Technology Portfolio vs The Lazy Team Aggressive Global Income Portfolio Portfolio Comparison

Simulation Settings

Period: January 1976 - February 2026 (~50 years)
Consolidated Returns as of 28 February 2026

Initial Amount: 1$

Rebalancing: at every Jan 1^st

Currency: USD

Inflation: US

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Results

30 Years
(1996/03 - 2026/02)

All Data
(1976/01 - 2026/02)

Inflation Adjusted:

Technology Portfolio

1.00$
Invested Capital
March 1996
46.85$
Final Capital
February 2026
13.68%
Yearly Return
23.99%
Std Deviation
-81.08%
Max Drawdown
175months
Recovery Period

1.00$
Invested Capital
March 1996
22.17$
Final Capital
February 2026
10.88%
Yearly Return
23.99%
Std Deviation
-82.10%
Max Drawdown
206months
Recovery Period

1.00$
Invested Capital
January 1976
952.20$
Final Capital
February 2026
14.65%
Yearly Return
22.37%
Std Deviation
-81.08%
Max Drawdown
175months
Recovery Period

1.00$
Invested Capital
January 1976
161.63$
Final Capital
February 2026
10.67%
Yearly Return
22.37%
Std Deviation
-82.10%
Max Drawdown
206months
Recovery Period

The Lazy Team Aggressive Global Income Portfolio

1.00$
Invested Capital
March 1996
13.15$
Final Capital
February 2026
8.97%
Yearly Return
14.49%
Std Deviation
-52.63%
Max Drawdown
42months
Recovery Period

1.00$
Invested Capital
March 1996
6.22$
Final Capital
February 2026
6.28%
Yearly Return
14.49%
Std Deviation
-53.41%
Max Drawdown
63months
Recovery Period

1.00$
Invested Capital
January 1976
239.22$
Final Capital
February 2026
11.54%
Yearly Return
13.69%
Std Deviation
-52.63%
Max Drawdown
42months
Recovery Period

1.00$
Invested Capital
January 1976
40.61$
Final Capital
February 2026
7.66%
Yearly Return
13.69%
Std Deviation
-53.41%
Max Drawdown
63months
Recovery Period

As of February 2026, in the previous 30 Years, the Technology Portfolio obtained a 13.68% compound annual return, with a 23.99% standard deviation. It suffered a maximum drawdown of -81.08% that required 175 months to be recovered.

As of February 2026, in the previous 30 Years, the The Lazy Team Aggressive Global Income Portfolio obtained a 8.97% compound annual return, with a 14.49% standard deviation. It suffered a maximum drawdown of -52.63% that required 42 months to be recovered.

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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.

Resources & Extras

Asset Allocations and ETFs

The compared portfolios have the following asset allocations.

Technology Portfolio

Weight (%)	Ticker	Name
100.00	QQQ	Invesco QQQ Trust

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 Feb 28, 2026

Returns are calculated in USD, assuming:

no fees or capital gain taxes.
rebalancing: at every Jan 1^st.
dividend reinvestment, when applicable.

Return Comparison

Capital Growth

30 Years
(1996/03 - 2026/02)

All Data
(1976/01 - 2026/02)

Inflation Adjusted:

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	Initial Amount $	Final Amount $	Total Return (%)	Annualized (%)
Technology	1 $	46.85 $	4 585.02%	13.68%
Aggressive Global Income The Lazy Team	1 $	13.15 $	1 215.15%	8.97%
	Mar 1996	Feb 2026

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	Initial Amount $	Final Amount $	Total Return (%)	Annualized (%)
Technology	1 $	22.17 $	2 117.04%	10.88%
Aggressive Global Income The Lazy Team	1 $	6.22 $	522.35%	6.28%
	Mar 1996	Feb 2026

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	Initial Amount $	Final Amount $	Total Return (%)	Annualized (%)
Technology	1 $	952.20 $	95 119.66%	14.65%
Aggressive Global Income The Lazy Team	1 $	239.22 $	23 822.38%	11.54%
	Jan 1976	Feb 2026

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	Initial Amount $	Final Amount $	Total Return (%)	Annualized (%)
Technology	1 $	161.63 $	16 063.39%	10.67%
Aggressive Global Income The Lazy Team	1 $	40.61 $	3 960.79%	7.66%
	Jan 1976	Feb 2026

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		Return (%) as of Feb 28, 2026
		YTD (2M)	1M	6M	1Y	5Y	10Y	30Y	MAX (~50Y)
	Technology -- Market Benchmark	-1.14	-2.34	6.73	20.11	14.78	20.34	13.68	14.65
	Aggressive Global Income The Lazy Team	7.93	3.91	11.30	21.22	9.80	9.50	8.97	11.54
Returns over 1 year are annualized.

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Portfolio Metrics as of Feb 28, 2026

The following metrics, updated as of 28 February 2026, provide an overview of performance and risk, with the best value in each row highlighted within the table.

METRIC COMPARISON

Period: 1 March 2025 - 28 February 2026 (1 year)

Period: 1 March 2021 - 28 February 2026 (5 years)

Period: 1 March 2016 - 28 February 2026 (10 years)

Period: 1 March 1996 - 28 February 2026 (30 years)

Period: 1 January 1976 - 28 February 2026 (~50 years)

1 Year

5 Years

10 Years

30 Years

All (1976/01 - 2026/02)

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	Technology	Aggressive Global Income
Author		The Lazy Team
ASSET ALLOCATION
Stocks	100%	80%
Fixed Income	0%	20%
Commodities	0%	0%
PERFORMANCES
Annualized Return (%)	20.11	21.22
Infl. Adjusted (%)	17.29	18.37
DRAWDOWN
Deepest Drawdown Depth (%)	-7.59	-0.67
Start to Recovery (months)	3	2
Longest Drawdown Depth (%)	-3.34	-0.60
Start to Recovery (months)	4*	3
Longest Negative Period (months)	4*	2
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS
Standard Deviation (%)	14.87	6.23
Sharpe Ratio	1.08	2.76
Sortino Ratio	1.49	3.94
Ulcer Index	3.00	0.30
Ratio: Return / Standard Deviation	1.35	3.41
Ratio: Return / Deepest Drawdown	2.65	31.45
Metrics calculated over the period 1 March 2025 - 28 February 2026

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	Technology	Aggressive Global Income
Author		The Lazy Team
ASSET ALLOCATION
Stocks	100%	80%
Fixed Income	0%	20%
Commodities	0%	0%
PERFORMANCES
Annualized Return (%)	14.78	9.80
Infl. Adjusted (%)	9.90	5.13
DRAWDOWN
Deepest Drawdown Depth (%)	-32.58	-18.06
Start to Recovery (months)	24	24
Longest Drawdown Depth (%)	-32.58	-18.06
Start to Recovery (months)	24	24
Longest Negative Period (months)	27	31
RISK INDICATORS
Standard Deviation (%)	19.22	12.12
Sharpe Ratio	0.60	0.54
Sortino Ratio	0.80	0.74
Ulcer Index	12.46	4.67
Ratio: Return / Standard Deviation	0.77	0.81
Ratio: Return / Deepest Drawdown	0.45	0.54
Metrics calculated over the period 1 March 2021 - 28 February 2026

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	Technology	Aggressive Global Income
Author		The Lazy Team
ASSET ALLOCATION
Stocks	100%	80%
Fixed Income	0%	20%
Commodities	0%	0%
PERFORMANCES
Annualized Return (%)	20.34	9.50
Infl. Adjusted (%)	16.53	6.03
DRAWDOWN
Deepest Drawdown Depth (%)	-32.58	-23.84
Start to Recovery (months)	24	14
Longest Drawdown Depth (%)	-32.58	-18.06
Start to Recovery (months)	24	24
Longest Negative Period (months)	28	42
RISK INDICATORS
Standard Deviation (%)	18.13	12.55
Sharpe Ratio	1.01	0.59
Sortino Ratio	1.35	0.77
Ulcer Index	9.33	5.53
Ratio: Return / Standard Deviation	1.12	0.76
Ratio: Return / Deepest Drawdown	0.62	0.40
Metrics calculated over the period 1 March 2016 - 28 February 2026

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	Technology	Aggressive Global Income
Author		The Lazy Team
ASSET ALLOCATION
Stocks	100%	80%
Fixed Income	0%	20%
Commodities	0%	0%
PERFORMANCES
Annualized Return (%)	13.68	8.97
Infl. Adjusted (%)	10.88	6.28
DRAWDOWN
Deepest Drawdown Depth (%)	-81.08	-52.63
Start to Recovery (months)	175	42
Longest Drawdown Depth (%)	-81.08	-27.39
Start to Recovery (months)	175	46
Longest Negative Period (months)	174	110
RISK INDICATORS
Standard Deviation (%)	23.99	14.49
Sharpe Ratio	0.48	0.46
Sortino Ratio	0.65	0.63
Ulcer Index	39.57	10.90
Ratio: Return / Standard Deviation	0.57	0.62
Ratio: Return / Deepest Drawdown	0.17	0.17
Metrics calculated over the period 1 March 1996 - 28 February 2026

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	Technology	Aggressive Global Income
Author		The Lazy Team
ASSET ALLOCATION
Stocks	100%	80%
Fixed Income	0%	20%
Commodities	0%	0%
PERFORMANCES
Annualized Return (%)	14.65	11.54
Infl. Adjusted (%)	10.67	7.66
DRAWDOWN
Deepest Drawdown Depth (%)	-81.08	-52.63
Start to Recovery (months)	175	42
Longest Drawdown Depth (%)	-81.08	-27.39
Start to Recovery (months)	175	46
Longest Negative Period (months)	174	110
RISK INDICATORS
Standard Deviation (%)	22.37	13.69
Sharpe Ratio	0.47	0.53
Sortino Ratio	0.63	0.72
Ulcer Index	31.31	8.90
Ratio: Return / Standard Deviation	0.65	0.84
Ratio: Return / Deepest Drawdown	0.18	0.22
Metrics calculated over the period 1 January 1976 - 28 February 2026

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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 March 1996 - 28 February 2026 (30 years)

Period: 1 January 1976 - 28 February 2026 (~50 years)

30 Years
(1996/03 - 2026/02)

Chart Table

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Technology			Aggressive Global Income
Drawdown (%)	Recovery (#Months)	From To	Drawdown (%)	Recovery (#Months)	From To
-81.08	175	Apr 2000 Oct 2014
			-52.63	42	Nov 2007 Apr 2011
-32.58	24	Jan 2022 Dec 2023
			-27.39	46	Mar 2000 Dec 2003
			-23.84	14	Jan 2020 Feb 2021
			-18.06	24	Jan 2022 Dec 2023
-17.20	3	Aug 1998 Oct 1998
			-17.13	17	May 2011 Sep 2012
-16.96	8	Sep 2018 Apr 2019
			-15.46	14	May 1998 Jun 1999
			-13.63	15	May 2015 Jul 2016
-13.51	4	Feb 1997 May 1997
-12.90	3	Feb 2020 Apr 2020
-10.50	7	Aug 1997 Feb 1998
-10.08	5	Feb 2025 Jun 2025

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Technology			Aggressive Global Income
Drawdown (%)	Recovery (#Months)	From To	Drawdown (%)	Recovery (#Months)	From To
-81.08	175	Apr 2000 Oct 2014
			-52.63	42	Nov 2007 Apr 2011
-34.57	21	Sep 1987 May 1989
-32.58	24	Jan 2022 Dec 2023
-27.93	29	Jul 1983 Nov 1985
-27.64	8	Jul 1990 Feb 1991
			-27.39	46	Mar 2000 Dec 2003
-25.11	18	Jun 1981 Nov 1982
			-23.84	14	Jan 2020 Feb 2021
			-21.38	17	Sep 1987 Jan 1989
			-19.23	17	Jan 1990 May 1991
-19.01	6	Feb 1980 Jul 1980
			-18.06	24	Jan 2022 Dec 2023
-17.69	10	Sep 1978 Jun 1979
-17.20	3	Aug 1998 Oct 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 - 28 February 2026 (~50 years)

Rolling Period:

Technology
Aggressive Global Income

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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	Technology		Aggressive Global Income
Year	Return (%)	Drawdown (%)	Return (%)	Drawdown (%)
2026	-1.14	-2.34	7.93	0.00
2025	20.77	-10.08	15.88	-0.67
2024	25.58	-4.37	9.62	-4.45
2023	54.86	-8.42	11.91	-7.58
2022	-32.58	-32.58	-8.43	-18.06
2021	27.42	-5.68	17.07	-3.13
2020	48.40	-12.90	-1.13	-23.84
2019	38.96	-8.23	19.97	-4.74
2018	-0.12	-16.96	-8.07	-9.93
2017	32.66	-2.32	13.53	-0.18
2016	7.10	-8.37	18.29	-3.34
2015	9.45	-8.88	-6.99	-13.07
2014	19.18	-3.04	3.96	-4.21
2013	36.63	-2.39	19.30	-3.15
2012	18.12	-8.13	12.95	-7.73
2011	3.47	-10.79	0.62	-17.13
2010	20.14	-12.93	14.37	-10.71
2009	54.68	-7.43	33.97	-22.88
2008	-41.73	-43.03	-34.21	-38.73
2007	19.02	-6.83	3.78	-6.63
2006	7.14	-11.54	21.69	-3.86
2005	1.57	-12.37	12.70	-5.15
2004	10.54	-9.86	16.76	-2.82
2003	49.67	-2.90	32.98	-2.92
2002	-37.37	-46.75	-7.54	-18.13
2001	-33.34	-54.93	-4.83	-16.72
2000	-36.11	-46.69	-0.62	-14.41
1999	101.95	-9.49	48.88	-3.02
1998	85.30	-17.20	8.84	-15.46
1997	20.63	-13.51	18.82	-3.75
1996	42.54	-8.14	13.71	-4.27
1995	42.54	-3.77	24.10	-1.27
1994	1.50	-12.97	2.10	-5.06
1993	10.58	-8.26	19.15	-4.01
1992	8.86	-13.48	3.24	-3.34
1991	64.99	-8.89	24.91	-4.27
1990	-10.41	-27.64	-13.87	-19.23
1989	26.17	-4.64	17.94	-3.26
1988	13.54	-10.50	21.28	-3.17
1987	10.50	-34.57	8.36	-21.38
1986	6.89	-15.73	32.40	-3.91
1985	35.61	-6.97	37.47	-2.20
1984	-11.31	-17.55	6.06	-6.93
1983	19.87	-13.85	24.33	-2.44
1982	18.67	-14.55	20.53	-7.77
1981	-3.21	-19.44	4.76	-9.45
1980	33.88	-19.01	21.29	-11.49
1979	28.11	-9.91	17.54	-7.85
1978	12.31	-17.69	14.65	-8.85
1977	7.33	-3.83	10.80	-1.85
1976	26.10	-2.85	24.53	-1.62

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Table of contents

Resources & Extras

Asset Allocations and ETFs

Portfolio Returns as of Feb 28, 2026

Portfolio Metrics as of Feb 28, 2026

Drawdowns

Rolling Returns

Yearly Returns