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Bogleheads Four Fund Portfolio
Bogleheads Four Fund Portfolio (Static Portfolio)
live (public) 0.24% June 04
The Bogleheads Four-fund Portfolio is the extension of the Bogleheads Three-fund Portfolio with the addition of international bonds. It uses four fundamental asset classes: a U.S total stock market fund, a total international stock market fund, a total bond market fund, and a total international bond market. The portfolio could be replicated using four low-cost ETFs.
Holdings (As of 06/04/2025)
| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| asset0 | BND (Vanguard Total Bond Market ETF) | 0.62% | 15.00% |
| asset1 | BNDX (Vanguard Total International Bond ETF) | 0.06% | 5.00% |
| asset2 | VEA (Vanguard FTSE Developed Markets ETF) | 0.52% | 30.00% |
| asset3 | VTI (Vanguard Total Stock Market ETF) | 0.01% | 50.00% |
* Day change on 06/04/2025.
Previous
Performance (As of 06/04/2025)
Since 06/04/2013
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| Bogleheads Four Fund Portfolio | 6.0% | 12.1% | 10.8% | 10.6% | 8.5% | |
| VFINX (Vanguard (S&P 500) Index) | 3.3% | 12.9% | 17.3% | 16.4% | 13.1% | 14.0% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 3.3% | 10.8% | 9.6% | 8.3% | 8.2% | 9.1% |
* YTD: Year to Date
** AR: Annualized Return
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/04/2013 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.3 | 6.0 | 12.1 | 10.8 | 10.6 | 8.5 | 0.0 | 0.0 | 8.9 | 13.2 | 19.6 | -17.1 | 16.2 | 15.0 | 23.6 | -6.8 | 19.1 | 7.9 | 0.1 | 5.8 | 11.8 |
| Sharpe Ratio | NA | 0.25 | 0.6 | 0.54 | 0.62 | 0.5 | NA | NA | 0.57 | 0.96 | 1.48 | -0.97 | 1.53 | 0.56 | 2.42 | -0.67 | 3.42 | 0.67 | 0.01 | 0.64 | 1.2 |
| Draw Down(%) | NA | 13.5 | 13.5 | 14.7 | 24.5 | 28.7 | NA | NA | 28.7 | 6.2 | 9.8 | 24.2 | 4.6 | 28.7 | 4.8 | 15.3 | 1.7 | 8.7 | 10.6 | 6.8 | 4.8 |
| Standard Deviation(%) | NA | 18.9 | 14.6 | 13.9 | 13.9 | 14.3 | NA | NA | 13.6 | 10.0 | 10.7 | 19.1 | 10.6 | 26.4 | 9.1 | 12.2 | 5.4 | 11.4 | 11.9 | 9.0 | 9.8 |
| Treynor Ratio | NA | 0.07 | 0.17 | 0.32 | 0.69 | -3.37 | NA | NA | -3.68 | 6.63 | 5.89 | -9.97 | -2.67 | -0.64 | -2.74 | -88.25 | -1.84 | -1.16 | 0.04 | -5.79 | 2.55 |
| Alpha | NA | 0.04 | 0.01 | 0.02 | 0.03 | 0.03 | NA | NA | 0.03 | 0.04 | 0.06 | -0.07 | 0.07 | 0.09 | 0.09 | -0.03 | 0.07 | 0.03 | 0.0 | 0.02 | 0.07 |
| Beta | NA | 0.71 | 0.52 | 0.24 | 0.12 | -0.02 | NA | NA | -0.02 | 0.01 | 0.03 | 0.02 | -0.06 | -0.23 | -0.08 | 0.0 | -0.1 | -0.07 | 0.03 | -0.01 | 0.05 |
| RSquared | NA | 0.94 | 0.5 | 0.09 | 0.02 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.09 | 0.01 | 0.0 | 0.02 | 0.01 | 0.0 | 0.0 | 0.0 |
| Sortino Ratio | NA | 0.37 | 0.87 | 0.78 | 0.87 | 0.68 | NA | NA | 0.78 | 1.33 | 2.26 | -1.33 | 2.2 | 0.72 | 3.49 | -0.85 | 5.5 | 0.91 | 0.01 | 0.88 | 1.78 |
| Yield(%) | N/A | 0.4 | 2.3 | 2.6 | 2.8 | 3.3 | 3.0 | 2.3 | 0.0 | 2.6 | 2.7 | 1.8 | 2.3 | 1.9 | 2.9 | 2.3 | 2.5 | 2.5 | 2.3 | 2.5 | 1.8 |
| Dividend Growth(%) | N/A | -81.1 | -0.6 | 32.3 | 41.9 | N/A | N/A | N/A | N/A | 12.9 | 26.8 | -8.4 | 34.0 | -17.0 | 13.5 | 11.1 | 10.1 | 8.6 | -3.4 | 55.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/04/2013
Strategies
| Asset Allocation Strategy | Rebalance for Static Portfolios |
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