US Stocks Portfolio: ETF allocation and returns

Last Update: 31 May 2020

The US Stocks 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 12.78% compound annual return, with a 14.09% standard deviation.

In 2019, the portfolio granted a 2.29% dividend yield. If you are interested in getting periodic income, please refer to the US Stocks Portfolio: Dividend Yield page.

Asset Allocation and ETFs

The US Stocks Portfolio has the following asset allocation:

        100% Stocks
      
        0% Fixed Income
      
        0% Commodities

The US Stocks Portfolio can be replicated with the following ETFs:

Weight		Ticker	ETF Name	Investment Themes
100.00 %		VTI	Vanguard Total Stock Market	Equity, U.S., Large Cap

Portfolio and ETF Returns

The US Stocks Portfolio guaranteed the following returns.

US STOCKS PORTFOLIO RETURNS (%)

Last Update: 31 May 2020

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	1M	3M	6M	1Y	*3Y^()**	*5Y^()**	*10Y^()**
US Stocks Portfolio	+5.40	+2.65	-2.97	+11.28	+9.52	+9.14	+12.78
*Components*
VTI - Vanguard Total Stock Market	+5.40	+2.65	-2.97	+11.28	+9.52	+9.14	+12.78

(*) 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 Portfolio: Dividend Yield page.

Historical Returns

US Stocks Portfolio - Historical returns and stats.

US STOCKS PORTFOLIO

Last Update: 31 May 2020

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Period	Returns May 2020	Standard Deviation *	Max Drawdown	Months Pos - Neg
1M	+5.40%		0.00%	1 - 0
3M	+2.65%		-13.91% Mar 2020 - Mar 2020	2 - 1
6M	-2.97%		-20.84% Jan 2020 - Mar 2020	3 - 3
YTD	-5.62%		-20.84% Jan 2020 - Mar 2020	2 - 3
1Y	+11.28%	23.03%	-20.84% Jan 2020 - Mar 2020	8 - 4
3Y	+9.52% annualized	17.38%	-20.84% Jan 2020 - Mar 2020	27 - 9
5Y	+9.14% annualized	15.25%	-20.84% Jan 2020 - Mar 2020	44 - 16
10Y	+12.78% annualized	14.09%	-20.84% Jan 2020 - Mar 2020	85 - 35
MAX 01 Jan 1972	+10.27% annualized	15.58%	-50.84% Nov 2007 - Feb 2009	364 - 217

* Annualized St.Dev. of monthly returns

Best Very High Risk Porftolios, ordered by 10Y annualized return.

Portfolio	10Y Return ▾	#ETF	Stocks	Bonds
Technology	+18.99%	1	100	0	Compare
US Stocks	+12.78%	1	100	0
Warren Buffett	+12.02%	2	90	10	Compare
Second Grader's Starter Paul Farrell	+9.60%	3	90	10	Compare
Edge Select Aggressive Merrill Lynch	+9.18%	12	84	16	Compare

See all portfolios

Capital Growth

Time Range:

Drawdowns

Time Range:

Worst drawdowns since May 2010.

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	Drawdown period			Recovery period		Total
Drawdown	Start	Bottom	#Months	End	#Months	#Months
-20.84%	Jan 2020	Mar 2020	3	in progress	2	5
-17.57%	May 2011	Sep 2011	5	Feb 2012	5	10
-14.20%	Oct 2018	Dec 2018	3	Apr 2019	4	7
-8.83%	Aug 2015	Sep 2015	2	May 2016	8	10
-6.83%	Apr 2012	May 2012	2	Aug 2012	3	5
-6.45%	May 2019	May 2019	1	Jun 2019	1	2
-5.83%	Jun 2010	Jun 2010	1	Jul 2010	1	2
-5.64%	Feb 2018	Mar 2018	2	Jul 2018	4	6
-4.71%	Aug 2010	Aug 2010	1	Sep 2010	1	2
-3.17%	Jan 2014	Jan 2014	1	Feb 2014	1	2
-3.03%	Aug 2013	Aug 2013	1	Sep 2013	1	2
-2.78%	Dec 2014	Jan 2015	2	Feb 2015	1	3
-2.19%	Oct 2016	Oct 2016	1	Nov 2016	1	2
-2.10%	Sep 2014	Sep 2014	1	Oct 2014	1	2
-2.08%	Aug 2019	Aug 2019	1	Oct 2019	2	3
-1.99%	Jul 2014	Jul 2014	1	Aug 2014	1	2
-1.81%	Oct 2012	Oct 2012	1	Dec 2012	2	3
-1.67%	Jun 2015	Jun 2015	1	Jul 2015	1	2
-1.43%	Jun 2013	Jun 2013	1	Jul 2013	1	2
-1.16%	Mar 2015	Mar 2015	1	May 2015	2	3

Worst drawdowns since December 1971.

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	Drawdown period			Recovery period		Total
Drawdown	Start	Bottom	#Months	End	#Months	#Months
-50.84%	Nov 2007	Feb 2009	16	Feb 2012	36	52
-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
-20.84%	Jan 2020	Mar 2020	3	in progress	2	5
-17.83%	Dec 1980	Jul 1982	20	Oct 1982	3	23
-17.56%	Jul 1998	Aug 1998	2	Nov 1998	3	5
-16.19%	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
-10.95%	Jul 1983	May 1984	11	Dec 1984	7	18
-9.64%	Jan 1977	Feb 1978	14	Apr 1978	2	16
-8.83%	Aug 2015	Sep 2015	2	May 2016	8	10
-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
-6.83%	Apr 2012	May 2012	2	Aug 2012	3	5

Rolling Returns

US Stocks Portfolio: annualized rolling and average returns

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	*Return ()**			Negative Periods
Rolling Period	Average	Best	Worst	Negative Periods
1 Year	+11.63%	+66.73% Jul 1982 - Jun 1983	-43.33% Mar 2008 - Feb 2009	21.58%
2 Years	+11.07%	+39.52% Mar 2009 - Feb 2011	-26.16% Mar 2007 - Feb 2009	14.16%
3 Years	+11.15%	+30.70% Apr 1995 - Mar 1998	-16.22% Apr 2000 - Mar 2003	12.82%
5 Years	+11.17%	+27.25% Aug 1982 - Jul 1987	-6.14% Mar 2004 - Feb 2009	8.05%
7 Years	+11.24%	+21.23% Aug 1982 - Jul 1989	-2.98% Mar 2002 - Feb 2009	1.20%
10 Years	+11.11%	+18.89% Oct 1990 - Sep 2000	-2.47% Mar 1999 - Feb 2009	3.03%
15 Years	+11.07%	+18.21% Aug 1982 - Jul 1997	+4.37% Sep 2000 - Aug 2015	0.00%

* 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
2020	-5.62%	-0.1	-8.0	-13.9	13.1	5.4
2019	+30.67%	8.5	3.6	1.4	3.9	-6.5	7.1	1.4	-2.1	1.8	2.1	3.8	2.8
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

* Note:
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