Data Source: from January 1986 to June 2022
Consolidated Returns as of 30 June 2022
Live Update: Jul 05 2022, 01:59PM Eastern Time
PORTFOLIO • LIVE PERFORMANCE (USD currency)
2.45%
1 Day
Jul 05 2022, 01:59PM Eastern Time
2.15%
Current Month
July 2022

The Developed World ex-US 80/20 Portfolio is a Very High Risk portfolio and can be implemented with 2 ETFs.

It's exposed for 80% on the Stock Market.

In the last 30 Years, the Developed World ex-US 80/20 Portfolio obtained a 5.61% compound annual return, with a 13.13% standard deviation.

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 implemented 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.

According to the available data source, let's assume we built the portfolio on January 1986.

Portfolio returns are calculated in USD, assuming: July 2022 return is calculated on the hypothesis of a newly built portfolio, with the starting asset allocation.
DEVELOPED WORLD EX-US 80/20 PORTFOLIO RETURNS
Consolidated returns as of 30 June 2022
Live Update: Jul 05 2022, 01:59PM Eastern Time
Swipe left to see all data
  Chg (%) Return (%)
Return (%) as of Jun 30, 2022
  1 Day Time ET(*) Jul 2022 1M 6M 1Y 5Y(*) 10Y(*) 30Y(*)
Developed World ex-US 80/20 Portfolio -2.45 -2.15 -7.66 -17.10 -16.42 2.51 5.32 5.61
US Inflation Adjusted return -7.66 -20.33 -22.30 -1.06 2.79 3.06
Components
VEA
Vanguard FTSE Developed Markets 		-3.03 01:59PM
Jul 05 2022 		-2.82 -9.19 -18.92 -18.07 2.71 5.87 5.27
BNDX
Vanguard Total International Bond 		-0.10 01:59PM
Jul 05 2022 		0.54 -1.72 -9.84 -10.00 0.81 2.34 5.36
(*) Returns over 1 year are annualized
(*) Eastern Time (ET - America/New York)

US Inflation is updated to May 2022. Waiting for updates, inflation of Jun 2022 is set to 0%. Current inflation (annualized) is 1Y: 7.57% , 5Y: 3.61% , 10Y: 2.46% , 30Y: 2.47%

Live update: World Markets and Indexes

Portfolio Dividends

In 2021, the Developed World ex-US 80/20 Portfolio granted a 3.48% dividend yield. If you are interested in getting periodic income, please refer to the Developed World ex-US 80/20 Portfolio: Dividend Yield page.

Readings that may interest you
The ETF Handbook (Wiley Finance)
Principios para enfrentarse al nuevo orden mundial: Por qué triunfan y fracasan ...
Investing QuickStart Guide: The Simplified Beginner's Guide to Successfully ...

Historical Returns as of Jun 30, 2022

Historical returns and stats of Developed World ex-US 80/20 Portfolio. Total Returns and Inflation Adjusted Returns are both mentioned.

DEVELOPED WORLD EX-US 80/20 PORTFOLIO
Consolidated returns as of 30 June 2022
Data Source: from January 1986 to June 2022
Swipe left to see all data
Period Return (%)
as of Jun 2022		 Return (%)
Infl.Adj.		 Standard
Deviation (%)		 Max
Drawdown (%)		 Months
Pos - Neg
1M
Jun 2022
-7.66
-7.66
-7.66
Jun 2022 - Jun 2022
0 - 1
3M
-12.21
-13.34
-12.21
Apr 2022 - Jun 2022
1 - 2
6M
-17.10
-20.33
-17.10
Jan 2022 - Jun 2022
2 - 4
YTD
-17.10
-20.33
-17.10
Jan 2022 - Jun 2022
2 - 4
1Y
-16.42
-22.30
11.41
-17.81
Sep 2021 - Jun 2022
6 - 6
50% pos
3Y(*)
1.42
-2.95
14.49
-19.27
Jan 2020 - Mar 2020
21 - 15
58% pos
5Y(*)
2.51
-1.06
12.92
-19.27
Jan 2020 - Mar 2020
37 - 23
62% pos
10Y(*)
5.32
2.79
11.22
-19.27
Jan 2020 - Mar 2020
74 - 46
62% pos
15Y(*)
2.58
0.27
14.49
-47.74
Nov 2007 - Feb 2009
102 - 78
57% pos
20Y(*)
5.65
3.12
13.62
-47.74
Nov 2007 - Feb 2009
145 - 95
60% pos
25Y(*)
4.73
2.25
13.45
-47.74
Nov 2007 - Feb 2009
180 - 120
60% pos
30Y(*)
5.61
3.06
13.13
-47.74
Nov 2007 - Feb 2009
217 - 143
60% pos
MAX(*)
01 Jan 1986
6.88
4.05
14.06
-47.74
Nov 2007 - Feb 2009
262 - 176
60% pos
(*) Returns over 1 year are annualized

Returns and stats are calculated assuming a yearly rebalancing of the components weight. How do returns change with different rebalancing strategies?

Capital Growth as of Jun 30, 2022

An investment of 1000$, since July 1992, now would be worth 5142.75$, with a total return of 414.27% (5.61% annualized).

The Inflation Adjusted Capital now would be 2471.91$, with a net total return of 147.19% (3.06% annualized).
An investment of 1000$, since January 1986, now would be worth 11355.87$, with a total return of 1035.59% (6.88% annualized).

The Inflation Adjusted Capital now would be 4266.14$, with a net total return of 326.61% (4.05% annualized).

Drawdowns

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-47.74% Nov 2007 Feb 2009 16 Sep 2013 55 71
-36.04% Apr 2000 Mar 2003 36 Nov 2004 20 56
-19.27% Jan 2020 Mar 2020 3 Nov 2020 8 11
-17.81% Sep 2021 Jun 2022 10 in progress 10
-14.39% Feb 2018 Dec 2018 11 Dec 2019 12 23
-13.21% May 2015 Feb 2016 10 Mar 2017 13 23
-10.26% Sep 1994 Feb 1995 6 Nov 1995 9 15
-10.17% Jun 1998 Sep 1998 4 Nov 1998 2 6
-9.05% Aug 1997 Dec 1997 5 Mar 1998 3 8
-8.74% Sep 1993 Nov 1993 3 Jan 1994 2 5
-7.17% Jul 2014 Dec 2014 6 Apr 2015 4 10
-6.31% Sep 1992 Oct 1992 2 Mar 1993 5 7
-5.40% Dec 1996 Jan 1997 2 May 1997 4 6
-5.30% Jan 2000 Jan 2000 1 Mar 2000 2 3
-3.88% Jan 2014 Jan 2014 1 Feb 2014 1 2
-3.75% May 1999 May 1999 1 Jul 1999 2 3
-3.26% Mar 2005 May 2005 3 Jul 2005 2 5
-3.01% May 2006 Jun 2006 2 Aug 2006 2 4
-2.93% Feb 1994 Mar 1994 2 Jun 1994 3 5
-2.78% May 1996 Jul 1996 3 Nov 1996 4 7
Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-47.74% Nov 2007 Feb 2009 16 Sep 2013 55 71
-36.04% Apr 2000 Mar 2003 36 Nov 2004 20 56
-24.86% Jan 1990 Sep 1990 9 Apr 1993 31 40
-19.27% Jan 2020 Mar 2020 3 Nov 2020 8 11
-17.81% Sep 2021 Jun 2022 10 in progress 10
-14.39% Feb 2018 Dec 2018 11 Dec 2019 12 23
-13.21% May 2015 Feb 2016 10 Mar 2017 13 23
-11.30% Sep 1987 Oct 1987 2 Mar 1988 5 7
-10.26% Sep 1994 Feb 1995 6 Nov 1995 9 15
-10.17% Jun 1998 Sep 1998 4 Nov 1998 2 6
-9.05% Aug 1997 Dec 1997 5 Mar 1998 3 8
-8.74% Sep 1993 Nov 1993 3 Jan 1994 2 5
-7.44% May 1988 Aug 1988 4 Oct 1988 2 6
-7.39% Sep 1986 Oct 1986 2 Dec 1986 2 4
-7.17% Jul 2014 Dec 2014 6 Apr 2015 4 10
-5.40% Dec 1996 Jan 1997 2 May 1997 4 6
-5.30% Jan 2000 Jan 2000 1 Mar 2000 2 3
-5.01% Mar 1989 Jun 1989 4 Jul 1989 1 5
-3.88% Jan 2014 Jan 2014 1 Feb 2014 1 2
-3.75% May 1999 May 1999 1 Jul 1999 2 3

Rolling Returns ( more details)

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

Swipe left to see all data
Rolling
Period		 Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
 7.90 65.79
Feb 1986 - Jan 1987 		-41.68
Mar 2008 - Feb 2009 		31.15%
2 Years
 6.72 39.94
Feb 1986 - Jan 1988 		-22.86
Mar 2007 - Feb 2009 		23.37%
3 Years
 6.17 33.13
Feb 1986 - Jan 1989 		-13.84
Apr 2000 - Mar 2003 		18.36%
5 Years
 5.80 19.86
Oct 2002 - Sep 2007 		-3.78
Jun 2007 - May 2012 		6.86%
7 Years
 5.75 12.40
Jan 1993 - Dec 1999 		-0.27
Apr 1996 - Mar 2003 		0.28%
10 Years
 5.74 12.28
Jan 1986 - Dec 1995 		1.34
Mar 1999 - Feb 2009 		0.00%
15 Years
 5.60 10.53
Jan 1986 - Dec 2000 		2.44
Mar 1994 - Feb 2009 		0.00%
20 Years
 5.73 9.41
Feb 1986 - Jan 2006 		2.94
Mar 1989 - Feb 2009 		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

Developed World ex-US 80/20 Portfolio: in which months is it better to invest?

Both the Average Return and the Gain Frequency (Win %) are useful to get an idea of what happened in the past.

For further information about the seasonality, check the Asset Class Seasonality page.
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 %		 0.03
57% 		0.58
59% 		1.00
62% 		2.28
78% 		0.23
46% 		-0.32
41% 		1.32
67% 		-0.35
56% 		-0.26
56% 		0.52
58% 		0.58
64% 		2.06
75%
Best
Year		 9.7
1987 		9.3
1986 		10.9
1986 		9.4
2009 		10.6
2009 		6.6
1986 		9.9
1989 		7.0
1987 		7.4
2010 		12.9
1990 		11.2
2020 		7.6
2008
Worst
Year		 -11.0
2009 		-8.0
2009 		-12.4
2020 		-6.0
2022 		-8.9
2012 		-7.7
2022 		-7.6
2002 		-9.7
1998 		-10.8
1990 		-16.2
2008 		-7.7
1993 		-4.2
2018
Statistics calculated for the period Jan 1986 - Jun 2022

Monthly/Yearly Returns

Developed World ex-US 80/20 Portfolio monthly and yearly returns: how is the distribution of the returns recorded so far?

MONTHLY RETURNS HISTOGRAM
262 Positive Months (60%) - 176 Negative Months (40%)
Jan 1986 - Jun 2022
Swipe left to see all data
Yearly Return(%)
Monthly Return(%)
Year Total Infl.Adj Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2022
 -17.10 -20.33 -3.4 -2.4 0.1 -6.0 1.2 -7.7
2021
 +8.88 +1.66 -0.7 1.6 2.2 2.4 2.9 -0.7 0.7 1.0 -3.0 2.6 -3.6 3.4
2020
 +8.72 +7.35 -2.0 -5.9 -12.4 5.8 4.3 2.8 2.3 3.9 -1.2 -2.7 11.2 4.6
2019
 +19.67 +17.02 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 -12.91 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 +19.08 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 +0.99 -4.2 -2.2 5.8 1.8 -0.1 -1.2 3.4 0.3 1.3 -2.2 -1.5 2.0
2015
 -0.06 -0.70 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 -3.66 -3.9 4.8 -0.2 1.4 1.6 1.0 -1.8 0.5 -3.3 -0.1 0.2 -2.7
2013
 +17.30 +15.55 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 +14.73 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 -10.85 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 +6.85 -3.9 0.7 5.1 -1.9 -8.9 -1.0 9.0 -2.2 7.4 3.2 -4.1 6.4
2009
 +25.05 +21.63 -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 -32.98 -5.4 -0.5 0.0 4.0 0.8 -7.1 -2.5 -3.0 -10.0 -16.2 -4.8 7.6
2007
 +9.92 +5.58 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 +18.61 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 +8.26 -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 +13.62 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 +29.09 -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 -12.80 -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 -16.72 0.4 -5.8 -4.8 5.7 -3.1 -3.2 -0.7 -1.6 -7.5 2.6 2.0 0.4
2000
 -9.59 -12.59 -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 +27.03 1.2 -2.0 3.9 4.4 -3.7 3.8 2.9 1.3 1.4 3.1 4.3 6.9
1998
 +16.63 +14.78 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 -3.71 -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 +1.25 0.0 0.3 1.6 3.2 -1.1 0.4 -2.1 0.1 1.7 -0.6 2.8 -1.6
1995
 +7.43 +4.78 -3.0 -4.0 5.1 3.3 -0.7 -1.5 4.9 -2.2 1.5 -1.7 2.9 3.2
1994
 +6.35 +3.66 8.0 -0.1 -2.8 2.5 -0.3 1.3 0.5 1.3 -2.4 2.4 -4.2 0.7
1993
 +27.22 +23.74 0.2 3.2 8.2 8.1 3.1 -2.1 3.7 4.4 -2.5 1.4 -7.7 5.4
1992
 -9.45 -12.06 -2.4 -2.8 -5.8 -0.5 6.1 -3.2 -2.0 5.4 -1.9 -4.5 0.8 1.6
1991
 +11.87 +8.63 1.6 9.2 -3.7 1.6 -0.2 -5.4 3.6 -1.9 5.6 1.8 -4.1 4.3
1990
 -18.39 -23.19 -3.3 -5.2 -8.1 -2.5 9.7 0.2 2.1 -8.7 -10.8 12.9 -5.2 1.5
1989
 +12.50 +7.51 2.1 0.4 -1.7 1.4 -3.4 -1.3 9.9 -3.6 4.3 -2.5 4.0 3.0
1988
 +22.29 +17.12 3.6 5.5 4.8 1.5 -2.0 -2.1 1.3 -4.7 2.6 5.4 5.4 -0.4
1987
 +25.08 +19.89 9.7 2.0 9.2 8.2 0.3 -2.4 -0.4 7.0 -1.3 -10.1 0.5 1.7
1986
 +53.97 +52.17 1.9 9.3 10.9 6.1 -3.2 6.6 5.4 6.6 -1.8 -5.6 4.5 4.9

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

Portfolio efficiency

Is the Developed World ex-US 80/20 Portfolio actually efficient, compared to other Lazy Portfolios?

Overall Ratings

The Developed World ex-US 80/20 Portfolio is classified as Very High Risk.

Very High Risk
Bond weight:
Less than 25%
High Risk
Bond weight:
25% - 49.99%
Medium Risk
Bond weight:
50% - 74.99%
Low Risk
Bond weight:
At least 75%
Very High Risk
Portfolios		 All
Portfolios
25 Years Ann. Return
(Inflation Adjusted)		 +4.73%
(+2.25%)
Poor : 1 / 5
Bad : 1.4 / 5
Standard Deviation
over 25 Years		 13.45%
Excellent : 4.3 / 5
Average : 2.6 / 5
Maximum Drawdown
over 25 Years		 -47.74%
Excellent : 4.3 / 5
Bad : 1.9 / 5
Easy to manage 2 ETFs
Excellent : 4.5 / 5
Excellent : 4.5 / 5
Rating assigned considering all the Very High Risk Portfolios Rating assigned considering all the Portfolios in the database

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 +1.22 +13.42 -81.08 100 0 0
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 +0.21 +9.81 -50.84 100 0 0
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Warren Buffett 		+0.23 +9.38 -45.52 90 10 0
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 -0.99 +9.37 -52.63 80 20 0
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Jul 2022 return refers to period 01-05 July 2022.
Last update: Jul 05 2022, 02:00PM Eastern Time.
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