Data Source: from January 1996 to September 2021

Last Update: 30 September 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 5.13% compound annual return, with a 3.92% standard deviation.

In the last 25 years, a 5.67% compound annual return, with a 4.87% 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 September 2021
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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) 20Y(*) 25Y(*)
Developed World ex-US 20/80 Portfolio -1.59 -0.38 +0.97 +3.97 +4.99 +4.10 +5.13 +5.69 +5.67
Components
VEA
Vanguard FTSE Developed Markets
-3.38 -1.62 +4.04 +26.63 +8.23 +9.20 +8.70 +6.84 +5.42
BNDX
Vanguard Total International Bond
-1.08 -0.03 +0.15 -1.08 +3.98 +2.63 +4.08 +5.06 +5.33
(*) 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 September 2021
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Period Returns
Sep 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
-1.59%
-1.59%
Sep 2021 - Sep 2021
0 - 1
3M
-0.38%
-1.64%
Aug 2021 - Sep 2021
1 - 2
6M
+0.97%
-1.64%
Aug 2021 - Sep 2021
4 - 2
YTD
+0.03%
-1.64%
Aug 2021 - Sep 2021
5 - 4
1Y
+3.97%
3.95%
-1.64%
Aug 2021 - Sep 2021
7 - 5
3Y
+4.99%
annualized
4.84%
-5.98%
Feb 2020 - Mar 2020
25 - 11
5Y
+4.10%
annualized
4.06%
-5.98%
Feb 2020 - Mar 2020
41 - 19
10Y
+5.13%
annualized
3.92%
-5.98%
Feb 2020 - Mar 2020
87 - 33
20Y
+5.69%
annualized
4.57%
-15.54%
Mar 2008 - Nov 2008
175 - 65
25Y
+5.67%
annualized
4.87%
-15.54%
Mar 2008 - Nov 2008
210 - 90
MAX
01 Jan 1996
+5.61%
annualized
4.82%
-15.54%
Mar 2008 - Nov 2008
217 - 92
* Annualized St.Dev. of monthly returns

Best Classic Portfolios, with Low Risk, ordered by 25 Years annualized return.

25 Years Stats
% Allocation
Portfolio Return Drawdown Stocks Bonds Comm.
High Yield Bonds Income
+7.14% -23.98% 0 100 0 Compare
All Country World 20/80
+6.24% -14.04% 20 80 0 Compare
Stocks/Bonds 20/80
+6.14% -8.42% 20 80 0 Compare
All Country World Bonds
+5.81% -8.82% 0 100 0 Compare
Dimensional Retirement Income Fund
DFA
+5.77% -12.91% 20.4 79.6 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
+5.89% +24.13%
Mar 2009 - Feb 2010
-15.14%
Mar 2008 - Feb 2009
7.05%
2 Years
+5.92% +16.55%
Mar 2009 - Feb 2011
-4.81%
Mar 2007 - Feb 2009
3.15%
3 Years
+5.96% +12.87%
Mar 2009 - Feb 2012
-0.87%
Mar 2006 - Feb 2009
1.46%
5 Years
+5.92% +10.31%
Mar 2009 - Feb 2014
+2.34%
Mar 2004 - Feb 2009
0.00%
7 Years
+5.99% +8.20%
Sep 1998 - Aug 2005
+3.47%
Apr 2013 - Mar 2020
0.00%
10 Years
+6.05% +7.76%
Jan 1998 - Dec 2007
+4.49%
Mar 1999 - Feb 2009
0.00%
15 Years
+6.04% +7.16%
Jan 1998 - Dec 2012
+5.03%
Apr 2005 - Mar 2020
0.00%
20 Years
+5.92% +6.45%
Jan 1998 - Dec 2017
+5.36%
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 Developed World ex-US 20/80 Portfolio: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

Developed World ex-US 20/80 Portfolio Seasonality: in which months is it better to invest?

In the table below, the average monthly return is represented.

Below each return, it's also mentioned the probability of obtaining a positive monthly result (Win %).

Both the Average Return and the Gain Frequency are useful to get an idea of what happened in the past.

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 %
0.25
69%
0.36
73%
0.28
77%
0.84
85%
0.21
50%
0.24
62%
0.77
73%
0.38
69%
0.46
69%
0.52
76%
0.32
64%
0.96
76%
Best
Year
2.3
2019
2.6
1998
1.9
2016
3.3
2009
4.2
1997
2.5
2019
4.6
2009
2.9
2009
4.7
1998
5.1
1998
2.9
2020
4.9
2008
Worst
Year
-4.2
1997
-2.4
2009
-5.1
2020
-1.5
1997
-2.4
2013
-2.3
2008
-1.8
1997
-2.1
2015
-5.8
2008
-5.9
2008
-2.4
1997
-0.9
1997
Statistics calculated for the period Jan 1996 - Sep 2021

For further information about the seasonality, check the Asset Class Seasonality page.

Monthly Returns of Developed World ex-US 20/80 Portfolio

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021
+0.03% -0.7 -0.8 0.6 0.5 0.8 0.1 1.3 -0.1 -1.6
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
1998
+16.99% 1.4 2.6 -0.8 1.8 0.1 -0.2 -0.1 -0.5 4.7 5.1 -0.9 2.8
1997
-4.15% -4.2 -0.4 -0.8 -1.5 4.2 2.1 -1.8 -1.4 3.0 0.2 -2.4 -0.9
1996
+4.66% -1.4 0.1 0.5 0.9 -0.3 0.4 1.4 0.5 0.4 1.2 1.7 -0.8

* 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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