Data Source: from January 1972 to June 2022
Consolidated Returns as of 30 June 2022
Live Update: Jul 05 2022, 02:59PM Eastern Time
PORTFOLIO • LIVE PERFORMANCE (USD currency)
0.20%
1 Day
Jul 05 2022, 02:59PM Eastern Time
0.85%
Current Month
July 2022
The US Stocks 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 30 Years, the US Stocks Portfolio obtained a 9.81% compound annual return, with a 15.02% standard deviation.
Asset Allocation and ETFs
The US Stocks Portfolio has the following asset allocation:
The US Stocks Portfolio can be implemented with the following ETFs:
| Weight | Ticker | ETF Name | Investment Themes | |
|---|---|---|---|---|
| 100.00 % | VTI | Vanguard Total Stock Market | Equity, U.S., Large Cap |
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 Portfolio guaranteed the following returns.
According to the available data source, let's assume we built the portfolio on January 1972.
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 PORTFOLIO RETURNS
Consolidated returns as of 30 June 2022
Live Update: Jul 05 2022, 02:59PM 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(*) | 30Y(*) | |
| US Stocks Portfolio | -0.20 | 0.85 | -8.23 | -21.32 | -14.17 | 10.53 | 12.52 | 9.81 | |
| US Inflation Adjusted return | -8.23 | -24.38 | -20.22 | 6.68 | 9.81 | 7.17 | |||
| Components | |||||||||
|
VTI Vanguard Total Stock Market |
-0.20 |
02:59PM Jul 05 2022 |
0.85 | -8.23 | -21.32 | -14.17 | 10.53 | 12.52 | 9.81 |
(*) 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% , 30Y: 2.47%
Live update: World Markets and Indexes
Portfolio Dividends
In 2021, the US Stocks Portfolio granted a 1.51% dividend yield. If you are interested in getting periodic income, please refer to the US Stocks Portfolio: Dividend Yield page.
Readings that may interest you
Historical Returns as of Jun 30, 2022
Historical returns and stats of US Stocks Portfolio. Total Returns and Inflation Adjusted Returns are both mentioned.
US STOCKS PORTFOLIO
Consolidated returns as of 30 June 2022
Data Source: from January 1972 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
|
-8.23
|
-8.23
|
-8.23
Jun 2022 - Jun 2022
|
0 - 1
|
|
|
3M
|
-16.82
|
-17.90
|
-16.82
Apr 2022 - Jun 2022
|
0 - 3
|
|
|
6M
|
-21.32
|
-24.38
|
-21.32
Jan 2022 - Jun 2022
|
1 - 5
|
|
|
YTD
|
-21.32
|
-24.38
|
-21.32
Jan 2022 - Jun 2022
|
1 - 5
|
|
|
1Y
|
-14.17
|
-20.22
|
16.77
|
-21.32
Jan 2022 - Jun 2022
|
5 - 7
42% pos
|
|
3Y(*)
|
9.63
|
4.90
|
19.00
|
-21.32
Jan 2022 - Jun 2022
|
22 - 14
61% pos
|
|
5Y(*)
|
10.53
|
6.68
|
17.30
|
-21.32
Jan 2022 - Jun 2022
|
41 - 19
68% pos
|
|
10Y(*)
|
12.52
|
9.81
|
14.08
|
-21.32
Jan 2022 - Jun 2022
|
85 - 35
71% pos
|
|
15Y(*)
|
8.42
|
5.98
|
16.24
|
-50.84
Nov 2007 - Feb 2009
|
119 - 61
66% pos
|
|
20Y(*)
|
9.26
|
6.65
|
15.21
|
-50.84
Nov 2007 - Feb 2009
|
161 - 79
67% pos
|
|
25Y(*)
|
8.13
|
5.57
|
15.88
|
-50.84
Nov 2007 - Feb 2009
|
193 - 107
64% pos
|
|
30Y(*)
|
9.81
|
7.17
|
15.02
|
-50.84
Nov 2007 - Feb 2009
|
238 - 122
66% pos
|
|
MAX(*)
01 Jan 1972
|
10.34
|
6.14
|
15.63
|
-50.84
Nov 2007 - Feb 2009
|
379 - 227
63% pos
|
(*) Returns over 1 year are annualized
Capital Growth as of Jun 30, 2022
An investment of 1000$, since July 1992,
now would be worth 16588.10$, with a total return of 1558.81% (9.81% annualized).
The Inflation Adjusted Capital now would be 7973.24$, with a net total return of 697.32% (7.17% annualized).
The Inflation Adjusted Capital now would be 7973.24$, with a net total return of 697.32% (7.17% annualized).
An investment of 1000$, since January 1972,
now would be worth 143842.68$, with a total return of 14284.27% (10.34% annualized).
The Inflation Adjusted Capital now would be 20282.89$, with a net total return of 1928.29% (6.14% annualized).
The Inflation Adjusted Capital now would be 20282.89$, with a net total return of 1928.29% (6.14% annualized).
Drawdowns
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Drawdown period |
Recovery period |
Total |
||||
|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months |
| -50.84% | Nov 2007 | Feb 2009 | 16 | Mar 2012 | 37 | 53 |
| -43.94% | Sep 2000 | Sep 2002 | 25 | Mar 2006 | 42 | 67 |
| -21.32% | Jan 2022 | Jun 2022 | 6 | in progress | 6 | |
| -20.84% | Jan 2020 | Mar 2020 | 3 | Jul 2020 | 4 | 7 |
| -17.57% | Jul 1998 | Aug 1998 | 2 | Nov 1998 | 3 | 5 |
| -14.20% | Oct 2018 | Dec 2018 | 3 | Apr 2019 | 4 | 7 |
| -8.84% | Jun 2015 | Sep 2015 | 4 | May 2016 | 8 | 12 |
| -8.44% | Apr 2000 | May 2000 | 2 | Aug 2000 | 3 | 5 |
| -7.43% | Feb 1994 | Jun 1994 | 5 | Feb 1995 | 8 | 13 |
| -6.82% | Apr 2012 | May 2012 | 2 | Aug 2012 | 3 | 5 |
| -6.45% | May 2019 | May 2019 | 1 | Jun 2019 | 1 | 2 |
| -6.42% | Jul 1999 | Sep 1999 | 3 | Nov 1999 | 2 | 5 |
| -6.17% | Jun 1996 | Jul 1996 | 2 | Sep 1996 | 2 | 4 |
| -5.64% | Feb 2018 | Mar 2018 | 2 | Jul 2018 | 4 | 6 |
| -5.42% | Sep 2020 | Oct 2020 | 2 | Nov 2020 | 1 | 3 |
| -5.23% | Jun 2007 | Jul 2007 | 2 | Oct 2007 | 3 | 5 |
| -4.56% | Feb 1997 | Mar 1997 | 2 | May 1997 | 2 | 4 |
| -4.46% | Sep 2021 | Sep 2021 | 1 | Oct 2021 | 1 | 2 |
| -4.18% | Jan 2000 | Jan 2000 | 1 | Mar 2000 | 2 | 3 |
| -3.73% | Feb 1999 | Feb 1999 | 1 | Mar 1999 | 1 | 2 |
Swipe left to see all data
Drawdown period |
Recovery period |
Total |
||||
|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months |
| -50.84% | Nov 2007 | Feb 2009 | 16 | Mar 2012 | 37 | 53 |
| -45.86% | Jan 1973 | Sep 1974 | 21 | Dec 1976 | 27 | 48 |
| -43.94% | Sep 2000 | Sep 2002 | 25 | Mar 2006 | 42 | 67 |
| -29.34% | Sep 1987 | Nov 1987 | 3 | May 1989 | 18 | 21 |
| -21.32% | Jan 2022 | Jun 2022 | 6 | in progress | 6 | |
| -20.84% | Jan 2020 | Mar 2020 | 3 | Jul 2020 | 4 | 7 |
| -17.85% | Dec 1980 | Jul 1982 | 20 | Oct 1982 | 3 | 23 |
| -17.57% | Jul 1998 | Aug 1998 | 2 | Nov 1998 | 3 | 5 |
| -16.20% | Jun 1990 | Oct 1990 | 5 | Feb 1991 | 4 | 9 |
| -14.20% | Oct 2018 | Dec 2018 | 3 | Apr 2019 | 4 | 7 |
| -11.98% | Mar 1980 | Mar 1980 | 1 | Jun 1980 | 3 | 4 |
| -11.64% | Sep 1978 | Oct 1978 | 2 | Mar 1979 | 5 | 7 |
| -10.97% | Jul 1983 | May 1984 | 11 | Jan 1985 | 8 | 19 |
| -9.64% | Jan 1977 | Feb 1978 | 14 | Apr 1978 | 2 | 16 |
| -8.84% | Jun 2015 | Sep 2015 | 4 | May 2016 | 8 | 12 |
| -8.44% | Apr 2000 | May 2000 | 2 | Aug 2000 | 3 | 5 |
| -7.92% | Sep 1986 | Sep 1986 | 1 | Jan 1987 | 4 | 5 |
| -7.43% | Feb 1994 | Jun 1994 | 5 | Feb 1995 | 8 | 13 |
| -7.22% | Oct 1979 | Oct 1979 | 1 | Dec 1979 | 2 | 3 |
| -7.01% | Jan 1990 | Jan 1990 | 1 | May 1990 | 4 | 5 |
Rolling Returns ( more details)
US Stocks Portfolio: annualized rolling and average returns
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| Rolling Period |
Return (*) | Negative Periods |
||
|---|---|---|---|---|
| Average (%) | Best (%) | Worst (%) | ||
| 1 Year |
12.12 |
66.73 Jul 1982 - Jun 1983 |
-43.33 Mar 2008 - Feb 2009 |
21.18% |
| 2 Years |
11.45 |
39.52 Mar 2009 - Feb 2011 |
-26.16 Mar 2007 - Feb 2009 |
13.55% |
| 3 Years |
11.36 |
30.70 Apr 1995 - Mar 1998 |
-16.22 Apr 2000 - Mar 2003 |
12.26% |
| 5 Years |
11.36 |
27.25 Aug 1982 - Jul 1987 |
-6.14 Mar 2004 - Feb 2009 |
7.68% |
| 7 Years |
11.32 |
21.23 Aug 1982 - Jul 1989 |
-2.98 Mar 2002 - Feb 2009 |
1.15% |
| 10 Years |
11.28 |
18.89 Oct 1990 - Sep 2000 |
-2.47 Mar 1999 - Feb 2009 |
2.87% |
| 15 Years |
11.00 |
18.21 Aug 1982 - Jul 1997 |
4.37 Sep 2000 - Aug 2015 |
0.00% |
| 20 Years |
10.96 |
17.30 Apr 1980 - Mar 2000 |
4.98 Apr 2000 - Mar 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 Portfolio: Rolling Returns page.
Seasonality
US Stocks 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.
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 % |
1.35 59% |
0.56 61% |
0.99 67% |
1.59 71% |
1.01 65% |
0.59 59% |
0.75 48% |
0.45 60% |
-0.57 52% |
0.88 60% |
1.91 74% |
1.59 76% |
| Best Year |
14.1 1975 |
7.3 1998 |
8.3 2009 |
13.1 2020 |
8.8 1990 |
7.1 2019 |
7.8 1997 |
11.9 1982 |
9.5 2010 |
16.9 1974 |
11.8 2020 |
10.6 1991 |
| Worst Year |
-8.0 2009 |
-10.5 2009 |
-13.9 2020 |
-9.1 2022 |
-7.9 2010 |
-8.2 2022 |
-8.3 2002 |
-15.7 1998 |
-11.1 1974 |
-22.3 1987 |
-12.1 1973 |
-9.2 2018 |
Statistics calculated for the period Jan 1972 - Jun 2022
Monthly/Yearly Returns
US Stocks Portfolio monthly and yearly returns: how is the distribution of the returns recorded so far?
MONTHLY RETURNS HISTOGRAM
379 Positive Months (63%) - 227 Negative Months (37%)
Jan 1972 - 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 |
-21.32 | -24.38 | -6.1 | -2.5 | 3.3 | -9.1 | -0.3 | -8.2 | ||||||
| 2021 |
+25.67 | +17.34 | -0.3 | 3.1 | 3.6 | 5.0 | 0.5 | 2.5 | 1.7 | 2.9 | -4.5 | 6.7 | -1.5 | 3.8 |
| 2020 |
+21.03 | +19.50 | -0.1 | -8.0 | -13.9 | 13.1 | 5.4 | 2.3 | 5.7 | 7.1 | -3.5 | -1.9 | 11.8 | 4.7 |
| 2019 |
+30.67 | +27.78 | 8.5 | 3.6 | 1.4 | 3.9 | -6.4 | 7.1 | 1.4 | -2.1 | 1.8 | 2.1 | 3.8 | 2.8 |
| 2018 |
-5.21 | -6.99 | 5.2 | -3.8 | -2.0 | 0.4 | 2.7 | 0.7 | 3.3 | 3.4 | 0.2 | -7.4 | 2.0 | -9.2 |
| 2017 |
+21.21 | +18.68 | 1.9 | 3.7 | 0.1 | 1.1 | 1.0 | 0.9 | 1.9 | 0.1 | 2.4 | 2.2 | 3.0 | 1.2 |
| 2016 |
+12.83 | +10.56 | -5.7 | 0.0 | 7.1 | 0.7 | 1.7 | 0.3 | 4.0 | 0.2 | 0.2 | -2.2 | 4.5 | 2.0 |
| 2015 |
+0.36 | -0.28 | -2.7 | 5.7 | -1.2 | 0.6 | 1.3 | -1.7 | 1.7 | -6.1 | -2.9 | 7.9 | 0.6 | -2.1 |
| 2014 |
+12.54 | +11.81 | -3.2 | 4.9 | 0.5 | 0.1 | 2.1 | 2.6 | -2.0 | 4.2 | -2.1 | 2.7 | 2.5 | 0.0 |
| 2013 |
+33.45 | +31.46 | 5.4 | 1.3 | 3.9 | 1.6 | 2.4 | -1.4 | 5.7 | -3.0 | 3.9 | 4.3 | 2.7 | 2.7 |
| 2012 |
+16.45 | +14.44 | 5.1 | 4.2 | 3.1 | -0.6 | -6.2 | 4.1 | 0.9 | 2.7 | 2.5 | -1.8 | 0.8 | 1.3 |
| 2011 |
+0.97 | -2.03 | 2.0 | 3.7 | 0.4 | 2.9 | -1.1 | -1.8 | -2.3 | -6.1 | -7.6 | 11.4 | -0.4 | 1.0 |
| 2010 |
+17.42 | +15.76 | -3.6 | 3.4 | 6.4 | 2.2 | -7.9 | -5.8 | 7.0 | -4.7 | 9.5 | 4.0 | 0.5 | 7.0 |
| 2009 |
+28.89 | +25.36 | -8.0 | -10.5 | 8.3 | 11.0 | 5.5 | 0.4 | 7.7 | 3.7 | 4.1 | -2.6 | 5.7 | 2.9 |
| 2008 |
-36.98 | -36.96 | -6.2 | -2.5 | -0.9 | 4.9 | 2.0 | -8.1 | -0.6 | 1.5 | -9.2 | -17.5 | -8.0 | 1.8 |
| 2007 |
+5.37 | +1.21 | 1.9 | -1.6 | 1.1 | 4.0 | 3.7 | -1.8 | -3.5 | 1.5 | 3.8 | 1.8 | -4.5 | -0.7 |
| 2006 |
+15.69 | +12.85 | 3.2 | 0.2 | 2.1 | 1.0 | -3.2 | 0.1 | -0.1 | 2.3 | 2.3 | 3.5 | 2.3 | 1.2 |
| 2005 |
+6.31 | +2.87 | -2.5 | 2.1 | -1.9 | -2.2 | 3.9 | 0.8 | 4.4 | -1.1 | 0.8 | -2.3 | 4.6 | 0.0 |
| 2004 |
+12.79 | +9.14 | 2.6 | 1.4 | -1.0 | -2.2 | 1.5 | 2.0 | -3.6 | 0.1 | 1.7 | 1.8 | 4.7 | 3.4 |
| 2003 |
+30.75 | +28.14 | -2.8 | -1.5 | 0.8 | 8.6 | 5.8 | 1.6 | 2.3 | 2.4 | -1.1 | 6.1 | 1.5 | 4.0 |
| 2002 |
-20.47 | -22.40 | -0.9 | -1.8 | 3.7 | -4.5 | -1.4 | -6.9 | -8.3 | 0.8 | -10.1 | 7.5 | 6.0 | -5.1 |
| 2001 |
-10.97 | -12.37 | 3.8 | -9.4 | -6.7 | 8.2 | 1.0 | -1.6 | -1.7 | -6.0 | -9.0 | 2.5 | 7.6 | 1.8 |
| 2000 |
-10.57 | -13.55 | -4.2 | 2.5 | 5.7 | -5.2 | -3.4 | 4.4 | -2.0 | 7.3 | -4.7 | -2.0 | -9.9 | 1.8 |
| 1999 |
+23.81 | +20.59 | 3.6 | -3.7 | 3.9 | 4.7 | -2.0 | 5.2 | -3.2 | -0.9 | -2.4 | 6.3 | 3.4 | 7.6 |
| 1998 |
+23.26 | +21.31 | 0.4 | 7.3 | 5.1 | 1.1 | -2.7 | 3.5 | -2.3 | -15.7 | 6.7 | 7.5 | 6.2 | 6.5 |
| 1997 |
+30.99 | +28.81 | 5.5 | -0.1 | -4.5 | 4.5 | 7.1 | 4.4 | 7.8 | -3.7 | 5.8 | -3.4 | 3.3 | 1.7 |
| 1996 |
+20.96 | +17.01 | 2.7 | 1.6 | 1.1 | 2.4 | 2.7 | -0.8 | -5.4 | 3.1 | 5.4 | 1.4 | 6.8 | -1.3 |
| 1995 |
+35.79 | +32.43 | 2.2 | 4.0 | 2.7 | 2.5 | 3.5 | 3.0 | 4.0 | 1.1 | 3.6 | -1.2 | 4.2 | 1.5 |
| 1994 |
-0.17 | -2.70 | 3.1 | -2.2 | -4.4 | 0.9 | 1.0 | -2.7 | 3.1 | 4.4 | -1.8 | 1.6 | -3.7 | 1.2 |
| 1993 |
+10.62 | +7.60 | 1.0 | 0.5 | 2.5 | -2.8 | 3.0 | 0.5 | -0.3 | 3.9 | 0.0 | 1.6 | -1.6 | 1.9 |
| 1992 |
+9.11 | +5.96 | 0.0 | 1.3 | -2.4 | 1.4 | 0.5 | -1.8 | 3.9 | -2.1 | 1.1 | 1.2 | 4.2 | 1.8 |
| 1991 |
+32.39 | +28.56 | 5.0 | 6.9 | 2.9 | 0.4 | 4.0 | -4.5 | 4.8 | 2.7 | -1.2 | 1.7 | -3.8 | 10.6 |
| 1990 |
-6.08 | -11.61 | -7.0 | 1.6 | 2.5 | -2.8 | 8.8 | -0.5 | -1.1 | -9.0 | -5.2 | -1.2 | 6.4 | 3.0 |
| 1989 |
+28.12 | +22.44 | 6.6 | -1.8 | 2.1 | 4.8 | 3.9 | -0.2 | 7.6 | 2.3 | -0.2 | -2.8 | 1.6 | 1.8 |
| 1988 |
+17.32 | +12.36 | 4.4 | 5.2 | -1.4 | 1.1 | -0.1 | 4.9 | -0.6 | -2.8 | 3.7 | 1.6 | -1.6 | 2.0 |
| 1987 |
+2.61 | -1.65 | 12.9 | 4.8 | 2.3 | -1.5 | 0.5 | 4.2 | 4.6 | 3.8 | -2.1 | -22.3 | -7.2 | 7.3 |
| 1986 |
+14.57 | +13.23 | 0.8 | 7.1 | 5.8 | -0.8 | 4.9 | 1.3 | -5.9 | 6.4 | -7.9 | 4.7 | 1.4 | -2.9 |
| 1985 |
+31.27 | +26.48 | 9.1 | 1.8 | -0.4 | -0.2 | 5.5 | 1.7 | 0.0 | -0.7 | -4.1 | 4.4 | 6.8 | 4.2 |
| 1984 |
+2.19 | -1.79 | -1.4 | -4.0 | 1.2 | 0.3 | -5.3 | 2.3 | -2.1 | 11.1 | 0.0 | 0.0 | -1.3 | 2.3 |
| 1983 |
+22.66 | +18.18 | 4.1 | 3.0 | 3.5 | 7.4 | 1.3 | 3.8 | -3.2 | 0.3 | 1.7 | -2.8 | 3.0 | -1.0 |
| 1982 |
+20.50 | +16.06 | -2.7 | -5.1 | -1.0 | 4.4 | -2.8 | -2.4 | -2.0 | 11.9 | 1.7 | 11.8 | 5.1 | 1.5 |
| 1981 |
-4.15 | -11.99 | -4.1 | 1.6 | 4.6 | -1.2 | 1.3 | -1.0 | -0.3 | -5.6 | -6.4 | 5.9 | 4.6 | -2.8 |
| 1980 |
+33.15 | +18.51 | 6.5 | 0.2 | -12.0 | 5.2 | 6.0 | 3.7 | 6.9 | 2.3 | 2.9 | 2.1 | 10.6 | -3.5 |
| 1979 |
+24.25 | +9.71 | 4.9 | -2.7 | 6.6 | 0.8 | -1.4 | 4.6 | 1.5 | 6.5 | 0.2 | -7.2 | 6.4 | 2.8 |
| 1978 |
+8.45 | -0.49 | -5.6 | -1.0 | 3.4 | 8.3 | 2.3 | -1.1 | 5.7 | 4.2 | -0.7 | -11.0 | 3.5 | 1.7 |
| 1977 |
-3.36 | -9.41 | -3.7 | -1.6 | -0.9 | 0.5 | -1.1 | 5.2 | -1.3 | -1.4 | 0.1 | -4.0 | 4.5 | 0.8 |
| 1976 |
+26.47 | +20.41 | 12.6 | 0.6 | 2.7 | -1.0 | -0.9 | 4.5 | -0.7 | -0.2 | 2.5 | -2.1 | 0.4 | 6.1 |
| 1975 |
+37.82 | +28.65 | 14.1 | 5.9 | 3.1 | 4.8 | 5.6 | 5.2 | -6.1 | -2.3 | -3.8 | 5.7 | 3.1 | -1.1 |
| 1974 |
-27.81 | -35.60 | 0.2 | 0.3 | -2.3 | -4.6 | -4.1 | -2.2 | -7.1 | -8.7 | -11.1 | 16.9 | -4.1 | -2.7 |
| 1973 |
-18.18 | -24.90 | -2.7 | -4.4 | -0.7 | -5.1 | -2.3 | -0.8 | 5.7 | -2.9 | 5.3 | 0.0 | -12.1 | 1.3 |
| 1972 |
+17.62 | +13.75 | 2.8 | 3.2 | 0.9 | 0.6 | 1.7 | -2.1 | -0.4 | 3.6 | -0.7 | 0.9 | 5.0 | 1.1 |
Portofolio Returns, up to December 2001, 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:
- VTI - Vanguard Total Stock Market: simulated historical serie, up to December 2001
Portfolio efficiency
Is the US Stocks Portfolio actually efficient, compared to other Lazy Portfolios?
Overall Ratings
The US Stocks Portfolio is classified as Very High Risk.
Bond weight:
Less than 25%
Less than 25%
Bond weight:
25% - 49.99%
25% - 49.99%
Bond weight:
50% - 74.99%
50% - 74.99%
Bond weight:
At least 75%
At least 75%
| Very High Risk Portfolios |
All Portfolios |
||
|---|---|---|---|
| 25 Years Ann. Return (Inflation Adjusted) |
+8.13%
(+5.57%) |
Average : 2.2 / 5
|
Good : 3.6 / 5
|
| Standard Deviation over 25 Years |
15.88% |
Good : 3 / 5
|
Bad : 2 / 5
|
| Maximum Drawdown over 25 Years |
-50.84% |
Good : 3.4 / 5
|
Bad : 1.7 / 5
|
| Easy to manage | 1 ETF |
Excellent : 5 / 5
|
Excellent : 5 / 5
|
| Rating assigned considering all the Very High Risk Portfolios | Rating assigned considering all the Portfolios in the database |
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 |
+1.91 | +11.73 | -21.00 | 100 | 0 | 0 | ||
|
US Stocks |
+0.85 | +10.53 | -21.32 | 100 | 0 | 0 | ||
|
Equal Weight US Portfolio |
+0.40 | +9.68 | -26.65 | 100 | 0 | 0 | ||
|
US Stocks ESG |
+1.36 | +8.16 | -24.04 | 100 | 0 | 0 | ||
|
US Stocks Momentum |
-0.79 | +7.95 | -30.28 | 100 | 0 | 0 | ||
Jul 2022 return refers to period 01-05 July 2022.
Last update: Jul 05 2022, 03:00PM Eastern Time.
Last update: Jul 05 2022, 03:00PM Eastern Time.
Best Classic Portfolios, with Very High Risk
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30 Years Stats (%) |
% Allocation |
|||||||
|---|---|---|---|---|---|---|---|---|
| Portfolio | Jul 2022 | Return▾ | Drawdown | Stocks | Bonds | Comm | ||
|
Technology |
+1.92 | +13.42 | -81.08 | 100 | 0 | 0 | ||
|
US Stocks |
+0.85 | +9.81 | -50.84 | 100 | 0 | 0 | ||
|
Warren Buffett Portfolio Warren Buffett |
+0.84 | +9.38 | -45.52 | 90 | 10 | 0 | ||
|
Aggressive Global Income |
-0.51 | +9.37 | -52.63 | 80 | 20 | 0 | ||
|
Stocks/Bonds 80/20 |
+0.89 | +9.06 | -41.09 | 80 | 20 | 0 | ||
Jul 2022 return refers to period 01-05 July 2022.
Last update: Jul 05 2022, 03:00PM Eastern Time.
Last update: Jul 05 2022, 03:00PM Eastern Time.