Classic 60/40

Traditional balanced portfolio of US equities and aggregate bonds.

• Type: Fixed
• Frequency: annually
• Asset classes: US Equity, Bonds
• Backtest window: 2007-04-10 to 2026-08-06

1Y

13.4%

3Y

47.7%

CAGR

9.1%

Max DD

-17.7%

Sharpe

0.48

Methodology

• Allocate 60% VTI and 40% BND.

Source: Bogle, J. C. (1999). Common Sense on Mutual Funds — the canonical 60/40 balanced mix popularized by Vanguard.

Headline backtest performance as of 2026-08-06.

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