1Yrยท

I've analyzed the $VWRL (-4.62%) and $XDWT (-5.42%) in a 50/50 portfolio vs $CSPX (-5.42%) or $VUSA (-5.34%) . From the return per unit of risk point of view, it looks like a 50/50 $VWRL (-4.62%) and $XDWT (-5.42%) perform better, a return with 15% better than $CSPX (-5.42%) or $VUSA (-5.34%) 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 (-4.62%) and $XDWT (-5.42%)







7
Join the conversation