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Lazy Portfolio ETF
Lazy permanent portfolios built with ETFs
Last Update: 31 March 2024
The All Country World 80/20 Portfolio obtained a 6.73% compound annual return, with a 12.74% standard deviation, in the last 30 Years.
The Stocks/Bonds 60/40 Portfolio obtained a 8.42% compound annual return, with a 9.60% standard deviation, in the last 30 Years.
Summary
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| All Country World 80/20 Portfolio | Stocks/Bonds 60/40 Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Very High | High | |
| Asset Allocation | Stocks | 80% | 60% |
| Fixed Income | 20% | 40% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +6.73% | +8.42% |
| Std Dev | 12.74% | 9.60% | |
| Max Drawdown | -47.32% | -30.55% | |
| All time Stats (Since Jan 1985) | Return | +8.45% | +9.40% |
| Std Dev | 13.09% | 9.81% | |
| Max Drawdown | -47.32% | -30.55% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 1985
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| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| All Country World 80/20 Portfolio | +2.79 | +17.39 | +18.94 | +8.88 | +7.47 | +6.73 | +8.45 |
| Stocks/Bonds 60/40 Portfolio | +2.12 | +16.12 | +17.74 | +8.77 | +8.05 | +8.42 | +9.40 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
All Country World 80/20 Portfolio: an investment of 1$, since April 1994, now would be worth 7.07$, with a total return of 606.63% (6.73% annualized).
Stocks/Bonds 60/40 Portfolio: an investment of 1$, since April 1994, now would be worth 11.32$, with a total return of 1031.62% (8.42% annualized).
All Country World 80/20 Portfolio: an investment of 1$, since January 1985, now would be worth 24.15$, with a total return of 2314.90% (8.45% annualized).
Stocks/Bonds 60/40 Portfolio: an investment of 1$, since January 1985, now would be worth 33.99$, with a total return of 3298.88% (9.40% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
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All Country World 80/20 Portfolio | Stocks/Bonds 60/40 Portfolio | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) | Recovery Date (#Months) | Ulcer Index | Drawdown | Start | Bottom Date (#Months) | Recovery Date (#Months) | Ulcer Index |
| -47.32% | Nov 2007 | Feb 2009 (16) | Jan 2013 (63) | 19.94 | |||||
| -36.69% | Apr 2000 | Sep 2002 (30) | Sep 2005 (66) | 19.39 | |||||
| -30.55% | Nov 2007 | Feb 2009 (16) | Oct 2010 (36) | 13.38 | |||||
| -23.52% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 11.85 | |||||
| -21.56% | Sep 2000 | Sep 2002 (25) | Jan 2004 (41) | 11.96 | |||||
| -20.69% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 11.44 | |||||
| -17.97% | Jan 2020 | Mar 2020 (3) | Aug 2020 (8) | 7.88 | |||||
| -12.29% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 5.29 | |||||
| -12.27% | May 1998 | Aug 1998 (4) | Nov 1998 (7) | 5.82 | |||||
| -11.51% | Feb 2018 | Dec 2018 (11) | Apr 2019 (15) | 4.87 | |||||
| -10.78% | Jun 2015 | Feb 2016 (9) | Jul 2016 (14) | 5.78 | |||||
| -10.18% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 4.93 | |||||
| -9.00% | May 2011 | Sep 2011 (5) | Jan 2012 (9) | 3.76 | |||||
| -8.38% | Sep 2018 | Dec 2018 (4) | Mar 2019 (7) | 3.89 | |||||
| -6.57% | Aug 1997 | Oct 1997 (3) | Feb 1998 (7) | 4.19 | |||||
| -5.35% | Apr 2000 | May 2000 (2) | Aug 2000 (5) | 2.94 | |||||
| -5.24% | Jun 2015 | Sep 2015 (4) | Apr 2016 (11) | 2.81 | |||||
| -5.20% | Sep 1994 | Jan 1995 (5) | Apr 1995 (8) | 3.00 | |||||
| -4.62% | May 2019 | May 2019 (1) | Jun 2019 (2) | 2.67 | |||||
| -4.51% | Jan 2000 | Jan 2000 (1) | Mar 2000 (3) | 3.00 | |||||
Drawdown comparison chart since January 1985.
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All Country World 80/20 Portfolio | Stocks/Bonds 60/40 Portfolio | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) | Recovery Date (#Months) | Ulcer Index | Drawdown | Start | Bottom Date (#Months) | Recovery Date (#Months) | Ulcer Index |
| -47.32% | Nov 2007 | Feb 2009 (16) | Jan 2013 (63) | 19.94 | |||||
| -36.69% | Apr 2000 | Sep 2002 (30) | Sep 2005 (66) | 19.39 | |||||
| -30.55% | Nov 2007 | Feb 2009 (16) | Oct 2010 (36) | 13.38 | |||||
| -23.52% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 11.85 | |||||
| -22.19% | Sep 1987 | Nov 1987 (3) | Jan 1989 (17) | 10.97 | |||||
| -21.56% | Sep 2000 | Sep 2002 (25) | Jan 2004 (41) | 11.96 | |||||
| -20.69% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 11.44 | |||||
| -19.99% | Jan 1990 | Sep 1990 (9) | Dec 1991 (24) | 9.06 | |||||
| -19.17% | Sep 1987 | Nov 1987 (3) | Jan 1989 (17) | 9.40 | |||||
| -17.97% | Jan 2020 | Mar 2020 (3) | Aug 2020 (8) | 7.88 | |||||
| -12.29% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 5.29 | |||||
| -12.27% | May 1998 | Aug 1998 (4) | Nov 1998 (7) | 5.82 | |||||
| -11.51% | Feb 2018 | Dec 2018 (11) | Apr 2019 (15) | 4.87 | |||||
| -10.78% | Jun 2015 | Feb 2016 (9) | Jul 2016 (14) | 5.78 | |||||
| -10.18% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 4.93 | |||||
| -9.00% | May 2011 | Sep 2011 (5) | Jan 2012 (9) | 3.76 | |||||
| -8.52% | Jul 1990 | Oct 1990 (4) | Jan 1991 (7) | 5.05 | |||||
| -8.38% | Sep 2018 | Dec 2018 (4) | Mar 2019 (7) | 3.89 | |||||
| -6.64% | Jan 1992 | Mar 1992 (3) | Mar 1993 (15) | 3.92 | |||||
| -6.57% | Aug 1997 | Oct 1997 (3) | Feb 1998 (7) | 4.19 | |||||
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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| All Country World 80/20 Portfolio | Stocks/Bonds 60/40 Portfolio | |||
|---|---|---|---|---|
| Year | Return | Drawdown | Return | Drawdown |
| 2024 | +6.24% | -0.09% | +5.46% | 0.00% |
| 2023 | +19.08% | -8.64% | +17.79% | -7.47% |
| 2022 | -17.17% | -23.52% | -16.95% | -20.69% |
| 2021 | +14.21% | -3.60% | +14.66% | -3.24% |
| 2020 | +14.55% | -17.97% | +15.70% | -12.29% |
| 2019 | +23.35% | -4.62% | +21.94% | -3.41% |
| 2018 | -7.79% | -11.51% | -3.17% | -8.38% |
| 2017 | +20.43% | 0.00% | +14.15% | 0.00% |
| 2016 | +7.66% | -5.08% | +8.71% | -2.95% |
| 2015 | -1.32% | -9.49% | +0.44% | -5.24% |
| 2014 | +4.31% | -3.32% | +9.85% | -1.50% |
| 2013 | +17.86% | -3.46% | +19.23% | -2.27% |
| 2012 | +15.19% | -7.89% | +11.13% | -3.54% |
| 2011 | -4.38% | -17.02% | +3.75% | -9.00% |
| 2010 | +12.00% | -9.60% | +12.93% | -7.13% |
| 2009 | +28.02% | -16.08% | +18.79% | -11.70% |
| 2008 | -34.37% | -37.13% | -19.44% | -22.19% |
| 2007 | +8.92% | -4.35% | +5.99% | -3.07% |
| 2006 | +15.95% | -3.66% | +11.12% | -2.03% |
| 2005 | +8.00% | -3.65% | +4.74% | -2.34% |
| 2004 | +11.86% | -3.52% | +9.37% | -2.68% |
| 2003 | +26.95% | -3.85% | +20.04% | -1.99% |
| 2002 | -14.55% | -20.27% | -8.98% | -13.74% |
| 2001 | -11.36% | -19.42% | -3.21% | -11.68% |
| 2000 | -9.84% | -12.38% | -1.79% | -8.27% |
| 1999 | +20.74% | -3.34% | +13.98% | -3.76% |
| 1998 | +17.65% | -12.27% | +17.39% | -10.18% |
| 1997 | +11.46% | -6.57% | +22.37% | -3.12% |
| 1996 | +10.54% | -2.89% | +14.01% | -3.33% |
| 1995 | +17.60% | -1.58% | +28.74% | -0.20% |
| 1994 | +1.26% | -5.88% | -1.16% | -6.47% |
| 1993 | +20.51% | -4.44% | +10.25% | -1.36% |
| 1992 | -3.52% | -6.64% | +8.32% | -1.65% |
| 1991 | +17.30% | -5.18% | +25.53% | -2.86% |
| 1990 | -13.44% | -19.99% | -0.19% | -8.52% |
| 1989 | +14.69% | -2.34% | +22.33% | -1.36% |
| 1988 | +18.54% | -4.91% | +13.33% | -2.24% |
| 1987 | +13.56% | -22.19% | +2.18% | -19.17% |
| 1986 | +37.13% | -5.17% | +14.79% | -5.58% |
| 1985 | +37.92% | -1.68% | +27.66% | -2.15% |
