70/30 Portfolio Backtest
Over this window, 70/30 (VTI/BND) returned 8.9% annualized with a maximum drawdown of 38.7%.
Assumptions
- 70/30 (VTI/BND): 30% BND, 70% VTI, rebalanced annually.
- Total-return prices (dividends reinvested), annual rebalancing, no taxes, fees, or cash flows.
Results
| Portfolio | CAGR | Max drawdown | Volatility | Sharpe | Sortino | Calmar |
|---|---|---|---|---|---|---|
| 70/30 (VTI/BND) | 8.9% | -38.7% | 13.6% | 0.59 | 0.82 | 0.23 |
Growth of $10,000
Run it yourself
Open this exact allocation in the live Portfolio Backtest tool to change the date range, add cash flows, compare against other portfolios, or switch on tax-aware mode. Free to run, no sign-up required.
Open 70/30 (VTI/BND) in the backtesterRelated backtests
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Back to all portfolio backtests
Historical simulation computed by the ArthaPilot backtest engine with total-return (dividends reinvested) prices and annual rebalancing, before taxes and fees. Past performance does not predict future results. This page is educational and is not investment, tax, or legal advice.