100% US Stock Market at a glance

100% US Stock Market is a fixed-allocation portfolio by Benchmark across US Equity, rebalanced annual. Backtested 1987-12-31 to 2026-07-03 (38.5 years): 11.4% CAGR, 0.80 Sharpe, -55.5% max drawdown, 17.8% volatility.

Type

Fixed Allocation

Author

Benchmark

Rebalancing

Annual

Risk

Aggressive

Period

1987-12-31 to 2026-07-03

CAGR

11.4%

Sharpe

0.80

Max Drawdown

-55.5%

Volatility

17.8%

100% US Stock Market: frequently asked questions

What is 100% US Stock Market?

Pure US equity benchmark. 100% Vanguard Total Stock Market. Essential for comparing any balanced or tactical strategy.

Who created the 100% US Stock Market strategy?

100% US Stock Market was developed by Benchmark.

What is the historical return and maximum drawdown of 100% US Stock Market?

Backtested from 1987-12-31 to 2026-07-03, 100% US Stock Market returned 11.4% CAGR with a -55.5% maximum drawdown and a Sharpe ratio of 0.80. Past performance does not guarantee future results.

How often is 100% US Stock Market rebalanced?

100% US Stock Market is rebalanced annual. BestFolio publishes the updated allocation signal each period.

Is 100% US Stock Market a fixed or tactical strategy?

100% US Stock Market is a fixed-allocation (strategic) portfolio: it holds a set allocation and rebalances on schedule rather than rotating based on market signals.