Last Update: 30 September 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 13.48% compound annual return, with a 13.71% 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
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.

US STOCKS PORTFOLIO RETURNS (%)
Last Update: 30 September 2020
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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*)
US Stocks Portfolio -3.54 +9.24 +33.25 +14.90 +11.63 +13.68 +13.48
Components
VTI - Vanguard Total Stock Market -3.54 +9.24 +33.25 +14.90 +11.63 +13.68 +13.48
(*) 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: 30 September 2020
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Period Returns
Sep 2020
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
-3.54%
-3.54%
Sep 2020 - Sep 2020
0 - 1
3M
+9.24%
-3.54%
Sep 2020 - Sep 2020
2 - 1
6M
+33.25%
-3.54%
Sep 2020 - Sep 2020
5 - 1
YTD
+5.47%
-20.84%
Jan 2020 - Mar 2020
5 - 4
1Y
+14.90%
23.73%
-20.84%
Jan 2020 - Mar 2020
8 - 4
3Y
+11.63%
annualized
18.12%
-20.84%
Jan 2020 - Mar 2020
26 - 10
5Y
+13.68%
annualized
15.31%
-20.84%
Jan 2020 - Mar 2020
46 - 14
10Y
+13.48%
annualized
13.71%
-20.84%
Jan 2020 - Mar 2020
86 - 34
MAX
01 Jan 1972
+10.44%
annualized
15.58%
-50.84%
Nov 2007 - Feb 2009
367 - 218

* Annualized St.Dev. of monthly returns

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Technology
+20.14% 100 0 0 Compare
US Stocks
+13.48% 100 0 0
Warren Buffett
+12.62% 90 10 0 Compare
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+9.82% 90 10 0 Compare
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Merrill Lynch
+9.41% 84 16 0 Compare

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Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns

US Stocks Portfolio: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+11.64% +66.73%
Jul 1982 - Jun 1983
-43.33%
Mar 2008 - Feb 2009
21.43%
2 Years
+11.06% +39.52%
Mar 2009 - Feb 2011
-26.16%
Mar 2007 - Feb 2009
14.06%
3 Years
+11.15% +30.70%
Apr 1995 - Mar 1998
-16.22%
Apr 2000 - Mar 2003
12.73%
5 Years
+11.18% +27.25%
Aug 1982 - Jul 1987
-6.14%
Mar 2004 - Feb 2009
7.98%
7 Years
+11.24% +21.23%
Aug 1982 - Jul 1989
-2.98%
Mar 2002 - Feb 2009
1.20%
10 Years
+11.14% +18.89%
Oct 1990 - Sep 2000
-2.47%
Mar 1999 - Feb 2009
3.00%
15 Years
+11.05% +18.21%
Aug 1982 - Jul 1997
+4.37%
Sep 2000 - Aug 2015
0.00%

* Annualized rolling and average returns over full calendar month periods

Seasonality and Yearly/Monthly Returns

US Stocks Portfolio Seasonality

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Months
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average 1.5 0.6 0.9 1.7 1.0 0.7 0.7 0.4 -0.5 0.8 1.8 1.5
Best 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
10.6
1980
10.6
1991
Worst -8.1
2009
-10.5
2009
-13.9
2020
-5.2
2000
-7.9
2010
-8.1
2008
-8.3
2002
-15.7
1998
-11.1
1974
-22.3
1987
-12.1
1973
-9.2
2018
Gain
Frequency
61 61 65 71 65 59 47 59 53 60 75 75

Detail of Monthly Returns

Swipe left to see all data
Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2020
+5.47% -0.1 -8.0 -13.9 13.1 5.4 2.3 5.7 7.1 -3.5
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

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