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)
| Metric | 100% US Stock Market |
|---|---|
| CAGR | 11.4% |
| Max Drawdown | -55.5% |
| Sharpe | 0.80 |
| Sortino | 1.11 |
| Volatility | 17.8% |
| Calmar | 0.21 |
| Total Return | 6231.1% |
| Backtest Period | 38.5 years |
Strategy Details
- Type
- Fixed / Strategic
- Rebalancing
- annual
- Risk Level
- aggressive
- Variants
- 1
- Author
- Benchmark
Asset Classes
- US Equity
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