Data Source: from January 1985 to June 2026
Consolidated Returns as of 30 June 2026

Managing the All Country World Bonds To GBP Portfolio with a yearly rebalancing, you would have obtained a 6.07% compound annual return in the last 30 Years.

With a quarterly rebalancing, over the same period, the return would have been 5.57%.

How do returns and drawdowns change, implementing different rebalancing strategies?

Rebalancing Strategies

In order to keep risk under control, you should rebalance assets quotes from time to time, so to keep them at the original percentage of the asset allocation.

Portfolio Returns as of Jun 30, 2026

Implementing different rebalancing strategies, the All Country World Bonds To GBP Portfolio guaranteed the following returns.

ALL COUNTRY WORLD BONDS TO GBP PORTFOLIO RETURNS
Period: January 1985 - June 2026
Annualized Returns
Swipe left to see all data
Return (%) and number of rebalances as of Jun 30, 2026
Rebalancing Strategy 1Y 5Y 10Y 30Y MAX
(~42Y)
No Rebalancing 10.54 (0) 1.92 (0) 2.25 (0) 6.07 (0) 6.54 (0)
Yearly Rebalancing 8.65 (1) 1.44 (5) 1.87 (10) 5.60 (30) 6.20 (42)
Half Yearly Rebalancing 8.62 (2) 1.45 (10) 1.88 (20) 5.57 (60) 6.18 (83)
Quarterly Rebalancing 8.61 (4) 1.45 (20) 1.90 (40) 5.59 (120) 6.20 (166)
5% Tolerance per asset 8.73 (0) 1.46 (0) 1.87 (0) 5.61 (4) 6.21 (4)
10% Tolerance per asset 8.65 (0) 1.47 (1) 1.93 (1) 5.72 (2) 6.29 (2)

In order to have complete information about the portfolio, please refer to the All Country World Bonds To GBP Portfolio: ETF allocation and returns page.

Performances as of Jun 30, 2026

Historical returns and stats of All Country World Bonds To GBP Portfolio, after implementing different rebalancing strategies.

ALL COUNTRY WORLD BONDS TO GBP PORTFOLIO PERFORMANCES
Period: January 1985 - June 2026
Swipe left to see all data
Standard Deviation
Max Drawdown (%)
Rebalancing Strategy Return % Std Dev(%) Ret. / Std Dev MaxDD(%) Ret. / MaxDD
No Rebalancing 6.54 (0) 10.20 0.64 -22.23 0.29
Yearly Rebalancing 6.20 (42) 10.06 0.62 -22.29 0.28
Half Yearly Rebalancing 6.18 (83) 10.06 0.61 -22.30 0.28
Quarterly Rebalancing 6.20 (166) 10.06 0.62 -22.29 0.28
5% Tolerance per asset 6.21 (4) 10.09 0.62 -22.23 0.28
10% Tolerance per asset 6.29 (2) 10.10 0.62 -22.23 0.28
(*) Since Jan 1985 (~42 yrs) | Annualized Returns (and number of rebalances)

Drawdowns as of Jun 30, 2026

Historical Drawdowns of All Country World Bonds To GBP Portfolio, after implementing different rebalancing strategies.

ALL COUNTRY WORLD BONDS TO GBP PORTFOLIO DRAWDOWNS
Period: January 1985 - June 2026
Swipe left to see all data
Rebalancing
Tolerance per asset
No Rebalancing Yearly Half Yearly Quarterly 5% 10%
-22.23
Nov 1986 - May 1989
-22.29
Nov 1986 - May 1989
-22.30
Nov 1986 - May 1989
-22.29
Nov 1986 - May 1989
-22.23
Nov 1986 - May 1989
-22.23
Nov 1986 - May 1989
-16.39
Dec 1989 - Mar 1991
-16.41
Dec 1989 - Mar 1991
-16.42
Dec 1989 - Mar 1991
-16.41
Dec 1989 - Mar 1991
-16.39
Dec 1989 - Mar 1991
-16.39
Dec 1989 - Mar 1991
-15.84
Mar 1985 - Aug 1986
-15.84
Mar 1985 - Aug 1986
-15.84
Mar 1985 - Aug 1986
-15.83
Mar 1985 - Aug 1986
-15.84
Mar 1985 - Aug 1986
-15.84
Mar 1985 - Aug 1986
-14.91
Jan 1994 - Aug 1995
-14.75
Jan 1994 - Aug 1995
-14.74
Jan 1994 - Aug 1995
-14.75
Jan 1994 - Aug 1995
-14.91
Jan 1994 - Aug 1995
-14.91
Jan 1994 - Aug 1995
-13.67
Sep 2019 - Jun 2026
-14.31
Jul 2020 - In progress
-14.18
Jul 2020 - In progress
-14.19
Jul 2020 - In progress
-14.27
Jul 2020 - In progress
-13.94
Jul 2020 - In progress
5 Worst Drawdowns - Average
-16.61 -16.72 -16.69 -16.70 -16.73 -16.66
10 Worst Drawdowns - Average
-13.74 -13.80 -13.81 -13.80 -13.81 -13.73

For a deeper insight, please refer to the All Country World Bonds To GBP Portfolio: ETF allocation and returns page.