Lazy Portfolios in EUR

What have been the returns of the most famous Lazy Portfolios in other currencies?

Here, we present the historical returns of some of the most well-known Lazy Portfolios, converted into EUR to give a clear view of how these investments would have performed for an investor working with EUR local currency.

Lazy portfolios are simple, passive investment strategies designed to minimize the time and effort required to manage a portfolio while maintaining adequate diversification.

The portfolios presented on this page are either derived from the most famous lazy portfolios in USD or specifically designed for the EUR market.

Some portfolios may differ slightly from their original USD versions because equivalent ETFs might not exist. In such cases, similar ETFs available in the EUR market have been used to construct the portfolios.

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Consolidated returns as of 30 June 2024
Highlighted values indicate returns lower than the Euro Inflation recorded in the same period. Euro Inflation is updated to Jun 2024. Inflation (annualized) is 1Y: 2.53% , 5Y: 3.73% , 10Y: 2.35% , 30Y: 2.07%
Portfolio returns are updated to 30 June 2024.
Risk is represented as the annualized Standard Deviation of monthly returns.
High values of Standard Deviation mean high fluctuations in prices.
Data are updated to 30 June 2024.
The maximum Drawdown is calculated considering the end of month prices.
Low Risk Portfolios usually grant less severe drawdowns.
Data are updated to 30 June 2024.
Highlighted values indicate returns lower than the Euro Inflation recorded in the same period. Euro Inflation is updated to Jun 2024. 2024: 2.05%, 2023: 2.93%, 2022: 9.20%, 2021: 4.96%
Swipe left to see all data
Highlighted values indicate returns lower than the Euro Inflation recorded in the same period. Euro Inflation is updated to Jun 2024. Inflation (annualized) is 1Y: 2.53% , 3Y: 5.53% , 5Y: 3.73%
Portfolio returns are updated to 30 June 2024.
Risk is represented as the annualized Standard Deviation of monthly returns.
High values of Standard Deviation mean high fluctuations in prices.
Data are updated to 30 June 2024.
The maximum Drawdown is calculated considering the end of month prices.
Low Risk Portfolios usually grant less severe drawdowns.
Data are updated to 30 June 2024.
Highlighted values indicate returns lower than the Euro Inflation recorded in the same period. Euro Inflation is updated to Jun 2024. 2024: 2.05%, 2023: 2.93%, 2022: 9.20%, 2021: 4.96%
Swipe left to see all data
The metrics refer to investiments in EUR and are calculated on the hypothesis of:
  • a yearly rebalancing of the portfolios (at the beginning of the year)
  • the reinvestment of dividends
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