Bernstein No-Brainer Portfolio
William Bernstein's four-corners 25/25/25/25 mix across US large-cap, US small-cap, international equity, and bonds — from The Intelligent Asset Allocator (2000).
- Type: Fixed
- Frequency: annually
- Asset classes: US Equity, International Equity, Small Cap, Bonds
- Backtest window: 2011-01-28 to 2026-11-10
- 1Y
- 9.7%
- 3Y
- 55.7%
- CAGR
- 13.7%
- Max DD
- -14.4%
- Sharpe
- 1.05
Methodology
- Allocate 25% each to VTI, IWM, VXUS, and BND.
Source: Bernstein, W. J. (2000). The Intelligent Asset Allocator, Chapter 9.
Headline backtest performance as of 2026-11-10.