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.

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
Swipe left to see all data
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:

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
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.

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 %
0.51
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
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