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:

100% Stocks
0% Fixed Income
0% Commodities

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:
  • 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%

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.

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$, with a net total return of 697.32% (7.17% annualized).
An investment of 1000$, 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).

Drawdowns

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
-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

Swipe left to see all data
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.
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
Swipe left to see all data
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.

Very High Risk
Bond weight:
Less than 25%
High Risk
Bond weight:
25% - 49.99%
Medium Risk
Bond weight:
50% - 74.99%
Low Risk
Bond weight:
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

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Jul 2022 return refers to period 01-05 July 2022.
Last update: Jul 05 2022, 03:00PM Eastern Time.

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Jul 2022 return refers to period 01-05 July 2022.
Last update: Jul 05 2022, 03:00PM Eastern Time.
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