Developed World Equal Weight Stocks To EUR Portfolio vs Vanguard LifeStrategy Growth Fund To EUR Portfolio Portfolio Comparison

Simulation Settings
Period: July 1994 - April 2025 (~31 years)
Consolidated Returns as of 30 April 2025
Rebalancing: at every Jan 1st
Currency: EUR
Inflation: Eurozone
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Results
30 Years
All (since July 1994)
Inflation Adjusted:
Developed World Equal Weight Stocks To EUR Portfolio
1.00€
Initial Capital
May 1995
9.66€
Final Capital
April 2025
7.85%
Yearly Return
14.94%
Std Deviation
-52.25%
Max Drawdown
69months
Recovery Period
1.00€
Initial Capital
May 1995
5.29€
Final Capital
April 2025
5.71%
Yearly Return
14.94%
Std Deviation
-53.59%
Max Drawdown
76months
Recovery Period
1.00€
Initial Capital
July 1994
9.22€
Final Capital
April 2025
7.47%
Yearly Return
14.82%
Std Deviation
-52.25%
Max Drawdown
69months
Recovery Period
1.00€
Initial Capital
July 1994
4.93€
Final Capital
April 2025
5.31%
Yearly Return
14.82%
Std Deviation
-53.59%
Max Drawdown
76months
Recovery Period
Vanguard LifeStrategy Growth Fund To EUR Portfolio
1.00€
Initial Capital
May 1995
10.93€
Final Capital
April 2025
8.30%
Yearly Return
11.84%
Std Deviation
-41.28%
Max Drawdown
81months
Recovery Period
1.00€
Initial Capital
May 1995
5.98€
Final Capital
April 2025
6.14%
Yearly Return
11.84%
Std Deviation
-47.53%
Max Drawdown
165months
Recovery Period
1.00€
Initial Capital
July 1994
10.83€
Final Capital
April 2025
8.03%
Yearly Return
11.75%
Std Deviation
-41.28%
Max Drawdown
81months
Recovery Period
1.00€
Initial Capital
July 1994
5.79€
Final Capital
April 2025
5.86%
Yearly Return
11.75%
Std Deviation
-47.53%
Max Drawdown
165months
Recovery Period

As of April 2025, in the previous 30 Years, the Developed World Equal Weight Stocks To EUR Portfolio obtained a 7.85% compound annual return, with a 14.94% standard deviation. It suffered a maximum drawdown of -52.25% that required 69 months to be recovered.

As of April 2025, in the previous 30 Years, the Vanguard LifeStrategy Growth Fund To EUR Portfolio obtained a 8.30% compound annual return, with a 11.84% standard deviation. It suffered a maximum drawdown of -41.28% that required 81 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.

Developed World Equal Weight Stocks To EUR Portfolio
Weight
(%)		 Ticker Name
100.00
MWEQ.DE
Invesco MSCI World Equal Weight
Vanguard LifeStrategy Growth Fund To EUR Portfolio
Weight
(%)		 Ticker Name
25.00
EUNL.DE
iShares Core MSCI World
25.00
SXR8.DE
iShares Core S&P 500
20.00
IUSQ.DE
iShares MSCI ACWI
5.00
IS3N.DE
iShares Core MSCI Emerg. Markets
5.00
SXRT.DE
iShares Core EURO STOXX 50
20.00
EUNA.DE
iShares Core Global Aggregate Bond EUR Hedged
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Portfolio Returns as of Apr 30, 2025

Returns are calculated in EUR, assuming:
  • no fees or capital gain taxes.
  • rebalancing: at every Jan 1st.
  • dividend reinvestment, when applicable.
RETURN COMPARISON
Period: 1 July 1994 - 30 April 2025 (~31 years)
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Return (%) as of Apr 30, 2025
YTD
(4M) 		1M 6M 1Y 5Y 10Y 30Y MAX
(~31Y)
https://www.lazyportfolioetf.com/wp-content/themes/dynamico-child/img/author/avatar_world.webp Developed World Equal Weight Stocks
-- Market Benchmark 		-3.78 -3.04 -0.55 5.51 10.13 6.24 7.85 7.47
https://www.lazyportfolioetf.com/wp-content/themes/dynamico-child/img/author/avatar_vanguard.webp LifeStrategy Growth Fund
Vanguard 		-7.43 -3.12 -2.92 4.79 10.19 7.53 8.30 8.03
Return over 1 year are annualized.
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Capital Growth as of Apr 30, 2025

Developed World Equal Weight Stocks To EUR Portfolio: an investment of 1€, since May 1995, now would be worth 9.66€, with a total return of 866.25% (7.85% annualized).

Vanguard LifeStrategy Growth Fund To EUR Portfolio: an investment of 1€, since May 1995, now would be worth 10.93€, with a total return of 993.11% (8.30% annualized).


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Developed World Equal Weight Stocks To EUR Portfolio: an investment of 1€, since July 1994, now would be worth 9.22€, with a total return of 821.95% (7.47% annualized).

Vanguard LifeStrategy Growth Fund To EUR Portfolio: an investment of 1€, since July 1994, now would be worth 10.83€, with a total return of 982.95% (8.03% 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 July 1994 - 30 April 2025 (~31 years)
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Developed World Equal Weight Stocks To EUR LifeStrategy Growth Fund To EUR
Author Vanguard
ASSET ALLOCATION
Stocks 100% 80%
Fixed Income 0% 20%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 5.51 4.79
Infl. Adjusted Return (%) 3.86 3.15
DRAWDOWN
Deepest Drawdown Depth (%) -8.63 -10.54
Start to Recovery (months) 3* 3*
Longest Drawdown Depth (%) -8.63 -10.54
Start to Recovery (months) 3* 3*
Longest Negative Period (months) 7* 10*
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS
Standard Deviation (%) 12.03 10.80
Sharpe Ratio 0.06 0.00
Sortino Ratio 0.09 0.00
Ulcer Index 3.06 3.65
Ratio: Return / Standard Deviation 0.46 0.44
Ratio: Return / Deepest Drawdown 0.64 0.45
Metrics calculated over the period 1 May 2024 - 30 April 2025
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Developed World Equal Weight Stocks To EUR LifeStrategy Growth Fund To EUR
Author Vanguard
ASSET ALLOCATION
Stocks 100% 80%
Fixed Income 0% 20%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 10.13 10.19
Infl. Adjusted Return (%) 5.93 5.99
DRAWDOWN
Deepest Drawdown Depth (%) -14.34 -13.28
Start to Recovery (months) 25 24
Longest Drawdown Depth (%) -14.34 -13.28
Start to Recovery (months) 25 24
Longest Negative Period (months) 31 26
RISK INDICATORS
Standard Deviation (%) 13.25 10.70
Sharpe Ratio 0.57 0.72
Sortino Ratio 0.85 0.99
Ulcer Index 5.11 5.24
Ratio: Return / Standard Deviation 0.76 0.95
Ratio: Return / Deepest Drawdown 0.71 0.77
Metrics calculated over the period 1 May 2020 - 30 April 2025
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Developed World Equal Weight Stocks To EUR LifeStrategy Growth Fund To EUR
Author Vanguard
ASSET ALLOCATION
Stocks 100% 80%
Fixed Income 0% 20%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 6.24 7.53
Infl. Adjusted Return (%) 3.69 4.94
DRAWDOWN
Deepest Drawdown Depth (%) -24.01 -14.97
Start to Recovery (months) 12 10
Longest Drawdown Depth (%) -14.34 -13.28
Start to Recovery (months) 25 24
Longest Negative Period (months) 58 26
RISK INDICATORS
Standard Deviation (%) 14.36 11.04
Sharpe Ratio 0.31 0.52
Sortino Ratio 0.42 0.70
Ulcer Index 6.27 4.79
Ratio: Return / Standard Deviation 0.43 0.68
Ratio: Return / Deepest Drawdown 0.26 0.50
Metrics calculated over the period 1 May 2015 - 30 April 2025
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Developed World Equal Weight Stocks To EUR LifeStrategy Growth Fund To EUR
Author Vanguard
ASSET ALLOCATION
Stocks 100% 80%
Fixed Income 0% 20%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 7.85 8.30
Infl. Adjusted Return (%) 5.71 6.14
DRAWDOWN
Deepest Drawdown Depth (%) -52.25 -41.28
Start to Recovery (months) 69 81
Longest Drawdown Depth (%) -52.25 -41.28
Start to Recovery (months) 69 81
Longest Negative Period (months) 139 139
RISK INDICATORS
Standard Deviation (%) 14.94 11.84
Sharpe Ratio 0.37 0.51
Sortino Ratio 0.50 0.68
Ulcer Index 14.25 13.37
Ratio: Return / Standard Deviation 0.53 0.70
Ratio: Return / Deepest Drawdown 0.15 0.20
Metrics calculated over the period 1 May 1995 - 30 April 2025
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Developed World Equal Weight Stocks To EUR LifeStrategy Growth Fund To EUR
Author Vanguard
ASSET ALLOCATION
Stocks 100% 80%
Fixed Income 0% 20%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 7.47 8.03
Infl. Adjusted Return (%) 5.31 5.86
DRAWDOWN
Deepest Drawdown Depth (%) -52.25 -41.28
Start to Recovery (months) 69 81
Longest Drawdown Depth (%) -52.25 -41.28
Start to Recovery (months) 69 81
Longest Negative Period (months) 139 139
RISK INDICATORS
Standard Deviation (%) 14.82 11.75
Sharpe Ratio 0.35 0.48
Sortino Ratio 0.46 0.64
Ulcer Index 14.10 13.22
Ratio: Return / Standard Deviation 0.50 0.68
Ratio: Return / Deepest Drawdown 0.14 0.19
Metrics calculated over the period 1 July 1994 - 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 July 1994 - 30 April 2025 (~31 years)

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Developed World Equal Weight Stocks To EUR LifeStrategy Growth Fund To EUR
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-52.25 69 Jun 2007
Feb 2013
-43.37 57 Nov 2000
Jul 2005
-41.28 81 Sep 2000
May 2007
-37.94 56 Jun 2007
Jan 2012
-24.41 13 Apr 1998
Apr 1999
-24.01 12 Jan 2020
Dec 2020
-15.41 8 Aug 1997
Mar 1998
-14.97 10 Feb 2020
Nov 2020
-14.34 25 Jan 2022
Jan 2024
-14.09 7 Jul 1998
Jan 1999
-13.92 18 Jun 2015
Nov 2016
-13.28 24 Jan 2022
Dec 2023
-12.94 7 Oct 2018
Apr 2019
-10.54 3* Feb 2025
In progress
-10.50 20 Apr 2015
Nov 2016

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Developed World Equal Weight Stocks To EUR LifeStrategy Growth Fund To EUR
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-52.25 69 Jun 2007
Feb 2013
-43.37 57 Nov 2000
Jul 2005
-41.28 81 Sep 2000
May 2007
-37.94 56 Jun 2007
Jan 2012
-24.41 13 Apr 1998
Apr 1999
-24.01 12 Jan 2020
Dec 2020
-15.41 8 Aug 1997
Mar 1998
-14.97 10 Feb 2020
Nov 2020
-14.34 25 Jan 2022
Jan 2024
-14.09 7 Jul 1998
Jan 1999
-13.92 18 Jun 2015
Nov 2016
-13.28 24 Jan 2022
Dec 2023
-12.94 7 Oct 2018
Apr 2019
-10.54 3* Feb 2025
In progress
-10.50 20 Apr 2015
Nov 2016

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 July 1994 - 30 April 2025 (~31 years)


Head To Head (Ptf 1 vs Ptf 2):
Eurozone 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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Developed World Equal Weight Stocks To EUR LifeStrategy Growth Fund To EUR
Year Return
(%)		 Drawdown
(%)		 Return
(%)		 Drawdown
(%)
2025
 -3.78 -8.63 -7.43 -10.54
2024
 14.31 -3.60 21.28 -1.78
2023
 12.65 -8.87 16.29 -5.29
2022
 -11.66 -14.34 -13.28 -13.28
2021
 24.46 -1.83 25.08 -1.83
2020
 0.34 -24.01 5.01 -14.97
2019
 26.24 -5.40 26.06 -3.93
2018
 -8.07 -12.94 -4.18 -9.55
2017
 8.40 -3.02 7.13 -2.77
2016
 12.41 -6.98 9.98 -5.07
2015
 9.83 -13.92 7.81 -10.50
2014
 16.93 -0.94 18.69 -1.37
2013
 20.50 -3.42 16.38 -2.70
2012
 13.83 -4.66 11.81 -2.02
2011
 -6.80 -15.93 -0.69 -10.80
2010
 26.89 -4.63 17.06 -3.77
2009
 36.55 -9.93 24.65 -8.12
2008
 -38.90 -38.90 -29.01 -29.01
2007
 -5.17 -13.23 1.22 -4.85
2006
 8.93 -7.61 7.18 -5.41
2005
 32.43 -3.04 21.21 -2.27
2004
 14.62 -2.88 6.20 -1.95
2003
 24.31 -8.53 10.59 -5.69
2002
 -27.65 -31.60 -22.90 -26.11
2001
 -6.96 -24.98 -6.82 -18.65
2000
 7.84 -8.02 -3.16 -13.35
1999
 38.05 -2.70 37.45 -5.13
1998
 6.33 -24.41 12.95 -14.09
1997
 6.21 -15.41 29.95 -9.76
1996
 16.19 -6.22 19.59 -5.63
1995
 8.68 -4.50 15.32 -3.34
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