Portfolio vs. 60/40 vs. S&P 500
All Data
10 Years
**S&P 500 backtest to 1972 and 60/40 backtest to 1970
Bogleheads Four Fund Portfolio
Details
The Bogleheads Four Fund Portfolio was developed by the folks at Bogleheads.org. A groups of individuals that follow the advice of Vanguard’s founder, Jack Bogle.
The portfolio is based off Vanguard’s four fund offerings and can have slightly different weightings, but the assets themselves are always the same.
This version allocates 80% to equities and 20% to bonds.
Asset Allocation & Recommended ETFs
Performance Metrics
All Data
10 Years
Annual Return
8.6%
Sharpe Ratio
0.55
10 Year Annual Return
7.9%
Volatility (annualized)
11.9%
Max Drawdown
-43.7%
Positive Periods
65.7%
Dot Com Annual Return
-8.7%
Great Financial Crisis Return
-2.4%
Trade Frequency
Static
Ulcer Performance Index
0.7
How to Invest in the Bogleheads Four Fund Portfolio
M1 Finance is the recommended platform to invest in this portfolio. Find out why.
