100% US Stock Market Fixed Allocation Portfolio

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

Backtest Performance (1980-02-29 to 2026-04-07)

Metric100% US Stock Market
Compound Annual Growth Rate (CAGR)11.3%
Maximum Drawdown-55.5%
Sharpe Ratio0.69
Sortino Ratio0.85
Annualized Volatility17.9%
Calmar Ratio0.20
Total Return13644.8%
Backtest Period46.1 years

Strategy Details

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

Categories

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