Data Source: from January 1986 to June 2022
Consolidated Returns as of 30 June 2022
Live Update: Jul 05 2022, 03:00PM Eastern Time
PORTFOLIO • LIVE PERFORMANCE (USD currency)
0.62%
1 Day
Jul 05 2022, 03:00PM Eastern Time
0.07%
Current Month
July 2022
The Developed World ex-US 20/80 Portfolio is a Low Risk portfolio and can be implemented with 2 ETFs.
It's exposed for 20% on the Stock Market.
In the last 30 Years, the Developed World ex-US 20/80 Portfolio obtained a 5.65% compound annual return, with a 5.04% standard deviation.
Asset Allocation and ETFs
The Developed World ex-US 20/80 Portfolio has the following asset allocation:
The Developed World ex-US 20/80 Portfolio can be implemented 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.
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
DEVELOPED WORLD EX-US 20/80 PORTFOLIO RETURNS
Consolidated returns as of 30 June 2022
Live Update: Jul 05 2022, 03:00PM 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(*) | |
| Developed World ex-US 20/80 Portfolio | -0.62 | -0.07 | -3.18 | -11.66 | -11.57 | 1.37 | 3.20 | 5.65 | |
| US Inflation Adjusted return | -3.18 | -15.10 | -17.80 | -2.16 | 0.72 | 3.10 | |||
| Components | |||||||||
|
VEA Vanguard FTSE Developed Markets |
-2.57 |
03:00PM Jul 05 2022 |
-2.35 | -9.19 | -18.92 | -18.07 | 2.71 | 5.87 | 5.27 |
|
BNDX Vanguard Total International Bond |
-0.13 |
02:59PM Jul 05 2022 |
0.50 | -1.72 | -9.84 | -10.00 | 0.81 | 2.34 | 5.36 |
(*) 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%
Live update: World Markets and Indexes
Portfolio Dividends
In 2021, the Developed World ex-US 20/80 Portfolio granted a 3.53% dividend yield. 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
Historical Returns as of Jun 30, 2022
Historical returns and stats of Developed World ex-US 20/80 Portfolio. Total Returns and Inflation Adjusted Returns are both mentioned.
DEVELOPED WORLD EX-US 20/80 PORTFOLIO
Consolidated returns as of 30 June 2022
Data Source: from January 1986 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
|
-3.18
|
-3.18
|
-3.18
Jun 2022 - Jun 2022
|
0 - 1
|
|
|
3M
|
-7.03
|
-8.23
|
-7.03
Apr 2022 - Jun 2022
|
0 - 3
|
|
|
6M
|
-11.66
|
-15.10
|
-11.66
Jan 2022 - Jun 2022
|
0 - 6
|
|
|
YTD
|
-11.66
|
-15.10
|
-11.66
Jan 2022 - Jun 2022
|
0 - 6
|
|
|
1Y
|
-11.57
|
-17.80
|
5.01
|
-12.69
Aug 2021 - Jun 2022
|
3 - 9
25% pos
|
|
3Y(*)
|
-1.17
|
-5.44
|
5.54
|
-12.69
Aug 2021 - Jun 2022
|
21 - 15
58% pos
|
|
5Y(*)
|
1.37
|
-2.16
|
4.76
|
-12.69
Aug 2021 - Jun 2022
|
38 - 22
63% pos
|
|
10Y(*)
|
3.20
|
0.72
|
4.23
|
-12.69
Aug 2021 - Jun 2022
|
81 - 39
68% pos
|
|
15Y(*)
|
3.93
|
1.60
|
5.20
|
-15.55
Mar 2008 - Nov 2008
|
122 - 58
68% pos
|
|
20Y(*)
|
4.84
|
2.33
|
4.76
|
-15.55
Mar 2008 - Nov 2008
|
171 - 69
71% pos
|
|
25Y(*)
|
5.12
|
2.63
|
4.86
|
-15.55
Mar 2008 - Nov 2008
|
207 - 93
69% pos
|
|
30Y(*)
|
5.65
|
3.10
|
5.04
|
-15.55
Mar 2008 - Nov 2008
|
245 - 115
68% pos
|
|
MAX(*)
01 Jan 1986
|
6.70
|
3.88
|
5.51
|
-15.55
Mar 2008 - Nov 2008
|
301 - 137
69% 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 Jun 30, 2022
An investment of 1000$, since July 1992,
now would be worth 5200.41$, with a total return of 420.04% (5.65% annualized).
The Inflation Adjusted Capital now would be 2499.63$, with a net total return of 149.96% (3.10% annualized).
The Inflation Adjusted Capital now would be 2499.63$, with a net total return of 149.96% (3.10% annualized).
An investment of 1000$, since January 1986,
now would be worth 10670.94$, with a total return of 967.09% (6.70% annualized).
The Inflation Adjusted Capital now would be 4008.82$, with a net total return of 300.88% (3.88% annualized).
The Inflation Adjusted Capital now would be 4008.82$, with a net total return of 300.88% (3.88% annualized).
Drawdowns
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Drawdown period |
Recovery period |
Total |
||||
|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months |
| -15.55% | Mar 2008 | Nov 2008 | 9 | Aug 2009 | 9 | 18 |
| -12.69% | Aug 2021 | Jun 2022 | 11 | in progress | 11 | |
| -7.46% | Dec 1996 | Apr 1997 | 5 | Sep 1998 | 17 | 22 |
| -6.51% | Feb 1994 | Feb 1995 | 13 | Jul 1995 | 5 | 18 |
| -5.99% | 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 |
| -2.68% | Aug 2011 | Sep 2011 | 2 | Dec 2011 | 3 | 5 |
| -2.26% | Oct 1992 | Oct 1992 | 1 | Dec 1992 | 2 | 3 |
| -2.07% | May 1999 | May 1999 | 1 | Oct 1999 | 5 | 6 |
| -1.97% | Aug 2018 | Oct 2018 | 3 | Jan 2019 | 3 | 6 |
| -1.94% | Nov 1993 | Nov 1993 | 1 | Dec 1993 | 1 | 2 |
| -1.93% | May 2012 | May 2012 | 1 | Jul 2012 | 2 | 3 |
| -1.80% | Nov 2010 | Nov 2010 | 1 | Feb 2011 | 3 | 4 |
| -1.64% | Jan 2000 | Jan 2000 | 1 | Mar 2000 | 2 | 3 |
| -1.64% | Feb 1999 | Feb 1999 | 1 | Apr 1999 | 2 | 3 |
| -1.49% | 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 |
Swipe left to see all data
Drawdown period |
Recovery period |
Total |
||||
|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months |
| -15.55% | Mar 2008 | Nov 2008 | 9 | Aug 2009 | 9 | 18 |
| -12.69% | Aug 2021 | Jun 2022 | 11 | in progress | 11 | |
| -7.46% | Dec 1996 | Apr 1997 | 5 | Sep 1998 | 17 | 22 |
| -7.02% | Jan 1990 | Apr 1990 | 4 | Jul 1990 | 3 | 7 |
| -6.51% | Feb 1994 | Feb 1995 | 13 | Jul 1995 | 5 | 18 |
| -6.31% | Aug 1990 | Sep 1990 | 2 | Dec 1990 | 3 | 5 |
| -5.99% | Feb 2020 | Mar 2020 | 2 | Jul 2020 | 4 | 6 |
| -4.48% | May 2013 | Jun 2013 | 2 | Dec 2013 | 6 | 8 |
| -4.18% | Jan 1992 | Mar 1992 | 3 | Jul 1992 | 4 | 7 |
| -3.32% | May 1986 | May 1986 | 1 | Jun 1986 | 1 | 2 |
| -3.06% | Apr 2015 | Sep 2015 | 6 | Mar 2016 | 6 | 12 |
| -2.76% | Oct 2016 | Nov 2016 | 2 | Apr 2017 | 5 | 7 |
| -2.68% | Aug 2011 | Sep 2011 | 2 | Dec 2011 | 3 | 5 |
| -2.58% | Sep 1987 | Oct 1987 | 2 | Jan 1988 | 3 | 5 |
| -2.33% | Aug 1989 | Aug 1989 | 1 | Nov 1989 | 3 | 4 |
| -2.26% | Oct 1992 | Oct 1992 | 1 | Dec 1992 | 2 | 3 |
| -2.21% | Sep 1986 | Oct 1986 | 2 | Dec 1986 | 2 | 4 |
| -2.07% | May 1999 | May 1999 | 1 | Oct 1999 | 5 | 6 |
| -1.97% | Aug 2018 | Oct 2018 | 3 | Jan 2019 | 3 | 6 |
| -1.94% | Nov 1993 | Nov 1993 | 1 | Dec 1993 | 1 | 2 |
Rolling Returns ( more details)
Developed World ex-US 20/80 Portfolio: annualized rolling and average returns
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| Rolling Period |
Return (*) | Negative Periods |
||
|---|---|---|---|---|
| Average (%) | Best (%) | Worst (%) | ||
| 1 Year |
6.97 |
29.87 Feb 1986 - Jan 1987 |
-15.14 Mar 2008 - Feb 2009 |
8.67% |
| 2 Years |
6.80 |
18.70 Feb 1986 - Jan 1988 |
-4.81 Mar 2007 - Feb 2009 |
2.89% |
| 3 Years |
6.76 |
16.33 Oct 1990 - Sep 1993 |
-1.17 Jul 2019 - Jun 2022 |
1.24% |
| 5 Years |
6.73 |
11.90 Sep 1988 - Aug 1993 |
1.37 Jul 2017 - Jun 2022 |
0.00% |
| 7 Years |
6.72 |
11.85 Feb 1986 - Jan 1993 |
2.10 Jul 2015 - Jun 2022 |
0.00% |
| 10 Years |
6.67 |
11.43 Jan 1986 - Dec 1995 |
3.20 Jul 2012 - Jun 2022 |
0.00% |
| 15 Years |
6.60 |
9.58 Feb 1986 - Jan 2001 |
3.93 Jul 2007 - Jun 2022 |
0.00% |
| 20 Years |
6.62 |
8.90 Feb 1986 - Jan 2006 |
4.84 Jul 2002 - Jun 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 Developed World ex-US 20/80 Portfolio: Rolling Returns page.
Seasonality
Developed World ex-US 20/80 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 % |
0.36 68% |
0.51 68% |
0.33 70% |
0.72 81% |
0.36 51% |
0.26 62% |
1.03 78% |
0.43 67% |
0.37 64% |
0.60 75% |
0.42 61% |
1.30 81% |
| Best Year |
3.8 1987 |
5.7 1986 |
5.2 1986 |
3.2 2009 |
4.8 1990 |
3.8 1986 |
4.6 2009 |
4.2 1986 |
4.7 1998 |
5.1 1998 |
3.7 1995 |
5.0 1991 |
| Worst Year |
-4.2 1997 |
-2.4 2009 |
-5.1 2020 |
-3.8 2022 |
-3.3 1986 |
-3.2 2022 |
-1.8 1997 |
-4.1 1990 |
-5.8 2008 |
-5.9 2008 |
-2.4 1997 |
-0.9 1997 |
Statistics calculated for the period Jan 1986 - Jun 2022
Monthly/Yearly Returns
Developed World ex-US 20/80 Portfolio monthly and yearly returns: how is the distribution of the returns recorded so far?
MONTHLY RETURNS HISTOGRAM
301 Positive Months (69%) - 137 Negative Months (31%)
Jan 1986 - Jun 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 |
-11.66 | -15.10 | -1.9 | -1.5 | -1.7 | -3.8 | -0.2 | -3.2 | ||||||
| 2021 |
+0.51 | -6.15 | -0.6 | -0.8 | 0.6 | 0.5 | 0.8 | 0.1 | 1.3 | 0.0 | -1.6 | 0.4 | -0.2 | 0.3 |
| 2020 |
+5.67 | +4.34 | 0.9 | -0.9 | -5.1 | 2.7 | 1.3 | 1.1 | 1.2 | 0.3 | 0.4 | -0.4 | 2.9 | 1.4 |
| 2019 |
+10.82 | +8.37 | 2.3 | 0.7 | 1.5 | 0.7 | -0.1 | 2.4 | 0.6 | 1.3 | 0.3 | 0.3 | -0.1 | 0.5 |
| 2018 |
-0.71 | -2.57 | 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 | +4.96 | 0.0 | 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 | +2.13 | -0.1 | 0.4 | 1.9 | 0.2 | 0.5 | 1.2 | 1.4 | 0.1 | 0.3 | -1.5 | -1.3 | 0.8 |
| 2015 |
+0.88 | +0.24 | 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 | +5.11 | 0.1 | 1.5 | 0.2 | 0.8 | 0.9 | 0.7 | -0.1 | 1.2 | -0.9 | 0.4 | 0.7 | 0.1 |
| 2013 |
+3.72 | +2.17 | 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 | +9.42 | 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 | +1.31 | 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 | +6.95 | 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 | +14.51 | -1.8 | -2.4 | 1.8 | 3.2 | 3.8 | 1.0 | 4.6 | 2.9 | 2.2 | 0.0 | 1.5 | -0.1 |
| 2008 |
-10.01 | -9.99 | 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 | +2.03 | 0.1 | 1.0 | 0.5 | 0.8 | -0.4 | -0.4 | 0.7 | 0.1 | 1.9 | 1.7 | 0.0 | 0.1 |
| 2006 |
+7.61 | +4.96 | 1.1 | 0.0 | 0.3 | 0.9 | -0.5 | -0.1 | 1.0 | 1.5 | 0.5 | 1.2 | 1.4 | 0.0 |
| 2005 |
+6.71 | +3.26 | 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 | +5.41 | 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 | +8.67 | 0.0 | 0.7 | -0.7 | 2.2 | 2.5 | 0.2 | -1.0 | 0.4 | 1.9 | 0.7 | 0.7 | 2.7 |
| 2002 |
+4.31 | +1.78 | -0.7 | 0.5 | 0.3 | 1.2 | 0.6 | -0.1 | -1.2 | 0.8 | -0.6 | 0.9 | 1.2 | 1.2 |
| 2001 |
+4.28 | +2.63 | 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 | +1.03 | -1.6 | 1.5 | 1.9 | -0.9 | -0.1 | 1.6 | -0.1 | 0.4 | 0.1 | -0.2 | 0.4 | 1.6 |
| 1999 |
+7.82 | +5.01 | 2.0 | -1.6 | 1.4 | 1.9 | -2.1 | 0.1 | 0.7 | 0.0 | 0.8 | 1.1 | 1.1 | 2.3 |
| 1998 |
+16.99 | +15.14 | 1.3 | 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 | -5.75 | -4.2 | -0.4 | -0.8 | -1.5 | 4.1 | 2.1 | -1.8 | -1.4 | 3.0 | 0.2 | -2.4 | -0.9 |
| 1996 |
+4.66 | +1.24 | -1.4 | 0.1 | 0.5 | 0.9 | -0.3 | 0.4 | 1.4 | 0.5 | 0.4 | 1.1 | 1.7 | -0.8 |
| 1995 |
+17.78 | +14.87 | -0.2 | -0.5 | 1.2 | 2.7 | 2.8 | -0.8 | 2.6 | 0.9 | 1.5 | 0.9 | 3.7 | 1.9 |
| 1994 |
-3.88 | -6.32 | 2.1 | -2.0 | -2.0 | 0.0 | -1.2 | -1.0 | 0.6 | -0.3 | -0.6 | 0.9 | -0.2 | -0.3 |
| 1993 |
+19.11 | +15.86 | 0.7 | 2.5 | 2.3 | 2.2 | 1.5 | 1.1 | 2.2 | 3.0 | -0.4 | 1.5 | -1.9 | 3.2 |
| 1992 |
+6.56 | +3.49 | -2.2 | -0.1 | -1.9 | 0.1 | 3.4 | 0.7 | 1.6 | 1.6 | 0.2 | -2.3 | 0.9 | 4.5 |
| 1991 |
+19.03 | +15.59 | 1.3 | 3.5 | -0.3 | 1.6 | 0.3 | -1.7 | 2.1 | 1.7 | 3.5 | 1.1 | -0.6 | 5.0 |
| 1990 |
+0.80 | -5.13 | -2.4 | -1.4 | -1.6 | -1.8 | 4.8 | 1.6 | 1.5 | -4.1 | -2.3 | 3.8 | 1.3 | 1.8 |
| 1989 |
+11.45 | +6.51 | 1.4 | 0.0 | 0.0 | 1.5 | 0.6 | 1.7 | 3.8 | -2.3 | 0.8 | 1.0 | 1.8 | 0.6 |
| 1988 |
+12.16 | +7.42 | 3.5 | 2.3 | 0.8 | 0.2 | -0.7 | 0.7 | 0.2 | -1.0 | 1.9 | 2.4 | 1.2 | 0.1 |
| 1987 |
+8.87 | +4.35 | 3.8 | 1.1 | 2.7 | 0.1 | -0.3 | 0.2 | -0.1 | 1.8 | -1.8 | -0.8 | 0.6 | 1.4 |
| 1986 |
+25.77 | +24.29 | 0.6 | 5.7 | 5.2 | 2.1 | -3.3 | 3.8 | 2.7 | 4.2 | -1.7 | -0.5 | 0.5 | 4.3 |
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
Portfolio efficiency
Is the Developed World ex-US 20/80 Portfolio actually efficient, compared to other Lazy Portfolios?
Overall Ratings
The Developed World ex-US 20/80 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) |
+5.12%
(+2.63%) |
Average : 2.8 / 5
|
Bad : 1.6 / 5
|
| Standard Deviation over 25 Years |
4.86% |
Bad : 1.3 / 5
|
Excellent : 4.6 / 5
|
| Maximum Drawdown over 25 Years |
-15.55% |
Poor : 1 / 5
|
Excellent : 4.2 / 5
|
| Easy to manage | 2 ETFs |
Excellent : 4.5 / 5
|
Excellent : 4.5 / 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 | Jul 2022 | Return▾ | Drawdown | Stocks | Bonds | Comm | ||
|
High Yield Bonds Income |
+0.80 | +6.91 | -23.97 | 0 | 100 | 0 | ||
|
All Country World 20/80 |
+0.54 | +6.10 | -14.04 | 20 | 80 | 0 | ||
|
Stocks/Bonds 20/80 |
+1.00 | +5.93 | -12.54 | 20 | 80 | 0 | ||
|
US Inflation Protection |
+1.31 | +5.80 | -11.79 | 0 | 100 | 0 | ||
|
Dimensional Retirement Income Fund DFA |
+0.89 | +5.79 | -12.91 | 20.4 | 79.6 | 0 | ||
Jul 2022 return refers to period 01-05 July 2022.
Last update: Jul 05 2022, 03:00PM Eastern Time.
Last update: Jul 05 2022, 03:00PM Eastern Time.