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100% US Stock Market

100% US Stock Market is a fixed-allocation portfolio reviewed on a annual cadence. Its hypothetical backtest runs through 2026-08-20. BestFolio supplies the public rule or approach and backtest context; current signals, allocations, and paid interactive data remain restricted to Pro access. No publication or construction date is recorded, so no observed-versus-simulated boundary is claimed; all displayed returns are hypothetical. Users review each scheduled signal and place any resulting trades in their own brokerage. BestFolio does not execute trades or provide personalized investment advice.

Cadence
Annual
Backtest data through
2026-08-20
History boundary
No publication or construction date is recorded, so no observed-versus-simulated boundary is claimed; all displayed returns are hypothetical.
Rule / approach
1. Allocate 100% to VTI (Vanguard Total US Stock Market)
BestFolio supplies
the public rule or approach and backtest context; current signals, allocations, and paid interactive data remain restricted to Pro access
Customer action
Review each scheduled signal and place any required trades in your own brokerage; BestFolio does not execute orders.
Costs and exclusions
net of a modeled one-way transaction cost (10 bps, scaled up to 3x under stress); taxes, fund-expense drift, or market impact are not modeled
Freshness
The latest available backtest ends 2026-08-20. A run timestamp is not exposed here, so no stronger freshness claim is made.
Next expected action
First trading day of 2027 (annual); scheduled 2027-01-04 at 09:30 ET. Review the published signal before placing any trade.

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 2026-08-20 (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 2026-08-20
CAGR
11.4%
Sharpe
0.80
Max Drawdown
-55.5%
Volatility
17.8%

100% US Stock Market Fixed Allocation Portfolio

100% US Stock Market benchmark: pure equity holding VTI (Vanguard Total Stock Market). Not a recommended portfolio, but an essential benchmark for evaluating any balanced or tactical strategy.

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 2026-08-20, 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.

Backtest Performance (1987-12-31 to 2026-08-20)

Metric100% US Stock Market
CAGR11.4%
Max Drawdown-55.5%
Sharpe0.80
Sortino1.11
Volatility17.8%
Calmar0.21
Total Return6231.1%
Backtest Period38.5 years

Strategy Details

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

Asset Classes

  • US Equity

Categories

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