100% US Stock Market
StaticProaggressiveBased on research by Benchmark
This is BestFolio's independent implementation. Not affiliated with or endorsed by the original author.
About this Strategy
Pure US equity benchmark. 100% Vanguard Total Stock Market.
The complete strategy logic, asset universe, and rebalancing rules are available to Pro subscribers. This includes the full methodology description, author notes, and implementation details.
Pro subscribers also get access to current signals, full backtest history, and the ability to blend this strategy into custom portfolios.
Strategy Rules
Pro subscribers only
- 1Allocate 100% to VTI (Vanguard Total US Stock Market)
Key Differentiators
Research Source
Based on research by Benchmark
Strategy Info
- Type
- Fixed / Strategic
- Frequency
- annual
- Next Rebalance
- Jan 409:30 ET (227d)
- Variants
- 1
- Risk Category
- aggressive
- Tags
- static, benchmark
- Type
- Fixed/Strategic Asset Allocation (Benchmark)
- Trading Frequency
- Buy and hold
- Number Of Holdings
- 1 ETF
- Equity Allocation
- 100%
- Risk Level
- Aggressive
Asset Classes
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 2026-05-20 (38.4 years): 11.4% CAGR, 0.69 Sharpe, -55.5% max drawdown, 17.8% volatility.
- Type
- Fixed Allocation
- Author
- Benchmark
- Rebalancing
- Annual
- Risk
- Aggressive
- Period
- 1987-12-31 to 2026-05-20
- CAGR
- 11.4%
- Sharpe
- 0.69
- 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.
Backtest Performance (1987-12-31 to 2026-05-20)
| Metric | 100% US Stock Market |
|---|---|
| Compound Annual Growth Rate (CAGR) | 11.4% |
| Maximum Drawdown | -55.5% |
| Sharpe Ratio | 0.69 |
| Sortino Ratio | 0.88 |
| Annualized Volatility | 17.8% |
| Calmar Ratio | 0.20 |
| Total Return | 6126.0% |
| Backtest Period | 38.4 years |
Strategy Details
- Type
- Fixed / Strategic
- Rebalancing
- annual
- Risk Level
- aggressive
- Variants
- 1
- Author
- Benchmark
Asset Classes
- US Equity
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