verifiedCurated Strategy
· 46 yr backtestBuy and HoldUS Stock Market
Real CAGR11.5%
Max Drawdown-50.8%
Sharpe Ratio0.50
A single-fund portfolio holding the entire US stock market. Uses VTI (Vanguard Total Stock Market ETF), with VFINX (Vanguard 500 Index Fund) as a historical proxy back to 1976. This is the simplest expression of US equity exposure — no bonds, no alternatives, maximum long-run growth potential with full market volatility.
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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
US Total Stock Market(VTI)100%
Performance Snapshot
trending_upReal CAGR
11.53%balanceSharpe Ratio
0.500trending_downMax Drawdown
-50.84%show_chartSortino Ratio
0.060arrow_upwardBest Year
+37.5%arrow_downwardWorst Year
-37.0%update10-Year CAGR
14.67%warningUlcer Index
12.19analyticsUlcer Perf. Index
0.580account_balanceGFC CAGR
-5.1%computerDot-com CAGR
-13.8%syncTrade Frequency
StaticshieldRisk Level
5/5 — Aggressivecalendar_monthMin. Timeline
10 yearshistoryBacktest Period
46 yearsRolling Returns
| Period | Low | Average | High |
|---|---|---|---|
| 1 Year | -43.3% | +12.6% | +62.9% |
| 3 Year | -15.4% | +11.6% | +32.7% |
| 5 Year | -6.1% | +11.4% | +28.5% |
| 10 Year | -2.7% | +10.9% | +19.7% |
Compare to:
Growth of $10,000
US Stock Market
Sharpe Ratio0.50
Best Year+37.5%
Worst Year-37.0%
Final Value$1,569,193
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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