1Yrยท

I've analyzed the $VWRL (+0.18%) and $XDWT (+0.27%) in a 50/50 portfolio vs $CSPX (+0.32%) or $VUSA (+0.32%) . From the return per unit of risk point of view, it looks like a 50/50 $VWRL (+0.18%) and $XDWT (+0.27%) perform better, a return with 15% better than $CSPX (+0.32%) or $VUSA (+0.32%) in a 5-year timeframe with even lower risk.


5y return approx data:


Volatility/Risk 5 years:


Results (return/standard deviation):


Conclusion: Better return with lower risk for 50/50 portfolio of $VWRL (+0.18%) and $XDWT (+0.27%)







7
Join the conversation