Data Source: from January 1970 to June 2026
Consolidated Returns as of 30 June 2026

Managing the All Country World Stocks Portfolio with a yearly rebalancing, you would have obtained a 8.39% compound annual return in the last 30 Years.

With a quarterly rebalancing, over the same period, the return would have been 8.39%.

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 Stocks Portfolio guaranteed the following returns.

ALL COUNTRY WORLD STOCKS PORTFOLIO RETURNS
Period: January 1970 - 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
(~57Y)
No Rebalancing 24.26 (0) 10.87 (0) 12.81 (0) 8.39 (0) 9.94 (0)
Yearly Rebalancing 24.26 (1) 10.87 (5) 12.81 (10) 8.39 (30) 9.94 (57)
Half Yearly Rebalancing 24.26 (2) 10.87 (10) 12.81 (20) 8.39 (60) 9.94 (113)
Quarterly Rebalancing 24.26 (4) 10.87 (20) 12.81 (40) 8.39 (120) 9.94 (226)
5% Tolerance per asset 24.26 (0) 10.87 (0) 12.81 (0) 8.39 (0) 9.94 (0)
10% Tolerance per asset 24.26 (0) 10.87 (0) 12.81 (0) 8.39 (0) 9.94 (0)

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

Performances as of Jun 30, 2026

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

ALL COUNTRY WORLD STOCKS PORTFOLIO PERFORMANCES
Period: January 1970 - 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 9.94 (0) 15.59 0.64 -55.18 0.18
Yearly Rebalancing 9.94 (57) 15.59 0.64 -55.18 0.18
Half Yearly Rebalancing 9.94 (113) 15.59 0.64 -55.18 0.18
Quarterly Rebalancing 9.94 (226) 15.59 0.64 -55.18 0.18
5% Tolerance per asset 9.94 (0) 15.59 0.64 -55.18 0.18
10% Tolerance per asset 9.94 (0) 15.59 0.64 -55.18 0.18
(*) Since Jan 1970 (~57 yrs) | Annualized Returns (and number of rebalances)

Drawdowns as of Jun 30, 2026

Historical Drawdowns of All Country World Stocks Portfolio, after implementing different rebalancing strategies.

ALL COUNTRY WORLD STOCKS PORTFOLIO DRAWDOWNS
Period: January 1970 - June 2026
Swipe left to see all data
Rebalancing
Tolerance per asset
No Rebalancing Yearly Half Yearly Quarterly 5% 10%
-55.18
Nov 2007 - Jul 2013
-55.18
Nov 2007 - Jul 2013
-55.18
Nov 2007 - Jul 2013
-55.18
Nov 2007 - Jul 2013
-55.18
Nov 2007 - Jul 2013
-55.18
Nov 2007 - Jul 2013
-46.45
Sep 2000 - Sep 2005
-46.45
Sep 2000 - Sep 2005
-46.45
Sep 2000 - Sep 2005
-46.45
Sep 2000 - Sep 2005
-46.45
Sep 2000 - Sep 2005
-46.45
Sep 2000 - Sep 2005
-42.30
Jan 1973 - Dec 1977
-42.30
Jan 1973 - Dec 1977
-42.30
Jan 1973 - Dec 1977
-42.30
Jan 1973 - Dec 1977
-42.30
Jan 1973 - Dec 1977
-42.30
Jan 1973 - Dec 1977
-26.12
Sep 1987 - Jan 1989
-26.12
Sep 1987 - Jan 1989
-26.12
Sep 1987 - Jan 1989
-26.12
Sep 1987 - Jan 1989
-26.12
Sep 1987 - Jan 1989
-26.12
Sep 1987 - Jan 1989
-25.52
Jan 2022 - Dec 2023
-25.52
Jan 2022 - Dec 2023
-25.52
Jan 2022 - Dec 2023
-25.52
Jan 2022 - Dec 2023
-25.52
Jan 2022 - Dec 2023
-25.52
Jan 2022 - Dec 2023
5 Worst Drawdowns - Average
-39.12 -39.12 -39.12 -39.12 -39.12 -39.12
10 Worst Drawdowns - Average
-30.21 -30.21 -30.21 -30.21 -30.21 -30.21

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