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.
M1 Finance is the recommended platform to invest in this portfolio. Find out why.
Low | Average | High | |
|---|---|---|---|
1-Year | -37.5% | 9.1% | 45.6% |
3-Year | -10.8% | 8.7% | 24.2% |
5-Year | -2.9% | 8.5% | 20.9% |
10-Year | 0.1% | 7.6% | 14.2% |
Portfolio | 60/40 | S&P 500 | |
|---|---|---|---|
Annual Return | 8.6% | 9.3% | 10.3% |
10Y Annual Return | 7.9% | 7.9% | 12.2% |
Sharpe Ratio | 0.55 | 0.51 | 0.43 |
Max Drawdown | -43.7% | -29.7% | -50.97% |
Volatility (annualized) | 11.9% | 9.9% | 15.4% |
Dot Com Annual Return | -8.7% | -4.2% | -14.60% |
Great Financial Crisis Annual Return | -2.4% | -0.3% | -5.66% |
Positive Periods | 65.7% | 65.8% | 63.3% |
**S&P 500 backtest to 1972 and 60/40 backtest to 1970
