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

Last Update: 30 June 2021

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

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

In the last 10 years, the portfolio obtained a 5.87% compound annual return, with a 9.02% standard deviation.

In 2020, the portfolio granted a 1.79% dividend yield. If you are interested in getting periodic income, please refer to the Developed World ex-US 60/40 Portfolio: Dividend Yield page.

Asset Allocation and ETFs

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

        60% Stocks
      
        40% Fixed Income
      
        0% Commodities

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

Weight		Ticker	ETF Name	Investment Themes
60.00 %		VEA	Vanguard FTSE Developed Markets	Equity, EAFE, Large Cap
40.00 %		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 60/40 Portfolio guaranteed the following returns.

DEVELOPED WORLD EX-US 60/40 PORTFOLIO RETURNS (%)

Last Update: 30 June 2021

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	1M	3M	6M	1Y	*3Y^()**	*5Y^()**	*10Y^()**
Developed World ex-US 60/40 Portfolio	-0.45	+3.61	+5.46	+20.44	+7.41	+7.87	+5.87
*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 60/40 Portfolio: Dividend Yield page.

Readings that may interest you

Retire Early with ETF Investing Strategy: How to Retire Rich with ETF Stock ...

The Book on Rental Property Investing: How to Create Wealth With Intelligent Buy ...

Napkin Finance: Build Your Wealth in 30 Seconds or Less

Historical Returns

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

DEVELOPED WORLD EX-US 60/40 PORTFOLIO

Last Update: 30 June 2021

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Period	Returns Jun 2021	Standard Deviation *	Max Drawdown	Months Pos - Neg
1M	-0.45%		-0.45% Jun 2021 - Jun 2021	0 - 1
3M	+3.61%		-0.45% Jun 2021 - Jun 2021	2 - 1
6M	+5.46%		-0.68% Jan 2021 - Jan 2021	4 - 2
YTD	+5.46%		-0.68% Jan 2021 - Jan 2021	4 - 2
1Y	+20.44%	8.80%	-2.57% Sep 2020 - Oct 2020	8 - 4
3Y	+7.41% annualized	10.79%	-14.55% Jan 2020 - Mar 2020	23 - 13
5Y	+7.87% annualized	8.92%	-14.55% Jan 2020 - Mar 2020	42 - 18
10Y	+5.87% annualized	9.02%	-14.55% Jan 2020 - Mar 2020	76 - 44
MAX 01 Jan 1999	+5.97% annualized	10.10%	-37.48% Nov 2007 - Feb 2009	167 - 103

* Annualized St.Dev. of monthly returns

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

Portfolio	10Y Return ▾	Stocks	Bonds
Simple Path to Wealth JL Collins	+11.96%	75	25	Compare
Stocks/Bonds 60/40	+10.28%	60	40	Compare
Yale Endowment David Swensen	+9.47%	70	30	Compare
Talmud Portfolio Roger Gibson	+9.47%	66.67	33.33	Compare
Edge Select Moderately Aggressive Merrill Lynch	+9.47%	69	31	Compare

See all portfolios

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
-14.55%	Jan 2020	Mar 2020	3	Nov 2020	8	11
-11.32%	Jul 2011	Sep 2011	3	Sep 2012	12	15
-10.09%	Feb 2018	Dec 2018	11	Sep 2019	9	20
-9.44%	May 2015	Feb 2016	10	Feb 2017	12	22
-5.09%	May 2013	Jun 2013	2	Sep 2013	3	5
-4.31%	Jul 2014	Dec 2014	6	Feb 2015	2	8
-2.55%	Jan 2014	Jan 2014	1	Feb 2014	1	2
-0.68%	Jan 2021	Jan 2021	1	Feb 2021	1	2
-0.56%	Mar 2015	Mar 2015	1	Apr 2015	1	2
-0.45%	Jun 2021	Jun 2021	1	in progress	0	1
-0.38%	Feb 2013	Feb 2013	1	Mar 2013	1	2
-0.09%	Mar 2014	Mar 2014	1	Apr 2014	1	2

Worst drawdowns since December 1998.

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	Drawdown period			Recovery period		Total
Drawdown	Start	Bottom	#Months	End	#Months	#Months
-37.48%	Nov 2007	Feb 2009	16	Apr 2011	26	42
-22.54%	Apr 2000	Sep 2002	30	Dec 2003	15	45
-14.55%	Jan 2020	Mar 2020	3	Nov 2020	8	11
-13.28%	May 2011	Sep 2011	5	Nov 2012	14	19
-10.09%	Feb 2018	Dec 2018	11	Sep 2019	9	20
-9.44%	May 2015	Feb 2016	10	Feb 2017	12	22
-5.09%	May 2013	Jun 2013	2	Sep 2013	3	5
-4.31%	Jul 2014	Dec 2014	6	Feb 2015	2	8
-4.08%	Jan 2000	Jan 2000	1	Mar 2000	2	3
-3.20%	May 1999	May 1999	1	Jul 1999	2	3
-2.55%	Jan 2014	Jan 2014	1	Feb 2014	1	2
-2.26%	May 2006	Jun 2006	2	Aug 2006	2	4
-2.01%	Oct 2005	Oct 2005	1	Dec 2005	2	3
-2.01%	Jul 2004	Jul 2004	1	Sep 2004	2	3
-1.97%	Apr 2004	Apr 2004	1	Jun 2004	2	3
-1.90%	Feb 1999	Feb 1999	1	Mar 1999	1	2
-1.85%	Mar 2005	Apr 2005	2	Jul 2005	3	5
-1.32%	Jun 2007	Aug 2007	3	Sep 2007	1	4
-0.89%	Jan 2005	Jan 2005	1	Feb 2005	1	2
-0.68%	Jan 2021	Jan 2021	1	Feb 2021	1	2

Rolling Returns ( more details)

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

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	*Return ()**			Negative Periods
Rolling Period	Average	Best	Worst	Negative Periods
1 Year	+6.26%	+39.00% Mar 2009 - Feb 2010	-33.11% Mar 2008 - Feb 2009	30.12%
2 Years	+5.57%	+26.31% Mar 2009 - Feb 2011	-16.73% Mar 2007 - Feb 2009	22.67%
3 Years	+5.57%	+20.05% Apr 2003 - Mar 2006	-8.00% Apr 2000 - Mar 2003	16.17%
5 Years	+5.99%	+16.08% Nov 2002 - Oct 2007	-0.70% Jun 2007 - May 2012	0.47%
7 Years	+5.94%	+10.00% Apr 2003 - Mar 2010	+2.77% Nov 2007 - Oct 2014	0.00%
10 Years	+5.60%	+8.92% Apr 2003 - Mar 2013	+2.71% Mar 1999 - Feb 2009	0.00%
15 Years	+5.90%	+7.92% Feb 2003 - Jan 2018	+4.45% 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 60/40 Portfolio: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

Developed World ex-US 60/40 Portfolio Seasonality

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	Months
Return (%)	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
Average	-0.2	0.1	0.6	1.9	-0.2	0.1	0.9	0.1	0.0	0.5	0.9	1.7
Best	4.9 2019	3.7 2014	4.8 2009	7.2 2009	8.2 2009	4.2 2012	7.6 2009	3.7 2009	5.4 2010	5.5 2011	8.3 2020	6.5 2008
Worst	-7.9 2009	-6.0 2009	-9.9 2020	-3.1 2000	-6.6 2012	-5.5 2008	-5.5 2002	-4.9 2011	-8.5 2008	-12.4 2008	-3.4 2008	-2.7 2018
Gain Frequency	52	57	65	78	52	43	64	59	64	68	68	73

Detail of Monthly Returns

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		Months
Year	Return	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
2021	+5.46%	-0.7	0.8	1.7	1.8	2.2	-0.5
2020	+7.71%	-1.0	-4.2	-9.9	4.6	3.2	2.2	1.9	2.6	-0.7	-1.9	8.3	3.5
2019	+16.72%	4.9	1.5	1.0	1.8	-2.8	4.2	-0.8	-0.3	1.7	1.8	0.7	2.1
2018	-7.73%	2.6	-3.0	0.2	0.7	-1.0	-0.8	1.4	-1.0	0.3	-5.1	0.5	-2.7
2017	+16.81%	1.8	1.0	1.9	1.6	2.4	0.2	1.9	0.4	1.5	1.4	0.6	1.2
2016	+3.45%	-2.8	-1.3	4.4	1.3	0.1	-0.4	2.8	0.3	1.0	-1.9	-1.4	1.6
2015	+0.25%	1.1	3.6	-0.6	2.0	-0.2	-2.3	1.4	-4.7	-2.1	4.2	-0.4	-1.3
2014	-0.09%	-2.6	3.7	-0.1	1.2	1.4	0.9	-1.2	0.7	-2.5	0.1	0.4	-1.8
2013	+12.77%	2.2	-0.4	1.0	3.6	-2.7	-2.5	3.4	-1.2	5.1	2.3	0.5	1.1
2012	+14.95%	3.9	3.0	0.4	-1.0	-6.6	4.2	0.9	2.3	2.2	0.7	2.0	2.7
2011	-3.94%	1.4	2.4	-1.5	4.1	-1.3	-0.9	-0.6	-4.9	-6.2	5.5	-1.4	0.0
2010	+8.42%	-2.5	0.6	3.9	-1.1	-6.4	-0.3	6.5	-0.8	5.4	2.4	-3.3	4.5
2009	+22.61%	-7.9	-6.0	4.8	7.2	8.2	-0.4	7.6	3.7	3.1	-1.4	2.8	0.4
2008	-25.33%	-3.4	0.0	-0.3	2.7	0.3	-5.5	-1.6	-2.0	-8.5	-12.4	-3.4	6.5
2007	+8.69%	0.7	0.6	1.6	2.4	1.1	-0.2	-0.8	-0.3	3.7	3.1	-2.0	-1.3
2006	+16.94%	3.7	-0.3	2.0	3.0	-2.1	-0.2	1.0	2.1	0.4	2.6	2.3	1.5
2005	+10.15%	-0.9	2.4	-1.2	-0.7	0.1	1.0	1.8	2.3	2.4	-2.0	1.3	3.5
2004	+14.59%	1.0	1.9	0.6	-2.0	0.4	1.7	-2.0	0.8	1.7	2.3	4.5	3.0
2003	+24.77%	-2.1	-0.7	-1.3	5.8	4.3	1.4	0.9	1.4	2.5	3.6	1.5	5.5
2002	-5.65%	-3.0	0.6	3.1	0.7	1.2	-2.0	-5.5	0.3	-5.5	2.9	2.7	-0.9
2001	-8.83%	0.8	-4.1	-3.1	4.0	-2.2	-2.4	0.3	-0.9	-5.1	2.7	1.2	0.2
2000	-4.89%	-4.1	2.2	2.8	-3.1	-1.2	2.7	-2.1	0.6	-2.3	-1.2	-1.5	2.4
1999	+22.89%	1.5	-1.9	3.1	3.6	-3.2	2.6	2.2	0.9	1.2	2.5	3.3	5.5

* 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