Total Bond World Developed Portfolio: ETF allocation and returns

Last Update: 31 December 2020

The Total Bond World Developed Portfolio is exposed for 0% on the Stock Market.

It's a Low Risk portfolio and it can be replicated with 1 ETF.

In the last 10 years, the portfolio obtained a 4.9% compound annual return, with a 3.02% standard deviation.

In 2020, the portfolio granted a 1.16% dividend yield. If you are interested in getting periodic income, please refer to the Total Bond World Developed Portfolio: Dividend Yield page.

Asset Allocation and ETFs

The Total Bond World Developed Portfolio has the following asset allocation:

        0% Stocks
      
        100% Fixed Income
      
        0% Commodities

The Total Bond World Developed Portfolio can be replicated with the following ETFs:

Weight		Ticker	ETF Name	Investment Themes
100.00 %		BNDX	Vanguard Total International Bond	Bond, Developed Markets, 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 Total Bond World Developed Portfolio guaranteed the following returns.

TOTAL BOND WORLD DEVELOPED PORTFOLIO RETURNS (%)

Last Update: 31 December 2020

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	1M	3M	6M	1Y	*3Y^()**	*5Y^()**	*10Y^()**
Total Bond World Developed Portfolio	+0.36	+1.09	+2.15	+4.65	+5.09	+4.45	+4.90
*Components*
BNDX - Vanguard Total International Bond	+0.36	+1.09	+2.15	+4.65	+5.09	+4.45	+4.90

(*) 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 Total Bond World Developed Portfolio: Dividend Yield page.

Historical Returns

Total Bond World Developed Portfolio - Historical returns and stats.

TOTAL BOND WORLD DEVELOPED PORTFOLIO

Last Update: 31 December 2020

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Period	Returns Dec 2020	Standard Deviation *	Max Drawdown	Months Pos - Neg
1M	+0.36%		0.00%	1 - 0
3M	+1.09%		0.00%	3 - 0
6M	+2.15%		-0.76% Aug 2020 - Aug 2020	5 - 1
YTD	+4.65%	4.17%	-2.91% Mar 2020 - Mar 2020	10 - 2
1Y	+4.65%	4.17%	-2.91% Mar 2020 - Mar 2020	10 - 2
3Y	+5.09% annualized	3.26%	-2.91% Mar 2020 - Mar 2020	26 - 10
5Y	+4.45% annualized	3.06%	-3.03% Oct 2016 - Jan 2017	43 - 17
10Y	+4.90% annualized	3.02%	-4.25% May 2013 - Aug 2013	89 - 31
MAX 01 Jan 1999	+5.54% annualized	3.55%	-10.04% Mar 2008 - Nov 2008	189 - 75

* Annualized St.Dev. of monthly returns

Best Low Risk Porftolios, ordered by 10Y annualized return.

Portfolio	10Y Return ▾	Stocks	Bonds
High Yield Bonds Income	+6.17%	0	100	Compare
World Developed 20/80	+5.93%	20	80	Compare
Stocks/Bonds 20/80	+5.84%	20	80	Compare
Total Bond World Developed	+4.90%	0	100
Edge Select Conservative Merrill Lynch	+4.78%	21	79	Compare

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Capital Growth

Time Range:

Drawdowns

Time Range:

Worst drawdowns since December 2010.

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	Drawdown period			Recovery period		Total
Drawdown	Start	Bottom	#Months	End	#Months	#Months
-4.25%	May 2013	Aug 2013	4	May 2014	9	13
-3.03%	Oct 2016	Jan 2017	4	Dec 2017	11	15
-2.91%	Mar 2020	Mar 2020	1	Jul 2020	4	5
-2.87%	Apr 2015	Jun 2015	3	Jan 2016	7	10
-1.69%	Sep 2019	Dec 2019	4	Jan 2020	1	5
-0.76%	Aug 2020	Aug 2020	1	Sep 2020	1	2
-0.57%	Jan 2018	Jan 2018	1	Mar 2018	2	3
-0.56%	Nov 2011	Nov 2011	1	Dec 2011	1	2
-0.37%	Apr 2018	May 2018	2	Jun 2018	1	3
-0.36%	Jun 2011	Jun 2011	1	Jul 2011	1	2
-0.32%	Jan 2013	Jan 2013	1	Feb 2013	1	2
-0.26%	Apr 2016	Apr 2016	1	May 2016	1	2
-0.24%	Sep 2018	Sep 2018	1	Nov 2018	2	3
-0.18%	Feb 2015	Feb 2015	1	Mar 2015	1	2
-0.13%	Sep 2014	Sep 2014	1	Oct 2014	1	2

Worst drawdowns since December 1998.

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	Drawdown period			Recovery period		Total
Drawdown	Start	Bottom	#Months	End	#Months	#Months
-10.04%	Mar 2008	Nov 2008	9	Jul 2009	8	17
-4.25%	May 2013	Aug 2013	4	May 2014	9	13
-3.16%	May 1999	Aug 1999	4	Mar 2000	7	11
-3.03%	Oct 2016	Jan 2017	4	Dec 2017	11	15
-2.91%	Mar 2020	Mar 2020	1	Jul 2020	4	5
-2.87%	Apr 2015	Jun 2015	3	Jan 2016	7	10
-2.33%	Jun 2003	Aug 2003	3	Jan 2004	5	8
-1.97%	Nov 2010	Dec 2010	2	May 2011	5	7
-1.69%	Sep 2019	Dec 2019	4	Jan 2020	1	5
-1.61%	Mar 2007	Jun 2007	4	Aug 2007	2	6
-1.51%	Feb 1999	Feb 1999	1	Apr 1999	2	3
-1.12%	Nov 2001	Mar 2002	5	Apr 2002	1	6
-1.06%	Dec 2006	Jan 2007	2	Feb 2007	1	3
-1.03%	Sep 2005	Oct 2005	2	Dec 2005	2	4
-0.89%	Apr 2004	May 2004	2	Aug 2004	3	5
-0.76%	Aug 2020	Aug 2020	1	Sep 2020	1	2
-0.72%	Mar 2006	Apr 2006	2	Jul 2006	3	5
-0.60%	Apr 2001	Apr 2001	1	Jul 2001	3	4
-0.57%	Jan 2018	Jan 2018	1	Mar 2018	2	3
-0.56%	Nov 2011	Nov 2011	1	Dec 2011	1	2

Rolling Returns (more details)

Total Bond World Developed Portfolio: annualized rolling and average returns

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	*Return ()**			Negative Periods
Rolling Period	Average	Best	Worst	Negative Periods
1 Year	+5.76%	+20.60% Dec 2008 - Nov 2009	-5.78% Mar 2008 - Feb 2009	6.72%
2 Years	+5.79%	+15.19% Nov 2008 - Oct 2010	-1.25% Dec 2006 - Nov 2008	0.83%
3 Years	+5.67%	+11.43% Nov 2008 - Oct 2011	+0.76% Dec 2005 - Nov 2008	0.00%
5 Years	+5.61%	+9.07% Dec 2008 - Nov 2013	+2.65% Dec 2003 - Nov 2008	0.00%
7 Years	+5.64%	+7.84% Dec 2008 - Nov 2015	+3.48% Nov 2001 - Oct 2008	0.00%
10 Years	+5.82%	+6.97% Sep 2000 - Aug 2010	+4.50% Sep 2010 - Aug 2020	0.00%
15 Years	+5.63%	+6.72% Feb 2000 - Jan 2015	+4.89% Jun 2003 - May 2018	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 Total Bond World Developed Portfolio: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

Total Bond World Developed Portfolio Seasonality

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	Months
Return (%)	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
Average	0.9	0.5	0.3	0.4	0.2	0.2	0.9	0.7	0.3	0.2	0.2	0.7
Best	2.7 2008	1.5 2003	1.8 2019	1.9 2020	1.7 2003	2.0 2016	3.1 2009	2.9 2010	1.8 2009	2.8 2001	1.2 2000	4.3 2008
Worst	-1.0 2017	-1.5 1999	-2.9 2020	-1.0 2015	-2.3 2013	-2.0 2013	-2.0 2003	-0.8 2020	-4.7 2008	-3.1 2008	-1.3 2016	-0.9 2010
Gain Frequency	73	82	68	68	68	55	86	77	73	73	68	68

Detail of Monthly Returns

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		Months
Year	Return	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
2020	+4.65%	1.9	0.7	-2.9	1.9	0.4	0.5	1.0	-0.8	0.9	0.3	0.4	0.4
2019	+7.87%	1.0	0.2	1.8	0.2	1.3	1.6	1.3	2.1	-0.4	-0.5	-0.5	-0.3
2018	+2.81%	-0.6	0.3	1.2	-0.1	-0.2	0.6	0.1	0.1	-0.2	0.1	0.5	1.2
2017	+2.40%	-1.0	0.9	0.0	0.5	0.7	-0.5	0.2	0.9	-0.4	0.6	0.2	0.3
2016	+4.61%	1.3	1.3	0.8	-0.3	0.8	2.0	0.8	0.1	0.0	-1.3	-1.3	0.4
2015	+1.19%	1.8	-0.2	0.5	-1.0	-0.5	-1.4	1.3	-0.7	0.8	0.6	0.2	-0.1
2014	+8.74%	1.4	0.5	0.3	0.6	0.7	0.6	0.5	1.4	-0.1	0.6	0.9	1.0
2013	-0.81%	-0.3	0.8	0.6	1.0	-2.3	-2.0	0.5	-0.6	0.6	0.8	0.3	-0.2
2012	+9.54%	1.3	0.1	0.4	1.2	0.5	0.3	1.8	0.8	1.5	0.2	0.8	0.3
2011	+8.60%	0.3	0.6	0.0	1.0	0.9	-0.4	2.1	0.7	0.7	0.4	-0.6	2.6
2010	+8.53%	2.0	0.4	0.6	1.5	0.9	1.5	0.4	2.9	0.1	0.0	-1.1	-0.9
2009	+15.30%	1.2	-0.8	0.5	1.5	1.6	1.7	3.1	2.4	1.8	0.8	0.8	-0.3
2008	-2.35%	2.7	1.4	-1.1	-1.0	-1.0	-0.8	0.9	0.6	-4.7	-3.1	-0.3	4.3
2007	+4.99%	-0.3	1.2	-0.1	0.1	-1.2	-0.4	1.6	0.3	1.0	0.9	1.0	0.9
2006	+2.94%	-0.2	0.2	-0.5	-0.2	0.3	0.0	1.0	1.2	0.6	0.4	0.9	-0.8
2005	+4.98%	0.7	-0.3	0.7	1.2	0.7	0.8	-0.3	0.9	-0.3	-0.7	0.4	1.1
2004	+6.11%	0.5	1.1	0.6	-0.8	-0.1	0.1	0.5	1.3	0.3	0.8	0.9	0.8
2003	+3.93%	1.1	1.5	-0.4	0.5	1.7	-0.4	-2.0	0.0	1.7	-1.0	0.2	1.1
2002	+9.29%	0.5	0.5	-1.0	1.5	0.3	0.9	0.9	1.1	1.6	0.0	0.5	2.1
2001	+10.83%	2.2	0.9	1.6	-0.6	0.4	-0.3	2.9	1.0	0.7	2.8	-0.7	-0.4
2000	+9.20%	-0.4	1.2	1.4	0.2	0.4	1.1	0.8	0.3	1.2	0.3	1.2	1.2
1999	+0.29%	2.3	-1.5	0.7	1.0	-1.5	-1.2	-0.1	-0.4	0.5	0.3	-0.1	0.5

* Note:
Portofolio Returns, up to December 2013, 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:

BNDX - Vanguard Total International Bond: simulated historical serie, up to December 2013