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:
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:
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
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| 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%
Live update: World Markets and Indexes
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.
Readings that may interest you
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
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| 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$, with a net total return of 96.53% (4.61% annualized).
The Inflation Adjusted Capital now would be 1965.32$, 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$, with a net total return of 155.00% (5.72% annualized).
The Inflation Adjusted Capital now would be 2549.99$, with a net total return of 155.00% (5.72% annualized).
Drawdowns
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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 |
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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
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| 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.
For further information about the seasonality, check the Asset Class Seasonality page.
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| 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
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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.
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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 | ||
Jul 2022 return refers to period 01-05 July 2022.
Last update: Jul 05 2022, 02:00PM Eastern Time.
Last update: Jul 05 2022, 02:00PM Eastern Time.
Best Classic Portfolios, with Very High Risk
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15 Years Stats (%) |
% 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 | ||
|
Gold |
-2.33 | +6.63 | -42.91 | 0 | 0 | 100 | ||
Jul 2022 return refers to period 01-05 July 2022.
Last update: Jul 05 2022, 02:00PM Eastern Time.
Last update: Jul 05 2022, 02:00PM Eastern Time.