Data Source: from January 1986 to September 2021

Last Update: 30 September 2021

The Developed World ex-US Stocks Portfolio is exposed for 100% on the Stock Market.

It's a Very High Risk portfolio and it can be replicated with 1 ETF.

In the last 10 years, the portfolio obtained a 8.7% compound annual return, with a 14.27% standard deviation.

In the last 25 years, a 5.42% compound annual return, with a 16.75% standard deviation.

In 2020, the portfolio granted a 2.21% dividend yield. If you are interested in getting periodic income, please refer to the Developed World ex-US Stocks Portfolio: Dividend Yield page.

Asset Allocation and ETFs

The Developed World ex-US Stocks Portfolio has the following asset allocation:

100% Stocks
0% Fixed Income
0% Commodities

The Developed World ex-US Stocks Portfolio can be replicated with the following ETFs:

Weight Ticker ETF Name Investment Themes
100.00 % VEA Vanguard FTSE Developed Markets Equity, EAFE, Large Cap
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 Stocks Portfolio guaranteed the following returns.

DEVELOPED WORLD EX-US STOCKS PORTFOLIO RETURNS (%)
Last Update: 30 September 2021
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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) 20Y(*) 25Y(*)
Developed World ex-US Stocks Portfolio -3.38 -1.62 +4.04 +26.63 +8.23 +9.20 +8.70 +6.84 +5.42
Components
VEA
Vanguard FTSE Developed Markets
-3.38 -1.62 +4.04 +26.63 +8.23 +9.20 +8.70 +6.84 +5.42
(*) 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 Stocks Portfolio: Dividend Yield page.

Historical Returns

Developed World ex-US Stocks Portfolio - Historical returns and stats.

DEVELOPED WORLD EX-US STOCKS PORTFOLIO
Last Update: 30 September 2021
Swipe left to see all data
Period Returns
Sep 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
-3.38%
-3.38%
Sep 2021 - Sep 2021
0 - 1
3M
-1.62%
-3.38%
Sep 2021 - Sep 2021
2 - 1
6M
+4.04%
-3.38%
Sep 2021 - Sep 2021
4 - 2
YTD
+8.73%
-3.38%
Sep 2021 - Sep 2021
6 - 3
1Y
+26.63%
15.73%
-3.55%
Oct 2020 - Oct 2020
8 - 4
3Y
+8.23%
annualized
18.10%
-23.99%
Jan 2020 - Mar 2020
23 - 13
5Y
+9.20%
annualized
14.87%
-24.15%
Feb 2018 - Mar 2020
40 - 20
10Y
+8.70%
annualized
14.27%
-24.15%
Feb 2018 - Mar 2020
75 - 45
20Y
+6.84%
annualized
16.89%
-57.00%
Nov 2007 - Feb 2009
147 - 93
25Y
+5.42%
annualized
16.75%
-57.00%
Nov 2007 - Feb 2009
179 - 121
MAX
01 Jan 1986
+7.28%
annualized
17.50%
-57.00%
Nov 2007 - Feb 2009
255 - 174
* Annualized St.Dev. of monthly returns

Similar portfolios, ordered by 5 Years annualized return.

These portfolios share asset allocation strategy and/or similar asset weights. Comparing their returns and drawdowns, you can get an idea of the risk you are facing implementing one of them.

5 Years Stats
% Allocation
Portfolio Return Drawdown Stocks Bonds Comm.
Developed World ex-US Stocks Momentum
+9.82% -19.22% 100 0 0 Compare
Developed World ex-US Stocks
+9.20% -24.15% 100 0 0

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 Stocks Portfolio: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+8.29% +78.27%
Feb 1986 - Jan 1987
-49.94%
Mar 2008 - Feb 2009
35.41%
2 Years
+6.39% +46.94%
Feb 1986 - Jan 1988
-29.13%
Mar 2007 - Feb 2009
27.09%
3 Years
+5.65% +38.88%
Jan 1986 - Dec 1988
-19.64%
Apr 2000 - Mar 2003
24.11%
5 Years
+5.13% +23.71%
Oct 2002 - Sep 2007
-7.06%
Jun 2007 - May 2012
17.30%
7 Years
+5.07% +13.73%
Jan 1993 - Dec 1999
-2.53%
Apr 1996 - Mar 2003
3.76%
10 Years
+5.02% +12.14%
Jan 1986 - Dec 1995
-0.38%
Mar 1999 - Feb 2009
0.65%
15 Years
+4.94% +10.50%
Jan 1986 - Dec 2000
+0.53%
Apr 1988 - Mar 2003
0.00%
20 Years
+4.99% +9.18%
Feb 1986 - Jan 2006
+1.34%
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 Stocks Portfolio: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

Developed World ex-US Stocks 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 %
0.03
53%
0.68
64%
1.23
61%
3.07
81%
0.17
44%
-0.27
39%
1.41
67%
-0.62
53%
-0.52
56%
0.46
57%
0.76
66%
2.23
74%
Best
Year
11.7
1987
11.1
1991
12.7
1986
11.8
2009
13.1
2009
7.4
1986
12.2
1989
8.4
1987
9.7
2010
17.1
1990
14.3
2020
9.0
2008
Worst
Year
-14.0
2009
-10.1
2009
-15.2
2020
-5.4
2000
-11.5
2010
-8.7
2008
-9.9
2002
-12.5
1998
-14.2
1990
-20.6
2008
-9.4
1993
-5.7
2018
Statistics calculated for the period Jan 1986 - Sep 2021

For further information about the seasonality, check the Asset Class Seasonality page.

Monthly Returns of Developed World ex-US Stocks Portfolio

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021
+8.73% -0.7 2.4 2.8 3.1 3.6 -0.9 0.5 1.3 -3.4
2020
+9.74% -3.0 -7.7 -15.2 7.0 5.6 3.5 2.6 5.2 -1.8 -3.6 14.3 5.6
2019
+22.62% 7.5 2.3 0.6 2.8 -5.2 5.9 -2.0 -1.9 3.2 3.2 1.3 3.6
2018
-14.75% 4.8 -5.1 -0.4 1.3 -1.4 -1.7 2.3 -1.7 0.7 -8.6 0.5 -5.7
2017
+26.42% 3.7 1.1 3.1 2.2 3.4 0.6 2.9 0.0 2.5 1.8 0.9 1.7
2016
+2.67% -5.5 -3.1 7.2 2.3 -0.3 -2.0 4.2 0.4 1.7 -2.4 -1.5 2.5
2015
-0.38% 0.7 6.2 -1.2 3.9 -0.1 -2.9 1.5 -7.2 -4.1 6.7 -0.8 -2.1
2014
-5.98% -5.2 6.0 -0.4 1.6 1.8 1.0 -2.4 0.3 -4.2 -0.4 0.0 -3.8
2013
+21.83% 3.8 -1.2 1.2 5.2 -3.0 -2.8 5.2 -1.6 7.9 3.2 0.7 1.9
2012
+18.56% 5.6 4.9 0.3 -2.4 -11.2 7.0 0.3 3.3 2.6 1.1 2.7 4.2
2011
-12.30% 2.2 3.7 -2.5 6.2 -2.7 -1.2 -2.4 -8.6 -11.3 9.8 -2.1 -2.1
2010
+8.35% -5.4 0.7 6.3 -2.8 -11.5 -1.8 11.7 -3.6 9.7 4.1 -4.9 8.4
2009
+27.49% -14.0 -10.1 8.4 11.8 13.1 -1.8 10.6 4.5 3.9 -2.8 4.1 0.8
2008
-40.65% -7.4 -1.0 0.4 5.4 1.2 -8.7 -3.5 -4.0 -11.6 -20.6 -6.6 9.0
2007
+11.15% 1.3 0.3 2.7 3.9 2.5 -0.1 -2.2 -0.7 5.3 4.5 -3.8 -2.6
2006
+26.27% 6.2 -0.7 3.6 4.9 -3.4 -0.3 1.0 2.7 0.2 3.9 3.1 2.9
2005
+13.60% -1.9 4.2 -2.4 -1.9 -0.4 1.1 3.2 3.2 4.2 -2.8 1.8 5.0
2004
+20.25% 1.4 2.4 0.6 -2.7 0.7 2.7 -3.6 0.5 2.7 3.3 6.9 4.4
2003
+38.67% -4.2 -2.3 -2.0 9.8 6.0 2.5 2.7 2.2 3.0 6.3 2.2 7.8
2002
-15.62% -5.3 0.7 5.9 0.1 1.8 -4.0 -9.9 -0.3 -11.0 5.5 4.6 -3.3
2001
-21.94% -0.1 -7.5 -6.6 7.7 -4.1 -4.1 -1.9 -2.5 -10.3 2.6 3.0 0.7
2000
-14.29% -6.5 2.9 3.8 -5.4 -2.4 3.9 -4.2 0.9 -4.9 -2.4 -3.7 3.4
1999
+37.96% 0.9 -2.2 4.7 5.3 -4.3 5.0 3.5 1.6 1.6 3.7 5.2 8.2
1998
+16.51% 4.2 6.2 3.2 0.7 0.1 -0.3 0.2 -12.5 -2.2 9.5 4.9 3.0
1997
-1.39% -3.8 1.5 -0.7 0.8 7.7 4.7 0.9 -6.3 4.1 -6.8 -2.4 -0.1
1996
+4.68% 0.5 0.3 2.0 4.0 -1.3 0.4 -3.2 0.0 2.1 -1.2 3.1 -1.9
1995
+3.98% -3.9 -5.2 6.5 3.5 -1.9 -1.8 5.7 -3.4 1.6 -2.6 2.6 3.7
1994
+9.76% 9.9 0.4 -3.0 3.3 -0.1 2.0 0.5 1.7 -2.9 2.8 -5.4 0.9
1993
+29.92% 0.0 3.5 10.1 10.0 3.6 -3.0 4.2 4.8 -3.0 1.3 -9.4 6.1
1992
-14.79% -2.4 -3.7 -7.2 -0.8 7.1 -4.6 -3.4 7.0 -2.7 -5.3 0.8 0.5
1991
+9.48% 1.7 11.1 -4.8 1.6 -0.4 -6.6 4.0 -3.1 6.4 2.0 -5.3 4.0
1990
-24.79% -3.6 -6.5 -10.4 -2.8 11.7 -0.3 2.3 -10.4 -14.2 17.1 -7.9 1.3
1989
+12.85% 2.3 0.6 -2.3 1.3 -4.8 -2.4 12.2 -4.0 5.6 -3.7 4.8 3.8
1988
+25.66% 3.7 6.6 6.1 1.9 -2.4 -3.0 1.7 -5.9 2.9 6.3 6.8 -0.5
1987
+30.48% 11.7 2.3 11.2 10.5 0.5 -3.1 -0.5 8.4 -1.2 -12.4 0.5 1.8
1986
+63.38% 2.3 10.4 12.7 7.3 -3.2 7.4 6.1 7.2 -1.9 -7.0 5.6 5.0

* Note:
Portofolio Returns, up to December 2007, 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
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