Last Update: 31 March 2021

The Developed World 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 5.88% compound annual return, with a 12.05% 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 80/20 Portfolio: Dividend Yield page.

Asset Allocation and ETFs

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

80% Stocks
20% Fixed Income
0% Commodities

The Developed World 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 80/20 Portfolio guaranteed the following returns.

DEVELOPED WORLD 80/20 PORTFOLIO RETURNS (%)
Last Update: 31 March 2021
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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*)
Developed World 80/20 Portfolio +2.23 +3.15 +16.71 +38.92 +6.23 +8.52 +5.88
Components
VEA - Vanguard FTSE Developed Markets +2.77 +4.51 +21.72 +50.88 +6.59 +9.66 +5.98
BNDX - Vanguard Total International Bond -0.01 -2.29 -1.22 +2.68 +3.99 +3.28 +4.56
(*) 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 80/20 Portfolio: Dividend Yield page.

Historical Returns

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

DEVELOPED WORLD 80/20 PORTFOLIO
Last Update: 31 March 2021
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Period Returns
Mar 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+2.23%
0.00%
1 - 0
3M
+3.15%
-0.70%
Jan 2021 - Jan 2021
2 - 1
6M
+16.71%
-2.71%
Oct 2020 - Oct 2020
4 - 2
YTD
+3.15%
-0.70%
Jan 2021 - Jan 2021
2 - 1
1Y
+38.92%
12.13%
-3.91%
Sep 2020 - Oct 2020
9 - 3
3Y
+6.23%
annualized
14.28%
-19.27%
Jan 2020 - Mar 2020
22 - 14
5Y
+8.52%
annualized
11.77%
-19.27%
Jan 2020 - Mar 2020
40 - 20
10Y
+5.88%
annualized
12.05%
-19.27%
Jan 2020 - Mar 2020
72 - 48
MAX
01 Jan 1999
+5.67%
annualized
13.47%
-47.74%
Nov 2007 - Feb 2009
161 - 106

* Annualized St.Dev. of monthly returns

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Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns ( more details)

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

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+6.16% +47.57%
Mar 2009 - Feb 2010
-41.68%
Mar 2008 - Feb 2009
35.16%
2 Years
+5.24% +31.72%
Mar 2009 - Feb 2011
-22.86%
Mar 2007 - Feb 2009
29.10%
3 Years
+5.26% +25.55%
Apr 2003 - Mar 2006
-13.84%
Apr 2000 - Mar 2003
25.00%
5 Years
+5.78% +19.86%
Oct 2002 - Sep 2007
-3.78%
Jun 2007 - May 2012
8.65%
7 Years
+5.72% +11.17%
Apr 2003 - Mar 2010
+1.13%
Nov 2007 - Oct 2014
0.00%
10 Years
+5.18% +9.51%
Apr 2003 - Mar 2013
+1.34%
Mar 1999 - Feb 2009
0.00%
15 Years
+5.68% +8.58%
Feb 2003 - Jan 2018
+3.81%
Jan 2000 - Dec 2014
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 80/20 Portfolio: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

Developed World 80/20 Portfolio Seasonality

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Months
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average -0.6 0.0 0.8 2.5 -0.5 0.1 0.9 -0.1 -0.2 0.6 1.1 2.0
Best 6.2
2019
4.9
2015
6.5
2009
9.4
2009
10.6
2009
5.6
2012
9.1
2009
4.1
2009
7.5
2010
7.5
2011
11.2
2020
7.6
2008
Worst -11.0
2009
-8.0
2009
-12.4
2020
-4.2
2000
-8.9
2012
-7.1
2008
-7.6
2002
-6.7
2011
-10.0
2008
-16.2
2008
-4.8
2008
-4.2
2018
Gain
Frequency
52 57 65 77 41 45 59 59 64 64 68 73

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
2021
+3.15% -0.7 1.6 2.2
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

* 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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