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:
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 |
Portfolio and ETF Returns
The Developed World ex-US Stocks Portfolio guaranteed the following returns.
Portfolio returns are calculated in USD, assuming:
- No fees or capital gain taxes
- the reinvestment of dividends
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 |
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.
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
|
Capital Growth as of Jun 30, 2022
The Inflation Adjusted Capital now would be 2243.56$, with a net total return of 124.36% (2.73% annualized).
The Inflation Adjusted Capital now would be 3859.17$, with a net total return of 285.92% (3.77% annualized).
Drawdowns
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 |
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
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% |
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?
For further information about the seasonality, check the Asset Class Seasonality page.
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 |
Monthly/Yearly Returns
Developed World ex-US Stocks Portfolio monthly and yearly returns: how is the distribution of the returns recorded so far?
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.
Less than 25%
25% - 49.99%
50% - 74.99%
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 |
Similar portfolios
These portfolios share asset allocation strategy and/or similar asset weights. Comparing their returns and drawdowns (click on ), you can get an idea of the risk you are facing implementing one of them.
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 | ||
Developed World ex-US Stocks |
-2.82 | +2.71 | -24.14 | 100 | 0 | 0 |
Last update: Jul 05 2022, 02:00PM Eastern Time.
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Portfolio | Jul 2022 | Return▾ | Drawdown | Stocks | Bonds | Comm | ||
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Last update: Jul 05 2022, 02:00PM Eastern Time.