With a Lazy Portfolio, you can invest in stocks and bonds of the developed countries belonging to MSCI World index.
Based on the risk you want to face and following the time horizon you have set, you can choose the best mix of stocks and bonds.
Choose your Lazy Portfolio, and implement it with ETFs.
Click on column header to sort table.
Last Update - 30 Sep 2021
|
|
Ann. Returns (%) |
St.Dev. (%) |
Ann. Return / St.Dev. |
Max Drawdown (%) |
Return / Drawdown |
YTD(%) |
Yearly Returns (%) |
Dividend Yield (%) of the year |
|
Portfolio |
1M
|
3M
|
6M
|
1Y
|
5Y ann.
|
10Y ann.
|
25Y ann.
|
1Y
|
5Y
|
10Y
|
25Y
|
1Y
|
5Y
|
10Y
|
25Y
|
1Y
|
5Y
|
10Y
|
25Y
|
1Y
|
5Y
|
10Y
|
25Y
|
2021
|
2020
|
2019
|
2018
|
2017
|
2016
|
2021
|
2020
|
2019
|
2018
|
2017
|
2016
|
|
Developed World ex-US Stocks
|
-3.38
|
-1.62
|
+4.04
|
+26.63
|
+9.20
|
+8.70
|
+5.42
|
15.73
|
14.87
|
14.27
|
16.75
|
1.69 |
0.62 |
0.61 |
0.32 |
-3.55
|
-24.15
|
-24.15
|
-57.00
|
7.50 |
2.29 |
5.40 |
4.82 |
+8.73
|
+9.74
|
+22.62
|
-14.75
|
+26.42
|
+2.67
|
1.80
|
2.21
|
3.65
|
2.80
|
3.44
|
3.07
|
|
Developed World ex-US 80/20
|
-2.96
|
-1.33
|
+3.30
|
+20.57
|
+8.04
|
+7.90
|
+5.75
|
12.46
|
11.85
|
11.40
|
13.33
|
1.65 |
0.68 |
0.69 |
0.43 |
-2.96
|
-19.27
|
-19.27
|
-47.74
|
6.95 |
2.45 |
5.92 |
6.37 |
+6.55
|
+8.72
|
+19.67
|
-11.24
|
+21.61
|
+3.06
|
1.55
|
2.00
|
3.64
|
2.85
|
3.20
|
2.85
|
|
Developed World ex-US 60/40
|
-2.53
|
-1.03
|
+2.54
|
+14.78
|
+6.80
|
+7.04
|
+5.89
|
9.36
|
8.98
|
8.64
|
10.11
|
1.58 |
0.76 |
0.81 |
0.58 |
-2.53
|
-14.55
|
-14.55
|
-37.48
|
5.84 |
2.68 |
6.70 |
8.48 |
+4.38
|
+7.71
|
+16.72
|
-7.73
|
+16.81
|
+3.45
|
1.31
|
1.79
|
3.62
|
2.89
|
2.96
|
2.63
|
|
Developed World ex-US 40/60
|
-2.07
|
-0.71
|
+1.77
|
+9.25
|
+5.49
|
+6.12
|
+5.86
|
6.47
|
6.30
|
6.07
|
7.18
|
1.43 |
0.87 |
1.01 |
0.82 |
-2.07
|
-9.83
|
-9.83
|
-26.16
|
4.47 |
3.11 |
8.24 |
12.04 |
+2.20
|
+6.69
|
+13.77
|
-4.22
|
+12.01
|
+3.84
|
1.06
|
1.58
|
3.61
|
2.94
|
2.73
|
2.40
|
|
Developed World ex-US 20/80
|
-1.59
|
-0.38
|
+0.97
|
+3.97
|
+4.10
|
+5.13
|
+5.67
|
3.95
|
4.06
|
3.92
|
4.87
|
1.00 |
1.01 |
1.31 |
1.17 |
-1.64
|
-5.98
|
-5.98
|
-15.54
|
2.42 |
3.72 |
10.85 |
19.12 |
+0.03
|
+5.67
|
+10.82
|
-0.71
|
+7.20
|
+4.23
|
0.82
|
1.37
|
3.59
|
2.98
|
2.49
|
2.18
|
|
Total Bond Developed World ex-US
|
-1.08
|
-0.03
|
+0.15
|
-1.08
|
+2.63
|
+4.08
|
+5.33
|
2.68
|
3.16
|
3.11
|
4.18
|
-0.40 |
0.83 |
1.31 |
1.27 |
-2.48
|
-3.03
|
-4.25
|
-10.04
|
-0.44 |
4.57 |
11.56 |
26.51 |
-2.15
|
+4.65
|
+7.87
|
+2.81
|
+2.40
|
+4.61
|
0.57
|
1.16
|
3.58
|
3.03
|
2.25
|
1.96
|
Returns and KPIs are calculated on the hypothesis of:
- a yearly rebalancing of the portfolios (at the beginning of the year)
- the reinvestment of dividends
Returns refer to investiments in US Dollars.
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