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 2026-09-21

1Y

9.1%

3Y

51.5%

CAGR

13.8%

Max DD

-12.1%

Sharpe

0.96

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 2026-09-21.

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