Global Equity 60/40 (US/ex-US)
Equity-only market-cap benchmark: 60% US stocks, 40% international, approximating the global stock-market split.
- Type: Fixed
- Frequency: annually
- Asset classes: US Equity, International Equity
- Backtest window: 2011-01-28 to 2026-09-21
- 1Y
- 18.6%
- 3Y
- 80.0%
- CAGR
- 20.3%
- Max DD
- -16.4%
- Sharpe
- 1.08
Methodology
- Allocate 60% VTI and 40% VXUS.
Headline backtest performance as of 2026-09-21.