The US Stocks Portfolio is exposed for 100% on the Stock Market.
In the last 10 years, it obtained a 14.71% compound annual return, with a 13.14% standard deviation (*).
(*) Last Update: June 2019
The US Stocks Portfolio has the following asset allocation:
The US Stocks Portfolio can be replicated with the following ETFs:
| Weight | ETF: Ticker - Name | Investment Themes | |
|---|---|---|---|
| 100.00 % | VTI - Vanguard Total Stock Market |
Equity, U.S., Large Cap |
Capital growth, returns, stats are calculated assuming a rebalancing of the portfolio at the beginning of each year (i.e. at each January 1st).
Last Update: June 2019.
Capital Growth and Historical Returns
An investment of 1000$, since January 1972, now would be worth 109165.86$, with a total return of 10816.59% (10.38% annualized).
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
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| Range | Returns Jun 2019 |
Standard Deviation * |
Max Drawdown |
Months Pos - Neg |
|---|---|---|---|---|
|
1M
|
+7.08%
|
0.00%
|
1 - 0 | |
|
YTD
|
+18.67%
|
-6.45%
May 2019 - May 2019
|
5 - 1 | |
|
1Y
|
+9.02%
|
18.74%
|
-14.20%
Oct 2018 - Dec 2018
|
9 - 3 |
|
3Y
|
+14.06%
annualized
|
12.31%
|
-14.20%
Oct 2018 - Dec 2018
|
30 - 6 |
|
5Y
|
+10.18%
annualized
|
12.22%
|
-14.20%
Oct 2018 - Dec 2018
|
43 - 17 |
|
10Y
|
+14.71%
annualized
|
13.14%
|
-17.57%
May 2011 - Sep 2011
|
86 - 34 |
|
MAX
Dec 1971
|
+10.38%
annualized
|
15.39%
|
-50.84%
Nov 2007 - Feb 2009
|
357 - 213 |
* Annualized St.Dev. of monthly returns
Drawdowns
Rolling Returns
US Stocks Portfolio: annualized rolling and average returns
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| Return (*) | |||
|---|---|---|---|
| Rolling Period | Average | Best | Worst |
| 1 Year |
+11.68% |
+66.73% Jul 1982 - Jun 1983 |
-43.33% Mar 2008 - Feb 2009 |
| 2 Years |
+11.13% |
+39.52% Mar 2009 - Feb 2011 |
-26.16% Mar 2007 - Feb 2009 |
| 3 Years |
+11.14% |
+30.70% Apr 1995 - Mar 1998 |
-16.22% Apr 2000 - Mar 2003 |
| 5 Years |
+11.20% |
+27.25% Aug 1982 - Jul 1987 |
-6.14% Mar 2004 - Feb 2009 |
| 7 Years |
+11.21% |
+21.23% Aug 1982 - Jul 1989 |
-2.98% Mar 2002 - Feb 2009 |
| 10 Years |
+11.07% |
+18.89% Oct 1990 - Sep 2000 |
-2.47% Mar 1999 - Feb 2009 |
| 15 Years |
+11.13% |
+18.21% Aug 1982 - Jul 1997 |
+4.37% Sep 2000 - Aug 2015 |
* Annualized rolling and average returns over full calendar month periods
Yearly Returns - Monthly Returns Heatmap
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| Months | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year | Return | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2019 |
+18.67% | 8.5 | 3.6 | 1.4 | 3.9 | -6.5 | 7.1 | ||||||
| 2018 |
-5.21% | 5.2 | -3.8 | -2.0 | 0.5 | 2.7 | 0.7 | 3.3 | 3.4 | 0.2 | -7.4 | 2.0 | -9.2 |
| 2017 |
+21.21% | 1.9 | 3.7 | 0.1 | 1.1 | 1.0 | 1.0 | 1.9 | 0.2 | 2.4 | 2.2 | 3.0 | 1.2 |
| 2016 |
+12.83% | -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% | -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% | -3.2 | 4.9 | 0.5 | 0.1 | 2.1 | 2.6 | -2.0 | 4.2 | -2.1 | 2.8 | 2.5 | -0.0 |
| 2013 |
+33.45% | 5.4 | 1.3 | 4.0 | 1.6 | 2.4 | -1.4 | 5.8 | -3.0 | 3.9 | 4.3 | 2.7 | 2.7 |
| 2012 |
+16.45% | 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% | 2.1 | 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% | -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% | -8.1 | -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% | -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% | 1.9 | -1.6 | 1.1 | 4.0 | 3.7 | -1.8 | -3.5 | 1.5 | 3.9 | 1.8 | -4.5 | -0.7 |
| 2006 |
+15.69% | 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% | -2.5 | 2.1 | -1.9 | -2.2 | 3.9 | 0.8 | 4.4 | -1.1 | 0.8 | -2.4 | 4.6 | 0.0 |
| 2004 |
+12.79% | 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% | -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% | -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% | 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% | -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% | 3.7 | -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% | 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% | 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% | 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% | 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% | 3.1 | -2.2 | -4.4 | 0.9 | 1.0 | -2.7 | 3.1 | 4.4 | -1.9 | 1.6 | -3.7 | 1.2 |
| 1993 |
+10.62% | 1.0 | 0.5 | 2.5 | -2.8 | 3.0 | 0.6 | -0.3 | 3.9 | 0.0 | 1.6 | -1.6 | 1.9 |
| 1992 |
+9.11% | -0.0 | 1.3 | -2.4 | 1.4 | 0.5 | -1.9 | 3.9 | -2.1 | 1.1 | 1.2 | 4.2 | 1.8 |
| 1991 |
+32.39% | 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% | -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% | 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% | 4.4 | 5.2 | -1.4 | 1.1 | -0.1 | 4.9 | -0.6 | -2.8 | 3.7 | 1.7 | -1.6 | 2.0 |
| 1987 |
+2.61% | 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% | 0.8 | 7.1 | 5.8 | -0.8 | 4.9 | 1.3 | -5.9 | 6.4 | -7.9 | 4.8 | 1.4 | -2.9 |
| 1985 |
+31.27% | 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% | -1.5 | -4.0 | 1.3 | 0.3 | -5.3 | 2.3 | -2.1 | 11.1 | -0.0 | -0.0 | -1.3 | 2.3 |
| 1983 |
+22.66% | 4.1 | 3.0 | 3.5 | 7.4 | 1.3 | 3.8 | -3.2 | 0.4 | 1.7 | -2.8 | 3.0 | -1.0 |
| 1982 |
+20.50% | -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% | -4.1 | 1.6 | 4.6 | -1.2 | 1.4 | -1.0 | -0.3 | -5.6 | -6.4 | 6.0 | 4.6 | -2.8 |
| 1980 |
+33.15% | 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% | 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% | -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% | -3.7 | -1.6 | -1.0 | 0.5 | -1.1 | 5.2 | -1.3 | -1.4 | 0.1 | -4.0 | 4.5 | 0.8 |
| 1976 |
+26.47% | 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% | 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% | 0.3 | 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% | -2.7 | -4.4 | -0.7 | -5.1 | -2.3 | -0.8 | 5.7 | -2.9 | 5.4 | -0.0 | -12.1 | 1.3 |
| 1972 |
+17.62% | 2.8 | 3.2 | 0.9 | 0.6 | 1.7 | -2.1 | -0.4 | 3.7 | -0.7 | 0.9 | 5.0 | 1.2 |