Total Bond Developed World ex-US Portfolio: ETF allocation and returns

Data Source: from January 1996 to September 2021

Last Update: 30 September 2021

The Total Bond Developed World ex-US 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 4.08% compound annual return, with a 3.11% standard deviation.

In the last 25 years, a 5.33% compound annual return, with a 4.18% 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 Developed World ex-US Portfolio: Dividend Yield page.

Asset Allocation and ETFs

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

        0% Stocks
      
        100% Fixed Income
      
        0% Commodities

The Total Bond Developed World ex-US 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 Developed World ex-US Portfolio guaranteed the following returns.

TOTAL BOND DEVELOPED WORLD EX-US PORTFOLIO RETURNS (%)

Last Update: 30 September 2021

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	1M	3M	6M	1Y	*3Y^()**	*5Y^()**	*10Y^()**	*20Y^()**	*25Y^()**
Total Bond Developed World ex-US Portfolio	-1.08	-0.03	+0.15	-1.08	+3.98	+2.63	+4.08	+5.06	+5.33
*Components*
BNDX Vanguard Total International Bond	-1.08	-0.03	+0.15	-1.08	+3.98	+2.63	+4.08	+5.06	+5.33

(*) 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 Developed World ex-US Portfolio: Dividend Yield page.

Readings that may interest you

The Complete Guide to ETF Portfolio Management: The Essential Toolkit for ...

Action Workbook Based On Principles By Ray Dalio

Mindset: The New Psychology of Success

Historical Returns

Total Bond Developed World ex-US Portfolio - Historical returns and stats.

TOTAL BOND DEVELOPED WORLD EX-US PORTFOLIO

Last Update: 30 September 2021

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Period	Returns Sep 2021	Standard Deviation *	Max Drawdown	Months Pos - Neg
1M	-1.08%		-1.08% Sep 2021 - Sep 2021	0 - 1
3M	-0.03%		-1.51% Aug 2021 - Sep 2021	1 - 2
6M	+0.15%		-1.51% Aug 2021 - Sep 2021	3 - 3
YTD	-2.15%		-2.47% Jan 2021 - Apr 2021	3 - 6
1Y	-1.08%	2.68%	-2.47% Jan 2021 - Apr 2021	6 - 6
3Y	+3.98% annualized	3.60%	-2.91% Mar 2020 - Mar 2020	24 - 12
5Y	+2.63% annualized	3.16%	-3.03% Oct 2016 - Jan 2017	38 - 22
10Y	+4.08% annualized	3.11%	-4.25% May 2013 - Aug 2013	84 - 36
20Y	+5.06% annualized	3.57%	-10.04% Mar 2008 - Nov 2008	168 - 72
25Y	+5.33% annualized	4.18%	-10.04% Mar 2008 - Nov 2008	207 - 93
MAX 01 Jan 1996	+5.25% annualized	4.17%	-10.04% Mar 2008 - Nov 2008	214 - 95

* Annualized St.Dev. of monthly returns

Best Classic Portfolios, with Low Risk, ordered by 25 Years annualized return.

	25 Years Stats		% Allocation
Portfolio	Return▾	Drawdown	Stocks	Bonds	Comm.
High Yield Bonds Income	+7.14%	-23.98%	0	100	0	Compare
All Country World 20/80	+6.24%	-14.04%	20	80	0	Compare
Stocks/Bonds 20/80	+6.14%	-8.42%	20	80	0	Compare
All Country World Bonds	+5.81%	-8.82%	0	100	0	Compare
Dimensional Retirement Income Fund DFA	+5.77%	-12.91%	20.4	79.6	0	Compare

See all portfolios

Capital Growth

Time Range:

Drawdowns

Time Range:

Worst drawdowns since October 1996 - Chart and Data

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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
-8.31%	Dec 1996	Apr 1997	5	Sep 1998	17	22
-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
-2.47%	Jan 2021	Apr 2021	4	in progress	5	9
-2.33%	Jun 2003	Aug 2003	3	Jan 2004	5	8
-2.26%	Nov 1998	Nov 1998	1	Dec 1998	1	2
-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

Worst drawdowns since January 1996 - Chart and Data

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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
-8.31%	Dec 1996	Apr 1997	5	Sep 1998	17	22
-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
-2.47%	Jan 2021	Apr 2021	4	in progress	5	9
-2.33%	Jun 2003	Aug 2003	3	Jan 2004	5	8
-2.26%	Nov 1998	Nov 1998	1	Dec 1998	1	2
-1.97%	Nov 2010	Dec 2010	2	May 2011	5	7
-1.82%	Jan 1996	Jan 1996	1	Jul 1996	6	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

Rolling Returns ( more details)

Total Bond Developed World ex-US Portfolio: annualized rolling and average returns

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	*Return ()**			Negative Periods
Rolling Period	Average	Best	Worst	Negative Periods
1 Year	+5.57%	+20.60% Dec 2008 - Nov 2009	-5.78% Mar 2008 - Feb 2009	9.06%
2 Years	+5.71%	+15.19% Nov 2008 - Oct 2010	-1.25% Dec 2006 - Nov 2008	1.05%
3 Years	+5.79%	+11.43% Nov 2008 - Oct 2011	+0.76% Dec 2005 - Nov 2008	0.00%
5 Years	+5.80%	+9.58% Apr 1998 - Mar 2003	+2.63% Oct 2016 - Sep 2021	0.00%
7 Years	+5.82%	+8.21% Jul 1998 - Jun 2005	+3.38% Oct 2014 - Sep 2021	0.00%
10 Years	+5.84%	+7.13% Apr 1998 - Mar 2008	+4.08% Oct 2011 - Sep 2021	0.00%
15 Years	+5.85%	+7.22% Apr 1998 - Mar 2013	+4.85% Oct 2006 - Sep 2021	0.00%
20 Years	+5.80%	+6.22% May 1997 - Apr 2017	+5.06% Oct 2001 - Sep 2021	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 Developed World ex-US Portfolio: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

Total Bond Developed World ex-US 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 %	0.51 65%	0.38 77%	0.12 62%	0.37 65%	0.31 73%	0.25 58%	0.80 81%	0.72 77%	0.60 69%	0.46 76%	0.05 64%	0.64 64%
Best Year	2.7 2008	1.7 1998	1.8 2019	2.1 1998	3.2 1997	2.0 2016	3.1 2009	2.9 2010	6.4 1998	4.1 1998	1.3 1996	4.3 2008
Worst Year	-4.3 1997	-1.7 2021	-2.9 2020	-2.1 1997	-2.3 2013	-2.0 2013	-2.5 1997	-0.8 2020	-4.7 2008	-3.1 2008	-2.5 1997	-1.1 1997

Statistics calculated for the period Jan 1996 - Sep 2021

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

Monthly Returns of Total Bond Developed World ex-US Portfolio

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		Months
Year	Return	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
2021	-2.15%	-0.6	-1.7	0.0	-0.2	0.0	0.4	1.5	-0.4	-1.1
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
1998	+17.11%	0.6	1.7	-1.8	2.1	0.1	-0.2	-0.1	2.9	6.4	4.1	-2.3	2.8
1997	-4.84%	-4.3	-0.9	-0.9	-2.1	3.2	1.3	-2.5	0.1	2.7	2.1	-2.5	-1.1
1996	+4.66%	-1.8	0.0	0.1	0.1	0.0	0.4	2.6	0.7	-0.1	1.8	1.3	-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