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 Three Fund Portfolio
Details
The Bogleheads Three 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 intended to be as simple as possible and allow for greater control than a Target Date Fund.
This version allocates 80% to equities and 20% to bonds.
Asset Allocation & Recommended ETFs
Performance Metrics
All Data
10 Years
Annual Return
8.7%
Sharpe Ratio
0.56
10 Year Annual Return
7.9%
Volatility (annualized)
11.8%
Max Drawdown
-43.3%
Positive Periods
66.0%
Dot Com Annual Return
-8.3%
Great Financial Crisis Return
-2.3%
Trade Frequency
Static
Ulcer Performance Index
0.7
How to Invest in the Bogleheads Three Fund Portfolio
M1 Finance is the recommended platform to invest in this portfolio. Find out why.
