verifiedCurated Strategy
· 27 yr backtestBuy and HoldGlobal Stock Market
Real CAGR7.2%
Max Drawdown-54.4%
Sharpe Ratio0.24
A single-fund portfolio holding the entire global stock market across developed and emerging markets. Uses VT (Vanguard Total World Stock ETF), with the MSCI ACWI Index as a historical proxy back to 1999. Provides broad international diversification in one fund.
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infoMonthly trading signals
Signals are available for a curated set of tactical portfolios. This portfolio is not currently covered.
See covered portfoliosarrow_forwardTarget Allocation
Global Stocks(VT)100%
Performance Snapshot
trending_upReal CAGR
7.23%balanceSharpe Ratio
0.240trending_downMax Drawdown
-54.39%show_chartSortino Ratio
0.030arrow_upwardBest Year
+34.0%arrow_downwardWorst Year
-40.2%update10-Year CAGR
12.40%warningUlcer Index
16.95analyticsUlcer Perf. Index
0.160account_balanceGFC CAGR
-3.9%computerDot-com CAGR
-16.6%syncTrade Frequency
StaticshieldRisk Level
5/5 — Aggressivecalendar_monthMin. Timeline
10 yearshistoryBacktest Period
27 yearsRolling Returns
| Period | Low | Average | High |
|---|---|---|---|
| 1 Year | -47.6% | +8.4% | +59.3% |
| 3 Year | -18.3% | +7.0% | +24.5% |
| 5 Year | -4.3% | +7.4% | +20.4% |
| 10 Year | -1.9% | +7.0% | +13.1% |
Compare to:
Growth of $10,000
Global Stock Market
Sharpe Ratio0.24
Best Year+34.0%
Worst Year-40.2%
Final Value$67,369
Historical Drawdown
Percentage decline from the portfolio's peak value at each point in time.
Rolling Returns
Annualised return for each rolling period ending on that date.
Annualised return for each 1Y period ending on that date.
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