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.

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

See all portfolios

Capital Growth

Time Range:

Drawdowns

Time Range:

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
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

Swipe left to see all data
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

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