Developed World ex-US 40/60 Portfolio: ETF allocation and returns

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.

Readings that may interest you

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Big Debt Crises

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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

Best Medium Risk Porftolios, ordered by 10Y annualized return.

Portfolio	10Y Return ▾	Stocks	Bonds	Comm.
Couch Potato Scott Burns	+9.18%	50	50	0	Compare
Stocks/Bonds 40/60	+8.00%	40	60	0	Compare
All Weather Portfolio Ray Dalio	+7.72%	30	55	15	Compare
Robo Advisor 50 Betterment	+7.20%	49.9	50.1	0	Compare
Edge Select Moderately Conservative Merrill Lynch	+6.97%	37	63	0	Compare

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Capital Growth

Time Range:

Drawdowns

Time Range:

Worst drawdowns since June 2011.

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	Drawdown period			Recovery period		Total
Drawdown	Start	Bottom	#Months	End	#Months	#Months
-9.83%	Jan 2020	Mar 2020	3	Nov 2020	8	11
-6.71%	Aug 2011	Sep 2011	2	Feb 2012	5	7
-5.70%	Feb 2018	Dec 2018	11	Mar 2019	3	14
-5.53%	May 2015	Feb 2016	10	Jul 2016	5	15
-4.79%	May 2013	Jun 2013	2	Sep 2013	3	5
-4.63%	Apr 2012	May 2012	2	Aug 2012	3	5
-3.04%	Oct 2016	Nov 2016	2	Mar 2017	4	6
-1.71%	Sep 2014	Dec 2014	4	Feb 2015	2	6
-1.47%	May 2019	May 2019	1	Jun 2019	1	2
-1.22%	Jan 2014	Jan 2014	1	Feb 2014	1	2
-0.69%	Jan 2021	Feb 2021	2	Mar 2021	1	3
-0.65%	Jul 2014	Jul 2014	1	Aug 2014	1	2
-0.22%	Mar 2015	Mar 2015	1	Apr 2015	1	2
-0.19%	Jun 2021	Jun 2021	1	in progress	0	1
-0.12%	Jul 2019	Jul 2019	1	Aug 2019	1	2
-0.03%	Jun 2017	Jun 2017	1	Jul 2017	1	2

Worst drawdowns since December 1998.

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	Drawdown period			Recovery period		Total
Drawdown	Start	Bottom	#Months	End	#Months	#Months
-26.16%	Nov 2007	Feb 2009	16	Aug 2010	18	34
-9.83%	Jan 2020	Mar 2020	3	Nov 2020	8	11
-7.97%	Apr 2000	Sep 2002	30	May 2003	8	38
-7.71%	May 2011	Sep 2011	5	Feb 2012	5	10
-5.70%	Feb 2018	Dec 2018	11	Mar 2019	3	14
-5.53%	May 2015	Feb 2016	10	Jul 2016	5	15
-4.79%	May 2013	Jun 2013	2	Sep 2013	3	5
-4.63%	Apr 2012	May 2012	2	Aug 2012	3	5
-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
-1.71%	Sep 2014	Dec 2014	4	Feb 2015	2	6
-1.59%	Oct 2005	Oct 2005	1	Dec 2005	2	3
-1.58%	Apr 2004	Apr 2004	1	Sep 2004	5	6
-1.47%	May 2019	May 2019	1	Jun 2019	1	2
-1.46%	May 2006	Jun 2006	2	Aug 2006	2	4
-1.22%	Jan 2014	Jan 2014	1	Feb 2014	1	2
-1.01%	Mar 2011	Mar 2011	1	Apr 2011	1	2

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	Negative Periods
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

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		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