Core Four Portfolio
Four-fund diversified portfolio with global equities, bonds, and real estate.
- Type: Fixed
- Frequency: annually
- Asset classes: US Equity, International Equity, REITs, Bonds
- Backtest window: 2011-01-28 to 2026-09-21
- 1Y
- 13.1%
- 3Y
- 61.2%
- CAGR
- 16.1%
- Max DD
- -13.3%
- Sharpe
- 1.00
Methodology
- Allocate 48% VTI, 24% VXUS, 20% BND, and 8% VNQ.
Source: Ferri, R. (2010). All About Asset Allocation (2nd ed.).
Headline backtest performance as of 2026-09-21.