Global Stock Market Fixed Allocation Portfolio

Global equity benchmark: 60% US, 40% international. Approximating market-cap weights.

Backtest Performance (1989-10-31 to 2026-04-07)

MetricGlobal Stock Market
Compound Annual Growth Rate (CAGR)9.0%
Maximum Drawdown-57.6%
Sharpe Ratio0.60
Sortino Ratio0.74
Annualized Volatility16.7%
Calmar Ratio0.16
Total Return2223.6%
Backtest Period36.4 years

Strategy Details

Type
Fixed / Strategic
Rebalancing
annual
Risk Level
aggressive
Variants
1
Author
Benchmark

Categories

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