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

Simulation Settings
Period: January 1979 - April 2025 (~46 years)
Consolidated Returns as of 30 April 2025
Rebalancing: at every Jan 1st
Currency: USD
Inflation: US
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Results
30 Years
All (since January 1979)
Inflation Adjusted:
The Lazy Team Aggressive Global Income Portfolio
1.00$
Initial Capital
May 1995
12.72$
Final Capital
April 2025
8.85%
Yearly Return
14.47%
Std Deviation
-52.63%
Max Drawdown
42months
Recovery Period
1.00$
Initial Capital
May 1995
6.04$
Final Capital
April 2025
6.18%
Yearly Return
14.47%
Std Deviation
-53.41%
Max Drawdown
63months
Recovery Period
1.00$
Initial Capital
January 1979
124.13$
Final Capital
April 2025
10.97%
Yearly Return
13.91%
Std Deviation
-52.63%
Max Drawdown
42months
Recovery Period
1.00$
Initial Capital
January 1979
26.36$
Final Capital
April 2025
7.32%
Yearly Return
13.91%
Std Deviation
-53.41%
Max Drawdown
63months
Recovery Period
Technology Portfolio
1.00$
Initial Capital
May 1995
48.48$
Final Capital
April 2025
13.81%
Yearly Return
24.00%
Std Deviation
-81.08%
Max Drawdown
175months
Recovery Period
1.00$
Initial Capital
May 1995
23.02$
Final Capital
April 2025
11.02%
Yearly Return
24.00%
Std Deviation
-82.10%
Max Drawdown
206months
Recovery Period
1.00$
Initial Capital
January 1979
488.73$
Final Capital
April 2025
14.30%
Yearly Return
22.86%
Std Deviation
-81.08%
Max Drawdown
175months
Recovery Period
1.00$
Initial Capital
January 1979
103.80$
Final Capital
April 2025
10.54%
Yearly Return
22.86%
Std Deviation
-82.10%
Max Drawdown
206months
Recovery Period

As of April 2025, in the previous 30 Years, the The Lazy Team Aggressive Global Income Portfolio obtained a 8.85% compound annual return, with a 14.47% standard deviation. It suffered a maximum drawdown of -52.63% that required 42 months to be recovered.

As of April 2025, in the previous 30 Years, the Technology Portfolio obtained a 13.81% compound annual return, with a 24.00% standard deviation. It suffered a maximum drawdown of -81.08% that required 175 months to be recovered.

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.
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Asset Allocations and ETFs

The compared portfolios have the following asset allocations.

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
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Portfolio Returns as of Apr 30, 2025

Returns are calculated in USD, assuming:
  • no fees or capital gain taxes.
  • rebalancing: at every Jan 1st.
  • dividend reinvestment, when applicable.
RETURN COMPARISON
Period: 1 January 1979 - 30 April 2025 (~46 years)
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Return (%) as of Apr 30, 2025
YTD
(4M) 		1M 6M 1Y 5Y 10Y 30Y MAX
(~46Y)
//www.lazyportfolioetf.com/wp-content/themes/dynamico-child/img/author/avatar_lzp.webp Aggressive Global Income
The Lazy Team 		2.76 0.20 2.46 12.78 10.22 5.86 8.85 10.97
//www.lazyportfolioetf.com/wp-content/themes/dynamico-child/img/author/avatar_us_author.webp Technology
-- Market Benchmark 		-6.86 1.40 -1.43 12.67 17.48 16.91 13.81 14.30
Return over 1 year are annualized.
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Capital Growth as of Apr 30, 2025

The Lazy Team Aggressive Global Income Portfolio: an investment of 1$, since May 1995, now would be worth 12.72$, with a total return of 1171.59% (8.85% annualized).

Technology Portfolio: an investment of 1$, since May 1995, now would be worth 48.48$, with a total return of 4748.05% (13.81% annualized).


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The Lazy Team Aggressive Global Income Portfolio: an investment of 1$, since January 1979, now would be worth 124.13$, with a total return of 12312.89% (10.97% annualized).

Technology Portfolio: an investment of 1$, since January 1979, now would be worth 488.73$, with a total return of 48772.99% (14.30% annualized).


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Portfolio Metrics as of Apr 30, 2025

The following metrics, updated as of 30 April 2025, provide an overview of performance and risk, with the best value in each row highlighted within the table.

METRIC COMPARISON
Period: 1 May 2024 - 30 April 2025 (1 year)
Period: 1 May 2020 - 30 April 2025 (5 years)
Period: 1 May 2015 - 30 April 2025 (10 years)
Period: 1 May 1995 - 30 April 2025 (30 years)
Period: 1 January 1979 - 30 April 2025 (~46 years)
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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 (%) 12.78 12.67
Infl. Adjusted Return (%) 10.49 10.38
DRAWDOWN
Deepest Drawdown Depth (%) -4.45 -10.08
Start to Recovery (months) 5* 3*
Longest Drawdown Depth (%) -4.45 -10.08
Start to Recovery (months) 5* 3*
Longest Negative Period (months) 5* 10*
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS
Standard Deviation (%) 9.42 13.34
Sharpe Ratio 0.85 0.59
Sortino Ratio 1.17 0.78
Ulcer Index 1.74 3.83
Ratio: Return / Standard Deviation 1.36 0.95
Ratio: Return / Deepest Drawdown 2.87 1.26
Metrics calculated over the period 1 May 2024 - 30 April 2025
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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 (%) 10.22 17.48
Infl. Adjusted Return (%) 5.44 12.39
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) 31 28
RISK INDICATORS
Standard Deviation (%) 12.79 20.33
Sharpe Ratio 0.60 0.74
Sortino Ratio 0.84 0.99
Ulcer Index 4.70 12.52
Ratio: Return / Standard Deviation 0.80 0.86
Ratio: Return / Deepest Drawdown 0.57 0.54
Metrics calculated over the period 1 May 2020 - 30 April 2025
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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 (%) 5.86 16.91
Infl. Adjusted Return (%) 2.70 13.43
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 (%) 12.87 18.57
Sharpe Ratio 0.32 0.82
Sortino Ratio 0.43 1.11
Ulcer Index 6.24 9.48
Ratio: Return / Standard Deviation 0.46 0.91
Ratio: Return / Deepest Drawdown 0.25 0.52
Metrics calculated over the period 1 May 2015 - 30 April 2025
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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 (%) 8.85 13.81
Infl. Adjusted Return (%) 6.18 11.02
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 (%) 14.47 24.00
Sharpe Ratio 0.45 0.48
Sortino Ratio 0.61 0.65
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 May 1995 - 30 April 2025
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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 (%) 10.97 14.30
Infl. Adjusted Return (%) 7.32 10.54
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 (%) 13.91 22.86
Sharpe Ratio 0.49 0.44
Sortino Ratio 0.66 0.60
Ulcer Index 9.24 32.55
Ratio: Return / Standard Deviation 0.79 0.63
Ratio: Return / Deepest Drawdown 0.21 0.18
Metrics calculated over the period 1 January 1979 - 30 April 2025
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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 May 1995 - 30 April 2025 (30 years)
Period: 1 January 1979 - 30 April 2025 (~46 years)

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Aggressive Global Income Technology
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 3* Feb 2025
In progress

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Aggressive Global Income Technology
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
-17.20 3 Aug 1998
Oct 1998
-17.13 17 May 2011
Sep 2012

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 1979 - 30 April 2025 (~46 years)


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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Aggressive Global Income Technology
Year Return
(%)		 Drawdown
(%)		 Return
(%)		 Drawdown
(%)
2025
 2.76 -0.60 -6.86 -10.08
2024
 9.52 -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
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Mastering ETF Investing
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