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 2026-11-10

1Y

6.5%

3Y

49.0%

CAGR

12.9%

Max DD

-12.1%

Sharpe

1.22

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 2026-11-10.

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