Vanguard Four Fund Portfolio
0.14%May 07 | MyPlanIQ portfolio symbol P_76680

Buy and Hold (Annually Rebalance)
USStocks VTI 36%
IntlStocks VEA 24%
USBonds BND 28%
IntlBonds BNDX 12%

Simulated from 06/04/2013

This is a 60% Stocks 40% Bonds allocation portfolio. See Bogleheads Vanguard Four Fund Portfolio. It's noticeable that International Bonds takes up 12% in this portfolio. 

Vanguard Four Fund Lazy Portfolio Allocation


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Historical Return Chart

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Return Calculator

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Rolling Returns

From 06/04/2013 to 05/07/2024, the worst annualized return of 3-year rolling returns is 1.77%.

From 06/04/2013 to 05/07/2024, the worst annualized return of 5-year rolling returns is 4.24%.

From 06/04/2013 to 05/07/2024, the worst annualized return of 10-year rolling returns is NA.

Maximum Drawdown

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