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)
3.03%
1 Day
Jul 05 2022, 01:59PM Eastern Time
2.82%
Current Month
July 2022

The Developed World ex-US Stocks Portfolio is a Very High Risk portfolio and can be implemented with 1 ETF.

It's exposed for 100% on the Stock Market.

In the last 30 Years, the Developed World ex-US Stocks Portfolio obtained a 5.27% compound annual return, with a 16.43% standard deviation.

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 implemented 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.

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

Portfolio returns are calculated in USD, assuming:
  • No fees or capital gain taxes
  • the reinvestment of dividends
DEVELOPED WORLD EX-US STOCKS 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 Stocks Portfolio -3.03 -2.82 -9.19 -18.92 -18.07 2.71 5.87 5.27
US Inflation Adjusted return -9.19 -22.08 -23.84 -0.86 3.33 2.73
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
(*) 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%

Portfolio Dividends

In 2021, the Developed World ex-US Stocks Portfolio granted a 3.46% dividend yield. If you are interested in getting periodic income, please refer to the Developed World ex-US Stocks Portfolio: Dividend Yield page.

Historical Returns as of Jun 30, 2022

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

DEVELOPED WORLD EX-US STOCKS 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
-9.19
-9.19
-9.19
Jun 2022 - Jun 2022
0 - 1
3M
-13.95
-15.06
-13.95
Apr 2022 - Jun 2022
1 - 2
6M
-18.92
-22.08
-18.92
Jan 2022 - Jun 2022
2 - 4
YTD
-18.92
-22.08
-18.92
Jan 2022 - Jun 2022
2 - 4
1Y
-18.07
-23.84
13.80
-19.54
Sep 2021 - Jun 2022
6 - 6
50% pos
3Y(*)
2.19
-2.22
17.99
-23.99
Jan 2020 - Mar 2020
21 - 15
58% pos
5Y(*)
2.71
-0.86
16.06
-24.14
Feb 2018 - Mar 2020
37 - 23
62% pos
10Y(*)
5.87
3.33
13.92
-24.14
Feb 2018 - Mar 2020
74 - 46
62% pos
15Y(*)
1.84
-0.45
18.16
-57.00
Nov 2007 - Feb 2009
102 - 78
57% pos
20Y(*)
5.60
3.08
17.09
-57.00
Nov 2007 - Feb 2009
144 - 96
60% pos
25Y(*)
4.25
1.79
16.89
-57.00
Nov 2007 - Feb 2009
178 - 122
59% pos
30Y(*)
5.27
2.73
16.43
-57.00
Nov 2007 - Feb 2009
215 - 145
60% pos
MAX(*)
01 Jan 1986
6.59
3.77
17.50
-57.00
Nov 2007 - Feb 2009
259 - 179
59% pos
(*) Returns over 1 year are annualized

Capital Growth as of Jun 30, 2022

An investment of 1000$, since July 1992, now would be worth 4667.65$, with a total return of 366.77% (5.27% annualized).

The Inflation Adjusted Capital now would be 2243.56$, with a net total return of 124.36% (2.73% annualized).
An investment of 1000$, since January 1986, now would be worth 10272.59$, with a total return of 927.26% (6.59% annualized).

The Inflation Adjusted Capital now would be 3859.17$, with a net total return of 285.92% (3.77% annualized).

Drawdowns

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-57.00% Nov 2007 Feb 2009 16 May 2014 63 79
-48.19% Jan 2000 Mar 2003 39 Sep 2005 30 69
-24.14% Feb 2018 Mar 2020 26 Nov 2020 8 34
-19.54% Sep 2021 Jun 2022 10 in progress 10
-17.94% Jul 2014 Feb 2016 20 Apr 2017 14 34
-14.47% Jun 1998 Sep 1998 4 Dec 1998 3 7
-13.15% Sep 1994 Feb 1995 6 Mar 1996 13 19
-11.23% Aug 1997 Dec 1997 5 Mar 1998 3 8
-10.94% Sep 1993 Nov 1993 3 Jan 1994 2 5
-7.92% Sep 1992 Oct 1992 2 Mar 1993 5 7
-5.79% May 1996 Jan 1997 9 May 1997 4 13
-4.28% May 1999 May 1999 1 Jun 1999 1 2
-3.73% May 2006 Jun 2006 2 Sep 2006 3 5
-3.35% Jul 1992 Jul 1992 1 Aug 1992 1 2
-3.02% Mar 1994 Mar 1994 1 Apr 1994 1 2
-2.98% Jun 1993 Jun 1993 1 Jul 1993 1 2
-2.93% Jun 2007 Aug 2007 3 Sep 2007 1 4
-2.83% Oct 2005 Oct 2005 1 Dec 2005 2 3
-2.16% Feb 1999 Feb 1999 1 Mar 1999 1 2
-0.93% Jun 2021 Jun 2021 1 Aug 2021 2 3
Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-57.00% Nov 2007 Feb 2009 16 May 2014 63 79
-48.19% Jan 2000 Mar 2003 39 Sep 2005 30 69
-31.21% Jan 1990 Sep 1990 9 Jan 1994 40 49
-24.14% Feb 2018 Mar 2020 26 Nov 2020 8 34
-19.54% Sep 2021 Jun 2022 10 in progress 10
-17.94% Jul 2014 Feb 2016 20 Apr 2017 14 34
-14.47% Jun 1998 Sep 1998 4 Dec 1998 3 7
-13.46% Sep 1987 Oct 1987 2 Mar 1988 5 7
-13.15% Sep 1994 Feb 1995 6 Mar 1996 13 19
-11.23% Aug 1997 Dec 1997 5 Mar 1998 3 8
-9.43% May 1988 Aug 1988 4 Nov 1988 3 7
-8.70% Sep 1986 Oct 1986 2 Dec 1986 2 4
-7.94% Mar 1989 Jun 1989 4 Jul 1989 1 5
-5.79% May 1996 Jan 1997 9 May 1997 4 13
-4.28% May 1999 May 1999 1 Jun 1999 1 2
-3.98% Aug 1989 Aug 1989 1 Sep 1989 1 2
-3.73% May 2006 Jun 2006 2 Sep 2006 3 5
-3.67% Oct 1989 Oct 1989 1 Nov 1989 1 2
-3.60% Jun 1987 Jul 1987 2 Aug 1987 1 3
-3.22% May 1986 May 1986 1 Jun 1986 1 2

Rolling Returns ( more details)

Developed World ex-US Stocks Portfolio: annualized rolling and average returns

Swipe left to see all data
Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
8.20 78.27
Feb 1986 - Jan 1987
-49.94
Mar 2008 - Feb 2009
35.36%
2 Years
6.53 46.94
Feb 1986 - Jan 1988
-29.13
Mar 2007 - Feb 2009
26.51%
3 Years
5.73 38.88
Jan 1986 - Dec 1988
-19.64
Apr 2000 - Mar 2003
23.57%
5 Years
5.18 23.71
Oct 2002 - Sep 2007
-7.06
Jun 2007 - May 2012
16.89%
7 Years
5.09 13.73
Jan 1993 - Dec 1999
-2.53
Apr 1996 - Mar 2003
3.66%
10 Years
5.08 12.14
Jan 1986 - Dec 1995
-0.38
Mar 1999 - Feb 2009
0.63%
15 Years
4.88 10.50
Jan 1986 - Dec 2000
0.53
Apr 1988 - Mar 2003
0.00%
20 Years
5.05 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

Developed World ex-US Stocks 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 %
-0.07
51%
0.59
62%
1.21
62%
2.80
78%
0.21
46%
-0.51
38%
1.41
67%
-0.62
53%
-0.52
56%
0.54
58%
0.61
64%
2.29
75%
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
-15.1
2020
-6.8
2022
-11.5
2010
-9.2
2022
-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 - Jun 2022

Monthly/Yearly Returns

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

MONTHLY RETURNS HISTOGRAM
259 Positive Months (59%) - 179 Negative Months (41%)
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
-18.92 -22.08 -3.9 -2.6 0.7 -6.8 1.7 -9.2
2021
+11.67 +4.27 -0.7 2.4 2.8 3.1 3.6 -0.9 0.5 1.3 -3.4 3.2 -4.6 4.3
2020
+9.74 +8.36 -3.0 -7.7 -15.1 7.0 5.6 3.5 2.6 5.2 -1.8 -3.5 14.3 5.6
2019
+22.62 +19.91 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 -16.35 4.7 -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 +23.78 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 +0.61 -5.5 -3.1 7.2 2.3 -0.3 -2.0 4.2 0.4 1.6 -2.4 -1.5 2.5
2015
-0.38 -1.01 0.7 6.2 -1.2 3.9 0.0 -2.9 1.5 -7.2 -4.1 6.7 -0.8 -2.1
2014
-5.98 -6.59 -5.2 5.9 -0.4 1.6 1.8 1.0 -2.4 0.3 -4.2 -0.4 0.0 -3.8
2013
+21.83 +20.01 3.8 -1.1 1.2 5.2 -3.0 -2.8 5.2 -1.6 7.9 3.2 0.7 1.9
2012
+18.56 +16.51 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 -14.91 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 +6.81 -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 +24.00 -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 -40.64 -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 +6.77 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 +23.16 6.2 -0.7 3.6 4.9 -3.4 -0.3 1.0 2.7 0.2 3.9 3.1 2.8
2005
+13.60 +9.93 -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 +16.36 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 +35.90 -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 -17.66 -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 -23.17 -0.1 -7.5 -6.6 7.7 -4.1 -4.1 -1.8 -2.5 -10.3 2.6 3.0 0.7
2000
-14.29 -17.14 -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 +34.37 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 +14.66 4.2 6.2 3.2 0.7 0.1 -0.2 0.2 -12.5 -2.2 9.5 4.9 3.0
1997
-1.39 -3.03 -3.8 1.5 -0.7 0.8 7.6 4.7 0.9 -6.3 4.1 -6.8 -2.3 -0.1
1996
+4.68 +1.26 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 +1.42 -3.9 -5.2 6.5 3.5 -1.9 -1.8 5.7 -3.4 1.6 -2.6 2.5 3.7
1994
+9.76 +6.98 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 +26.37 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 -17.25 -2.4 -3.7 -7.2 -0.8 7.1 -4.6 -3.3 7.0 -2.7 -5.3 0.8 0.5
1991
+9.48 +6.31 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 -29.21 -3.6 -6.5 -10.4 -2.8 11.7 -0.3 2.3 -10.4 -14.2 17.1 -7.8 1.3
1989
+12.85 +7.85 2.3 0.6 -2.3 1.3 -4.8 -2.4 12.2 -4.0 5.5 -3.7 4.8 3.8
1988
+25.66 +20.35 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 +25.07 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 +61.46 2.3 10.4 12.7 7.2 -3.2 7.4 6.1 7.2 -1.9 -7.0 5.6 5.0

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

Portfolio efficiency

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

Overall Ratings

The Developed World ex-US Stocks 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)
+4.25%
(+1.79%)
Poor : 1 / 5
Bad : 1 / 5
Standard Deviation
over 25 Years
16.89%
Average : 2.6 / 5
Bad : 1.7 / 5
Maximum Drawdown
over 25 Years
-57.00%
Bad : 1.8 / 5
Bad : 1.2 / 5
Easy to manage 1 ETF
Excellent : 5 / 5
Excellent : 5 / 5
Rating assigned considering all the Very High Risk Portfolios Rating assigned considering all the Portfolios in the database

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Swipe left to see all data
5 Years Stats (%)
% Allocation
Portfolio Jul 2022 Return Drawdown Stocks Bonds Comm
Developed World ex-US Stocks Momentum
-3.27 +3.94 -20.40 100 0 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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Jul 2022 return refers to period 01-05 July 2022.
Last update: Jul 05 2022, 02:00PM Eastern Time.
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