Data Source: from January 1985 to June 2022
Consolidated Returns as of 30 June 2022
Live Update: Jul 05 2022, 01:59PM Eastern Time
PORTFOLIO • LIVE PERFORMANCE (USD currency)
0.10%
1 Day
Jul 05 2022, 01:59PM Eastern Time
0.54%
Current Month
July 2022

The Total Bond Developed World ex-US Portfolio is a Low Risk portfolio and can be implemented with 1 ETF.

It's exposed for 0% on the Stock Market.

In the last 30 Years, the Total Bond Developed World ex-US Portfolio obtained a 5.36% compound annual return, with a 4.47% standard deviation.

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 implemented 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.

According to the available data source, let's assume we built the portfolio on January 1985.

Portfolio returns are calculated in USD, assuming:
  • No fees or capital gain taxes
  • the reinvestment of dividends
TOTAL BOND DEVELOPED WORLD EX-US PORTFOLIO RETURNS
Consolidated returns as of 30 June 2022
Live Update: Jul 05 2022, 01:59PM 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(*)
Total Bond Developed World ex-US Portfolio -0.10 0.54 -1.72 -9.84 -10.00 0.81 2.34 5.36
US Inflation Adjusted return -1.72 -13.35 -16.33 -2.70 -0.12 2.82
Components
BNDX
Vanguard Total International Bond
-0.10 01:59PM
Jul 05 2022
0.54 -1.72 -9.84 -10.00 0.81 2.34 5.36
(*) 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 Total Bond Developed World ex-US Portfolio granted a 3.55% dividend yield. If you are interested in getting periodic income, please refer to the Total Bond Developed World ex-US Portfolio: Dividend Yield page.

Historical Returns as of Jun 30, 2022

Historical returns and stats of Total Bond Developed World ex-US Portfolio. Total Returns and Inflation Adjusted Returns are both mentioned.

TOTAL BOND DEVELOPED WORLD EX-US PORTFOLIO
Consolidated returns as of 30 June 2022
Data Source: from January 1985 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
-1.72
-1.72
-1.72
Jun 2022 - Jun 2022
0 - 1
3M
-5.31
-6.53
-5.31
Apr 2022 - Jun 2022
0 - 3
6M
-9.84
-13.35
-9.84
Jan 2022 - Jun 2022
0 - 6
YTD
-9.84
-13.35
-9.84
Jan 2022 - Jun 2022
0 - 6
1Y
-10.00
-16.33
4.16
-11.32
Aug 2021 - Jun 2022
2 - 10
17% pos
3Y(*)
-2.14
-6.36
4.26
-11.90
Jan 2021 - Jun 2022
15 - 21
42% pos
5Y(*)
0.81
-2.70
3.71
-11.90
Jan 2021 - Jun 2022
34 - 26
57% pos
10Y(*)
2.34
-0.12
3.42
-11.90
Jan 2021 - Jun 2022
76 - 44
63% pos
15Y(*)
4.14
1.80
3.99
-11.90
Jan 2021 - Jun 2022
123 - 57
68% pos
20Y(*)
4.28
1.79
3.72
-11.90
Jan 2021 - Jun 2022
162 - 78
68% pos
25Y(*)
4.93
2.45
4.13
-11.90
Jan 2021 - Jun 2022
203 - 97
68% pos
30Y(*)
5.36
2.82
4.47
-11.90
Jan 2021 - Jun 2022
247 - 113
69% pos
MAX(*)
01 Jan 1985
6.77
3.91
4.98
-11.90
Jan 2021 - Jun 2022
311 - 139
69% pos
(*) Returns over 1 year are annualized

Capital Growth as of Jun 30, 2022

An investment of 1000$, since July 1992, now would be worth 4790.76$, with a total return of 379.08% (5.36% annualized).

The Inflation Adjusted Capital now would be 2302.73$, with a net total return of 130.27% (2.82% annualized).
An investment of 1000$, since January 1985, now would be worth 11654.62$, with a total return of 1065.46% (6.77% annualized).

The Inflation Adjusted Capital now would be 4218.43$, with a net total return of 321.84% (3.91% annualized).

Drawdowns

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-11.90% Jan 2021 Jun 2022 18 in progress 18
-10.03% Mar 2008 Nov 2008 9 Jul 2009 8 17
-8.68% Feb 1994 Aug 1994 7 Jul 1995 11 18
-8.31% Dec 1996 Apr 1997 5 Sep 1998 17 22
-4.24% May 2013 Aug 2013 4 May 2014 9 13
-3.17% May 1999 Aug 1999 4 Mar 2000 7 11
-3.03% Oct 2016 Jan 2017 4 Nov 2017 10 14
-2.91% Mar 2020 Mar 2020 1 Jul 2020 4 5
-2.88% Apr 2015 Jun 2015 3 Jan 2016 7 10
-2.34% 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
-1.68% Sep 2019 Dec 2019 4 Jan 2020 1 5
-1.62% Oct 1992 Oct 1992 1 Dec 1992 2 3
-1.62% Mar 2007 Jun 2007 4 Aug 2007 2 6
-1.51% Feb 1999 Feb 1999 1 Apr 1999 2 3
-1.11% Nov 2001 Mar 2002 5 Apr 2002 1 6
-1.06% Dec 2006 Jan 2007 2 Feb 2007 1 3
-1.02% Sep 2005 Oct 2005 2 Dec 2005 2 4
Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-11.90% Jan 2021 Jun 2022 18 in progress 18
-10.03% Mar 2008 Nov 2008 9 Jul 2009 8 17
-8.68% Feb 1994 Aug 1994 7 Jul 1995 11 18
-8.31% Dec 1996 Apr 1997 5 Sep 1998 17 22
-4.82% Apr 1987 Sep 1987 6 Dec 1987 3 9
-4.24% May 2013 Aug 2013 4 May 2014 9 13
-3.70% Feb 1985 Feb 1985 1 Apr 1985 2 3
-3.57% Dec 1989 Apr 1990 5 Jun 1990 2 7
-3.35% May 1986 May 1986 1 Jul 1986 2 3
-3.17% May 1999 Aug 1999 4 Mar 2000 7 11
-3.03% Oct 2016 Jan 2017 4 Nov 2017 10 14
-2.91% Mar 2020 Mar 2020 1 Jul 2020 4 5
-2.88% Apr 2015 Jun 2015 3 Jan 2016 7 10
-2.76% Aug 1990 Aug 1990 1 Nov 1990 3 4
-2.34% Jun 2003 Aug 2003 3 Jan 2004 5 8
-2.26% Nov 1998 Nov 1998 1 Dec 1998 1 2
-2.20% Jan 1992 Jan 1992 1 May 1992 4 5
-2.18% Aug 1989 Sep 1989 2 Nov 1989 2 4
-1.97% Nov 2010 Dec 2010 2 May 2011 5 7
-1.82% Jan 1996 Jan 1996 1 Jul 1996 6 7

Rolling Returns ( more details)

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

Swipe left to see all data
Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
7.13 31.75
Mar 1985 - Feb 1986
-10.00
Jul 2021 - Jun 2022
10.48%
2 Years
6.94 22.63
Mar 1985 - Feb 1987
-5.14
Jul 2020 - Jun 2022
2.11%
3 Years
6.92 17.37
Oct 1990 - Sep 1993
-2.14
Jul 2019 - Jun 2022
0.72%
5 Years
6.88 13.50
Jan 1989 - Dec 1993
0.81
Jul 2017 - Jun 2022
0.00%
7 Years
6.90 13.10
Jan 1985 - Dec 1991
1.60
Jul 2015 - Jun 2022
0.00%
10 Years
6.82 11.30
Mar 1985 - Feb 1995
2.34
Jul 2012 - Jun 2022
0.00%
15 Years
6.71 9.89
Mar 1985 - Feb 2000
4.14
Jul 2007 - Jun 2022
0.00%
20 Years
6.70 9.35
Mar 1985 - Feb 2005
4.28
Jul 2002 - 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 Total Bond Developed World ex-US Portfolio: Rolling Returns page.

Seasonality

Total Bond Developed World ex-US 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 %
0.54
68%
0.37
71%
0.20
63%
0.20
63%
0.52
66%
0.48
61%
0.89
78%
0.75
73%
0.55
70%
0.72
78%
0.42
70%
1.09
68%
Best
Year
3.4
1988
4.6
1986
3.7
1985
2.5
1995
4.6
1985
2.7
1989
3.1
2009
3.8
1985
6.4
1998
4.1
1998
3.9
1995
5.3
1992
Worst
Year
-4.3
1997
-3.7
1985
-2.9
2020
-3.1
1987
-3.4
1986
-2.0
2013
-2.5
1997
-2.8
1990
-4.6
2008
-3.1
2008
-2.5
1997
-1.1
1997
Statistics calculated for the period Jan 1985 - Jun 2022

Monthly/Yearly Returns

Total Bond Developed World ex-US Portfolio monthly and yearly returns: how is the distribution of the returns recorded so far?

MONTHLY RETURNS HISTOGRAM
311 Positive Months (69%) - 139 Negative Months (31%)
Jan 1985 - 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
-9.84 -13.35 -1.4 -1.3 -2.2 -3.0 -0.7 -1.7
2021
-2.28 -8.76 -0.6 -1.7 0.0 -0.2 0.0 0.4 1.5 -0.4 -1.1 -0.4 1.1 -0.7
2020
+4.65 +3.33 1.9 0.7 -2.9 1.9 0.4 0.5 0.9 -0.8 0.9 0.3 0.4 0.4
2019
+7.87 +5.48 1.0 0.2 1.8 0.2 1.3 1.6 1.2 2.1 -0.4 -0.5 -0.5 -0.3
2018
+2.81 +0.87 -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 +0.26 -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 +2.51 1.3 1.3 0.7 -0.3 0.7 1.9 0.8 0.1 0.0 -1.3 -1.2 0.4
2015
+1.19 +0.55 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 +8.03 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 -2.29 -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 +7.64 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 +5.37 0.3 0.5 0.0 1.0 0.9 -0.4 2.1 0.7 0.7 0.4 -0.6 2.6
2010
+8.53 +6.99 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 +12.14 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 -2.33 2.7 1.4 -1.1 -1.0 -0.9 -0.8 0.9 0.6 -4.6 -3.1 -0.3 4.3
2007
+4.99 +0.85 -0.3 1.2 -0.1 0.0 -1.2 -0.4 1.6 0.2 1.0 0.9 1.0 0.9
2006
+2.94 +0.41 -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 +1.59 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 +2.67 0.5 1.1 0.6 -0.8 -0.1 0.1 0.4 1.3 0.3 0.8 0.9 0.8
2003
+3.93 +1.86 1.1 1.5 -0.4 0.5 1.6 -0.4 -2.0 0.0 1.7 -1.0 0.2 1.1
2002
+9.29 +6.64 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 +9.08 2.1 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 +5.57 -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 -2.33 2.2 -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 +15.26 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 -6.43 -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 +1.24 -1.8 0.0 0.1 0.1 0.0 0.4 2.6 0.7 -0.1 1.8 1.3 -0.5
1995
+21.23 +18.24 0.7 0.7 0.1 2.5 3.9 -0.6 1.9 1.9 1.4 1.7 3.9 1.5
1994
-7.29 -9.64 0.1 -2.7 -1.7 -0.9 -1.5 -1.8 0.6 -1.0 0.2 0.4 1.5 -0.7
1993
+16.41 +13.23 0.8 2.2 0.4 0.0 0.9 2.4 1.6 2.4 0.4 1.5 0.3 2.5
1992
+11.90 +8.67 -2.2 0.8 -0.7 0.3 2.6 2.0 2.7 0.6 0.9 -1.6 0.9 5.3
1991
+21.42 +17.90 1.3 1.6 1.0 1.6 0.5 -0.4 1.7 3.0 2.9 0.9 0.6 5.2
1990
+7.20 +0.89 -2.0 -0.2 0.4 -1.6 3.5 2.1 1.3 -2.8 0.1 1.5 3.1 1.9
1989
+11.10 +6.18 1.2 -0.1 0.6 1.5 1.9 2.7 2.0 -1.9 -0.3 2.2 1.0 -0.2
1988
+8.79 +4.19 3.4 1.2 -0.6 -0.3 -0.3 1.8 -0.2 0.4 1.7 1.4 -0.4 0.3
1987
+3.47 -0.82 1.9 0.8 0.3 -3.1 -0.5 1.3 0.0 -0.5 -2.1 3.6 0.6 1.3
1986
+16.37 +15.00 0.1 4.6 3.2 0.6 -3.4 2.7 1.5 3.1 -1.7 1.8 -1.1 4.1
1985
+24.95 +20.39 3.1 -3.7 3.7 0.5 4.6 1.6 -0.7 3.8 1.1 2.3 2.6 4.0

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

Portfolio efficiency

Is the Total Bond Developed World ex-US Portfolio actually efficient, compared to other Lazy Portfolios?

Overall Ratings

The Total Bond Developed World ex-US Portfolio is classified as Low 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%
Low Risk
Portfolios
All
Portfolios
25 Years Ann. Return
(Inflation Adjusted)
+4.93%
(+2.45%)
Average : 2.5 / 5
Bad : 1.5 / 5
Standard Deviation
over 25 Years
4.13%
Average : 2.7 / 5
Excellent : 4.7 / 5
Maximum Drawdown
over 25 Years
-11.90%
Average : 2.2 / 5
Excellent : 4.5 / 5
Easy to manage 1 ETF
Excellent : 5 / 5
Excellent : 5 / 5
Rating assigned considering all the Low Risk Portfolios Rating assigned considering all the Portfolios in the database

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30 Years Stats (%)
% Allocation
Portfolio Jul 2022 Return Drawdown Stocks Bonds Comm
High Yield Bonds Income
+0.69 +6.91 -23.97 0 100 0
All Country World 20/80
+0.43 +6.10 -14.04 20 80 0
Stocks/Bonds 20/80
+0.89 +5.93 -12.54 20 80 0
US Inflation Protection
+1.49 +5.80 -11.79 0 100 0
Dimensional Retirement Income Fund
DFA
+0.89 +5.79 -12.91 20.4 79.6 0

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Jul 2022 return refers to period 01-05 July 2022.
Last update: Jul 05 2022, 02:00PM Eastern Time.
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