Last Update: 31 December 2020

The World Developed 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 7.77% compound annual return, with a 8.65% standard deviation.

In 2020, the portfolio granted a 1.61% dividend yield. If you are interested in getting periodic income, please refer to the World Developed 60/40 Portfolio: Dividend Yield page.

Asset Allocation and ETFs

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

60% Stocks
40% Fixed Income
0% Commodities

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

Weight Ticker ETF Name Investment Themes
60.00 % VT Vanguard Total World Stock Equity, Developed Markets, 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 World Developed 60/40 Portfolio guaranteed the following returns.

WORLD DEVELOPED 60/40 PORTFOLIO RETURNS (%)
Last Update: 31 December 2020
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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*)
World Developed 60/40 Portfolio +3.18 +9.65 +15.42 +11.83 +8.30 +9.46 +7.77
Components
VT - Vanguard Total World Stock +4.94 +15.50 +25.15 +16.61 +10.09 +12.51 +9.34
BNDX - Vanguard Total International Bond +0.36 +1.09 +2.15 +4.65 +5.09 +4.45 +4.90
(*) 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 World Developed 60/40 Portfolio: Dividend Yield page.

Historical Returns

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

WORLD DEVELOPED 60/40 PORTFOLIO
Last Update: 31 December 2020
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Period Returns
Dec 2020
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+3.18%
0.00%
1 - 0
3M
+9.65%
-1.08%
Oct 2020 - Oct 2020
2 - 1
6M
+15.42%
-2.48%
Sep 2020 - Oct 2020
4 - 2
YTD
+11.83%
15.59%
-13.45%
Jan 2020 - Mar 2020
7 - 5
1Y
+11.83%
15.59%
-13.45%
Jan 2020 - Mar 2020
7 - 5
3Y
+8.30%
annualized
11.16%
-13.45%
Jan 2020 - Mar 2020
23 - 13
5Y
+9.46%
annualized
9.19%
-13.45%
Jan 2020 - Mar 2020
44 - 16
10Y
+7.77%
annualized
8.65%
-13.45%
Jan 2020 - Mar 2020
81 - 39
MAX
01 Jan 2009
+9.45%
annualized
9.76%
-13.45%
Jan 2020 - Mar 2020
96 - 48

* Annualized St.Dev. of monthly returns

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Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns (more details)

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

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+8.72% +40.66%
Mar 2009 - Feb 2010
-6.69%
Mar 2015 - Feb 2016
12.78%
2 Years
+8.13% +27.53%
Mar 2009 - Feb 2011
-0.86%
Apr 2018 - Mar 2020
0.83%
3 Years
+7.87% +18.63%
Mar 2009 - Feb 2012
+2.90%
Apr 2017 - Mar 2020
0.00%
5 Years
+7.66% +15.37%
Mar 2009 - Feb 2014
+3.32%
Apr 2015 - Mar 2020
0.00%
7 Years
+7.62% +10.86%
Mar 2009 - Feb 2016
+4.83%
Apr 2013 - Mar 2020
0.00%
10 Years
+7.97% +10.36%
Mar 2009 - Feb 2019
+5.83%
Apr 2010 - 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 World Developed 60/40 Portfolio: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

World Developed 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 0.4 0.7 2.1 -0.2 0.5 2.2 0.0 0.6 0.9 1.3 0.9
Best 5.2
2019
3.5
2015
5.1
2009
7.5
2009
6.9
2009
4.5
2019
7.3
2009
3.2
2020
5.7
2010
6.4
2011
7.4
2020
4.1
2010
Worst -6.0
2009
-5.8
2009
-9.7
2020
-0.3
2012
-5.5
2010
-2.4
2013
-0.9
2014
-4.3
2015
-5.9
2011
-4.7
2018
-2.0
2010
-3.8
2018
Gain
Frequency
50 67 67 92 58 50 83 58 58 58 83 75

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
2020
+11.83% -0.2 -4.0 -9.7 6.5 3.1 2.0 3.5 3.2 -1.4 -1.1 7.4 3.2
2019
+19.24% 5.2 1.8 1.3 2.2 -3.3 4.5 0.5 -0.5 1.2 1.5 1.4 2.1
2018
-4.73% 3.1 -2.6 -0.3 0.2 0.3 -0.1 1.8 0.5 0.0 -4.7 1.2 -3.8
2017
+15.65% 1.4 2.0 0.9 1.2 1.5 0.2 1.7 0.6 1.2 1.6 1.3 1.1
2016
+6.95% -3.0 -0.1 4.9 0.5 0.7 0.7 2.8 0.2 0.5 -1.7 0.2 1.3
2015
-0.64% -0.3 3.5 -0.5 1.1 0.0 -1.9 0.8 -4.3 -1.9 4.5 0.0 -1.4
2014
+5.70% -2.1 3.3 0.4 0.7 1.5 1.6 -0.9 2.1 -2.1 0.8 1.1 -0.8
2013
+13.44% 2.3 0.1 1.7 2.0 -1.2 -2.4 3.4 -1.8 3.7 2.7 1.1 1.3
2012
+14.09% 3.8 2.9 0.9 -0.3 -5.3 3.2 1.2 1.8 2.5 -0.3 1.3 2.0
2011
-1.06% 1.0 2.0 0.0 3.0 -1.1 -1.0 -0.5 -4.1 -5.9 6.4 -1.0 0.6
2010
+11.26% -2.3 1.4 4.2 0.3 -5.5 -1.0 5.3 -1.1 5.7 2.2 -2.0 4.1
2009
+25.71% -6.0 -5.8 5.1 7.5 6.9 -0.4 7.3 2.6 3.9 -1.3 3.6 0.9

* 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:

BNDX - Vanguard Total International Bond: simulated historical serie, up to December 2013

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