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

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Capital Growth

Time Range:

Drawdowns

Time Range:

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
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

Swipe left to see all data
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

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