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.
M1 Finance is the recommended platform to invest in this portfolio. Find out why.
Low | Average | High | |
|---|---|---|---|
1-Year | -36.7% | 9.2% | 45.2% |
3-Year | -10.6% | 8.8% | 24.4% |
5-Year | -2.8% | 8.6% | 21.0% |
10-Year | 0.3% | 7.6% | 14.4% |
Portfolio | 60/40 | S&P 500 | |
|---|---|---|---|
Annual Return | 8.7% | 9.3% | 10.3% |
10Y Annual Return | 7.9% | 7.9% | 12.2% |
Sharpe Ratio | 0.56 | 0.51 | 0.43 |
Max Drawdown | -43.3% | -29.7% | -50.97% |
Volatility (annualized) | 11.8% | 9.9% | 15.4% |
Dot Com Annual Return | -8.3% | -4.2% | -14.60% |
Great Financial Crisis Annual Return | -2.3% | -0.3% | -5.66% |
Positive Periods | 66.0% | 65.8% | 63.3% |
**S&P 500 backtest to 1972 and 60/40 backtest to 1970
