Data Source: from January 1996 to September 2021

Last Update: 30 September 2021

The Developed World ex-US 80/20 Portfolio is exposed for 80% on the Stock Market.

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

In the last 10 years, the portfolio obtained a 7.9% compound annual return, with a 11.40% standard deviation.

In the last 25 years, a 5.75% compound annual return, with a 13.33% standard deviation.

In 2020, the portfolio granted a 2.00% dividend yield. If you are interested in getting periodic income, please refer to the Developed World ex-US 80/20 Portfolio: Dividend Yield page.

Asset Allocation and ETFs

The Developed World ex-US 80/20 Portfolio has the following asset allocation:

80% Stocks
20% Fixed Income
0% Commodities

The Developed World ex-US 80/20 Portfolio can be replicated with the following ETFs:

Weight Ticker ETF Name Investment Themes
80.00 % VEA Vanguard FTSE Developed Markets Equity, EAFE, Large Cap
20.00 % 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 80/20 Portfolio guaranteed the following returns.

DEVELOPED WORLD EX-US 80/20 PORTFOLIO RETURNS (%)
Last Update: 30 September 2021
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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) 20Y(*) 25Y(*)
Developed World ex-US 80/20 Portfolio -2.96 -1.33 +3.30 +20.57 +7.55 +8.04 +7.90 +6.78 +5.75
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 80/20 Portfolio: Dividend Yield page.

Historical Returns

Developed World ex-US 80/20 Portfolio - Historical returns and stats.

DEVELOPED WORLD EX-US 80/20 PORTFOLIO
Last Update: 30 September 2021
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Period Returns
Sep 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
-2.96%
-2.96%
Sep 2021 - Sep 2021
0 - 1
3M
-1.33%
-2.96%
Sep 2021 - Sep 2021
2 - 1
6M
+3.30%
-2.96%
Sep 2021 - Sep 2021
4 - 2
YTD
+6.55%
-2.96%
Sep 2021 - Sep 2021
6 - 3
1Y
+20.57%
12.46%
-2.96%
Sep 2021 - Sep 2021
8 - 4
3Y
+7.55%
annualized
14.41%
-19.27%
Jan 2020 - Mar 2020
23 - 13
5Y
+8.04%
annualized
11.85%
-19.27%
Jan 2020 - Mar 2020
40 - 20
10Y
+7.90%
annualized
11.40%
-19.27%
Jan 2020 - Mar 2020
75 - 45
20Y
+6.78%
annualized
13.41%
-47.74%
Nov 2007 - Feb 2009
148 - 92
25Y
+5.75%
annualized
13.33%
-47.74%
Nov 2007 - Feb 2009
181 - 119
MAX
01 Jan 1996
+5.74%
annualized
13.16%
-47.74%
Nov 2007 - Feb 2009
188 - 121
* Annualized St.Dev. of monthly returns

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

25 Years Stats
% Allocation
Portfolio Return Drawdown Stocks Bonds Comm.
Technology
+13.30% -81.08% 100 0 0 Compare
US Stocks
+9.79% -50.84% 100 0 0 Compare
Warren Buffett
+9.32% -45.53% 90 10 0 Compare
Aggressive Global Income
+9.18% -52.62% 80 20 0 Compare
Stocks/Bonds 80/20
+9.12% -41.09% 80 20 0 Compare

See all portfolios

Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns ( more details)

Developed World ex-US 80/20 Portfolio: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+6.83% +47.57%
Mar 2009 - Feb 2010
-41.68%
Mar 2008 - Feb 2009
32.21%
2 Years
+6.00% +31.72%
Mar 2009 - Feb 2011
-22.86%
Mar 2007 - Feb 2009
25.17%
3 Years
+5.70% +25.55%
Apr 2003 - Mar 2006
-13.84%
Apr 2000 - Mar 2003
21.17%
5 Years
+5.33% +19.86%
Oct 2002 - Sep 2007
-3.78%
Jun 2007 - May 2012
10.40%
7 Years
+5.46% +11.17%
Apr 2003 - Mar 2010
-0.27%
Apr 1996 - Mar 2003
0.44%
10 Years
+5.65% +9.51%
Apr 2003 - Mar 2013
+1.34%
Mar 1999 - Feb 2009
0.00%
15 Years
+5.56% +8.58%
Feb 2003 - Jan 2018
+3.81%
Jan 2000 - Dec 2014
0.00%
20 Years
+5.21% +6.78%
Oct 2001 - Sep 2021
+3.20%
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 80/20 Portfolio: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

Developed World ex-US 80/20 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 %
-0.53
54%
0.24
62%
0.80
65%
2.34
81%
-0.07
46%
0.23
46%
0.71
62%
-0.62
58%
-0.11
62%
0.67
60%
1.10
68%
1.79
68%
Best
Year
6.2
2019
5.3
1998
6.5
2009
9.4
2009
10.6
2009
5.6
2012
9.1
2009
4.1
2009
7.5
2010
8.3
1998
11.2
2020
7.6
2008
Worst
Year
-11.0
2009
-8.0
2009
-12.4
2020
-4.2
2000
-8.9
2012
-7.1
2008
-7.6
2002
-9.7
1998
-10.0
2008
-16.2
2008
-4.8
2008
-4.2
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 80/20 Portfolio

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021
+6.55% -0.7 1.6 2.2 2.4 2.9 -0.7 0.7 1.0 -3.0
2020
+8.72% -2.0 -5.9 -12.4 5.8 4.4 2.8 2.3 3.9 -1.2 -2.7 11.2 4.6
2019
+19.67% 6.2 1.9 0.8 2.3 -4.0 5.0 -1.4 -1.1 2.4 2.5 1.0 2.8
2018
-11.24% 3.7 -4.1 -0.1 1.0 -1.2 -1.2 1.8 -1.4 0.5 -6.8 0.5 -4.2
2017
+21.61% 2.7 1.0 2.5 1.9 2.9 0.4 2.4 0.2 2.0 1.6 0.8 1.4
2016
+3.06% -4.2 -2.2 5.8 1.8 -0.1 -1.2 3.5 0.3 1.3 -2.2 -1.5 2.0
2015
-0.06% 0.9 4.9 -0.9 2.9 -0.1 -2.6 1.4 -6.0 -3.1 5.5 -0.6 -1.7
2014
-3.03% -3.9 4.8 -0.2 1.4 1.6 1.0 -1.8 0.5 -3.3 -0.2 0.2 -2.8
2013
+17.30% 3.0 -0.8 1.1 4.4 -2.8 -2.6 4.3 -1.4 6.5 2.8 0.6 1.5
2012
+16.75% 4.8 4.0 0.3 -1.7 -8.9 5.6 0.6 2.8 2.4 0.9 2.3 3.5
2011
-8.12% 1.8 3.0 -2.0 5.2 -2.0 -1.1 -1.5 -6.7 -8.7 7.5 -1.7 -1.0
2010
+8.38% -4.0 0.7 5.1 -1.9 -8.9 -1.0 9.0 -2.2 7.5 3.2 -4.1 6.4
2009
+25.05% -11.0 -8.0 6.5 9.4 10.6 -1.1 9.1 4.1 3.5 -2.1 3.5 0.6
2008
-32.99% -5.4 -0.5 0.1 4.0 0.8 -7.1 -2.5 -3.0 -10.0 -16.2 -4.8 7.6
2007
+9.92% 1.0 0.5 2.1 3.1 1.8 -0.2 -1.5 -0.5 4.5 3.8 -2.9 -2.0
2006
+21.60% 4.9 -0.5 2.8 3.9 -2.8 -0.3 1.0 2.4 0.3 3.2 2.7 2.2
2005
+11.88% -1.4 3.3 -1.8 -1.3 -0.2 1.0 2.5 2.8 3.3 -2.4 1.5 4.3
2004
+17.42% 1.2 2.1 0.6 -2.4 0.5 2.2 -2.8 0.6 2.2 2.8 5.7 3.7
2003
+31.72% -3.1 -1.5 -1.6 7.8 5.1 1.9 1.8 1.8 2.7 5.0 1.9 6.7
2002
-10.63% -4.1 0.6 4.5 0.4 1.5 -3.0 -7.6 0.0 -8.1 4.1 3.6 -2.1
2001
-15.38% 0.4 -5.8 -4.8 5.7 -3.2 -3.2 -0.7 -1.6 -7.5 2.6 2.0 0.4
2000
-9.59% -5.3 2.5 3.3 -4.2 -1.8 3.3 -3.1 0.8 -3.5 -1.8 -2.5 2.9
1999
+30.43% 1.2 -2.0 3.9 4.5 -3.8 3.8 2.9 1.3 1.4 3.1 4.3 6.9
1998
+16.63% 3.5 5.3 2.3 1.0 0.1 -0.2 0.1 -9.7 -0.4 8.3 3.4 3.0
1997
-2.08% -3.9 1.0 -0.7 0.2 6.8 4.1 0.3 -5.2 3.9 -5.2 -2.4 -0.3
1996
+4.67% 0.0 0.3 1.6 3.2 -1.1 0.4 -2.1 0.1 1.7 -0.6 2.8 -1.6

* 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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