Data Source: from February 2015 to September 2021

Last Update: 30 September 2021

The Developed World ex-US 40/60 Momentum Portfolio is exposed for 40% on the Stock Market.

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

In 2020, the portfolio granted a 1.16% dividend yield. If you are interested in getting periodic income, please refer to the Developed World ex-US 40/60 Momentum Portfolio: Dividend Yield page.

Asset Allocation and ETFs

The Developed World ex-US 40/60 Momentum Portfolio has the following asset allocation:

40% Stocks
60% Fixed Income
0% Commodities

The Developed World ex-US 40/60 Momentum Portfolio can be replicated with the following ETFs:

Weight Ticker ETF Name Investment Themes
40.00 % IMTM iShares MSCI Intl Momentum Factor ETF Equity, EAFE, Large Cap
60.00 % 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 40/60 Momentum Portfolio guaranteed the following returns.

DEVELOPED WORLD EX-US 40/60 MOMENTUM PORTFOLIO RETURNS (%)
Last Update: 30 September 2021
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1M 3M 6M 1Y 3Y(*) 5Y(*)
Developed World ex-US 40/60 Momentum Portfolio -2.17 -0.66 +0.93 +4.75 +6.50 +5.76
Components
IMTM
iShares MSCI Intl Momentum Factor ETF
-3.69 -1.55 +2.07 +13.39 +9.54 +9.82
BNDX
Vanguard Total International Bond
-1.08 -0.03 +0.15 -1.08 +3.98 +2.63
(*) 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 40/60 Momentum Portfolio: Dividend Yield page.

Historical Returns

Developed World ex-US 40/60 Momentum Portfolio - Historical returns and stats.

DEVELOPED WORLD EX-US 40/60 MOMENTUM PORTFOLIO
Last Update: 30 September 2021
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Period Returns
Sep 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
-2.17%
-2.17%
Sep 2021 - Sep 2021
0 - 1
3M
-0.66%
-2.17%
Sep 2021 - Sep 2021
2 - 1
6M
+0.93%
-2.17%
Sep 2021 - Sep 2021
4 - 2
YTD
-0.51%
-2.17%
Sep 2021 - Sep 2021
5 - 4
1Y
+4.75%
5.80%
-2.17%
Sep 2021 - Sep 2021
7 - 5
3Y
+6.50%
annualized
6.98%
-7.72%
Feb 2020 - Mar 2020
25 - 11
5Y
+5.76%
annualized
5.91%
-7.72%
Feb 2020 - Mar 2020
42 - 18
MAX
01 Feb 2015
+5.04%
annualized
5.57%
-7.72%
Feb 2020 - Mar 2020
54 - 26
* Annualized St.Dev. of monthly returns

Similar portfolios, ordered by 5 Years annualized return.

These portfolios share asset allocation strategy and/or similar asset weights. Comparing their returns and drawdowns, you can get an idea of the risk you are facing implementing one of them.

5 Years Stats
% Allocation
Portfolio Return Drawdown Stocks Bonds Comm.
Developed World ex-US 40/60 Momentum
+5.76% -7.72% 40 60 0
Developed World ex-US 40/60
+5.49% -9.83% 40 60 0 Compare

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5 Years Stats
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Portfolio Return Drawdown Stocks Bonds Comm.
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Scott Burns
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Stocks/Bonds 40/60
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+7.61% -8.34% 40.42 59.58 0 Compare

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Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns ( more details)

Developed World ex-US 40/60 Momentum Portfolio: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+5.88% +17.45%
Apr 2020 - Mar 2021
-4.03%
Jan 2018 - Dec 2018
11.59%
2 Years
+5.78% +13.08%
Jan 2019 - Dec 2020
+1.18%
Apr 2018 - Mar 2020
0.00%
3 Years
+5.43% +7.46%
Sep 2018 - Aug 2021
+3.32%
Jan 2016 - Dec 2018
0.00%
5 Years
+5.66% +7.14%
Feb 2016 - Jan 2021
+2.85%
Apr 2015 - 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 40/60 Momentum Portfolio: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

Developed World ex-US 40/60 Momentum 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.

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Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Win %
1.14
67%
-0.21
57%
0.11
86%
1.24
100%
0.62
57%
0.87
57%
1.12
100%
-0.02
57%
-0.28
43%
-0.54
50%
0.43
67%
0.60
67%
Best
Year
3.3
2019
1.4
2015
2.3
2016
3.8
2020
2.8
2020
3.6
2019
2.6
2020
1.1
2019
1.3
2017
2.2
2015
4.0
2020
2.6
2020
Worst
Year
-0.9
2016
-2.4
2020
-5.5
2020
0.2
2018
-0.9
2015
-0.5
2021
0.2
2019
-3.0
2015
-2.2
2021
-3.9
2018
-1.7
2016
-1.4
2018
Statistics calculated for the period Feb 2015 - Sep 2021

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

Monthly Returns of Developed World ex-US 40/60 Momentum Portfolio

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021
-0.51% -0.8 -0.9 0.2 1.4 0.7 -0.5 1.4 0.2 -2.2
2020
+11.65% 1.6 -2.4 -5.5 3.8 2.8 2.1 2.6 0.9 0.4 -1.3 4.0 2.6
2019
+14.52% 3.3 1.2 1.8 0.8 -0.3 3.6 0.2 1.1 -0.1 0.7 0.2 1.2
2018
-4.03% 2.1 -1.8 0.3 0.2 -0.3 -0.4 0.7 -0.1 0.5 -3.9 0.2 -1.4
2017
+11.62% 1.5 0.7 1.3 0.8 1.6 0.2 1.3 0.8 1.3 1.3 -0.2 0.5
2016
+2.96% -0.9 0.2 2.3 1.0 0.8 1.6 1.3 -0.1 -0.2 -2.3 -1.7 1.1
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