Last Update: 31 July 2020

The World Developed 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 8.98% compound annual return, with a 14.19% standard deviation.

In 2019, the portfolio granted a 2.90% dividend yield. If you are interested in getting periodic income, please refer to the World Developed Stocks Portfolio: Dividend Yield page.

Asset Allocation and ETFs

The World Developed Stocks Portfolio has the following asset allocation:

100% Stocks
0% Fixed Income
0% Commodities

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

Weight Ticker ETF Name Investment Themes
100.00 % VT Vanguard Total World Stock Equity, Developed Markets, 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 World Developed Stocks Portfolio guaranteed the following returns.

WORLD DEVELOPED STOCKS PORTFOLIO RETURNS (%)
Last Update: 31 July 2020
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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*)
World Developed Stocks Portfolio +5.29 +14.18 -0.34 +7.14 +6.76 +7.41 +8.98
Components
VT - Vanguard Total World Stock +5.29 +14.18 -0.34 +7.14 +6.76 +7.41 +8.98
(*) 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 Stocks Portfolio: Dividend Yield page.

Historical Returns

World Developed Stocks Portfolio - Historical returns and stats.

WORLD DEVELOPED STOCKS PORTFOLIO
Last Update: 31 July 2020
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Period Returns
Jul 2020
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+5.29%
0.00%
1 - 0
3M
+14.18%
0.00%
3 - 0
6M
-0.34%
-20.91%
Feb 2020 - Mar 2020
4 - 2
YTD
-1.89%
-22.15%
Jan 2020 - Mar 2020
4 - 3
1Y
+7.14%
21.75%
-22.15%
Jan 2020 - Mar 2020
8 - 4
3Y
+6.76%
annualized
16.52%
-22.15%
Jan 2020 - Mar 2020
26 - 10
5Y
+7.41%
annualized
14.70%
-22.15%
Jan 2020 - Mar 2020
42 - 18
10Y
+8.98%
annualized
14.19%
-22.15%
Jan 2020 - Mar 2020
78 - 42
MAX
01 Jan 2009
+10.21%
annualized
15.99%
-22.15%
Jan 2020 - Mar 2020
89 - 50

* Annualized St.Dev. of monthly returns

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Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns

World Developed Stocks Portfolio: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+10.52% +59.32%
Mar 2009 - Feb 2010
-12.53%
Jun 2011 - May 2012
23.44%
2 Years
+9.66% +39.32%
Mar 2009 - Feb 2011
-5.37%
Apr 2018 - Mar 2020
3.45%
3 Years
+9.46% +23.87%
Mar 2009 - Feb 2012
+1.10%
Apr 2017 - Mar 2020
0.00%
5 Years
+9.14% +20.02%
Mar 2009 - Feb 2014
+2.78%
Apr 2015 - Mar 2020
0.00%
7 Years
+9.21% +12.96%
Mar 2009 - Feb 2016
+5.12%
Apr 2013 - Mar 2020
0.00%
10 Years
+9.46% +13.05%
Mar 2009 - Feb 2019
+5.97%
Apr 2010 - Mar 2020
0.00%

* Annualized rolling and average returns over full calendar month periods

Yearly Returns - Monthly Returns Heatmap

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2020
-1.89% -1.6 -7.2 -14.8 10.4 5.2 3.1 5.3
2019
+26.82% 8.0 2.8 1.1 3.5 -6.0 6.4 0.0 -2.1 2.3 2.8 2.6 3.5
2018
-9.76% 5.5 -4.4 -1.3 0.4 0.6 -0.6 2.9 0.9 0.1 -7.8 1.7 -7.2
2017
+24.49% 3.0 2.7 1.5 1.6 2.0 0.6 2.7 0.4 2.1 2.1 1.9 1.6
2016
+8.51% -5.9 -1.1 8.0 1.0 0.7 -0.2 4.2 0.4 0.8 -2.0 1.2 1.8
2015
-1.86% -1.6 6.0 -1.2 2.6 0.3 -2.2 0.5 -6.6 -3.7 7.3 -0.1 -2.2
2014
+3.67% -4.4 5.2 0.5 0.7 2.1 2.2 -1.8 2.7 -3.3 0.9 1.3 -2.0
2013
+22.95% 4.0 -0.3 2.4 2.7 -0.6 -2.7 5.2 -2.5 5.6 3.7 1.5 2.2
2012
+17.12% 5.5 4.8 1.2 -1.2 -8.9 5.1 0.7 2.5 3.1 -0.6 1.5 3.1
2011
-7.50% 1.4 2.9 -0.1 4.4 -2.3 -1.3 -2.2 -7.3 -10.7 11.3 -1.2 -1.0
2010
+13.08% -5.1 2.1 6.7 -0.5 -9.9 -2.8 9.2 -4.0 10.1 3.8 -2.7 7.7
2009
+32.65% -10.9 -9.5 8.8 12.1 10.6 -1.7 10.1 2.7 5.2 -2.5 5.3 1.6
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