Last Update: 31 December 2020

The World Developed 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 8.59% compound annual return, with a 11.41% standard deviation.

In 2020, the portfolio granted a 1.76% dividend yield. If you are interested in getting periodic income, please refer to the World Developed 80/20 Portfolio: Dividend Yield page.

Asset Allocation and ETFs

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

80% Stocks
20% Fixed Income
0% Commodities

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

Weight Ticker ETF Name Investment Themes
80.00 % VT Vanguard Total World Stock Equity, Developed Markets, 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 World Developed 80/20 Portfolio guaranteed the following returns.

WORLD DEVELOPED 80/20 PORTFOLIO RETURNS (%)
Last Update: 31 December 2020
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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*)
World Developed 80/20 Portfolio +4.07 +12.56 +20.19 +14.22 +9.23 +11.01 +8.59
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 80/20 Portfolio: Dividend Yield page.

Historical Returns

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

WORLD DEVELOPED 80/20 PORTFOLIO
Last Update: 31 December 2020
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Period Returns
Dec 2020
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+4.07%
0.00%
1 - 0
3M
+12.56%
-1.56%
Oct 2020 - Oct 2020
2 - 1
6M
+20.19%
-3.71%
Sep 2020 - Oct 2020
4 - 2
YTD
+14.22%
20.35%
-17.80%
Jan 2020 - Mar 2020
7 - 5
1Y
+14.22%
20.35%
-17.80%
Jan 2020 - Mar 2020
7 - 5
3Y
+9.23%
annualized
14.71%
-17.80%
Jan 2020 - Mar 2020
24 - 12
5Y
+11.01%
annualized
12.12%
-17.80%
Jan 2020 - Mar 2020
45 - 15
10Y
+8.59%
annualized
11.41%
-17.80%
Jan 2020 - Mar 2020
79 - 41
MAX
01 Jan 2009
+10.47%
annualized
12.92%
-17.80%
Jan 2020 - Mar 2020
93 - 51

* Annualized St.Dev. of monthly returns

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Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns (more details)

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

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+9.66% +49.60%
Mar 2009 - Feb 2010
-9.54%
Mar 2015 - Feb 2016
18.05%
2 Years
+8.95% +33.25%
Mar 2009 - Feb 2011
-3.04%
Apr 2018 - Mar 2020
1.65%
3 Years
+8.66% +21.22%
Mar 2009 - Feb 2012
+2.09%
Apr 2017 - Mar 2020
0.00%
5 Years
+8.47% +17.69%
Mar 2009 - Feb 2014
+3.11%
Apr 2015 - Mar 2020
0.00%
7 Years
+8.41% +11.92%
Mar 2009 - Feb 2016
+5.04%
Apr 2013 - Mar 2020
0.00%
10 Years
+8.71% +11.72%
Mar 2009 - Feb 2019
+5.95%
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 80/20 Portfolio: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

World Developed 80/20 Portfolio Seasonality

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Months
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average 0.0 0.3 0.9 2.6 -0.4 0.5 2.6 -0.3 0.7 1.1 1.7 1.0
Best 6.6
2019
4.7
2015
6.9
2009
9.7
2009
8.8
2009
5.4
2019
8.7
2009
4.6
2020
7.8
2010
8.7
2011
9.9
2020
5.9
2010
Worst -8.4
2009
-7.6
2009
-12.2
2020
-0.8
2012
-7.7
2010
-2.5
2013
-1.3
2011
-5.7
2011
-8.3
2011
-6.3
2018
-2.3
2010
-5.5
2018
Gain
Frequency
50 58 67 83 58 50 83 58 67 58 75 67

Detail of Monthly Returns

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2020
+14.22% -0.9 -5.6 -12.2 8.3 4.1 2.5 4.4 4.6 -2.2 -1.6 9.9 4.1
2019
+23.03% 6.6 2.3 1.2 2.9 -4.7 5.4 0.2 -1.3 1.8 2.2 2.0 2.8
2018
-7.25% 4.3 -3.6 -0.8 0.3 0.4 -0.4 2.3 0.7 0.0 -6.3 1.5 -5.5
2017
+20.07% 2.2 2.3 1.2 1.4 1.7 0.4 2.2 0.5 1.7 1.8 1.6 1.4
2016
+7.73% -4.4 -0.6 6.4 0.8 0.7 0.3 3.5 0.3 0.6 -1.8 0.7 1.5
2015
-1.25% -1.0 4.7 -0.9 1.8 0.2 -2.1 0.7 -5.5 -2.8 5.9 0.0 -1.8
2014
+4.69% -3.3 4.2 0.5 0.7 1.8 1.9 -1.3 2.4 -2.7 0.9 1.2 -1.4
2013
+18.20% 3.1 -0.1 2.0 2.4 -0.9 -2.5 4.3 -2.1 4.7 3.2 1.3 1.8
2012
+15.60% 4.6 3.9 1.0 -0.8 -7.2 4.2 0.9 2.2 2.8 -0.5 1.4 2.6
2011
-4.28% 1.2 2.5 0.0 3.7 -1.7 -1.2 -1.3 -5.7 -8.3 8.7 -1.1 -0.2
2010
+12.17% -3.7 1.7 5.4 -0.1 -7.7 -1.9 7.2 -2.5 7.8 3.0 -2.3 5.9
2009
+29.18% -8.4 -7.6 6.9 9.7 8.8 -1.1 8.7 2.6 4.6 -1.9 4.5 1.2

* 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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