oriz · portfolio-lab
portfolio-lab.oriz.in 08 / 2026

Assets › intl-equity

International Equity — US/Global FoF

Below 12% forward floor — included only for diversification, excluded from optimizer by default.

Fwd expected return 5.0%
Annualised volatility 17.0%
Sleeve intl-equity
Below floor Below 12%

Historical CAGR — trailing (not forward estimates)

3Y 5Y
15.5% 11.5%

Trailing figures are inflated by the 2020-2025 bull market. Forward estimate (5.0%) is used for optimization.

Risk notes

Forward only 4-6% INR net (Vanguard VCMM Jun-2026 base 4.2-6.2% USD gross, minus 1.1-2.0% double-layer FoF fees + 12.5% LTCG, plus rupee slip). Held for geographic + currency diversification, NOT return. S&P500 drawdowns -56.8% (GFC), -33.9% (2020). 30% probability of near-zero decade.

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