Curious about how the most famous Lazy Portfolios would have performed in EUR? Discover a detailed look at their historical returns, adapted specifically for EUR investors.
These portfolios, known for their simplicity and low maintenance, make investing accessible by minimizing time and effort while maximizing diversification.
Explore adapted versions of popular USD portfolios alongside others specifically designed for EUR markets. With recent data and a clear focus on ETFs available in EUR, this page provides insight into how each portfolio performs under various market conditions. Learn which strategies best balance risk and return, helping you work toward your long-term financial goals.
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Consolidated returns as of 31 October 2024
Highlighted values indicate returns lower than the Euro Inflation recorded in the same period.
Euro Inflation is updated to Sep 2024.
Pending updates, the monthly inflation is set at 0% for the subsequent periods.
Inflation (annualized) is
1Y: 1.66%
, 5Y: 3.73%
, 10Y: 2.36%
, 30Y: 2.04%
Portfolio returns are updated to 31 October 2024.
Portfolio returns are updated to 31 October 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 31 October 2024.
High values of Standard Deviation mean high fluctuations in prices.
Data are updated to 31 October 2024.
The maximum Drawdown is calculated considering the end of month prices.
Low Risk Portfolios usually grant less severe drawdowns.
Data are updated to 31 October 2024.
Low Risk Portfolios usually grant less severe drawdowns.
Data are updated to 31 October 2024.
Highlighted values indicate returns lower than the Euro Inflation recorded in the same period.
Euro Inflation is updated to Sep 2024.
Pending updates, the monthly inflation is set at 0% for the subsequent periods.
2024: 2.06%, 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 Sep 2024.
Pending updates, the monthly inflation is set at 0% for the subsequent periods.
Inflation (annualized) is
1Y: 1.66%
, 3Y: 4.99%
, 5Y: 3.73%
Portfolio returns are updated to 31 October 2024.
Portfolio returns are updated to 31 October 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 31 October 2024.
High values of Standard Deviation mean high fluctuations in prices.
Data are updated to 31 October 2024.
The maximum Drawdown is calculated considering the end of month prices.
Low Risk Portfolios usually grant less severe drawdowns.
Data are updated to 31 October 2024.
Low Risk Portfolios usually grant less severe drawdowns.
Data are updated to 31 October 2024.
Highlighted values indicate returns lower than the Euro Inflation recorded in the same period.
Euro Inflation is updated to Sep 2024.
Pending updates, the monthly inflation is set at 0% for the subsequent periods.
2024: 2.06%, 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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