Data Source: from January 1996 to September 2021

Last Update: 30 September 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 6.12% compound annual return, with a 6.07% standard deviation.

In the last 25 years, a 5.86% compound annual return, with a 7.18% 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 September 2021
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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) 20Y(*) 25Y(*)
Developed World ex-US 40/60 Portfolio -2.07 -0.71 +1.77 +9.25 +5.93 +5.49 +6.12 +6.19 +5.86
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 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 September 2021
Swipe left to see all data
Period Returns
Sep 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
-2.07%
-2.07%
Sep 2021 - Sep 2021
0 - 1
3M
-0.71%
-2.07%
Sep 2021 - Sep 2021
2 - 1
6M
+1.77%
-2.07%
Sep 2021 - Sep 2021
4 - 2
YTD
+2.20%
-2.07%
Sep 2021 - Sep 2021
5 - 4
1Y
+9.25%
6.47%
-2.07%
Sep 2021 - Sep 2021
7 - 5
3Y
+5.93%
annualized
7.62%
-9.83%
Jan 2020 - Mar 2020
23 - 13
5Y
+5.49%
annualized
6.30%
-9.83%
Jan 2020 - Mar 2020
40 - 20
10Y
+6.12%
annualized
6.07%
-9.83%
Jan 2020 - Mar 2020
81 - 39
20Y
+6.19%
annualized
7.09%
-26.16%
Nov 2007 - Feb 2009
158 - 82
25Y
+5.86%
annualized
7.18%
-26.16%
Nov 2007 - Feb 2009
192 - 108
MAX
01 Jan 1996
+5.81%
annualized
7.09%
-26.16%
Nov 2007 - Feb 2009
199 - 110
* 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 Compare
Developed World ex-US 40/60
+5.49% -9.83% 40 60 0

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

25 Years Stats
% Allocation
Portfolio Return Drawdown Stocks Bonds Comm.
Couch Potato
Scott Burns
+8.32% -27.03% 50 50 0 Compare
All Weather Portfolio
Ray Dalio
+7.92% -12.19% 30 55 15 Compare
Robo Advisor 50
Betterment
+7.70% -30.72% 49.9 50.1 0 Compare
Stocks/Bonds 40/60
+7.27% -19.17% 40 60 0 Compare
Dynamic 40/60 Income
+7.22% -29.85% 40 60 0 Compare

See all portfolios

Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns ( more details)

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

Swipe left to see all data
Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+6.20% +31.23%
Mar 2009 - Feb 2010
-24.26%
Mar 2008 - Feb 2009
18.79%
2 Years
+6.03% +21.27%
Mar 2009 - Feb 2011
-10.71%
Mar 2007 - Feb 2009
12.59%
3 Years
+6.00% +14.64%
Apr 2003 - Mar 2006
-3.96%
Mar 2006 - Feb 2009
4.38%
5 Years
+5.88% +12.34%
Nov 2002 - Oct 2007
+1.39%
Mar 2004 - Feb 2009
0.00%
7 Years
+5.99% +8.60%
Mar 2009 - Feb 2016
+3.26%
Apr 2013 - Mar 2020
0.00%
10 Years
+6.10% +8.45%
Jan 1998 - Dec 2007
+3.76%
Mar 1999 - Feb 2009
0.00%
15 Years
+6.06% +7.11%
Feb 2003 - Jan 2018
+4.82%
Apr 2005 - Mar 2020
0.00%
20 Years
+5.87% +6.56%
Jan 1998 - Dec 2017
+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 and Yearly/Monthly Returns

Developed World ex-US 40/60 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 %
-0.01
50%
0.33
69%
0.45
69%
1.32
77%
0.11
50%
0.24
54%
0.75
65%
0.04
65%
0.30
65%
0.58
68%
0.58
68%
1.25
72%
Best
Year
3.6
2019
3.5
1998
3.2
2009
5.2
2009
6.0
2009
3.3
2019
6.1
2009
3.3
2009
3.6
2013
6.1
1998
5.5
2020
5.6
2008
Worst
Year
-4.9
2009
-4.1
2009
-7.4
2020
-2.0
2000
-4.3
2012
-3.9
2008
-3.3
2002
-3.7
1998
-7.1
2008
-9.0
2008
-2.6
2010
-1.4
2018
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 40/60 Portfolio

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021
+2.20% -0.7 0.0 1.1 1.2 1.5 -0.2 1.1 0.3 -2.1
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
1998
+16.87% 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% -4.1 0.1 -0.8 -0.9 5.1 2.8 -1.1 -2.7 3.3 -1.7 -2.4 -0.7
1996
+4.67% -0.9 0.2 0.9 1.7 -0.5 0.4 0.2 0.4 0.8 0.6 2.0 -1.1

* 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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