Data Source: from January 1972 to June 2026
Consolidated Returns as of 30 June 2026

Managing the Developed World Stocks To GBP Portfolio with a yearly rebalancing, you would have obtained a 8.61% compound annual return in the last 30 Years.

With a quarterly rebalancing, over the same period, the return would have been 8.61%.

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 Developed World Stocks To GBP Portfolio guaranteed the following returns.

DEVELOPED WORLD STOCKS TO GBP PORTFOLIO RETURNS
Period: January 1972 - 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
(~55Y)
No Rebalancing 25.43 (0) 12.40 (0) 13.26 (0) 8.61 (0) 10.88 (0)
Yearly Rebalancing 25.43 (1) 12.40 (5) 13.26 (10) 8.61 (30) 10.88 (55)
Half Yearly Rebalancing 25.43 (2) 12.40 (10) 13.26 (20) 8.61 (60) 10.88 (109)
Quarterly Rebalancing 25.43 (4) 12.40 (20) 13.26 (40) 8.61 (120) 10.88 (218)
5% Tolerance per asset 25.43 (0) 12.40 (0) 13.26 (0) 8.61 (0) 10.88 (0)
10% Tolerance per asset 25.43 (0) 12.40 (0) 13.26 (0) 8.61 (0) 10.88 (0)

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

Performances as of Jun 30, 2026

Historical returns and stats of Developed World Stocks To GBP Portfolio, after implementing different rebalancing strategies.

DEVELOPED WORLD STOCKS TO GBP PORTFOLIO PERFORMANCES
Period: January 1972 - 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 10.88 (0) 14.31 0.76 -49.59 0.22
Yearly Rebalancing 10.88 (55) 14.31 0.76 -49.59 0.22
Half Yearly Rebalancing 10.88 (109) 14.31 0.76 -49.59 0.22
Quarterly Rebalancing 10.88 (218) 14.31 0.76 -49.59 0.22
5% Tolerance per asset 10.88 (0) 14.31 0.76 -49.59 0.22
10% Tolerance per asset 10.88 (0) 14.31 0.76 -49.59 0.22
(*) Since Jan 1972 (~55 yrs) | Annualized Returns (and number of rebalances)

Drawdowns as of Jun 30, 2026

Historical Drawdowns of Developed World Stocks To GBP Portfolio, after implementing different rebalancing strategies.

DEVELOPED WORLD STOCKS TO GBP PORTFOLIO DRAWDOWNS
Period: January 1972 - June 2026
Swipe left to see all data
Rebalancing
Tolerance per asset
No Rebalancing Yearly Half Yearly Quarterly 5% 10%
-49.59
Sep 2000 - Dec 2010
-49.59
Sep 2000 - Dec 2010
-49.59
Sep 2000 - Dec 2010
-49.59
Sep 2000 - Dec 2010
-49.59
Sep 2000 - Dec 2010
-49.59
Sep 2000 - Dec 2010
-34.99
Jan 1990 - Jan 1993
-34.99
Jan 1990 - Jan 1993
-34.99
Jan 1990 - Jan 1993
-34.99
Jan 1990 - Jan 1993
-34.99
Jan 1990 - Jan 1993
-34.99
Jan 1990 - Jan 1993
-29.10
Sep 1987 - Mar 1989
-29.10
Sep 1987 - Mar 1989
-29.10
Sep 1987 - Mar 1989
-29.10
Sep 1987 - Mar 1989
-29.10
Sep 1987 - Mar 1989
-29.10
Sep 1987 - Mar 1989
-27.33
Nov 1973 - Apr 1975
-27.33
Nov 1973 - Apr 1975
-27.33
Nov 1973 - Apr 1975
-27.33
Nov 1973 - Apr 1975
-27.33
Nov 1973 - Apr 1975
-27.33
Nov 1973 - Apr 1975
-15.84
Aug 1998 - Nov 1998
-15.84
Aug 1998 - Nov 1998
-15.84
Aug 1998 - Nov 1998
-15.84
Aug 1998 - Nov 1998
-15.84
Aug 1998 - Nov 1998
-15.84
Aug 1998 - Nov 1998
5 Worst Drawdowns - Average
-31.37 -31.37 -31.37 -31.37 -31.37 -31.37
10 Worst Drawdowns - Average
-22.39 -22.39 -22.39 -22.39 -22.39 -22.39

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