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)
1.11%
1 Day
Jul 05 2022, 03:00PM Eastern Time
0.64%
Current Month
July 2022
The Developed World ex-US 40/60 Portfolio is a Medium Risk portfolio and can be implemented with 2 ETFs.
It's exposed for 40% on the Stock Market.
In the last 30 Years, the Developed World ex-US 40/60 Portfolio obtained a 5.79% compound annual return, with a 7.20% standard deviation.
Asset Allocation and ETFs
The Developed World ex-US 40/60 Portfolio has the following asset allocation:
The Developed World ex-US 40/60 Portfolio can be implemented 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.
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 40/60 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 40/60 Portfolio | -1.11 | -0.64 | -4.66 | -13.47 | -13.17 | 1.84 | 3.99 | 5.79 | |
| US Inflation Adjusted return | -4.66 | -16.84 | -19.28 | -1.71 | 1.49 | 3.24 | |||
| 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 40/60 Portfolio granted a 3.51% dividend yield. If you are interested in getting periodic income, please refer to the Developed World ex-US 40/60 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 40/60 Portfolio. Total Returns and Inflation Adjusted Returns are both mentioned.
DEVELOPED WORLD EX-US 40/60 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
|
-4.66
|
-4.66
|
-4.66
Jun 2022 - Jun 2022
|
0 - 1
|
|
|
3M
|
-8.75
|
-9.93
|
-8.75
Apr 2022 - Jun 2022
|
1 - 2
|
|
|
6M
|
-13.47
|
-16.84
|
-13.47
Jan 2022 - Jun 2022
|
1 - 5
|
|
|
YTD
|
-13.47
|
-16.84
|
-13.47
Jan 2022 - Jun 2022
|
1 - 5
|
|
|
1Y
|
-13.17
|
-19.28
|
6.86
|
-14.36
Sep 2021 - Jun 2022
|
5 - 7
42% pos
|
|
3Y(*)
|
-0.26
|
-4.56
|
8.10
|
-14.36
Sep 2021 - Jun 2022
|
20 - 16
56% pos
|
|
5Y(*)
|
1.84
|
-1.71
|
7.11
|
-14.36
Sep 2021 - Jun 2022
|
37 - 23
62% pos
|
|
10Y(*)
|
3.99
|
1.49
|
6.22
|
-14.36
Sep 2021 - Jun 2022
|
78 - 42
65% pos
|
|
15Y(*)
|
3.61
|
1.28
|
7.85
|
-26.17
Nov 2007 - Feb 2009
|
110 - 70
61% pos
|
|
20Y(*)
|
5.25
|
2.74
|
7.29
|
-26.17
Nov 2007 - Feb 2009
|
155 - 85
65% pos
|
|
25Y(*)
|
5.15
|
2.66
|
7.22
|
-26.17
Nov 2007 - Feb 2009
|
190 - 110
63% pos
|
|
30Y(*)
|
5.79
|
3.24
|
7.20
|
-26.17
Nov 2007 - Feb 2009
|
229 - 131
64% pos
|
|
MAX(*)
01 Jan 1986
|
6.93
|
4.10
|
7.84
|
-26.17
Nov 2007 - Feb 2009
|
276 - 162
63% 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$, since July 1992,
now would be worth 5413.23$, with a total return of 441.32% (5.79% annualized).
The Inflation Adjusted Capital now would be 2601.93$, with a net total return of 160.19% (3.24% annualized).
The Inflation Adjusted Capital now would be 2601.93$, with a net total return of 160.19% (3.24% annualized).
An investment of 1000$, since January 1986,
now would be worth 11541.02$, with a total return of 1054.10% (6.93% annualized).
The Inflation Adjusted Capital now would be 4335.69$, with a net total return of 333.57% (4.10% annualized).
The Inflation Adjusted Capital now would be 4335.69$, with a net total return of 333.57% (4.10% annualized).
Drawdowns
Swipe left to see all data
Drawdown period |
Recovery period |
Total |
||||
|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months |
| -26.17% | Nov 2007 | Feb 2009 | 16 | Aug 2010 | 18 | 34 |
| -14.36% | Sep 2021 | Jun 2022 | 10 | in progress | 10 | |
| -9.84% | Jan 2020 | Mar 2020 | 3 | Nov 2020 | 8 | 11 |
| -8.00% | Apr 2000 | Sep 2002 | 30 | May 2003 | 8 | 38 |
| -7.71% | May 2011 | Sep 2011 | 5 | Feb 2012 | 5 | 10 |
| -6.97% | Feb 1994 | Feb 1995 | 13 | Jul 1995 | 5 | 18 |
| -6.62% | Dec 1996 | Apr 1997 | 5 | Jun 1997 | 2 | 7 |
| -5.69% | Feb 2018 | Dec 2018 | 11 | Mar 2019 | 3 | 14 |
| -5.53% | May 2015 | Feb 2016 | 10 | Jul 2016 | 5 | 15 |
| -5.24% | Jul 1997 | Dec 1997 | 6 | Feb 1998 | 2 | 8 |
| -4.79% | May 2013 | Jun 2013 | 2 | Sep 2013 | 3 | 5 |
| -4.63% | Apr 2012 | May 2012 | 2 | Aug 2012 | 3 | 5 |
| -4.00% | Nov 1993 | Nov 1993 | 1 | Jan 1994 | 2 | 3 |
| -3.91% | Jun 1998 | Aug 1998 | 3 | Oct 1998 | 2 | 5 |
| -3.37% | Sep 1992 | Oct 1992 | 2 | Dec 1992 | 2 | 4 |
| -3.04% | Oct 2016 | Nov 2016 | 2 | Mar 2017 | 4 | 6 |
| -2.86% | Jan 2000 | Jan 2000 | 1 | Mar 2000 | 2 | 3 |
| -2.65% | May 1999 | May 1999 | 1 | Jul 1999 | 2 | 3 |
| -2.55% | Nov 2010 | Nov 2010 | 1 | Dec 2010 | 1 | 2 |
| -1.77% | Feb 1999 | Feb 1999 | 1 | Mar 1999 | 1 | 2 |
Swipe left to see all data
Drawdown period |
Recovery period |
Total |
||||
|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months |
| -26.17% | Nov 2007 | Feb 2009 | 16 | Aug 2010 | 18 | 34 |
| -14.36% | Sep 2021 | Jun 2022 | 10 | in progress | 10 | |
| -12.17% | Jan 1990 | Sep 1990 | 9 | Feb 1991 | 5 | 14 |
| -9.84% | Jan 2020 | Mar 2020 | 3 | Nov 2020 | 8 | 11 |
| -8.00% | Apr 2000 | Sep 2002 | 30 | May 2003 | 8 | 38 |
| -7.71% | May 2011 | Sep 2011 | 5 | Feb 2012 | 5 | 10 |
| -6.97% | Feb 1994 | Feb 1995 | 13 | Jul 1995 | 5 | 18 |
| -6.62% | Dec 1996 | Apr 1997 | 5 | Jun 1997 | 2 | 7 |
| -6.45% | Jan 1992 | Apr 1992 | 4 | Aug 1992 | 4 | 8 |
| -5.95% | Sep 1987 | Oct 1987 | 2 | Feb 1988 | 4 | 6 |
| -5.69% | Feb 2018 | Dec 2018 | 11 | Mar 2019 | 3 | 14 |
| -5.53% | May 2015 | Feb 2016 | 10 | Jul 2016 | 5 | 15 |
| -5.24% | Jul 1997 | Dec 1997 | 6 | Feb 1998 | 2 | 8 |
| -4.79% | May 2013 | Jun 2013 | 2 | Sep 2013 | 3 | 5 |
| -4.63% | Apr 2012 | May 2012 | 2 | Aug 2012 | 3 | 5 |
| -4.19% | Sep 1986 | Oct 1986 | 2 | Dec 1986 | 2 | 4 |
| -4.00% | Nov 1993 | Nov 1993 | 1 | Jan 1994 | 2 | 3 |
| -3.91% | Jun 1998 | Aug 1998 | 3 | Oct 1998 | 2 | 5 |
| -3.37% | Sep 1992 | Oct 1992 | 2 | Dec 1992 | 2 | 4 |
| -3.29% | May 1986 | May 1986 | 1 | Jun 1986 | 1 | 2 |
Rolling Returns ( more details)
Developed World ex-US 40/60 Portfolio: annualized rolling and average returns
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| Rolling Period |
Return (*) | Negative Periods |
||
|---|---|---|---|---|
| Average (%) | Best (%) | Worst (%) | ||
| 1 Year |
7.28 |
41.59 Feb 1986 - Jan 1987 |
-24.26 Mar 2008 - Feb 2009 |
17.10% |
| 2 Years |
6.86 |
25.82 Feb 1986 - Jan 1988 |
-10.71 Mar 2007 - Feb 2009 |
8.92% |
| 3 Years |
6.68 |
21.54 Feb 1986 - Jan 1989 |
-3.96 Mar 2006 - Feb 2009 |
3.23% |
| 5 Years |
6.57 |
13.59 Feb 1986 - Jan 1991 |
1.38 Mar 2004 - Feb 2009 |
0.00% |
| 7 Years |
6.56 |
12.10 Jan 1986 - Dec 1992 |
2.52 Jul 2015 - Jun 2022 |
0.00% |
| 10 Years |
6.53 |
11.92 Jan 1986 - Dec 1995 |
3.76 Mar 1999 - Feb 2009 |
0.00% |
| 15 Years |
6.45 |
10.04 Feb 1986 - Jan 2001 |
3.61 Jul 2007 - Jun 2022 |
0.00% |
| 20 Years |
6.51 |
9.27 Feb 1986 - Jan 2006 |
4.82 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 40/60 Portfolio: Rolling Returns page.
Seasonality
Developed World ex-US 40/60 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 % |
0.25 54% |
0.54 65% |
0.56 62% |
1.24 76% |
0.31 51% |
0.07 46% |
1.13 72% |
0.17 64% |
0.18 58% |
0.55 67% |
0.48 64% |
1.57 78% |
| Best Year |
5.8 1987 |
6.9 1986 |
7.2 1986 |
5.2 2009 |
6.3 1990 |
4.8 1986 |
6.1 2009 |
5.1 1986 |
4.2 1991 |
6.4 1990 |
5.5 2020 |
5.6 2008 |
| Worst Year |
-4.9 2009 |
-4.1 2009 |
-7.4 2020 |
-4.5 2022 |
-4.3 2012 |
-4.7 2022 |
-3.3 2002 |
-5.5 1990 |
-7.1 2008 |
-9.0 2008 |
-4.0 1993 |
-1.4 2018 |
Statistics calculated for the period Jan 1986 - Jun 2022
Monthly/Yearly Returns
Developed World ex-US 40/60 Portfolio monthly and yearly returns: how is the distribution of the returns recorded so far?
MONTHLY RETURNS HISTOGRAM
276 Positive Months (63%) - 162 Negative Months (37%)
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 |
-13.47 | -16.84 | -2.4 | -1.8 | -1.1 | -4.5 | 0.2 | -4.7 | ||||||
| 2021 |
+3.30 | -3.55 | -0.7 | 0.0 | 1.1 | 1.2 | 1.5 | -0.2 | 1.1 | 0.3 | -2.1 | 1.1 | -1.4 | 1.4 |
| 2020 |
+6.69 | +5.34 | -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 | +11.25 | 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 | -6.02 | 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 | +9.67 | 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 | +1.75 | -1.4 | -0.4 | 3.2 | 0.7 | 0.3 | 0.4 | 2.1 | 0.2 | 0.6 | -1.7 | -1.3 | 1.2 |
| 2015 |
+0.56 | -0.08 | 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 | +2.19 | -1.2 | 2.6 | 0.0 | 1.0 | 1.1 | 0.8 | -0.6 | 0.9 | -1.7 | 0.2 | 0.6 | -0.8 |
| 2013 |
+8.25 | +6.63 | 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 | +11.19 | 3.0 | 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 | -2.74 | 1.1 | 1.8 | -1.0 | 3.1 | -0.6 | -0.7 | 0.3 | -3.0 | -3.8 | 3.6 | -1.1 | 0.9 |
| 2010 |
+8.45 | +6.92 | -1.0 | 0.5 | 2.8 | -0.2 | -3.9 | 0.3 | 4.3 | 0.5 | 3.5 | 1.5 | -2.5 | 2.6 |
| 2009 |
+20.17 | +16.88 | -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 | -17.65 | -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 | +3.22 | 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 | +9.51 | 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 | +4.93 | -0.4 | 1.5 | -0.6 | 0.0 | 0.3 | 0.9 | 1.0 | 1.8 | 1.5 | -1.6 | 1.0 | 2.7 |
| 2004 |
+11.76 | +8.15 | 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 | +15.48 | -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 | -3.08 | -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 | -3.82 | 1.2 | -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 | -3.51 | -2.9 | 1.8 | 2.3 | -2.0 | -0.7 | 2.2 | -1.1 | 0.5 | -1.1 | -0.6 | -0.5 | 2.0 |
| 1999 |
+15.36 | +12.35 | 1.7 | -1.8 | 2.3 | 2.7 | -2.6 | 1.3 | 1.5 | 0.5 | 1.0 | 1.8 | 2.3 | 4.0 |
| 1998 |
+16.87 | +15.02 | 2.1 | 3.5 | 0.3 | 1.5 | 0.1 | -0.2 | 0.0 | -3.7 | 3.1 | 6.1 | 0.5 | 2.9 |
| 1997 |
-3.46 | -5.07 | -4.1 | 0.1 | -0.8 | -0.9 | 5.1 | 2.8 | -1.0 | -2.7 | 3.3 | -1.7 | -2.4 | -0.7 |
| 1996 |
+4.67 | +1.24 | -0.9 | 0.1 | 0.9 | 1.7 | -0.5 | 0.4 | 0.2 | 0.4 | 0.8 | 0.6 | 2.0 | -1.1 |
| 1995 |
+14.33 | +11.51 | -1.2 | -1.6 | 2.5 | 2.9 | 1.6 | -1.1 | 3.3 | -0.1 | 1.5 | 0.1 | 3.4 | 2.3 |
| 1994 |
-0.47 | -2.99 | 4.0 | -1.4 | -2.3 | 0.9 | -0.9 | -0.2 | 0.6 | 0.2 | -1.2 | 1.5 | -1.6 | 0.0 |
| 1993 |
+21.82 | +18.49 | 0.5 | 2.7 | 4.3 | 4.2 | 2.1 | -0.1 | 2.7 | 3.5 | -1.2 | 1.4 | -4.0 | 4.0 |
| 1992 |
+1.22 | -1.69 | -2.3 | -1.0 | -3.2 | -0.1 | 4.3 | -0.5 | 0.5 | 2.8 | -0.4 | -2.9 | 0.9 | 3.6 |
| 1991 |
+16.64 | +13.27 | 1.4 | 5.4 | -1.5 | 1.6 | 0.2 | -2.9 | 2.6 | 0.5 | 4.2 | 1.3 | -1.7 | 4.7 |
| 1990 |
-5.59 | -11.15 | -2.7 | -2.7 | -3.7 | -2.0 | 6.3 | 1.2 | 1.7 | -5.5 | -4.9 | 6.4 | -0.7 | 1.7 |
| 1989 |
+11.80 | +6.85 | 1.6 | 0.2 | -0.5 | 1.4 | -0.7 | 0.8 | 5.7 | -2.7 | 2.0 | -0.2 | 2.5 | 1.4 |
| 1988 |
+15.54 | +10.66 | 3.5 | 3.4 | 2.2 | 0.7 | -1.2 | -0.3 | 0.6 | -2.3 | 2.2 | 3.4 | 2.6 | -0.1 |
| 1987 |
+14.28 | +9.53 | 5.8 | 1.4 | 4.9 | 3.0 | 0.0 | -0.8 | -0.3 | 3.7 | -1.6 | -4.4 | 0.6 | 1.5 |
| 1986 |
+35.17 | +33.58 | 1.0 | 6.9 | 7.2 | 3.5 | -3.3 | 4.8 | 3.7 | 5.1 | -1.8 | -2.5 | 2.0 | 4.5 |
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 40/60 Portfolio actually efficient, compared to other Lazy Portfolios?
Overall Ratings
The Developed World ex-US 40/60 Portfolio is classified as Medium 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%
| Medium Risk Portfolios |
All Portfolios |
||
|---|---|---|---|
| 25 Years Ann. Return (Inflation Adjusted) |
+5.15%
(+2.66%) |
Poor : 1 / 5
|
Bad : 1.6 / 5
|
| Standard Deviation over 25 Years |
7.22% |
Average : 2.6 / 5
|
Good : 4 / 5
|
| Maximum Drawdown over 25 Years |
-26.17% |
Average : 2 / 5
|
Good : 3.5 / 5
|
| Easy to manage | 2 ETFs |
Excellent : 4.5 / 5
|
Excellent : 4.5 / 5
|
| Rating assigned considering all the Medium Risk Portfolios | Rating assigned considering all the Portfolios in the database |
Similar portfolios
These portfolios share asset allocation strategy and/or similar asset weights. Comparing their returns and drawdowns (click on ), you can get an idea of the risk you are facing implementing one of them.
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5 Years Stats (%) |
% Allocation |
|||||||
|---|---|---|---|---|---|---|---|---|
| Portfolio | Jul 2022 | Return▾ | Drawdown | Stocks | Bonds | Comm | ||
|
Developed World ex-US 40/60 Momentum |
-0.79 | +2.35 | -14.31 | 40 | 60 | 0 | ||
|
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-0.64 | +1.84 | -14.36 | 40 | 60 | 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.
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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.