Simple Path to Wealth — Fixed Allocation Portfolio
Ultra-simple 2-fund portfolio: 75% US total market, 25% bonds. Hugely popular in the FIRE community.
Backtest Performance (1987-01-30 to 2026-04-07)
| Metric | Simple Path to Wealth |
|---|---|
| Compound Annual Growth Rate (CAGR) | 9.8% |
| Maximum Drawdown | -43.4% |
| Sharpe Ratio | 0.74 |
| Sortino Ratio | 0.91 |
| Annualized Volatility | 13.9% |
| Calmar Ratio | 0.23 |
| Total Return | 3753.0% |
| Backtest Period | 39.2 years |
Strategy Details
- Type
- Fixed / Strategic
- Rebalancing
- annual
- Risk Level
- aggressive
- Variants
- 2
- Author
- JL Collins
Categories
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