012 4 9
-11.15% Sep 2018 Dec 2018 4 Sep 2019 9 13
-9.47% May 2015 Jan 2016 9 Jul 2016 6 15
-8.05% Feb 1994 Mar 1994 2 Apr 1995 13 15
-5.12% Apr 2012 May 2012 2 Aug 2012 3 5
-4.65% Aug 1997 Oct 1997 3 Feb 1998 4 7
-4.55% Apr 2004 Apr 2004 1 Oct 2004 6 7
-4.53% Jun 1996 Jul 1996 2 Sep 1996 2 4
-4.14% Nov 1993 Nov 1993 1 Dec 1993 1 2
-3.87% May 2006 May 2006 1 Oct 2006 5 6
-3.74% Mar 2005 Apr 2005 2 Jun 2005 2 4
-3.72% Sep 2014 Sep 2014 1 Feb 2015 5 6
-3.60% May 2013 Jun 2013 2 Sep 2013 3 5
-3.55% Feb 2018 Feb 2018 1 Aug 2018 6 7
-3.52% Feb 1999 Feb 1999 1 Mar 1999 1 2
Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-38.46% Nov 2007 Feb 2009 16 Dec 2010 22 38
-19.15% Apr 2000 Sep 2002 30 Oct 2003 13 43
-17.76% Jan 2022 Jun 2022 6 in progress 6
-15.50% Jan 2020 Mar 2020 3 Aug 2020 5 8
-14.91% May 1998 Aug 1998 4 Dec 1998 4 8
-11.35% May 2011 Sep 2011 5 Jan 2012 4 9
-11.15% Sep 2018 Dec 2018 4 Sep 2019 9 13
-9.47% May 2015 Jan 2016 9 Jul 2016 6 15
-8.05% Feb 1994 Mar 1994 2 Apr 1995 13 15
-5.12% Apr 2012 May 2012 2 Aug 2012 3 5
-4.65% Aug 1997 Oct 1997 3 Feb 1998 4 7
-4.55% Apr 2004 Apr 2004 1 Oct 2004 6 7
-4.53% Jun 1996 Jul 1996 2 Sep 1996 2 4
-4.14% Nov 1993 Nov 1993 1 Dec 1993 1 2
-4.05% Jun 1991 Jun 1991 1 Aug 1991 2 3
-3.87% May 2006 May 2006 1 Oct 2006 5 6
-3.74% Mar 2005 Apr 2005 2 Jun 2005 2 4
-3.72% Sep 2014 Sep 2014 1 Feb 2015 5 6
-3.60% May 2013 Jun 2013 2 Sep 2013 3 5
-3.55% Feb 2018 Feb 2018 1 Aug 2018 6 7

Rolling Returns ( more details)

Ted Aronson Family Taxable Portfolio: annualized rolling and average returns

Swipe left to see all data
Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
9.47 45.83
Mar 2009 - Feb 2010
-32.59
Mar 2008 - Feb 2009
20.17%
2 Years
9.05 31.79
Mar 2009 - Feb 2011
-16.94
Mar 2007 - Feb 2009
12.29%
3 Years
8.64 22.76
Mar 2009 - Feb 2012
-8.72
Mar 2006 - Feb 2009
8.58%
5 Years
8.45 17.93
Mar 2009 - Feb 2014
-0.47
Mar 2004 - Feb 2009
0.32%
7 Years
8.20 13.74
Jan 1993 - Dec 1999
3.08
Mar 2002 - Feb 2009
0.00%
10 Years
8.05 11.88
Mar 2009 - Feb 2019
3.57
Mar 1999 - Feb 2009
0.00%
15 Years
8.01 10.89
Nov 1992 - Oct 2007
5.25
Mar 1994 - Feb 2009
0.00%
20 Years
8.04 9.42
Jul 1991 - Jun 2011
5.92
Apr 2000 - Mar 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 Ted Aronson Family Taxable Portfolio: Rolling Returns page.

Seasonality

Ted Aronson Family Taxable 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 %
0.31
61%
0.20
61%
0.62
68%
1.57
77%
0.50
65%
0.20
56%
0.86
58%
0.26
68%
0.21
61%
0.71
65%
1.11
71%
2.08
81%
Best
Year
6.7
2019
4.9
1998
7.9
2009
8.6
2009
6.0
1997
5.0
2019
6.9
2009
4.4
2000
6.7
2010
7.7
2011
9.4
2020
9.9
1991
Worst
Year
-8.9
2009
-8.1
2009
-10.6
2020
-6.8
2022
-5.7
2010
-6.6
2022
-6.2
2002
-11.0
1998
-7.8
2001
-15.1
2008
-4.7
2000
-5.4
2018
Statistics calculated for the period Jun 1991 - Jun 2022

Monthly/Yearly Returns

Ted Aronson Family Taxable Portfolio monthly and yearly returns: how is the distribution of the returns recorded so far?

MONTHLY RETURNS HISTOGRAM
246 Positive Months (66%) - 127 Negative Months (34%)
Jun 1991 - 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
-17.76 -20.96 -4.4 -1.1 -0.5 -6.8 0.4 -6.6
2021
+11.93 +4.51 1.0 1.8 1.4 2.3 1.3 1.1 -0.1 1.4 -2.7 3.0 -1.7 2.7
2020
+14.59 +13.15 -1.0 -4.5 -10.6 7.3 3.2 2.4 4.1 3.1 -1.8 -0.8 9.4 4.6
2019
+19.91 +17.26 6.7 1.6 0.7 2.1 -4.2 5.0 0.0 -0.7 1.5 1.8 1.6 2.4
2018
-7.55 -9.29 3.0 -3.5 0.3 0.0 1.5 -0.4 1.9 1.4 -0.8 -7.0 1.7 -5.4
2017
+18.03 +15.57 2.1 1.9 0.8 1.2 1.0 1.0 1.9 0.3 1.9 1.8 1.7 1.2
2016
+11.10 +8.86 -3.3 0.0 6.0 0.7 0.4 1.6 3.7 0.4 0.9 -2.3 1.4 1.3
2015
-2.35 -2.97 0.3 3.2 -0.1 0.9 -0.3 -1.7 0.1 -5.0 -2.4 5.0 0.1 -2.2
2014
+5.69 +5.00 -2.5 3.3 0.5 0.2 2.0 2.1 -1.4 2.6 -3.7 2.8 0.2 -0.2
2013
+16.00 +14.27 2.5 0.7 2.1 2.2 -1.6 -2.0 3.6 -2.1 4.8 2.9 1.4 0.8
2012
+13.70 +11.73 5.1 2.5 0.4 -0.3 -4.8 3.5 0.6 1.6 1.8 -0.6 1.3 2.2
2011
+1.62 -1.40 0.0 2.7 0.4 3.0 -0.9 -1.0 -0.2 -4.1 -5.6 7.7 -0.1 0.2
2010
+15.27 +13.64 -2.3 1.8 4.7 2.0 -5.7 -2.3 5.4 -2.1 6.7 2.4 -0.3 4.7
2009
+22.79 +19.43 -8.9 -8.1 7.9 8.6 5.9 0.4 6.9 2.0 4.4 -2.7 3.9 2.3
2008
-23.35 -23.33 -3.8 -1.0 -0.4 3.6 1.6 -5.3 -1.2 0.0 -7.2 -15.1 -3.5 8.0
2007
+8.73 +4.44 0.9 0.2 1.2 2.1 2.3 -0.6 -1.4 1.0 3.8 3.2 -3.0 -1.2
2006
+13.15 +10.36 4.5 -0.6 1.6 1.5 -3.9 0.1 -0.1 2.1 0.8 3.2 2.5 1.1
2005
+11.21 +7.62 -1.0 2.4 -2.4 -1.4 2.8 1.8 2.5 1.3 2.2 -2.7 3.1 2.4
2004
+15.55 +11.81 2.0 1.9 1.8 -4.6 0.9 2.6 -2.8 1.3 2.2 2.1 4.5 3.0
2003
+29.19 +26.61 -1.7 -0.6 -0.7 5.2 5.7 2.1 1.2 3.7 1.2 5.0 1.1 4.0
2002
-6.02 -8.30 -0.6 0.2 3.6 0.9 -0.1 -4.0 -6.2 1.5 -4.6 1.5 3.5 -1.4
2001
-4.75 -6.25 3.3 -4.6 -4.3 5.4 0.4 -1.2 -1.3 -1.7 -7.8 3.5 3.0 1.5
2000
-3.43 -6.64 -2.9 3.8 2.3 -3.5 -2.9 4.6 -2.4 4.4 -3.2 -1.6 -4.7 3.4
1999
+21.96 +18.78 0.9 -3.5 4.3 5.4 -2.2 4.3 -0.2 -1.3 0.5 2.6 3.4 6.3
1998
+8.20 +6.49 0.6 4.9 1.9 0.2 -3.2 0.5 -1.8 -11.0 3.9 6.0 4.3 2.8
1997
+11.05 +9.20 0.9 0.4 -3.1 1.9 6.0 4.0 4.1 -4.4 4.4 -4.5 0.5 1.0
1996
+9.90 +6.30 1.8 -0.3 0.9 2.2 0.9 -0.3 -4.2 1.6 3.6 0.3 4.3 -0.9
1995
+22.30 +19.28 -1.0 2.1 2.4 2.9 3.1 1.2 3.3 0.1 2.0 -1.5 3.1 2.7
1994
-1.76 -4.25 4.6 -2.7 -5.5 1.5 0.4 -1.0 2.1 3.3 -2.2 1.1 -3.5 0.7
1993
+27.27 +23.79 3.0 1.5 4.4 2.2 1.6 1.8 2.2 4.2 -0.3 3.2 -4.1 5.1
1992
+4.09 +1.09 0.0 -0.3 -2.8 0.0 4.0 -3.4 3.0 0.1 0.3 -0.6 2.6 1.3
1991
- - -4.0 3.3 2.9 2.1 2.6 -3.4 9.9

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:

  • VPL - Vanguard FTSE Pacific: simulated historical serie, up to December 2005
  • VV - Vanguard Large-Cap: simulated historical serie, up to December 2004
  • EEM - iShares MSCI Emerging Markets: simulated historical serie, up to December 2003
  • IJR - iShares Core S&P Small-Cap: simulated historical serie, up to December 2000
  • IJT - iShares S&P Small-Cap 600 Growth: simulated historical serie, up to December 2000
  • IJS - iShares S&P Small-Cap 600 Value: simulated historical serie, up to December 2000
  • VTI - Vanguard Total Stock Market: simulated historical serie, up to December 2001
  • VGK - Vanguard FTSE Europe: simulated historical serie, up to December 2005
  • TIP - iShares TIPS Bond: simulated historical serie, up to December 2003
  • TLT - iShares 20+ Year Treasury Bond: simulated historical serie, up to December 2002
  • HYG - iShares iBoxx $ High Yield Corporate Bond: simulated historical serie, up to December 2007

Portfolio efficiency

Is the Ted Aronson Family Taxable Portfolio actually efficient, compared to other Lazy Portfolios?

Overall Ratings

The Ted Aronson Family Taxable Portfolio is classified as High 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%
High Risk
Portfolios
All
Portfolios
25 Years Ann. Return
(Inflation Adjusted)
+6.98%
(+4.45%)
Bad : 1.4 / 5
Average : 2.8 / 5
Standard Deviation
over 25 Years
11.65%
Bad : 1.4 / 5
Average : 3 / 5
Maximum Drawdown
over 25 Years
-38.46%
Bad : 1.6 / 5
Average : 2.6 / 5
Easy to manage 11 ETFs
Poor : 1 / 5
Poor : 1 / 5
Rating assigned considering all the High 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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