Developed World ex-US 20/80 Portfolio: ETF allocation and returns

Last Update: 30 June 2021

The Developed World ex-US 20/80 Portfolio is exposed for 20% on the Stock Market.

It's a Low Risk portfolio and it can be replicated with 2 ETFs.

In the last 10 years, the portfolio obtained a 5% compound annual return, with a 3.94% standard deviation.

In 2020, the portfolio granted a 1.37% dividend yield. If you are interested in getting periodic income, please refer to the Developed World ex-US 20/80 Portfolio: Dividend Yield page.

Asset Allocation and ETFs

The Developed World ex-US 20/80 Portfolio has the following asset allocation:

        20% Stocks
      
        80% Fixed Income
      
        0% Commodities

The Developed World ex-US 20/80 Portfolio can be replicated with the following ETFs:

Weight		Ticker	ETF Name	Investment Themes
20.00 %		VEA	Vanguard FTSE Developed Markets	Equity, EAFE, Large Cap
80.00 %		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 Developed World ex-US 20/80 Portfolio guaranteed the following returns.

DEVELOPED WORLD EX-US 20/80 PORTFOLIO RETURNS (%)

Last Update: 30 June 2021

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	1M	3M	6M	1Y	*3Y^()**	*5Y^()**	*10Y^()**
Developed World ex-US 20/80 Portfolio	+0.08	+1.35	+0.41	+6.38	+5.20	+4.57	+5.00
*Components*
VEA - Vanguard FTSE Developed Markets	-0.93	+5.74	+10.51	+36.44	+9.27	+10.90	+6.36
BNDX - Vanguard Total International Bond	+0.37	+0.18	-2.12	-0.01	+3.98	+2.82	+4.43

(*) 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 Developed World ex-US 20/80 Portfolio: Dividend Yield page.

Readings that may interest you

The Culture Code: The Secrets of Highly Successful Groups

Investing for Retirement Security: Retire Early with ETF Investing Strategy + ...

The Almanack of Naval Ravikant: A Guide to Wealth and Happiness

Historical Returns

Developed World ex-US 20/80 Portfolio - Historical returns and stats.

DEVELOPED WORLD EX-US 20/80 PORTFOLIO

Last Update: 30 June 2021

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Period	Returns Jun 2021	Standard Deviation *	Max Drawdown	Months Pos - Neg
1M	+0.08%		0.00%	1 - 0
3M	+1.35%		0.00%	3 - 0
6M	+0.41%		-1.48% Jan 2021 - Feb 2021	4 - 2
YTD	+0.41%		-1.48% Jan 2021 - Feb 2021	4 - 2
1Y	+6.38%	3.36%	-1.48% Jan 2021 - Feb 2021	9 - 3
3Y	+5.20% annualized	4.69%	-5.98% Feb 2020 - Mar 2020	25 - 11
5Y	+4.57% annualized	3.97%	-5.98% Feb 2020 - Mar 2020	43 - 17
10Y	+5.00% annualized	3.94%	-5.98% Feb 2020 - Mar 2020	87 - 33
MAX 01 Jan 1999	+5.70% annualized	4.51%	-15.54% Mar 2008 - Nov 2008	196 - 74

* Annualized St.Dev. of monthly returns

Best Low Risk Porftolios, ordered by 10Y annualized return.

Portfolio	10Y Return ▾	Stocks	Bonds
High Yield Bonds Income	+5.79%	0	100	Compare
Stocks/Bonds 20/80	+5.67%	20	80	Compare
All Country World 20/80	+5.33%	20	80	Compare
Developed World ex-US 20/80	+5.00%	20	80
Edge Select Conservative Merrill Lynch	+4.73%	21	79	Compare

See all portfolios

Capital Growth

Time Range:

Drawdowns

Time Range:

Worst drawdowns since June 2011.

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	Drawdown period			Recovery period		Total
Drawdown	Start	Bottom	#Months	End	#Months	#Months
-5.98%	Feb 2020	Mar 2020	2	Jul 2020	4	6
-4.48%	May 2013	Jun 2013	2	Dec 2013	6	8
-3.06%	Apr 2015	Sep 2015	6	Mar 2016	6	12
-2.76%	Oct 2016	Nov 2016	2	Apr 2017	5	7
-2.67%	Aug 2011	Sep 2011	2	Dec 2011	3	5
-1.96%	Aug 2018	Oct 2018	3	Jan 2019	3	6
-1.93%	May 2012	May 2012	1	Jul 2012	2	3
-1.48%	Jan 2021	Feb 2021	2	May 2021	3	5
-0.91%	Sep 2014	Sep 2014	1	Nov 2014	2	3
-0.86%	Feb 2018	Feb 2018	1	Apr 2018	2	3
-0.47%	May 2018	May 2018	1	Jul 2018	2	3
-0.38%	Oct 2020	Oct 2020	1	Nov 2020	1	2
-0.28%	Jun 2017	Jun 2017	1	Jul 2017	1	2
-0.13%	May 2019	May 2019	1	Jun 2019	1	2
-0.09%	Nov 2019	Nov 2019	1	Dec 2019	1	2
-0.07%	Jul 2014	Jul 2014	1	Aug 2014	1	2

Worst drawdowns since December 1998.

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	Drawdown period			Recovery period		Total
Drawdown	Start	Bottom	#Months	End	#Months	#Months
-15.54%	Mar 2008	Nov 2008	9	Aug 2009	9	18
-5.98%	Feb 2020	Mar 2020	2	Jul 2020	4	6
-4.48%	May 2013	Jun 2013	2	Dec 2013	6	8
-3.06%	Apr 2015	Sep 2015	6	Mar 2016	6	12
-2.76%	Oct 2016	Nov 2016	2	Apr 2017	5	7
-2.67%	Aug 2011	Sep 2011	2	Dec 2011	3	5
-2.07%	May 1999	May 1999	1	Oct 1999	5	6
-1.96%	Aug 2018	Oct 2018	3	Jan 2019	3	6
-1.93%	May 2012	May 2012	1	Jul 2012	2	3
-1.80%	Nov 2010	Nov 2010	1	Feb 2011	3	4
-1.64%	Feb 1999	Feb 1999	1	Apr 1999	2	3
-1.64%	Jan 2000	Jan 2000	1	Mar 2000	2	3
-1.48%	Jan 2021	Feb 2021	2	May 2021	3	5
-1.48%	May 2010	May 2010	1	Jul 2010	2	3
-1.41%	May 2001	Jun 2001	2	Jul 2001	1	3
-1.23%	Jun 2002	Jul 2002	2	Nov 2002	4	6
-1.18%	Apr 2004	Apr 2004	1	Aug 2004	4	5
-1.16%	Oct 2005	Oct 2005	1	Dec 2005	2	3
-1.07%	Apr 2000	May 2000	2	Jun 2000	1	3
-1.06%	Sep 2001	Sep 2001	1	Oct 2001	1	2

Rolling Returns ( more details)

Developed World ex-US 20/80 Portfolio: annualized rolling and average returns

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	*Return ()**			Negative Periods
Rolling Period	Average	Best	Worst	Negative Periods
1 Year	+5.86%	+24.13% Mar 2009 - Feb 2010	-15.14% Mar 2008 - Feb 2009	5.79%
2 Years	+5.77%	+16.55% Mar 2009 - Feb 2011	-4.81% Mar 2007 - Feb 2009	3.64%
3 Years	+5.74%	+12.87% Mar 2009 - Feb 2012	-0.87% Mar 2006 - Feb 2009	1.70%
5 Years	+5.84%	+10.31% Mar 2009 - Feb 2014	+2.34% Mar 2004 - Feb 2009	0.00%
7 Years	+5.86%	+8.17% Dec 2008 - Nov 2015	+3.47% Apr 2013 - Mar 2020	0.00%
10 Years	+5.88%	+7.17% Apr 2003 - Mar 2013	+4.49% Mar 1999 - Feb 2009	0.00%
15 Years	+5.86%	+6.52% Sep 1999 - Aug 2014	+5.03% Apr 2005 - 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 Developed World ex-US 20/80 Portfolio: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

Developed World ex-US 20/80 Portfolio Seasonality

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	Months
Return (%)	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
Average	0.5	0.3	0.4	0.9	0.1	0.2	0.9	0.5	0.2	0.3	0.4	1.0
Best	2.3 2019	1.5 2000	1.9 2016	3.3 2009	3.8 2009	2.5 2019	4.6 2009	2.9 2009	2.2 2009	2.8 2001	2.9 2020	4.9 2008
Worst	-1.8 2009	-2.4 2009	-5.1 2020	-1.2 2004	-2.4 2013	-2.3 2008	-1.2 2002	-2.1 2015	-5.8 2008	-5.9 2008	-1.8 2010	-0.5 2015
Gain Frequency	74	74	83	87	48	61	77	77	68	73	68	82

Detail of Monthly Returns

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		Months
Year	Return	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
2021	+0.41%	-0.7	-0.8	0.6	0.5	0.8	0.1
2020	+5.67%	0.9	-0.9	-5.1	2.7	1.3	1.1	1.3	0.3	0.4	-0.4	2.9	1.4
2019	+10.82%	2.3	0.7	1.5	0.7	-0.1	2.5	0.6	1.3	0.3	0.3	-0.1	0.5
2018	-0.71%	0.5	-0.9	0.8	0.1	-0.5	0.2	0.6	-0.3	-0.1	-1.6	0.5	-0.1
2017	+7.20%	-0.1	0.9	0.6	0.9	1.3	-0.3	0.8	0.7	0.3	0.9	0.4	0.6
2016	+4.23%	-0.1	0.4	1.9	0.2	0.5	1.2	1.5	0.1	0.3	-1.5	-1.3	0.8
2015	+0.88%	1.6	1.1	0.1	0.0	-0.4	-1.7	1.3	-2.1	-0.2	1.8	0.0	-0.5
2014	+5.80%	0.1	1.5	0.2	0.8	1.0	0.7	-0.1	1.2	-0.9	0.4	0.7	0.1
2013	+3.72%	0.5	0.4	0.7	1.9	-2.4	-2.1	1.5	-0.8	2.1	1.3	0.4	0.3
2012	+11.34%	2.2	1.1	0.4	0.4	-1.9	1.6	1.5	1.3	1.7	0.3	1.2	1.1
2011	+4.42%	0.7	1.2	-0.5	2.0	0.1	-0.5	1.2	-1.2	-1.5	2.0	-0.8	1.8
2010	+8.49%	0.5	0.5	1.7	0.6	-1.5	0.9	2.3	1.7	1.7	0.8	-1.8	0.8
2009	+17.74%	-1.8	-2.4	1.8	3.3	3.8	1.0	4.6	2.9	2.2	0.0	1.5	-0.1
2008	-10.01%	0.7	0.9	-0.8	0.2	-0.5	-2.3	0.1	-0.2	-5.8	-5.9	-1.2	4.9
2007	+6.22%	0.1	1.0	0.5	0.8	-0.4	-0.4	0.8	0.1	1.9	1.7	-0.1	0.1
2006	+7.61%	1.1	0.1	0.3	0.9	-0.5	-0.1	1.0	1.5	0.5	1.2	1.4	0.0
2005	+6.71%	0.2	0.6	0.1	0.6	0.5	0.9	0.3	1.4	0.6	-1.2	0.7	1.9
2004	+8.93%	0.6	1.4	0.6	-1.2	0.1	0.6	-0.4	1.2	0.8	1.3	2.1	1.5
2003	+10.88%	0.0	0.8	-0.7	2.2	2.5	0.2	-1.0	0.5	2.0	0.7	0.7	2.7
2002	+4.31%	-0.7	0.6	0.3	1.2	0.6	-0.1	-1.2	0.9	-0.6	0.9	1.2	1.2
2001	+4.28%	1.7	-0.7	0.1	0.8	-0.4	-1.0	2.1	0.4	-1.1	2.8	-0.2	-0.2
2000	+4.50%	-1.6	1.5	1.9	-0.9	-0.2	1.6	-0.1	0.4	0.1	-0.2	0.4	1.6
1999	+7.82%	2.0	-1.6	1.5	1.9	-2.1	0.1	0.7	0.0	0.8	1.1	1.1	2.3

* Note:
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:

VEA - Vanguard FTSE Developed Markets: simulated historical serie, up to December 2007

BNDX - Vanguard Total International Bond: simulated historical serie, up to December 2013