Last Update: 31 May 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 8.73% compound annual return, with a 14.40% 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

Portfolio and ETF Returns

The World Developed Stocks Portfolio guaranteed the following returns.

WORLD DEVELOPED STOCKS PORTFOLIO RETURNS (%)
Last Update: 31 May 2020
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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*)
World Developed Stocks Portfolio +5.21 -1.02 -6.48 +5.01 +5.02 +5.30 +8.73
Components
VT - Vanguard Total World Stock +5.21 -1.02 -6.48 +5.01 +5.02 +5.30 +8.73
(*) 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 May 2020
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Period Returns
May 2020
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+5.21%
0.00%
1 - 0
3M
-1.02%
-14.76%
Mar 2020 - Mar 2020
2 - 1
6M
-6.48%
-22.15%
Jan 2020 - Mar 2020
3 - 3
YTD
-9.60%
-22.15%
Jan 2020 - Mar 2020
2 - 3
1Y
+5.01%
21.89%
-22.15%
Jan 2020 - Mar 2020
8 - 4
3Y
+5.02%
annualized
16.27%
-22.15%
Jan 2020 - Mar 2020
26 - 10
5Y
+5.30%
annualized
14.57%
-22.15%
Jan 2020 - Mar 2020
41 - 19
10Y
+8.73%
annualized
14.40%
-22.15%
Jan 2020 - Mar 2020
77 - 43
MAX
01 Jan 2009
+9.58%
annualized
16.04%
-22.15%
Jan 2020 - Mar 2020
87 - 50

* Annualized St.Dev. of monthly returns

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+18.99% 1 100 0 0 Compare
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+12.78% 1 100 0 0 Compare
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+12.02% 2 90 10 0 Compare
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+9.60% 3 90 10 0 Compare
Edge Select Aggressive
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+9.18% 12 84 16 0 Compare

See all portfolios

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
+10.61% +59.32%
Mar 2009 - Feb 2010
-12.53%
Jun 2011 - May 2012
23.81%
2 Years
+9.76% +39.32%
Mar 2009 - Feb 2011
-5.37%
Apr 2018 - Mar 2020
3.51%
3 Years
+9.52% +23.87%
Mar 2009 - Feb 2012
+1.10%
Apr 2017 - Mar 2020
0.00%
5 Years
+9.20% +20.02%
Mar 2009 - Feb 2014
+2.78%
Apr 2015 - Mar 2020
0.00%
7 Years
+9.26% +12.96%
Mar 2009 - Feb 2016
+5.12%
Apr 2013 - Mar 2020
0.00%
10 Years
+9.49% +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
-9.60% -1.6 -7.2 -14.8 10.4 5.2
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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