All Country World Stocks Portfolio vs The Lazy Team Aggressive Global Income Portfolio Portfolio Comparison

Simulation Settings
Period: January 1976 - June 2025 (~50 years)
Consolidated Returns as of 30 June 2025
Initial Amount: 1$
Rebalancing: at every Jan 1st
Currency: USD
Inflation: US
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Results
30 Years
(1995/07 - 2025/06)
All Data
(1976/01 - 2025/06)
Inflation Adjusted:
All Country World Stocks Portfolio
1.00$
Invested Capital
July 1995
10.20$
Final Capital
June 2025
8.05%
Yearly Return
15.76%
Std Deviation
-55.18%
Max Drawdown
69months
Recovery Period
1.00$
Invested Capital
July 1995
4.85$
Final Capital
June 2025
5.40%
Yearly Return
15.76%
Std Deviation
-55.93%
Max Drawdown
79months
Recovery Period
1.00$
Invested Capital
January 1976
136.10$
Final Capital
June 2025
10.44%
Yearly Return
15.37%
Std Deviation
-55.18%
Max Drawdown
69months
Recovery Period
1.00$
Invested Capital
January 1976
23.60$
Final Capital
June 2025
6.59%
Yearly Return
15.37%
Std Deviation
-55.93%
Max Drawdown
79months
Recovery Period
The Lazy Team Aggressive Global Income Portfolio
1.00$
Invested Capital
July 1995
13.02$
Final Capital
June 2025
8.93%
Yearly Return
14.48%
Std Deviation
-52.63%
Max Drawdown
42months
Recovery Period
1.00$
Invested Capital
July 1995
6.19$
Final Capital
June 2025
6.26%
Yearly Return
14.48%
Std Deviation
-53.41%
Max Drawdown
63months
Recovery Period
1.00$
Invested Capital
January 1976
207.42$
Final Capital
June 2025
11.38%
Yearly Return
13.75%
Std Deviation
-52.63%
Max Drawdown
42months
Recovery Period
1.00$
Invested Capital
January 1976
35.96$
Final Capital
June 2025
7.51%
Yearly Return
13.75%
Std Deviation
-53.41%
Max Drawdown
63months
Recovery Period

As of June 2025, in the previous 30 Years, the All Country World Stocks Portfolio obtained a 8.05% compound annual return, with a 15.76% standard deviation. It suffered a maximum drawdown of -55.18% that required 69 months to be recovered.

As of June 2025, in the previous 30 Years, the The Lazy Team Aggressive Global Income Portfolio obtained a 8.93% compound annual return, with a 14.48% standard deviation. It suffered a maximum drawdown of -52.63% that required 42 months to be recovered.

Disclaimer: The simulations on this website are provided in good faith but should NOT be taken as investment advice. We are not liable for any errors or actions based on this information. The authors of the website are not affiliated with the portfolio creators, who are the sole owners of their intellectual property. The translation of asset allocations into ETFs is based on the interpretation of LazyPortfolioETF.com and may not exactly reflect the original intent of the portfolio creators. Content is for informational, educational, illustrative, and entertainment purposes only.
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Asset Allocations and ETFs

The compared portfolios have the following asset allocations.

All Country World Stocks Portfolio
Weight
(%)		 Ticker Name
100.00
VT
Vanguard Total World Stock
The Lazy Team Aggressive Global Income Portfolio
Weight
(%)		 Ticker Name
30.00
DWX
SPDR S&P International Dividend ETF
30.00
VYM
Vanguard High Dividend Yield
20.00
DES
WisdomTree US SmallCap Dividend ETF
20.00
HYG
iShares iBoxx $ High Yield Corporate Bond
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Portfolio Returns as of Jun 30, 2025

Returns are calculated in USD, assuming:
  • no fees or capital gain taxes.
  • rebalancing: at every Jan 1st.
  • dividend reinvestment, when applicable.
Return Comparison
Capital Growth
30 Years
(1995/07 - 2025/06)
All Data
(1976/01 - 2025/06)
Inflation Adjusted:
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Initial Amount $ Final Amount $ Total Return (%) Annualized (%)
All Country World Stocks
 1 $ 10.20 $ 920.49% 8.05%
The Lazy Team Aggressive Global Income
The Lazy Team 		1 $ 13.02 $ 1 201.88% 8.93%
Jul 1995 Jun 2025

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Initial Amount $ Final Amount $ Total Return (%) Annualized (%)
All Country World Stocks
 1 $ 4.85 $ 385.00% 5.40%
The Lazy Team Aggressive Global Income
The Lazy Team 		1 $ 6.19 $ 518.74% 6.26%
Jul 1995 Jun 2025

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Initial Amount $ Final Amount $ Total Return (%) Annualized (%)
All Country World Stocks
 1 $ 136.10 $ 13 509.68% 10.44%
The Lazy Team Aggressive Global Income
The Lazy Team 		1 $ 207.42 $ 20 641.92% 11.38%
Jan 1976 Jun 2025

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Initial Amount $ Final Amount $ Total Return (%) Annualized (%)
All Country World Stocks
 1 $ 23.60 $ 2 259.79% 6.59%
The Lazy Team Aggressive Global Income
The Lazy Team 		1 $ 35.96 $ 3 496.46% 7.51%
Jan 1976 Jun 2025

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Return (%) as of Jun 30, 2025
YTD
(6M) 		1M 6M 1Y 5Y 10Y 30Y MAX
(~50Y)
http://www.lazyportfolioetf.com/wp-content/themes/dynamico-child/img/author/avatar_world.webp All Country World Stocks
-- Market Benchmark 		10.28 4.67 10.28 16.30 13.73 10.01 8.05 10.44
http://www.lazyportfolioetf.com/wp-content/themes/dynamico-child/img/author/avatar_lzp.webp Aggressive Global Income
The Lazy Team 		8.44 2.69 8.44 16.44 10.68 6.82 8.93 11.38
Returns over 1 year are annualized.
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Portfolio Metrics as of Jun 30, 2025

The following metrics, updated as of 30 June 2025, provide an overview of performance and risk, with the best value in each row highlighted within the table.

METRIC COMPARISON
Period: 1 July 2024 - 30 June 2025 (1 year)
Period: 1 July 2020 - 30 June 2025 (5 years)
Period: 1 July 2015 - 30 June 2025 (10 years)
Period: 1 July 1995 - 30 June 2025 (30 years)
Period: 1 January 1976 - 30 June 2025 (~50 years)
1 Year
5 Years
10 Years
30 Years
All (1976/01 - 2025/06)
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All Country World Stocks Aggressive Global Income
Author The Lazy Team
ASSET ALLOCATION
Stocks 100% 80%
Fixed Income 0% 20%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 16.30 16.44
Infl. Adjusted (%) 13.54 13.67
DRAWDOWN
Deepest Drawdown Depth (%) -3.92 -4.45
Start to Recovery (months) 4 6
Longest Drawdown Depth (%) -3.92 -4.45
Start to Recovery (months) 4 6
Longest Negative Period (months) 7 5
RISK INDICATORS
Standard Deviation (%) 10.10 9.31
Sharpe Ratio 1.15 1.27
Sortino Ratio 1.54 1.68
Ulcer Index 1.76 1.73
Ratio: Return / Standard Deviation 1.61 1.77
Ratio: Return / Deepest Drawdown 4.16 3.69
Metrics calculated over the period 1 July 2024 - 30 June 2025
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All Country World Stocks Aggressive Global Income
Author The Lazy Team
ASSET ALLOCATION
Stocks 100% 80%
Fixed Income 0% 20%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 13.73 10.68
Infl. Adjusted (%) 8.80 5.89
DRAWDOWN
Deepest Drawdown Depth (%) -25.52 -18.06
Start to Recovery (months) 24 24
Longest Drawdown Depth (%) -25.52 -18.06
Start to Recovery (months) 24 24
Longest Negative Period (months) 31 31
RISK INDICATORS
Standard Deviation (%) 15.40 12.83
Sharpe Ratio 0.72 0.62
Sortino Ratio 0.98 0.87
Ulcer Index 8.30 4.70
Ratio: Return / Standard Deviation 0.89 0.83
Ratio: Return / Deepest Drawdown 0.54 0.59
Metrics calculated over the period 1 July 2020 - 30 June 2025
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All Country World Stocks Aggressive Global Income
Author The Lazy Team
ASSET ALLOCATION
Stocks 100% 80%
Fixed Income 0% 20%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 10.01 6.82
Infl. Adjusted (%) 6.76 3.67
DRAWDOWN
Deepest Drawdown Depth (%) -25.52 -23.84
Start to Recovery (months) 24 14
Longest Drawdown Depth (%) -25.52 -18.06
Start to Recovery (months) 24 24
Longest Negative Period (months) 34 42
RISK INDICATORS
Standard Deviation (%) 15.02 12.86
Sharpe Ratio 0.55 0.39
Sortino Ratio 0.73 0.51
Ulcer Index 7.23 5.88
Ratio: Return / Standard Deviation 0.67 0.53
Ratio: Return / Deepest Drawdown 0.39 0.29
Metrics calculated over the period 1 July 2015 - 30 June 2025
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All Country World Stocks Aggressive Global Income
Author The Lazy Team
ASSET ALLOCATION
Stocks 100% 80%
Fixed Income 0% 20%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 8.05 8.93
Infl. Adjusted (%) 5.40 6.26
DRAWDOWN
Deepest Drawdown Depth (%) -55.18 -52.63
Start to Recovery (months) 69 42
Longest Drawdown Depth (%) -55.18 -27.39
Start to Recovery (months) 69 46
Longest Negative Period (months) 132 110
RISK INDICATORS
Standard Deviation (%) 15.76 14.48
Sharpe Ratio 0.37 0.46
Sortino Ratio 0.49 0.62
Ulcer Index 15.84 10.90
Ratio: Return / Standard Deviation 0.51 0.62
Ratio: Return / Deepest Drawdown 0.15 0.17
Metrics calculated over the period 1 July 1995 - 30 June 2025
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All Country World Stocks Aggressive Global Income
Author The Lazy Team
ASSET ALLOCATION
Stocks 100% 80%
Fixed Income 0% 20%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 10.44 11.38
Infl. Adjusted (%) 6.59 7.51
DRAWDOWN
Deepest Drawdown Depth (%) -55.18 -52.63
Start to Recovery (months) 69 42
Longest Drawdown Depth (%) -55.18 -27.39
Start to Recovery (months) 69 46
Longest Negative Period (months) 132 110
RISK INDICATORS
Standard Deviation (%) 15.37 13.75
Sharpe Ratio 0.40 0.52
Sortino Ratio 0.54 0.70
Ulcer Index 13.03 8.96
Ratio: Return / Standard Deviation 0.68 0.83
Ratio: Return / Deepest Drawdown 0.19 0.22
Metrics calculated over the period 1 January 1976 - 30 June 2025
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Drawdowns

A drawdown refers to the decline in value from a relative peak value to a relative trough. A maximum drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained.

DRAWDOWN COMPARISON
Period: 1 July 1995 - 30 June 2025 (30 years)
Period: 1 January 1976 - 30 June 2025 (~50 years)
30 Years
(1995/07 - 2025/06)

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All Country World Stocks Aggressive Global Income
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-55.18 69 Nov 2007
Jul 2013
-52.63 42 Nov 2007
Apr 2011
-46.45 61 Sep 2000
Sep 2005
-27.39 46 Mar 2000
Dec 2003
-25.52 24 Jan 2022
Dec 2023
-23.84 14 Jan 2020
Feb 2021
-22.15 8 Jan 2020
Aug 2020
-18.06 24 Jan 2022
Dec 2023
-17.13 17 May 2011
Sep 2012
-16.58 5 Jul 1998
Nov 1998
-15.46 14 May 1998
Jun 1999
-14.45 21 Feb 2018
Oct 2019
-13.76 19 Jun 2015
Dec 2016
-13.63 15 May 2015
Jul 2016
-9.93 15 Feb 2018
Apr 2019

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All Country World Stocks Aggressive Global Income
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-55.18 69 Nov 2007
Jul 2013
-52.63 42 Nov 2007
Apr 2011
-46.45 61 Sep 2000
Sep 2005
-27.39 46 Mar 2000
Dec 2003
-26.12 17 Sep 1987
Jan 1989
-25.52 24 Jan 2022
Dec 2023
-24.26 43 Sep 1989
Mar 1993
-23.84 14 Jan 2020
Feb 2021
-22.15 8 Jan 2020
Aug 2020
-21.38 17 Sep 1987
Jan 1989
-21.07 24 Dec 1980
Nov 1982
-19.23 17 Jan 1990
May 1991
-18.06 24 Jan 2022
Dec 2023
-17.13 17 May 2011
Sep 2012
-16.58 5 Jul 1998
Nov 1998

Rolling Returns

By selecting the 'Rolling Period', the chart and data will update. To study a different date range, change the Simulation Settings.

You can explore the Rolling Returns for a single portfolio, or check the return differential, by switching on "Head To Head" toggle.

Rolling Returns Comparison
Annualized Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 January 1976 - 30 June 2025 (~50 years)


Head To Head (Ptf 1 vs Ptf 2):
US Inflation Adjusted:

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Yearly Returns

For each year, the following table provides the return and intra-year drawdown. The highlighted returns represent the highest values for that specific year.

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All Country World Stocks Aggressive Global Income
Year Return
(%)		 Drawdown
(%)		 Return
(%)		 Drawdown
(%)
2025
 10.28 -3.92 8.44 -0.60
2024
 16.49 -3.58 9.62 -4.45
2023
 22.03 -9.69 11.91 -7.58
2022
 -18.01 -25.52 -8.43 -18.06
2021
 18.27 -4.10 17.07 -3.13
2020
 16.61 -22.15 -1.13 -23.84
2019
 26.82 -5.97 19.97 -4.74
2018
 -9.76 -14.45 -8.07 -9.93
2017
 24.49 0.00 13.53 -0.18
2016
 8.51 -6.91 18.29 -3.34
2015
 -1.86 -11.65 -6.99 -13.07
2014
 3.67 -4.44 3.96 -4.21
2013
 22.95 -3.20 19.30 -3.15
2012
 17.12 -10.01 12.95 -7.73
2011
 -7.50 -21.87 0.62 -17.13
2010
 13.08 -12.80 14.37 -10.71
2009
 32.65 -19.35 33.97 -22.88
2008
 -42.31 -42.46 -34.21 -38.73
2007
 12.23 -3.69 3.78 -6.63
2006
 22.32 -2.45 21.69 -3.86
2005
 11.83 -2.46 12.70 -5.15
2004
 16.95 -2.64 16.76 -2.82
2003
 36.08 -2.46 32.98 -2.92
2002
 -18.93 -26.51 -7.54 -18.13
2001
 -16.14 -25.94 -4.83 -16.72
2000
 -11.41 -14.09 -0.62 -14.41
1999
 26.30 -4.32 48.88 -3.02
1998
 22.57 -16.58 8.84 -15.46
1997
 15.14 -7.16 18.82 -3.75
1996
 13.05 -5.44 13.71 -4.27
1995
 19.28 -1.67 24.10 -1.27
1994
 5.70 -6.11 2.10 -5.06
1993
 24.75 -1.19 19.15 -4.01
1992
 -4.32 -7.14 3.24 -3.34
1991
 19.77 -6.88 24.91 -4.27
1990
 -16.58 -22.62 -13.87 -19.23
1989
 17.52 -4.87 17.94 -3.26
1988
 23.86 -2.72 21.28 -3.17
1987
 16.65 -26.12 8.36 -21.38
1986
 42.65 -5.84 32.40 -3.91
1985
 41.65 -2.26 37.47 -2.20
1984
 5.68 -7.06 6.06 -6.93
1983
 23.14 -3.10 24.33 -2.44
1982
 11.14 -15.33 20.53 -7.77
1981
 -3.39 -11.40 4.76 -9.45
1980
 27.59 -10.22 21.29 -11.49
1979
 12.57 -7.36 17.54 -7.85
1978
 18.11 -7.38 14.65 -8.85
1977
 1.91 -5.11 10.80 -1.85
1976
 14.60 -3.44 24.53 -1.62
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