Last Update: 30 June 2021

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

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

In the last 10 years, the portfolio obtained a 5.49% compound annual return, with a 6.26% standard deviation.

In 2020, the portfolio granted a 1.58% dividend yield. If you are interested in getting periodic income, please refer to the Developed World ex-US 40/60 Portfolio: Dividend Yield page.

Asset Allocation and ETFs

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

40% Stocks
60% Fixed Income
0% Commodities

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

Weight Ticker ETF Name Investment Themes
40.00 % VEA Vanguard FTSE Developed Markets 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 Portfolio guaranteed the following returns.

DEVELOPED WORLD EX-US 40/60 PORTFOLIO RETURNS (%)
Last Update: 30 June 2021
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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*)
Developed World ex-US 40/60 Portfolio -0.19 +2.49 +2.94 +13.19 +6.34 +6.26 +5.49
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 40/60 Portfolio: Dividend Yield page.

Historical Returns

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

DEVELOPED WORLD EX-US 40/60 PORTFOLIO
Last Update: 30 June 2021
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Period Returns
Jun 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
-0.19%
-0.19%
Jun 2021 - Jun 2021
0 - 1
3M
+2.49%
-0.19%
Jun 2021 - Jun 2021
2 - 1
6M
+2.94%
-0.69%
Jan 2021 - Feb 2021
3 - 3
YTD
+2.94%
-0.69%
Jan 2021 - Feb 2021
3 - 3
1Y
+13.19%
5.87%
-1.29%
Sep 2020 - Oct 2020
7 - 5
3Y
+6.34%
annualized
7.50%
-9.83%
Jan 2020 - Mar 2020
23 - 13
5Y
+6.26%
annualized
6.24%
-9.83%
Jan 2020 - Mar 2020
41 - 19
10Y
+5.49%
annualized
6.26%
-9.83%
Jan 2020 - Mar 2020
80 - 40
MAX
01 Jan 1999
+5.92%
annualized
7.04%
-26.16%
Nov 2007 - Feb 2009
174 - 96

* Annualized St.Dev. of monthly returns

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Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns ( more details)

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

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+6.07% +31.23%
Mar 2009 - Feb 2010
-24.26%
Mar 2008 - Feb 2009
20.08%
2 Years
+5.72% +21.27%
Mar 2009 - Feb 2011
-10.71%
Mar 2007 - Feb 2009
14.57%
3 Years
+5.72% +14.64%
Apr 2003 - Mar 2006
-3.96%
Mar 2006 - Feb 2009
5.11%
5 Years
+5.99% +12.34%
Nov 2002 - Oct 2007
+1.39%
Mar 2004 - Feb 2009
0.00%
7 Years
+5.98% +8.60%
Mar 2009 - Feb 2016
+3.26%
Apr 2013 - Mar 2020
0.00%
10 Years
+5.82% +8.14%
Apr 2003 - Mar 2013
+3.76%
Mar 1999 - Feb 2009
0.00%
15 Years
+5.97% +7.11%
Feb 2003 - Jan 2018
+4.82%
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 40/60 Portfolio: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

Developed World ex-US 40/60 Portfolio Seasonality

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Months
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average 0.1 0.2 0.5 1.4 -0.1 0.1 0.9 0.3 0.1 0.4 0.7 1.4
Best 3.6
2019
2.6
2014
3.2
2009
5.2
2009
6.0
2009
3.3
2019
6.1
2009
3.3
2009
3.6
2013
3.7
2011
5.5
2020
5.6
2008
Worst -4.9
2009
-4.1
2009
-7.4
2020
-2.0
2000
-4.3
2012
-3.9
2008
-3.3
2002
-3.4
2015
-7.1
2008
-9.0
2008
-2.6
2010
-1.4
2018
Gain
Frequency
52 65 70 78 48 52 64 68 64 68 68 77

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
+2.94% -0.7 0.0 1.1 1.2 1.5 -0.2
2020
+6.69% -0.1 -2.6 -7.4 3.6 2.2 1.6 1.6 1.4 -0.2 -1.1 5.5 2.5
2019
+13.77% 3.6 1.1 1.3 1.3 -1.5 3.3 -0.1 0.5 1.0 1.0 0.3 1.3
2018
-4.22% 1.6 -2.0 0.5 0.4 -0.7 -0.3 1.0 -0.7 0.1 -3.3 0.5 -1.4
2017
+12.01% 0.9 1.0 1.2 1.2 1.9 0.0 1.3 0.5 0.9 1.1 0.5 0.9
2016
+3.84% -1.4 -0.4 3.2 0.7 0.3 0.4 2.1 0.2 0.7 -1.7 -1.4 1.2
2015
+0.56% 1.4 2.3 -0.2 1.0 -0.3 -2.0 1.4 -3.4 -1.2 3.0 -0.2 -0.9
2014
+2.85% -1.2 2.6 0.1 1.0 1.2 0.8 -0.7 0.9 -1.7 0.2 0.6 -0.8
2013
+8.25% 1.3 0.0 0.8 2.7 -2.6 -2.3 2.5 -1.0 3.6 1.9 0.5 0.7
2012
+13.14% 3.1 2.1 0.4 -0.3 -4.3 2.9 1.2 1.8 1.9 0.5 1.6 1.9
2011
+0.24% 1.1 1.8 -1.0 3.1 -0.6 -0.7 0.3 -3.0 -3.8 3.7 -1.1 0.9
2010
+8.45% -1.0 0.5 2.8 -0.2 -3.9 0.3 4.3 0.5 3.5 1.5 -2.6 2.6
2009
+20.17% -4.9 -4.1 3.2 5.2 6.0 0.3 6.1 3.3 2.7 -0.7 2.1 0.2
2008
-17.67% -1.3 0.5 -0.6 1.4 -0.1 -3.9 -0.7 -1.1 -7.1 -9.0 -2.2 5.6
2007
+7.46% 0.4 0.8 1.0 1.6 0.4 -0.3 0.0 -0.1 2.8 2.4 -1.1 -0.6
2006
+12.27% 2.4 -0.1 1.2 1.9 -1.3 -0.1 1.0 1.8 0.4 1.9 1.8 0.8
2005
+8.43% -0.4 1.5 -0.6 0.0 0.3 0.9 1.1 1.9 1.5 -1.6 1.0 2.7
2004
+11.76% 0.8 1.6 0.6 -1.6 0.2 1.1 -1.2 1.0 1.2 1.8 3.3 2.3
2003
+17.83% -1.0 0.0 -1.0 4.0 3.4 0.8 0.0 0.9 2.2 2.2 1.1 4.1
2002
-0.67% -1.8 0.6 1.7 1.0 0.9 -1.1 -3.3 0.6 -3.0 1.8 1.9 0.2
2001
-2.28% 1.3 -2.4 -1.5 2.3 -1.3 -1.7 1.2 -0.2 -3.0 2.7 0.4 0.0
2000
-0.20% -2.9 1.8 2.4 -2.0 -0.7 2.2 -1.1 0.5 -1.1 -0.7 -0.5 2.0
1999
+15.36% 1.7 -1.8 2.3 2.7 -2.7 1.3 1.5 0.5 1.0 1.8 2.3 4.0

* 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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