Data Source: from September 2005 to June 2022
Consolidated Returns as of 30 June 2022
Live Update: Jul 05 2022, 01:58PM Eastern Time
PORTFOLIO • LIVE PERFORMANCE (USD currency)
0.35%
1 Day
Jul 05 2022, 01:58PM Eastern Time
0.61%
Current Month
July 2022

The US Stocks ESG Portfolio is a Very High Risk portfolio and can be implemented with 1 ETF.

It's exposed for 100% on the Stock Market.

In the last 15 Years, the US Stocks ESG Portfolio obtained a 7.01% compound annual return, with a 17.77% standard deviation.

Asset Allocation and ETFs

The US Stocks ESG Portfolio has the following asset allocation:

100% Stocks
0% Fixed Income
0% Commodities

The US Stocks ESG Portfolio can be implemented with the following ETFs:

Weight Ticker ETF Name Investment Themes
100.00 % ESGV Vanguard ESG U.S. Stock ETF Equity, U.S., Large Cap, Growth
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 US Stocks ESG Portfolio guaranteed the following returns.

According to the available data source, let's assume we built the portfolio on September 2005.

Portfolio returns are calculated in USD, assuming:
  • No fees or capital gain taxes
  • the reinvestment of dividends
US STOCKS ESG PORTFOLIO RETURNS
Consolidated returns as of 30 June 2022
Live Update: Jul 05 2022, 01:58PM 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(*)
US Stocks ESG Portfolio -0.35 0.61 -7.83 -24.04 -16.27 8.16 11.23
US Inflation Adjusted return -7.83 -27.00 -22.16 4.39 8.56
Components
ESGV
Vanguard ESG U.S. Stock ETF
-0.35 01:58PM
Jul 05 2022
0.61 -7.83 -24.04 -16.27 8.16 11.23
(*) 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%

Portfolio Dividends

In 2021, the US Stocks ESG Portfolio granted a 0.85% dividend yield. If you are interested in getting periodic income, please refer to the US Stocks ESG Portfolio: Dividend Yield page.

Historical Returns as of Jun 30, 2022

Historical returns and stats of US Stocks ESG Portfolio. Total Returns and Inflation Adjusted Returns are both mentioned.

US STOCKS ESG PORTFOLIO
Consolidated returns as of 30 June 2022
Data Source: from September 2005 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
-7.83
-7.83
-7.83
Jun 2022 - Jun 2022
0 - 1
3M
-17.84
-18.90
-17.84
Apr 2022 - Jun 2022
0 - 3
6M
-24.04
-27.00
-24.04
Jan 2022 - Jun 2022
1 - 5
YTD
-24.04
-27.00
-24.04
Jan 2022 - Jun 2022
1 - 5
1Y
-16.27
-22.16
17.96
-24.04
Jan 2022 - Jun 2022
5 - 7
42% pos
3Y(*)
10.32
5.56
19.19
-24.04
Jan 2022 - Jun 2022
22 - 14
61% pos
5Y(*)
8.16
4.39
17.45
-24.04
Jan 2022 - Jun 2022
37 - 23
62% pos
10Y(*)
11.23
8.56
14.74
-24.04
Jan 2022 - Jun 2022
76 - 44
63% pos
15Y(*)
7.01
4.61
17.77
-52.31
Jul 2007 - Feb 2009
107 - 73
59% pos
MAX(*)
01 Sep 2005
8.24
5.72
16.96
-52.70
Jun 2007 - Feb 2009
124 - 78
61% pos
(*) Returns over 1 year are annualized

Capital Growth as of Jun 30, 2022

An investment of 1000$, since July 2007, now would be worth 2764.22$, with a total return of 176.42% (7.01% annualized).

The Inflation Adjusted Capital now would be 1965.32$, with a net total return of 96.53% (4.61% annualized).
An investment of 1000$, since September 2005, now would be worth 3790.19$, with a total return of 279.02% (8.24% annualized).

The Inflation Adjusted Capital now would be 2549.99$, with a net total return of 155.00% (5.72% annualized).

Drawdowns

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-52.31% Jul 2007 Feb 2009 20 Feb 2011 24 44
-24.04% Jan 2022 Jun 2022 6 in progress 6
-23.59% May 2011 Sep 2011 5 Jan 2013 16 21
-19.14% Feb 2020 Mar 2020 2 Jul 2020 4 6
-17.80% Feb 2018 Dec 2018 11 Jul 2019 7 18
-13.26% Jul 2015 Jan 2016 7 Nov 2016 10 17
-5.81% Sep 2020 Oct 2020 2 Nov 2020 1 3
-5.21% Sep 2021 Sep 2021 1 Oct 2021 1 2
-4.63% Sep 2014 Sep 2014 1 Nov 2014 2 3
-3.54% Jul 2014 Jul 2014 1 Aug 2014 1 2
-3.17% Aug 2013 Aug 2013 1 Sep 2013 1 2
-3.16% Jan 2014 Jan 2014 1 Feb 2014 1 2
-2.13% Dec 2014 Jan 2015 2 Feb 2015 1 3
-1.76% Aug 2019 Aug 2019 1 Oct 2019 2 3
-1.52% Mar 2017 May 2017 3 Jun 2017 1 4
-1.41% Jun 2013 Jun 2013 1 Jul 2013 1 2
-1.22% Aug 2017 Aug 2017 1 Sep 2017 1 2
-1.08% Nov 2021 Nov 2021 1 Dec 2021 1 2
-0.54% Jan 2021 Jan 2021 1 Feb 2021 1 2
-0.12% Apr 2014 Apr 2014 1 May 2014 1 2
Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-52.70% Jun 2007 Feb 2009 21 Feb 2011 24 45
-24.04% Jan 2022 Jun 2022 6 in progress 6
-23.59% May 2011 Sep 2011 5 Jan 2013 16 21
-19.14% Feb 2020 Mar 2020 2 Jul 2020 4 6
-17.80% Feb 2018 Dec 2018 11 Jul 2019 7 18
-13.26% Jul 2015 Jan 2016 7 Nov 2016 10 17
-5.81% Sep 2020 Oct 2020 2 Nov 2020 1 3
-5.21% Sep 2021 Sep 2021 1 Oct 2021 1 2
-4.63% Sep 2014 Sep 2014 1 Nov 2014 2 3
-3.54% Jul 2014 Jul 2014 1 Aug 2014 1 2
-3.43% Oct 2005 Oct 2005 1 Dec 2005 2 3
-3.17% Aug 2013 Aug 2013 1 Sep 2013 1 2
-3.16% Jan 2014 Jan 2014 1 Feb 2014 1 2
-2.59% May 2006 May 2006 1 Aug 2006 3 4
-2.13% Dec 2014 Jan 2015 2 Feb 2015 1 3
-1.76% Aug 2019 Aug 2019 1 Oct 2019 2 3
-1.52% Mar 2017 May 2017 3 Jun 2017 1 4
-1.41% Jun 2013 Jun 2013 1 Jul 2013 1 2
-1.22% Aug 2017 Aug 2017 1 Sep 2017 1 2
-1.08% Nov 2021 Nov 2021 1 Dec 2021 1 2

Rolling Returns ( more details)

US Stocks ESG Portfolio: annualized rolling and average returns

Swipe left to see all data
Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
11.33 66.18
Mar 2009 - Feb 2010
-46.37
Mar 2008 - Feb 2009
24.08%
2 Years
9.86 45.43
Mar 2009 - Feb 2011
-28.39
Mar 2007 - Feb 2009
15.64%
3 Years
8.96 28.37
Jan 2019 - Dec 2021
-15.10
Mar 2006 - Feb 2009
16.17%
5 Years
9.91 25.38
Mar 2009 - Feb 2014
-1.90
Jun 2007 - May 2012
2.80%
7 Years
10.25 18.10
Mar 2009 - Feb 2016
4.49
Oct 2005 - Sep 2012
0.00%
10 Years
10.20 15.13
Jan 2012 - Dec 2021
6.19
Jun 2007 - May 2017
0.00%
15 Years
9.09 9.99
Sep 2006 - Aug 2021
7.01
Jul 2007 - 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 US Stocks ESG Portfolio: Rolling Returns page.

Seasonality

US Stocks ESG 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 %
0.38
53%
0.44
65%
1.42
65%
2.74
71%
0.14
47%
-0.68
47%
1.74
69%
0.29
56%
-0.37
53%
0.17
65%
1.78
76%
1.38
71%
Best
Year
8.7
2019
7.0
2015
8.3
2009
14.6
2009
5.9
2020
6.9
2019
10.4
2009
7.7
2020
11.0
2010
13.1
2011
11.2
2020
7.3
2010
Worst
Year
-7.2
2022
-9.8
2009
-12.5
2020
-10.0
2022
-7.9
2010
-9.1
2008
-3.9
2008
-7.7
2011
-10.6
2011
-22.5
2008
-7.6
2008
-9.0
2018
Statistics calculated for the period Sep 2005 - Jun 2022

Monthly/Yearly Returns

US Stocks ESG Portfolio monthly and yearly returns: how is the distribution of the returns recorded so far?

MONTHLY RETURNS HISTOGRAM
124 Positive Months (61%) - 78 Negative Months (39%)
Sep 2005 - 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
-24.04 -27.00 -7.2 -3.4 3.1 -10.0 -1.0 -7.8
2021
+26.20 +17.84 -0.5 2.3 3.5 5.5 -0.1 3.1 2.3 3.2 -5.2 7.1 -1.1 4.0
2020
+25.67 +24.08 0.4 -7.6 -12.5 13.3 5.9 3.0 6.2 7.7 -3.8 -2.1 11.2 4.6
2019
+33.37 +30.42 8.7 3.3 1.8 4.3 -6.2 6.9 2.0 -1.8 1.6 2.4 4.0 2.8
2018
-15.69 -17.28 2.6 -5.9 -0.2 1.1 -0.2 -1.2 2.5 0.9 -1.2 -7.5 2.1 -9.0
2017
+13.03 +10.67 2.2 1.1 -0.6 -0.5 -0.5 1.6 1.6 -1.2 3.7 1.0 3.3 0.7
2016
+11.65 +9.41 -6.7 1.2 8.3 1.9 0.8 -3.6 4.0 1.7 -0.5 -1.3 4.6 1.4
2015
+2.12 +1.47 -2.0 7.0 0.0 2.1 2.7 0.1 -1.9 -5.3 -3.9 6.8 2.3 -4.7
2014
+9.13 +8.42 -3.2 5.1 0.3 -0.1 2.7 3.2 -3.5 4.6 -4.6 2.3 2.6 -0.1
2013
+38.98 +36.91 8.5 1.7 4.0 -0.1 3.4 -1.4 6.1 -3.2 4.0 4.3 1.5 5.0
2012
+17.37 +15.34 6.7 5.5 0.9 -2.1 -7.4 4.1 0.3 3.8 2.3 0.1 0.9 1.9
2011
-5.78 -8.58 2.4 4.3 0.3 4.5 -2.3 -2.9 -2.5 -7.7 -10.6 13.1 -1.3 -1.3
2010
+19.88 +18.18 -3.4 4.2 5.7 2.7 -7.9 -5.4 6.1 -3.8 11.0 3.0 0.7 7.3
2009
+39.10 +35.29 -6.6 -9.8 8.3 14.6 5.9 -2.6 10.4 3.8 6.9 -3.7 5.2 4.0
2008
-39.83 -39.81 -3.4 -2.1 -2.0 3.0 4.7 -9.1 -3.9 1.4 -10.5 -22.5 -7.6 6.1
2007
+5.81 +1.63 3.1 1.5 -0.2 4.0 4.5 -0.8 -2.9 -1.0 2.0 1.0 -3.6 -1.4
2006
+18.46 +15.54 4.8 -0.9 3.2 2.4 -2.6 1.3 1.2 1.6 0.4 2.4 3.1 0.5
2005
- - 2.3 -3.4 2.2 1.9

Portofolio Returns, up to September 2018, 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:

  • ESGV - Vanguard ESG U.S. Stock ETF: simulated historical serie, up to September 2018

Portfolio efficiency

Is the US Stocks ESG Portfolio actually efficient, compared to other Lazy Portfolios?

Similar portfolios

These portfolios share asset allocation strategy and/or similar asset weights. Comparing their returns and drawdowns (click on ), you can get an idea of the risk you are facing implementing one of them.

Swipe left to see all data
5 Years Stats (%)
% Allocation
Portfolio Jul 2022 Return Drawdown Stocks Bonds Comm
Cape US Sector Value
Robert Shiller
+1.50 +11.73 -21.00 100 0 0
US Stocks
+0.21 +10.53 -21.32 100 0 0
Equal Weight US Portfolio
-0.21 +9.68 -26.65 100 0 0
US Stocks ESG
+0.61 +8.16 -24.04 100 0 0
US Stocks Momentum
-1.44 +7.95 -30.28 100 0 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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% Allocation
Portfolio Jul 2022 Return Drawdown Stocks Bonds Comm
Technology
+1.22 +13.52 -49.74 100 0 0
US Stocks
+0.21 +8.42 -50.84 100 0 0
Warren Buffett Portfolio
Warren Buffett
+0.23 +8.07 -45.52 90 10 0
Stocks/Bonds 80/20
+0.38 +7.70 -41.09 80 20 0
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-2.33 +6.63 -42.91 0 0 100

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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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