Data Source: from September 2005 to September 2021

Last Update: 30 September 2021

The US Stocks ESG Portfolio is exposed for 100% on the Stock Market.

It's a Very High Risk portfolio and it can be replicated with 1 ETF.

In the last 10 years, the portfolio obtained a 15.13% compound annual return, with a 14.56% standard deviation.

In 2020, the portfolio granted a 1.38% dividend yield. If you are interested in getting periodic income, please refer to the US Stocks ESG Portfolio: Dividend Yield page.

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 replicated 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.

US STOCKS ESG PORTFOLIO RETURNS (%)
Last Update: 30 September 2021
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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*)
US Stocks ESG Portfolio -5.21 +0.10 +8.81 +30.55 +18.17 +13.87 +15.13
Components
ESGV
Vanguard ESG U.S. Stock ETF
-5.21 +0.10 +8.81 +30.55 +18.17 +13.87 +15.13
(*) 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 US Stocks ESG Portfolio: Dividend Yield page.

Historical Returns

US Stocks ESG Portfolio - Historical returns and stats.

US STOCKS ESG PORTFOLIO
Last Update: 30 September 2021
Swipe left to see all data
Period Returns
Sep 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
-5.21%
-5.21%
Sep 2021 - Sep 2021
0 - 1
3M
+0.10%
-5.21%
Sep 2021 - Sep 2021
2 - 1
6M
+8.81%
-5.21%
Sep 2021 - Sep 2021
4 - 2
YTD
+14.60%
-5.21%
Sep 2021 - Sep 2021
6 - 3
1Y
+30.55%
13.68%
-5.21%
Sep 2021 - Sep 2021
8 - 4
3Y
+18.17%
annualized
19.06%
-19.14%
Feb 2020 - Mar 2020
25 - 11
5Y
+13.87%
annualized
15.54%
-19.14%
Feb 2020 - Mar 2020
39 - 21
10Y
+15.13%
annualized
14.56%
-19.14%
Feb 2020 - Mar 2020
78 - 42
MAX
01 Sep 2005
+9.85%
annualized
16.74%
-52.70%
Jun 2007 - Feb 2009
121 - 72
* Annualized St.Dev. of monthly returns

Similar portfolios, ordered by 5 Years annualized return.

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

5 Years Stats
% Allocation
Portfolio Return Drawdown Stocks Bonds Comm.
US Stocks
+16.88% -20.84% 100 0 0 Compare
US Stocks Momentum
+16.42% -18.89% 100 0 0 Compare
US Stocks ESG
+13.87% -19.14% 100 0 0

Best Classic Portfolios, with Very High Risk, ordered by 10 Years annualized return.

10 Years Stats
% Allocation
Portfolio Return Drawdown Stocks Bonds Comm.
Technology
+22.37% -16.96% 100 0 0 Compare
US Stocks
+16.60% -20.84% 100 0 0 Compare
Warren Buffett
+15.20% -17.49% 90 10 0 Compare
Stocks/Bonds 80/20
+13.89% -16.53% 80 20 0 Compare
Second Grader's Starter
Paul Farrell
+12.72% -19.32% 90 10 0 Compare

See all portfolios

Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns ( more details)

US Stocks ESG Portfolio: annualized rolling and average returns

Swipe left to see all data
Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+11.29% +66.18%
Mar 2009 - Feb 2010
-46.37%
Mar 2008 - Feb 2009
23.63%
2 Years
+9.18% +45.43%
Mar 2009 - Feb 2011
-28.38%
Mar 2007 - Feb 2009
16.47%
3 Years
+8.36% +28.06%
Mar 2009 - Feb 2012
-15.10%
Mar 2006 - Feb 2009
17.09%
5 Years
+9.74% +25.37%
Mar 2009 - Feb 2014
-1.90%
Jun 2007 - May 2012
2.99%
7 Years
+10.24% +18.10%
Mar 2009 - Feb 2016
+4.49%
Sep 2005 - Aug 2012
0.00%
10 Years
+9.84% +15.13%
Oct 2011 - Sep 2021
+6.19%
Jun 2007 - May 2017
0.00%
15 Years
+9.32% +9.99%
Sep 2006 - Aug 2021
+8.48%
Oct 2005 - Sep 2020
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 and Yearly/Monthly Returns

US Stocks ESG 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 %
0.85
56%
0.68
69%
1.31
63%
3.53
75%
0.21
50%
-0.23
50%
1.74
69%
0.29
56%
-0.37
53%
-0.26
63%
1.96
81%
1.22
69%
Best
Year
8.7
2019
7.0
2015
8.3
2009
14.6
2009
5.9
2020
7.0
2019
10.4
2009
7.7
2020
11.0
2010
13.1
2011
11.2
2020
7.3
2010
Worst
Year
-6.7
2016
-9.8
2009
-12.5
2020
-2.1
2012
-7.9
2010
-9.1
2008
-3.9
2008
-7.7
2011
-10.6
2011
-22.5
2008
-7.6
2008
-9.1
2018
Statistics calculated for the period Sep 2005 - Sep 2021

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

Monthly Returns of US Stocks ESG Portfolio

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021
+14.60% -0.5 2.3 3.5 5.5 -0.1 3.1 2.3 3.2 -5.2
2020
+25.67% 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% 8.7 3.3 1.8 4.3 -6.3 7.0 2.0 -1.8 1.6 2.4 4.0 2.8
2018
-15.69% 2.6 -5.9 -0.2 1.1 -0.2 -1.2 2.5 0.9 -1.2 -7.5 2.1 -9.1
2017
+13.03% 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% -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% -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% -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% 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% 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% 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% -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% -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% -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% 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% 4.8 -0.9 3.2 2.4 -2.6 1.3 1.2 1.6 0.4 2.4 3.1 0.5

* Note:
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
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