Data Source: from January 1986 to April 2022
Consolidated Returns as of 30 April 2022
Live Update: May 27 2022
PORTFOLIO • LIVE PERFORMANCE (USD currency)
0.60%
1 Day
May 27 2022
1.00%
Current Month
May 2022
In the last 30 Years, the Vanguard LifeStrategy Income Fund Portfolio obtained a 5.98% compound annual return, with a 4.32% standard deviation.
Asset Allocation and ETFs
The Vanguard LifeStrategy Income Fund Portfolio is a Low Risk portfolio and can be implemented with 4 ETFs.
It has the following asset allocation:
The Vanguard LifeStrategy Income Fund Portfolio can be implemented with the following ETFs:
| Weight | Ticker | ETF Name | Investment Themes | |
|---|---|---|---|---|
| 12.00 % | VTI | Vanguard Total Stock Market | Equity, U.S., Large Cap | |
| 8.00 % | VEU | Vanguard FTSE All-World ex-US | Equity, Global ex-US, Large Cap | |
| 56.00 % | BND | Vanguard Total Bond Market | Bond, U.S., All-Term | |
| 24.00 % | BNDX | Vanguard Total International Bond | Bond, Developed Markets, All-Term |
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 Vanguard LifeStrategy Income Fund Portfolio guaranteed the following returns.
According to the available data source, let's assume we built the portfolio on January 1986.
Portfolio returns are calculated in USD, assuming:
Portfolio returns are calculated in USD, assuming:
- No fees or capital gain taxes
- a rebalancing of the components at the beginning of each year (at every January 1st). How do returns change with different rebalancing strategies?
- the reinvestment of dividends
VANGUARD LIFESTRATEGY INCOME FUND PORTFOLIO RETURNS
Consolidated returns as of 30 April 2022
Live Update: May 27 2022
Swipe left to see all data
| Chg (%) | Return (%) | Return (%) as of Apr 30, 2022 |
|||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 Day | Time ET(*) | May 2022 | 1M | 6M | 1Y | 5Y(*) | 10Y(*) | 30Y(*) | |
| Vanguard LifeStrategy Income Fund Portfolio | 0.60 | 1.00 | -4.56 | -9.59 | -7.74 | 3.06 | 3.67 | 5.98 | |
| US Inflation Adjusted return | -4.87 | -13.37 | -14.75 | -0.33 | 1.30 | 3.44 | |||
| Components | |||||||||
|
VTI Vanguard Total Stock Market |
2.53 | May 27 2022 | 0.58 | -9.13 | -12.09 | -3.47 | 12.94 | 13.24 | 10.09 |
|
VEU Vanguard FTSE All-World ex-US |
1.22 | May 27 2022 | 1.62 | -6.48 | -12.62 | -10.84 | 4.94 | 5.25 | 5.58 |
|
BND Vanguard Total Bond Market |
0.29 | May 27 2022 | 1.41 | -3.97 | -9.68 | -8.71 | 1.16 | 1.59 | 4.77 |
|
BNDX Vanguard Total International Bond |
0.18 | May 27 2022 | 0.07 | -3.00 | -7.36 | -7.46 | 1.34 | 2.68 | 5.61 |
(*) Returns over 1 year are annualized
(*) Eastern Time (ET - America/New York)
US Inflation is updated to Apr 2022. Current inflation (annualized) is 1Y: 8.22% , 5Y: 3.40% , 10Y: 2.33% , 30Y: 2.46%
Live update: World Markets and Indexes
Portfolio Dividends
In 2021, the Vanguard LifeStrategy Income Fund Portfolio granted a 2.45% dividend yield. If you are interested in getting periodic income, please refer to the Vanguard LifeStrategy Income Fund Portfolio: Dividend Yield page.
Readings that may interest you
Historical Returns as of Apr 30, 2022
Historical returns and stats of Vanguard LifeStrategy Income Fund Portfolio. Total Returns and Inflation Adjusted Returns are both mentioned.
VANGUARD LIFESTRATEGY INCOME FUND PORTFOLIO
Consolidated returns as of 30 April 2022
Data Source: from January 1986 to April 2022
Swipe left to see all data
| Period | Return (%) as of Apr 2022 |
Return (%) Infl.Adj. |
Standard Deviation (%) |
Max Drawdown (%) |
Months Pos - Neg |
|---|---|---|---|---|---|
|
1M
Apr 2022
|
-4.56
|
-4.87
|
-4.56
Apr 2022 - Apr 2022
|
0 - 1
|
|
|
3M
|
-7.62
|
-9.77
|
-7.62
Feb 2022 - Apr 2022
|
0 - 3
|
|
|
6M
|
-9.59
|
-13.37
|
-9.84
Jan 2022 - Apr 2022
|
1 - 5
|
|
|
YTD
|
-9.84
|
-12.51
|
-9.84
Jan 2022 - Apr 2022
|
0 - 4
|
|
|
1Y
|
-7.74
|
-14.75
|
5.77
|
-10.18
Sep 2021 - Apr 2022
|
6 - 6
50% pos
|
|
3Y(*)
|
2.11
|
-2.01
|
5.82
|
-10.18
Sep 2021 - Apr 2022
|
22 - 14
61% pos
|
|
5Y(*)
|
3.06
|
-0.33
|
4.91
|
-10.18
Sep 2021 - Apr 2022
|
41 - 19
68% pos
|
|
10Y(*)
|
3.67
|
1.30
|
4.17
|
-10.18
Sep 2021 - Apr 2022
|
83 - 37
69% pos
|
|
15Y(*)
|
4.36
|
2.04
|
4.69
|
-10.54
May 2008 - Oct 2008
|
124 - 56
69% pos
|
|
20Y(*)
|
4.94
|
2.47
|
4.37
|
-10.54
May 2008 - Oct 2008
|
169 - 71
70% pos
|
|
25Y(*)
|
5.46
|
3.00
|
4.35
|
-10.54
May 2008 - Oct 2008
|
209 - 91
70% pos
|
|
30Y(*)
|
5.98
|
3.44
|
4.32
|
-10.54
May 2008 - Oct 2008
|
253 - 107
70% pos
|
|
MAX(*)
01 Jan 1986
|
6.78
|
3.97
|
4.70
|
-10.54
May 2008 - Oct 2008
|
305 - 131
70% pos
|
(*) Returns over 1 year are annualized
Returns and stats are calculated assuming a yearly rebalancing of the components weight. How do returns change with different rebalancing strategies?
Capital Growth as of Apr 30, 2022
An investment of 1000$, since May 1992,
now would be worth 5709.68$, with a total return of 470.97% (5.98% annualized).
The Inflation Adjusted Capital now would be 2757.30$, with a net total return of 175.73% (3.44% annualized).
The Inflation Adjusted Capital now would be 2757.30$, with a net total return of 175.73% (3.44% annualized).
An investment of 1000$, since January 1986,
now would be worth 10860.48$, with a total return of 986.05% (6.78% annualized).
The Inflation Adjusted Capital now would be 4119.76$, with a net total return of 311.98% (3.97% annualized).
The Inflation Adjusted Capital now would be 4119.76$, with a net total return of 311.98% (3.97% annualized).
Drawdowns
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Drawdown period |
Recovery period |
Total |
||||
|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months |
| -10.54% | May 2008 | Oct 2008 | 6 | Jul 2009 | 9 | 15 |
| -10.18% | Sep 2021 | Apr 2022 | 8 | in progress | 8 | |
| -5.45% | Feb 1994 | Jun 1994 | 5 | Apr 1995 | 10 | 15 |
| -4.47% | Feb 2020 | Mar 2020 | 2 | May 2020 | 2 | 4 |
| -3.36% | May 2013 | Jun 2013 | 2 | Oct 2013 | 4 | 6 |
| -2.63% | Dec 1996 | Mar 1997 | 4 | May 1997 | 2 | 6 |
| -2.58% | Oct 2016 | Nov 2016 | 2 | Apr 2017 | 5 | 7 |
| -2.43% | May 2015 | Sep 2015 | 5 | Mar 2016 | 6 | 11 |
| -2.37% | Sep 2018 | Oct 2018 | 2 | Jan 2019 | 3 | 5 |
| -2.22% | Apr 2004 | May 2004 | 2 | Sep 2004 | 4 | 6 |
| -1.98% | Feb 1999 | Feb 1999 | 1 | Apr 1999 | 2 | 3 |
| -1.88% | Apr 2000 | May 2000 | 2 | Jun 2000 | 1 | 3 |
| -1.88% | Jun 2002 | Jul 2002 | 2 | Nov 2002 | 4 | 6 |
| -1.77% | May 1999 | Aug 1999 | 4 | Oct 1999 | 2 | 6 |
| -1.74% | Jul 2003 | Jul 2003 | 1 | Sep 2003 | 2 | 3 |
| -1.73% | Aug 1997 | Aug 1997 | 1 | Sep 1997 | 1 | 2 |
| -1.61% | Feb 2001 | Mar 2001 | 2 | Jul 2001 | 4 | 6 |
| -1.57% | Jul 1998 | Aug 1998 | 2 | Sep 1998 | 1 | 3 |
| -1.55% | Aug 2011 | Sep 2011 | 2 | Oct 2011 | 1 | 3 |
| -1.55% | Nov 1993 | Nov 1993 | 1 | Dec 1993 | 1 | 2 |
Swipe left to see all data
Drawdown period |
Recovery period |
Total |
||||
|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months |
| -10.54% | May 2008 | Oct 2008 | 6 | Jul 2009 | 9 | 15 |
| -10.18% | Sep 2021 | Apr 2022 | 8 | in progress | 8 | |
| -5.45% | Feb 1994 | Jun 1994 | 5 | Apr 1995 | 10 | 15 |
| -4.47% | Sep 1987 | Nov 1987 | 3 | Jan 1988 | 2 | 5 |
| -4.47% | Feb 2020 | Mar 2020 | 2 | May 2020 | 2 | 4 |
| -4.35% | Jan 1990 | Apr 1990 | 4 | Jun 1990 | 2 | 6 |
| -4.18% | Aug 1990 | Sep 1990 | 2 | Dec 1990 | 3 | 5 |
| -3.36% | May 2013 | Jun 2013 | 2 | Oct 2013 | 4 | 6 |
| -2.63% | Dec 1996 | Mar 1997 | 4 | May 1997 | 2 | 6 |
| -2.58% | Oct 2016 | Nov 2016 | 2 | Apr 2017 | 5 | 7 |
| -2.56% | Sep 1986 | Sep 1986 | 1 | Dec 1986 | 3 | 4 |
| -2.43% | May 2015 | Sep 2015 | 5 | Mar 2016 | 6 | 11 |
| -2.37% | Sep 2018 | Oct 2018 | 2 | Jan 2019 | 3 | 5 |
| -2.36% | Jan 1992 | Mar 1992 | 3 | May 1992 | 2 | 5 |
| -2.22% | Apr 2004 | May 2004 | 2 | Sep 2004 | 4 | 6 |
| -1.98% | Feb 1999 | Feb 1999 | 1 | Apr 1999 | 2 | 3 |
| -1.88% | Apr 2000 | May 2000 | 2 | Jun 2000 | 1 | 3 |
| -1.88% | Jun 2002 | Jul 2002 | 2 | Nov 2002 | 4 | 6 |
| -1.84% | Apr 1987 | May 1987 | 2 | Aug 1987 | 3 | 5 |
| -1.77% | May 1999 | Aug 1999 | 4 | Oct 1999 | 2 | 6 |
Rolling Returns ( more details)
Vanguard LifeStrategy Income Fund Portfolio: annualized rolling and average returns
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| Rolling Period |
Return (*) | Negative Periods |
||
|---|---|---|---|---|
| Average (%) | Best (%) | Worst (%) | ||
| 1 Year |
7.01 |
22.80 Feb 1986 - Jan 1987 |
-9.83 Nov 2007 - Oct 2008 |
5.65% |
| 2 Years |
6.93 |
14.76 Oct 1990 - Sep 1992 |
-2.21 Mar 2007 - Feb 2009 |
1.69% |
| 3 Years |
6.92 |
14.52 Oct 1990 - Sep 1993 |
0.82 Mar 2006 - Feb 2009 |
0.00% |
| 5 Years |
6.86 |
12.01 Sep 1988 - Aug 1993 |
2.54 Mar 2004 - Feb 2009 |
0.00% |
| 7 Years |
6.82 |
11.05 Feb 1986 - Jan 1993 |
2.95 May 2015 - Apr 2022 |
0.00% |
| 10 Years |
6.79 |
10.58 Jan 1986 - Dec 1995 |
3.67 May 2012 - Apr 2022 |
0.00% |
| 15 Years |
6.66 |
9.65 Feb 1986 - Jan 2001 |
4.36 May 2007 - Apr 2022 |
0.00% |
| 20 Years |
6.64 |
8.61 Feb 1986 - Jan 2006 |
4.94 May 2002 - Apr 2022 |
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 Vanguard LifeStrategy Income Fund Portfolio: Rolling Returns page.
Seasonality
Vanguard LifeStrategy Income Fund 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 % |
0.53 73% |
0.44 70% |
0.25 57% |
0.60 78% |
0.53 61% |
0.57 75% |
0.87 75% |
0.52 72% |
0.31 58% |
0.47 72% |
0.58 67% |
1.05 81% |
| Best Year |
3.7 1987 |
4.6 1986 |
4.6 1986 |
3.8 2020 |
4.3 1990 |
3.2 1986 |
3.5 1989 |
4.0 1986 |
3.2 1998 |
2.3 1998 |
3.1 2020 |
4.8 2008 |
| Worst Year |
-2.9 2009 |
-2.4 2009 |
-4.1 2020 |
-4.6 2022 |
-1.6 1986 |
-1.8 2013 |
-1.7 2003 |
-3.2 1990 |
-3.3 2008 |
-5.7 2008 |
-1.5 1993 |
-0.9 1996 |
Statistics calculated for the period Jan 1986 - Apr 2022
Monthly/Yearly Returns
Vanguard LifeStrategy Income Fund Portfolio monthly and yearly returns: how is the distribution of the returns recorded so far?
MONTHLY RETURNS HISTOGRAM
305 Positive Months (70%) - 131 Negative Months (30%)
Jan 1986 - Apr 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 |
-9.84 | -12.51 | -2.4 | -1.5 | -1.8 | -4.6 | ||||||||
| 2021 |
+2.15 | -4.62 | -0.6 | -0.7 | -0.1 | 1.3 | 0.4 | 0.9 | 1.1 | 0.3 | -1.7 | 1.1 | -0.2 | 0.5 |
| 2020 |
+8.85 | +7.48 | 1.3 | -0.3 | -4.1 | 3.8 | 1.4 | 1.1 | 2.0 | 0.4 | -0.4 | -0.6 | 3.1 | 1.2 |
| 2019 |
+12.26 | +9.78 | 2.5 | 0.6 | 1.8 | 0.8 | 0.0 | 2.4 | 0.4 | 1.5 | 0.0 | 0.6 | 0.5 | 0.6 |
| 2018 |
-1.15 | -3.01 | 0.3 | -1.4 | 0.4 | -0.4 | 0.5 | 0.0 | 0.7 | 0.6 | -0.3 | -2.1 | 0.8 | -0.2 |
| 2017 |
+7.31 | +5.07 | 0.4 | 1.1 | 0.2 | 0.9 | 1.0 | 0.1 | 0.8 | 0.8 | 0.1 | 0.6 | 0.5 | 0.7 |
| 2016 |
+4.45 | +2.35 | -0.1 | 0.6 | 2.1 | 0.4 | 0.3 | 1.6 | 1.3 | -0.1 | 0.2 | -1.2 | -1.4 | 0.7 |
| 2015 |
+0.26 | -0.38 | 1.4 | 0.3 | 0.2 | 0.0 | -0.3 | -1.4 | 1.0 | -1.7 | 0.0 | 1.6 | -0.2 | -0.6 |
| 2014 |
+6.50 | +5.81 | 0.4 | 1.4 | 0.1 | 0.7 | 1.2 | 0.6 | -0.4 | 1.5 | -1.0 | 0.9 | 1.0 | 0.0 |
| 2013 |
+3.78 | +2.23 | 0.4 | 0.5 | 0.7 | 1.3 | -1.5 | -1.8 | 1.5 | -1.2 | 1.9 | 1.5 | 0.3 | 0.1 |
| 2012 |
+7.54 | +5.68 | 1.8 | 1.0 | 0.1 | 0.6 | -1.1 | 1.1 | 1.3 | 0.8 | 1.1 | -0.2 | 0.6 | 0.2 |
| 2011 |
+5.49 | +2.36 | 0.4 | 1.0 | 0.0 | 1.9 | 0.5 | -0.6 | 0.9 | -0.3 | -1.3 | 2.1 | -0.4 | 1.3 |
| 2010 |
+8.55 | +7.02 | 0.3 | 0.8 | 1.3 | 1.1 | -1.0 | 0.4 | 2.1 | 0.8 | 1.8 | 0.9 | -0.9 | 0.7 |
| 2009 |
+12.18 | +9.11 | -2.9 | -2.4 | 2.3 | 2.8 | 2.6 | 0.6 | 3.3 | 1.9 | 2.0 | -0.3 | 2.1 | -0.3 |
| 2008 |
-4.64 | -4.61 | 0.0 | 0.1 | -0.2 | 0.5 | -0.5 | -1.8 | -0.1 | 0.4 | -3.3 | -5.7 | 1.3 | 4.8 |
| 2007 |
+6.96 | +2.74 | 0.2 | 0.9 | 0.4 | 1.1 | 0.0 | -0.5 | 0.3 | 0.9 | 1.7 | 1.5 | 0.3 | 0.0 |
| 2006 |
+7.11 | +4.47 | 0.8 | 0.2 | -0.2 | 0.4 | -0.8 | 0.0 | 1.1 | 1.7 | 0.9 | 1.3 | 1.4 | 0.0 |
| 2005 |
+4.54 | +1.16 | 0.1 | 0.2 | -0.6 | 0.6 | 1.2 | 0.7 | 0.2 | 1.1 | -0.2 | -1.2 | 1.1 | 1.2 |
| 2004 |
+7.04 | +3.58 | 1.0 | 1.2 | 0.5 | -2.2 | -0.1 | 0.8 | -0.1 | 1.5 | 0.6 | 1.1 | 0.9 | 1.5 |
| 2003 |
+10.09 | +7.89 | -0.3 | 0.8 | -0.2 | 2.3 | 2.6 | 0.3 | -1.7 | 0.9 | 2.0 | 0.6 | 0.6 | 2.0 |
| 2002 |
+3.19 | +0.69 | 0.0 | 0.5 | -0.2 | 0.8 | 0.5 | -0.7 | -1.1 | 1.3 | -0.5 | 0.7 | 1.0 | 1.0 |
| 2001 |
+4.39 | +2.74 | 2.0 | -1.0 | -0.6 | 1.0 | 0.4 | -0.2 | 1.6 | 0.1 | -0.9 | 2.2 | -0.1 | -0.2 |
| 2000 |
+6.07 | +2.55 | -1.2 | 1.5 | 2.1 | -1.3 | -0.6 | 2.3 | 0.1 | 1.8 | -0.2 | 0.0 | -0.2 | 1.8 |
| 1999 |
+4.89 | +2.16 | 1.4 | -2.0 | 1.3 | 1.5 | -1.5 | 0.4 | -0.5 | -0.2 | 0.6 | 1.4 | 0.8 | 1.7 |
| 1998 |
+12.95 | +11.17 | 1.2 | 1.8 | 0.7 | 0.9 | 0.1 | 0.8 | -0.1 | -1.5 | 3.2 | 2.3 | 0.8 | 2.0 |
| 1997 |
+7.78 | +5.99 | -0.4 | 0.0 | -1.3 | 0.9 | 2.6 | 2.0 | 2.2 | -1.7 | 2.7 | 0.0 | 0.0 | 0.7 |
| 1996 |
+6.01 | +2.55 | 0.3 | -0.8 | -0.1 | 0.4 | 0.1 | 0.7 | -0.2 | 0.5 | 1.8 | 1.7 | 2.4 | -0.9 |
| 1995 |
+19.89 | +16.93 | 1.2 | 1.5 | 1.2 | 1.9 | 3.4 | 0.5 | 1.2 | 1.0 | 1.5 | 0.9 | 2.5 | 1.6 |
| 1994 |
-2.48 | -4.95 | 2.0 | -1.9 | -2.5 | -0.3 | -0.2 | -0.7 | 1.6 | 0.5 | -1.3 | 0.5 | -0.7 | 0.5 |
| 1993 |
+13.03 | +9.94 | 1.3 | 2.0 | 1.4 | 1.0 | 1.0 | 1.3 | 1.1 | 2.4 | 0.0 | 0.8 | -1.5 | 1.6 |
| 1992 |
+6.76 | +3.69 | -1.5 | 0.4 | -1.3 | 0.6 | 2.2 | 0.7 | 2.0 | 0.9 | 0.9 | -1.3 | 0.8 | 2.4 |
| 1991 |
+18.32 | +14.90 | 1.7 | 2.6 | 0.6 | 1.1 | 1.0 | -1.3 | 2.1 | 1.9 | 2.1 | 1.1 | -0.4 | 4.6 |
| 1990 |
+3.86 | -2.25 | -2.7 | 0.0 | -0.3 | -1.4 | 4.3 | 1.3 | 1.1 | -3.2 | -1.1 | 2.1 | 2.2 | 1.7 |
| 1989 |
+14.71 | +9.62 | 1.7 | -0.5 | 0.4 | 2.2 | 2.0 | 2.1 | 3.5 | -1.3 | 0.6 | 1.2 | 1.2 | 0.9 |
| 1988 |
+10.36 | +5.69 | 3.4 | 2.1 | -0.4 | -0.1 | -0.8 | 2.2 | -0.2 | -0.7 | 2.3 | 1.9 | -0.2 | 0.5 |
| 1987 |
+4.45 | +0.11 | 3.7 | 1.3 | 1.0 | -1.6 | -0.2 | 1.3 | 0.5 | 0.9 | -2.1 | -2.2 | -0.3 | 2.2 |
| 1986 |
+19.21 | +17.81 | 0.6 | 4.6 | 4.6 | 1.1 | -1.6 | 3.2 | 1.0 | 4.0 | -2.6 | 1.0 | 1.0 | 1.0 |
Portofolio Returns, up to December 2013, 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
- VEU - Vanguard FTSE All-World ex-US: simulated historical serie, up to December 2007
- BND - Vanguard Total Bond Market: simulated historical serie, up to December 2007
- BNDX - Vanguard Total International Bond: simulated historical serie, up to December 2013
Portfolio efficiency
Is the Vanguard LifeStrategy Income Fund Portfolio actually efficient, compared to other Lazy Portfolios?
Overall Ratings
The Vanguard LifeStrategy Income Fund Portfolio is classified as Low 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%
| Low Risk Portfolios |
All Portfolios |
||
|---|---|---|---|
| 25 Years Ann. Return (Inflation Adjusted) |
+5.46%
(+3.00%) |
Good : 3.6 / 5
|
Bad : 1.9 / 5
|
| Standard Deviation over 25 Years |
4.35% |
Average : 2.3 / 5
|
Excellent : 4.7 / 5
|
| Maximum Drawdown over 25 Years |
-10.54% |
Average : 2.8 / 5
|
Excellent : 4.6 / 5
|
| Easy to manage | 4 ETFs |
Good : 3.5 / 5
|
Good : 3.5 / 5
|
| Rating assigned considering all the Low Risk Portfolios | Rating assigned considering all the Portfolios in the database |
Best Classic Portfolios, with Low Risk
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30 Years Stats (%) |
% Allocation |
|||||||
|---|---|---|---|---|---|---|---|---|
| Portfolio | May 2022 | Return▾ | Drawdown | Stocks | Bonds | Comm | ||
|
High Yield Bonds Income |
+2.23 | +7.22 | -23.97 | 0 | 100 | 0 | ||
|
All Country World 20/80 |
+0.94 | +6.32 | -14.04 | 20 | 80 | 0 | ||
|
US Inflation Protection |
-0.28 | +6.11 | -11.79 | 0 | 100 | 0 | ||
|
Stocks/Bonds 20/80 |
+1.24 | +6.09 | -10.48 | 20 | 80 | 0 | ||
|
Dimensional Retirement Income Fund DFA |
+0.23 | +6.01 | -12.91 | 20.4 | 79.6 | 0 | ||
May 2022 return refers to period 01-27 May 2022.
Last update: May 27 2022.
Last update: May 27 2022.