All Country World Stocks Portfolio vs Value Stock Geek Weird Portfolio Portfolio Comparison

Simulation Settings
Period: January 1975 - April 2025 (~50 years)
Consolidated Returns as of 30 April 2025
Rebalancing: at every Jan 1st
Currency: USD
Inflation: US
(Change Settings)
The minimum date range must be at least 12 months. 'Date To' cannot be beyond April 2025.
Reset settings
Close
Results
30 Years
All (since January 1975)
Inflation Adjusted:
All Country World Stocks Portfolio
1.00$
Initial Capital
May 1995
9.54$
Final Capital
April 2025
7.81%
Yearly Return
15.72%
Std Deviation
-55.18%
Max Drawdown
69months
Recovery Period
1.00$
Initial Capital
May 1995
4.53$
Final Capital
April 2025
5.16%
Yearly Return
15.72%
Std Deviation
-55.93%
Max Drawdown
79months
Recovery Period
1.00$
Initial Capital
January 1975
165.10$
Final Capital
April 2025
10.68%
Yearly Return
15.44%
Std Deviation
-55.18%
Max Drawdown
69months
Recovery Period
1.00$
Initial Capital
January 1975
26.80$
Final Capital
April 2025
6.75%
Yearly Return
15.44%
Std Deviation
-55.93%
Max Drawdown
79months
Recovery Period
Value Stock Geek Weird Portfolio
1.00$
Initial Capital
May 1995
11.85$
Final Capital
April 2025
8.59%
Yearly Return
10.97%
Std Deviation
-32.97%
Max Drawdown
29months
Recovery Period
1.00$
Initial Capital
May 1995
5.62$
Final Capital
April 2025
5.93%
Yearly Return
10.97%
Std Deviation
-34.08%
Max Drawdown
30months
Recovery Period
1.00$
Initial Capital
January 1975
194.20$
Final Capital
April 2025
11.04%
Yearly Return
10.87%
Std Deviation
-32.97%
Max Drawdown
29months
Recovery Period
1.00$
Initial Capital
January 1975
31.53$
Final Capital
April 2025
7.10%
Yearly Return
10.87%
Std Deviation
-34.08%
Max Drawdown
30months
Recovery Period

As of April 2025, in the previous 30 Years, the All Country World Stocks Portfolio obtained a 7.81% compound annual return, with a 15.72% standard deviation. It suffered a maximum drawdown of -55.18% that required 69 months to be recovered.

As of April 2025, in the previous 30 Years, the Value Stock Geek Weird Portfolio obtained a 8.59% compound annual return, with a 10.97% standard deviation. It suffered a maximum drawdown of -32.97% that required 29 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.
Mastering Etf Investing
The first official book of
Mastering ETF Investing
Build wealth
with Lazy Portfolios and Passive Investing
Set your goal
Use top metrics to evaluate
Join the passive investing strategy
Exclusive new asset allocations in EUR and USD
Buy now
English book
Buy now
Italian book

Asset Allocations and ETFs

The compared portfolios have the following asset allocations.

All Country World Stocks Portfolio
Weight
(%)		 Ticker Name
100.00
VT
Vanguard Total World Stock
Value Stock Geek Weird Portfolio
Weight
(%)		 Ticker Name
20.00
IJS
iShares S&P Small-Cap 600 Value
20.00
SCZ
iShares MSCI EAFE Small-Cap
20.00
VNQ
Vanguard Real Estate
20.00
TLT
iShares 20+ Year Treasury Bond
20.00
GLD
SPDR Gold Trust
Test Your Asset Allocation
Evaluate your portfolio strategy in 7 different currencies
Try the Backtest Tool

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 1975 - 30 April 2025 (~50 years)
Swipe left to see all data
Return (%) as of Apr 30, 2025
YTD
(4M) 		1M 6M 1Y 5Y 10Y 30Y MAX
(~50Y)
//www.lazyportfolioetf.com/wp-content/themes/dynamico-child/img/author/avatar_world.webp All Country World Stocks
-- Market Benchmark 		-0.42 0.56 0.65 11.58 13.25 8.68 7.81 10.68
//www.lazyportfolioetf.com/wp-content/themes/dynamico-child/img/author/avatar_value_stock_geek.webp Weird Portfolio
Value Stock Geek 		4.69 0.42 1.94 15.09 6.49 5.75 8.59 11.04
Return over 1 year are annualized.
Explore All Lazy Portfolios
Tailored Portfolios for every Investment Strategy

Capital Growth as of Apr 30, 2025

All Country World Stocks Portfolio: an investment of 1$, since May 1995, now would be worth 9.54$, with a total return of 853.78% (7.81% annualized).

Value Stock Geek Weird Portfolio: an investment of 1$, since May 1995, now would be worth 11.85$, with a total return of 1084.56% (8.59% annualized).


Loading data
Please wait
All Country World Stocks Portfolio: an investment of 1$, since January 1975, now would be worth 165.10$, with a total return of 16409.71% (10.68% annualized).

Value Stock Geek Weird Portfolio: an investment of 1$, since January 1975, now would be worth 194.20$, with a total return of 19319.96% (11.04% annualized).


Loading data
Please wait
Readings that may interest you

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 1975 - 30 April 2025 (~50 years)
Swipe left to see all data
All Country World Stocks Weird Portfolio
Author Value Stock Geek
ASSET ALLOCATION
Stocks 100% 60%
Fixed Income 0% 20%
Commodities 0% 20%
PERFORMANCES
Annualized Return (%) 11.58 15.09
Infl. Adjusted Return (%) 9.32 12.76
DRAWDOWN
Deepest Drawdown Depth (%) -3.92 -5.15
Start to Recovery (months) 3* 5*
Longest Drawdown Depth (%) -3.92 -5.15
Start to Recovery (months) 3* 5*
Longest Negative Period (months) 7* 7*
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS
Standard Deviation (%) 8.93 10.08
Sharpe Ratio 0.76 1.02
Sortino Ratio 0.99 1.36
Ulcer Index 1.76 1.80
Ratio: Return / Standard Deviation 1.30 1.50
Ratio: Return / Deepest Drawdown 2.96 2.93
Metrics calculated over the period 1 May 2024 - 30 April 2025
Swipe left to see all data
All Country World Stocks Weird Portfolio
Author Value Stock Geek
ASSET ALLOCATION
Stocks 100% 60%
Fixed Income 0% 20%
Commodities 0% 20%
PERFORMANCES
Annualized Return (%) 13.25 6.49
Infl. Adjusted Return (%) 8.34 1.87
DRAWDOWN
Deepest Drawdown Depth (%) -25.52 -24.18
Start to Recovery (months) 24 33
Longest Drawdown Depth (%) -25.52 -24.18
Start to Recovery (months) 24 33
Longest Negative Period (months) 31 41
RISK INDICATORS
Standard Deviation (%) 15.31 13.46
Sharpe Ratio 0.70 0.29
Sortino Ratio 0.96 0.41
Ulcer Index 8.30 10.10
Ratio: Return / Standard Deviation 0.87 0.48
Ratio: Return / Deepest Drawdown 0.52 0.27
Metrics calculated over the period 1 May 2020 - 30 April 2025
Swipe left to see all data
All Country World Stocks Weird Portfolio
Author Value Stock Geek
ASSET ALLOCATION
Stocks 100% 60%
Fixed Income 0% 20%
Commodities 0% 20%
PERFORMANCES
Annualized Return (%) 8.68 5.75
Infl. Adjusted Return (%) 5.44 2.60
DRAWDOWN
Deepest Drawdown Depth (%) -25.52 -24.18
Start to Recovery (months) 24 33
Longest Drawdown Depth (%) -25.52 -24.18
Start to Recovery (months) 24 33
Longest Negative Period (months) 34 47
RISK INDICATORS
Standard Deviation (%) 14.92 11.64
Sharpe Ratio 0.46 0.34
Sortino Ratio 0.62 0.47
Ulcer Index 7.38 7.56
Ratio: Return / Standard Deviation 0.58 0.49
Ratio: Return / Deepest Drawdown 0.34 0.24
Metrics calculated over the period 1 May 2015 - 30 April 2025
Swipe left to see all data
All Country World Stocks Weird Portfolio
Author Value Stock Geek
ASSET ALLOCATION
Stocks 100% 60%
Fixed Income 0% 20%
Commodities 0% 20%
PERFORMANCES
Annualized Return (%) 7.81 8.59
Infl. Adjusted Return (%) 5.16 5.93
DRAWDOWN
Deepest Drawdown Depth (%) -55.18 -32.97
Start to Recovery (months) 69 29
Longest Drawdown Depth (%) -55.18 -24.18
Start to Recovery (months) 69 33
Longest Negative Period (months) 132 47
RISK INDICATORS
Standard Deviation (%) 15.72 10.97
Sharpe Ratio 0.35 0.58
Sortino Ratio 0.47 0.76
Ulcer Index 15.84 6.63
Ratio: Return / Standard Deviation 0.50 0.78
Ratio: Return / Deepest Drawdown 0.14 0.26
Metrics calculated over the period 1 May 1995 - 30 April 2025
Swipe left to see all data
All Country World Stocks Weird Portfolio
Author Value Stock Geek
ASSET ALLOCATION
Stocks 100% 60%
Fixed Income 0% 20%
Commodities 0% 20%
PERFORMANCES
Annualized Return (%) 10.68 11.04
Infl. Adjusted Return (%) 6.75 7.10
DRAWDOWN
Deepest Drawdown Depth (%) -55.18 -32.97
Start to Recovery (months) 69 29
Longest Drawdown Depth (%) -55.18 -24.18
Start to Recovery (months) 69 33
Longest Negative Period (months) 132 47
RISK INDICATORS
Standard Deviation (%) 15.44 10.87
Sharpe Ratio 0.42 0.62
Sortino Ratio 0.56 0.84
Ulcer Index 12.95 5.72
Ratio: Return / Standard Deviation 0.69 1.02
Ratio: Return / Deepest Drawdown 0.19 0.33
Metrics calculated over the period 1 January 1975 - 30 April 2025
Mastering Etf Investing
The first official book of
Mastering ETF Investing
Build wealth
with Lazy Portfolios and Passive Investing
Buy now
English book
Buy now
Italian book

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 1975 - 30 April 2025 (~50 years)

Loading data
Please wait
Swipe left to see all data
All Country World Stocks Weird Portfolio
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-55.18 69 Nov 2007
Jul 2013
-46.45 61 Sep 2000
Sep 2005
-32.97 29 Nov 2007
Mar 2010
-25.52 24 Jan 2022
Dec 2023
-24.18 33 Jan 2022
Sep 2024
-22.15 8 Jan 2020
Aug 2020
-16.58 5 Jul 1998
Nov 1998
-14.45 21 Feb 2018
Oct 2019
-13.76 19 Jun 2015
Dec 2016
-13.36 6 Feb 2020
Jul 2020
-13.23 27 Apr 1998
Jun 2000
-8.66 8 Sep 2018
Apr 2019
-8.65 12 Jun 2002
May 2003
-7.32 6 Apr 2004
Sep 2004
-7.20 14 Feb 2015
Mar 2016

Loading data
Please wait
Swipe left to see all data
All Country World Stocks Weird Portfolio
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-55.18 69 Nov 2007
Jul 2013
-46.45 61 Sep 2000
Sep 2005
-32.97 29 Nov 2007
Mar 2010
-26.12 17 Sep 1987
Jan 1989
-25.52 24 Jan 2022
Dec 2023
-24.26 43 Sep 1989
Mar 1993
-24.18 33 Jan 2022
Sep 2024
-22.15 8 Jan 2020
Aug 2020
-21.07 24 Dec 1980
Nov 1982
-16.58 5 Jul 1998
Nov 1998
-16.24 18 Dec 1989
May 1991
-15.06 5 Feb 1980
Jun 1980
-14.45 21 Feb 2018
Oct 2019
-13.76 19 Jun 2015
Dec 2016
-13.36 6 Feb 2020
Jul 2020

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 1975 - 30 April 2025 (~50 years)


Head To Head (Ptf 1 vs Ptf 2):
US Inflation Adjusted:

Loading data
Please wait

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.

Swipe left to see all data
All Country World Stocks Weird Portfolio
Year Return
(%)		 Drawdown
(%)		 Return
(%)		 Drawdown
(%)
2025
 -0.42 -3.92 4.69 0.00
2024
 16.49 -3.58 6.45 -5.15
2023
 22.03 -9.69 10.94 -12.66
2022
 -18.01 -25.52 -18.17 -24.18
2021
 18.27 -4.10 14.49 -3.51
2020
 16.61 -22.15 10.52 -13.36
2019
 26.82 -5.97 21.93 -1.68
2018
 -9.76 -14.45 -8.01 -8.66
2017
 24.49 0.00 14.20 -0.31
2016
 8.51 -6.91 10.34 -6.58
2015
 -1.86 -11.65 -1.57 -7.20
2014
 3.67 -4.44 11.39 -5.08
2013
 22.95 -3.20 5.71 -6.89
2012
 17.12 -10.01 13.28 -4.45
2011
 -7.50 -21.87 7.07 -5.96
2010
 13.08 -12.80 22.57 -4.90
2009
 32.65 -19.35 19.50 -17.34
2008
 -42.31 -42.46 -15.22 -24.57
2007
 12.23 -3.69 4.32 -4.58
2006
 22.32 -2.45 21.26 -3.05
2005
 11.83 -2.46 13.51 -2.30
2004
 16.95 -2.64 20.31 -7.32
2003
 36.08 -2.46 32.68 -1.93
2002
 -18.93 -26.51 7.55 -8.65
2001
 -16.14 -25.94 4.90 -4.41
2000
 -11.41 -14.09 11.88 -2.51
1999
 26.30 -4.32 2.11 -4.11
1998
 22.57 -16.58 -0.30 -13.23
1997
 15.14 -7.16 4.80 -3.83
1996
 13.05 -5.44 10.07 -2.17
1995
 19.28 -1.67 14.94 -1.53
1994
 5.70 -6.11 -4.11 -7.57
1993
 24.75 -1.19 21.05 -2.35
1992
 -4.32 -7.14 10.23 -2.71
1991
 19.77 -6.88 18.76 -2.61
1990
 -16.58 -22.62 -10.86 -16.22
1989
 17.52 -4.87 13.23 -1.43
1988
 23.86 -2.72 12.98 -1.18
1987
 16.65 -26.12 8.44 -12.71
1986
 42.65 -5.84 28.08 -2.01
1985
 41.65 -2.26 30.14 -1.95
1984
 5.68 -7.06 5.34 -5.43
1983
 23.14 -3.10 16.56 -1.96
1982
 11.14 -15.33 23.60 -8.30
1981
 -3.39 -11.40 -2.54 -10.01
1980
 27.59 -10.22 16.86 -15.06
1979
 12.57 -7.36 40.61 -8.18
1978
 18.11 -7.38 20.11 -6.79
1977
 1.91 -5.11 16.95 -0.10
1976
 14.60 -3.44 23.87 -2.72
1975
 34.35 -12.40 18.84 -10.11
Mastering Etf Investing
The first official book of
Mastering ETF Investing
Build wealth
with Lazy Portfolios and Passive Investing
Buy now
English book
Buy now
Italian book