As of June 2026, in the previous 30 Years, the The Lazy Team Aggressive Global Income Portfolio obtained a 8.88% compound annual return, with a 14.52% standard deviation. It suffered a maximum drawdown of -52.63% that required 42 months to be recovered.

As of June 2026, in the previous 30 Years, the Technology Portfolio obtained a 14.10% compound annual return, with a 24.16% standard deviation. It suffered a maximum drawdown of -81.08% that required 175 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.

Table of contents

Asset Allocations and ETFs

The compared portfolios have the following asset allocations.

The Lazy Team
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
Technology Portfolio
Weight
(%)		 Ticker Name
100.00
QQQ
Invesco QQQ Trust

Portfolio Returns as of Jun 30, 2026

Return Comparison
Capital Growth
Inflation Adj:
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Return (%) as of Jun 30, 2026
YTD
(6M) 		1M 6M 1Y 5Y 10Y 30Y MAX
(~51Y)
https://www.lazyportfolioetf.com/wp-content/lzp-assets/img/author/avatar_lzp.webp Aggressive Global Income
The Lazy Team 		10.31 1.12 10.31 17.89 8.40 8.51 8.88 11.50
https://www.lazyportfolioetf.com/wp-content/lzp-assets/img/author/avatar_us_author.webp Technology
-- Market Benchmark 		20.16 -0.15 20.16 34.14 16.44 22.06 14.10 14.99
Returns over 1 year are annualized.

Portfolio Metrics as of Jun 30, 2026

The following metrics, updated as of 30 June 2026, provide an overview of performance and risk, with the best value in each row highlighted within the table.

METRIC COMPARISON
1Y
5Y
10Y
30Y
MAX
Period: ()
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Aggressive Global Income Technology
Author The Lazy Team
ASSET ALLOCATION
Stocks 80% 100%
Fixed Income 20% 0%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 17.89 34.14
Infl. Adjusted (%) 13.48 29.12
DRAWDOWN
Deepest Drawdown Depth (%) -3.73 -8.01
Start to Recovery (months) 2 6
Longest Drawdown Depth (%) -0.48 -8.01
Start to Recovery (months) 2 6
Longest Negative Period (months) 2 6
RISK INDICATORS
Standard Deviation (%) 8.20 19.16
Sharpe Ratio 1.72 1.58
Sortino Ratio 2.32 2.75
Ulcer Index 1.06 2.54
Ratio: Return / Standard Deviation 2.18 1.78
Ratio: Return / Deepest Drawdown 4.80 4.26
Metrics calculated over the period 1 July 2025 - 30 June 2026
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Aggressive Global Income Technology
Author The Lazy Team
ASSET ALLOCATION
Stocks 80% 100%
Fixed Income 20% 0%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 8.40 16.44
Infl. Adjusted (%) 3.93 11.65
DRAWDOWN
Deepest Drawdown Depth (%) -18.06 -32.58
Start to Recovery (months) 24 24
Longest Drawdown Depth (%) -18.06 -32.58
Start to Recovery (months) 24 24
Longest Negative Period (months) 28 27
RISK INDICATORS
Standard Deviation (%) 12.18 20.62
Sharpe Ratio 0.40 0.63
Sortino Ratio 0.56 0.87
Ulcer Index 4.69 12.50
Ratio: Return / Standard Deviation 0.69 0.80
Ratio: Return / Deepest Drawdown 0.46 0.50
Metrics calculated over the period 1 July 2021 - 30 June 2026
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Aggressive Global Income Technology
Author The Lazy Team
ASSET ALLOCATION
Stocks 80% 100%
Fixed Income 20% 0%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 8.51 22.06
Infl. Adjusted (%) 4.99 18.10
DRAWDOWN
Deepest Drawdown Depth (%) -23.84 -32.58
Start to Recovery (months) 14 24
Longest Drawdown Depth (%) -18.06 -32.58
Start to Recovery (months) 24 24
Longest Negative Period (months) 42 28
RISK INDICATORS
Standard Deviation (%) 12.48 18.79
Sharpe Ratio 0.50 1.06
Sortino Ratio 0.66 1.44
Ulcer Index 5.54 9.35
Ratio: Return / Standard Deviation 0.68 1.17
Ratio: Return / Deepest Drawdown 0.36 0.68
Metrics calculated over the period 1 July 2016 - 30 June 2026
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Aggressive Global Income Technology
Author The Lazy Team
ASSET ALLOCATION
Stocks 80% 100%
Fixed Income 20% 0%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 8.88 14.10
Infl. Adjusted (%) 6.17 11.26
DRAWDOWN
Deepest Drawdown Depth (%) -52.63 -81.08
Start to Recovery (months) 42 175
Longest Drawdown Depth (%) -27.39 -81.08
Start to Recovery (months) 46 175
Longest Negative Period (months) 110 174
RISK INDICATORS
Standard Deviation (%) 14.52 24.16
Sharpe Ratio 0.46 0.49
Sortino Ratio 0.62 0.67
Ulcer Index 10.90 39.57
Ratio: Return / Standard Deviation 0.61 0.58
Ratio: Return / Deepest Drawdown 0.17 0.17
Metrics calculated over the period 1 July 1996 - 30 June 2026
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Aggressive Global Income Technology
Author The Lazy Team
ASSET ALLOCATION
Stocks 80% 100%
Fixed Income 20% 0%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 11.50 14.99
Infl. Adjusted (%) 7.61 10.98
DRAWDOWN
Deepest Drawdown Depth (%) -52.63 -81.08
Start to Recovery (months) 42 175
Longest Drawdown Depth (%) -27.39 -81.08
Start to Recovery (months) 46 175
Longest Negative Period (months) 110 174
RISK INDICATORS
Standard Deviation (%) 13.67 22.44
Sharpe Ratio 0.53 0.48
Sortino Ratio 0.72 0.65
Ulcer Index 8.87 31.21
Ratio: Return / Standard Deviation 0.84 0.67
Ratio: Return / Deepest Drawdown 0.22 0.18
Metrics calculated over the period 1 January 1976 - 30 June 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
Inflation Adj:

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

Time to Target

What it shows: Months to reach your target capital from each historical entry point, accounting for your initial investment and periodic contributions.

Time to Target Comparison
Time to reach your Target Capital

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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Aggressive Global Income Technology
Year Return
(%)		 Drawdown
(%)		 Return
(%)		 Drawdown
(%)
2026
 10.31 -3.73 20.16 -7.07
2025
 15.88 -0.67 20.77 -10.08
2024
 9.62 -4.45 25.58 -4.37
2023
 11.91 -7.58 54.86 -8.42
2022
 -8.43 -18.06 -32.58 -32.58
2021
 17.07 -3.13 27.42 -5.68
2020
 -1.13 -23.84 48.40 -12.90
2019
 19.97 -4.74 38.96 -8.23
2018
 -8.07 -9.93 -0.12 -16.96
2017
 13.53 -0.18 32.66 -2.32
2016
 18.29 -3.34 7.10 -8.37
2015
 -6.99 -13.07 9.45 -8.88
2014
 3.96 -4.21 19.18 -3.04
2013
 19.30 -3.15 36.63 -2.39
2012
 12.95 -7.73 18.12 -8.13
2011
 0.62 -17.13 3.47 -10.79
2010
 14.37 -10.71 20.14 -12.93
2009
 33.97 -22.88 54.68 -7.43
2008
 -34.21 -38.73 -41.73 -43.03
2007
 3.78 -6.63 19.02 -6.83
2006
 21.69 -3.86 7.14 -11.54
2005
 12.70 -5.15 1.57 -12.37
2004
 16.76 -2.82 10.54 -9.86
2003
 32.98 -2.92 49.67 -2.90
2002
 -7.54 -18.13 -37.37 -46.75
2001
 -4.83 -16.72 -33.34 -54.93
2000
 -0.62 -14.41 -36.11 -46.69
1999
 48.88 -3.02 101.95 -9.49
1998
 8.84 -15.46 85.30 -17.20
1997
 18.82 -3.75 20.63 -13.51
1996
 13.71 -4.27 42.54 -8.14
1995
 24.10 -1.27 42.54 -3.77
1994
 2.10 -5.06 1.50 -12.97
1993
 19.15 -4.01 10.58 -8.26
1992
 3.24 -3.34 8.86 -13.48
1991
 24.91 -4.27 64.99 -8.89
1990
 -13.87 -19.23 -10.41 -27.64
1989
 17.94 -3.26 26.17 -4.64
1988
 21.28 -3.17 13.54 -10.50
1987
 8.36 -21.38 10.50 -34.57
1986
 32.40 -3.91 6.89 -15.73
1985
 37.47 -2.20 35.61 -6.97
1984
 6.06 -6.93 -11.31 -17.55
1983
 24.33 -2.44 19.87 -13.85
1982
 20.53 -7.77 18.67 -14.55
1981
 4.76 -9.45 -3.21 -19.44
1980
 21.29 -11.49 33.88 -19.01
1979
 17.54 -7.85 28.11 -9.91
1978
 14.65 -8.85 12.31 -17.69
1977
 10.80 -1.85 7.33 -3.83
1976
 24.53 -1.62 26.10 -2.85
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Master ETF Investing & maximize profits with Lazy Portfolios & Passive Strategies.
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