Last Update: 31 March 2021

The Developed World 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 5.98% compound annual return, with a 15.12% 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 Stocks Portfolio: Dividend Yield page.

Asset Allocation and ETFs

The Developed World Stocks Portfolio has the following asset allocation:

100% Stocks
0% Fixed Income
0% Commodities

The Developed World 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 Stocks Portfolio guaranteed the following returns.

DEVELOPED WORLD STOCKS PORTFOLIO RETURNS (%)
Last Update: 31 March 2021
Swipe left to see all data
1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*)
Developed World Stocks Portfolio +2.77 +4.51 +21.72 +50.88 +6.59 +9.66 +5.98
Components
VEA - Vanguard FTSE Developed Markets +2.77 +4.51 +21.72 +50.88 +6.59 +9.66 +5.98
(*) 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 Developed World Stocks Portfolio: Dividend Yield page.

Historical Returns

Developed World Stocks Portfolio - Historical returns and stats.

DEVELOPED WORLD STOCKS PORTFOLIO
Last Update: 31 March 2021
Swipe left to see all data
Period Returns
Mar 2021		 Standard
Deviation *		 Max
Drawdown		 Months
Pos - Neg
1M
+2.77%
0.00%
1 - 0
3M
+4.51%
-0.72%
Jan 2021 - Jan 2021
2 - 1
6M
+21.72%
-3.55%
Oct 2020 - Oct 2020
4 - 2
YTD
+4.51%
-0.72%
Jan 2021 - Jan 2021
2 - 1
1Y
+50.88%
15.45%
-5.28%
Sep 2020 - Oct 2020
9 - 3
3Y
+6.59%
annualized
17.97%
-23.99%
Jan 2020 - Mar 2020
22 - 14
5Y
+9.66%
annualized
14.80%
-24.15%
Feb 2018 - Mar 2020
40 - 20
10Y
+5.98%
annualized
15.12%
-24.15%
Feb 2018 - Mar 2020
72 - 48
MAX
01 Jan 1986
+7.27%
annualized
17.59%
-57.00%
Nov 2007 - Feb 2009
251 - 172

* Annualized St.Dev. of monthly returns

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Technology
 +19.92% 100 0 0 Compare
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 +13.80% 100 0 0 Compare
Warren Buffett
 +12.75% 90 10 0 Compare
Stocks/Bonds 80/20
 +11.80% 80 20 0 Compare
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Paul Farrell		 +10.29% 90 10 0 Compare

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Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns ( more details)

Developed World Stocks Portfolio: annualized rolling and average returns

Swipe left to see all data
Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
 +7.90% +78.27%
Feb 1986 - Jan 1987 		-49.94%
Mar 2008 - Feb 2009 		35.92%
2 Years
 +6.26% +46.94%
Feb 1986 - Jan 1988 		-29.13%
Mar 2007 - Feb 2009 		27.50%
3 Years
 +5.61% +38.88%
Jan 1986 - Dec 1988 		-19.64%
Apr 2000 - Mar 2003 		24.48%
5 Years
 +5.05% +23.71%
Oct 2002 - Sep 2007 		-7.06%
Jun 2007 - May 2012 		17.58%
7 Years
 +5.06% +13.73%
Jan 1993 - Dec 1999 		-2.53%
Apr 1996 - Mar 2003 		3.82%
10 Years
 +4.98% +12.14%
Jan 1986 - Dec 1995 		-0.38%
Mar 1999 - Feb 2009 		0.66%
15 Years
 +4.95% +10.50%
Jan 1986 - Dec 2000 		+0.53%
Apr 1988 - Mar 2003 		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 Stocks Portfolio: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

Developed World Stocks Portfolio Seasonality

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Months
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average 0.0 0.7 1.2 3.1 0.1 -0.3 1.4 -0.7 -0.4 0.5 0.8 2.2
Best 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 -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
Gain
Frequency		 53 64 61 80 43 40 66 51 57 57 66 74

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
 +4.51% -0.7 2.4 2.8
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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