Data Source: from June 1991 to June 2022
Consolidated Returns as of 30 June 2022
Live Update: Jul 05 2022, 03:00PM Eastern Time
PORTFOLIO • LIVE PERFORMANCE (USD currency)
0.77%
1 Day
Jul 05 2022, 03:00PM Eastern Time
0.01%
Current Month
July 2022
The Bogleheads Four Funds Portfolio is a Very High Risk portfolio and can be implemented with 4 ETFs.
It's exposed for 80% on the Stock Market.
In the last 30 Years, the Bogleheads Four Funds Portfolio obtained a 7.96% compound annual return, with a 12.02% standard deviation.
Asset Allocation and ETFs
The Bogleheads Four Funds Portfolio has the following asset allocation:
The Bogleheads Four Funds Portfolio can be implemented with the following ETFs:
| Weight | Ticker | ETF Name | Investment Themes | |
|---|---|---|---|---|
| 50.00 % | VTI | Vanguard Total Stock Market | Equity, U.S., Large Cap | |
| 30.00 % | VEU | Vanguard FTSE All-World ex-US | Equity, Global ex-US, Large Cap | |
| 10.00 % | TIP | iShares TIPS Bond | Bond, U.S., All-Term | |
| 10.00 % | BND | Vanguard Total Bond Market | Bond, U.S., All-Term |
Most of Lazy Portfolios are made of common components (asset classes), very simple and well defined. For a more complete view, find out the most common ETFs you can use to build your portfolio.
Portfolio and ETF Returns
The Bogleheads Four Funds Portfolio guaranteed the following returns.
According to the available data source, let's assume we built the portfolio on June 1991.
Portfolio returns are calculated in USD, assuming:
Portfolio returns are calculated in USD, assuming:
- No fees or capital gain taxes
- a rebalancing of the components at the beginning of each year (at every January 1st). How do returns change with different rebalancing strategies?
- the reinvestment of dividends
BOGLEHEADS FOUR FUNDS PORTFOLIO RETURNS
Consolidated returns as of 30 June 2022
Live Update: Jul 05 2022, 03:00PM Eastern Time
Swipe left to see all data
| Chg (%) | Return (%) | Return (%) as of Jun 30, 2022 |
|||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 Day | Time ET(*) | Jul 2022 | 1M | 6M | 1Y | 5Y(*) | 10Y(*) | 30Y(*) | |
| Bogleheads Four Funds Portfolio | -0.77 | -0.01 | -6.84 | -17.81 | -13.95 | 6.70 | 8.30 | 7.96 | |
| US Inflation Adjusted return | -6.84 | -21.01 | -20.01 | 2.99 | 5.69 | 5.36 | |||
| Components | |||||||||
|
VTI Vanguard Total Stock Market |
-0.20 |
02:59PM Jul 05 2022 |
0.85 | -8.23 | -21.32 | -14.17 | 10.53 | 12.52 | 9.81 |
|
VEU Vanguard FTSE All-World ex-US |
-2.22 |
03:00PM Jul 05 2022 |
-2.24 | -7.68 | -17.38 | -18.51 | 2.89 | 5.19 | 5.29 |
|
TIP iShares TIPS Bond |
-0.30 |
02:59PM Jul 05 2022 |
1.31 | -3.11 | -9.04 | -5.27 | 3.04 | 1.57 | 5.80 |
|
BND Vanguard Total Bond Market |
0.23 |
02:59PM Jul 05 2022 |
1.03 | -1.66 | -10.35 | -10.42 | 0.84 | 1.40 | 4.63 |
(*) Returns over 1 year are annualized
(*) Eastern Time (ET - America/New York)
US Inflation is updated to May 2022. Waiting for updates, inflation of Jun 2022 is set to 0%. Current inflation (annualized) is 1Y: 7.57% , 5Y: 3.61% , 10Y: 2.46% , 30Y: 2.47%
Live update: World Markets and Indexes
Portfolio Dividends
In 2021, the Bogleheads Four Funds Portfolio granted a 2.38% dividend yield. If you are interested in getting periodic income, please refer to the Bogleheads Four Funds Portfolio: Dividend Yield page.
Readings that may interest you
Historical Returns as of Jun 30, 2022
Historical returns and stats of Bogleheads Four Funds Portfolio. Total Returns and Inflation Adjusted Returns are both mentioned.
BOGLEHEADS FOUR FUNDS PORTFOLIO
Consolidated returns as of 30 June 2022
Data Source: from June 1991 to June 2022
Swipe left to see all data
| Period | Return (%) as of Jun 2022 |
Return (%) Infl.Adj. |
Standard Deviation (%) |
Max Drawdown (%) |
Months Pos - Neg |
|---|---|---|---|---|---|
|
1M
Jun 2022
|
-6.84
|
-6.84
|
-6.84
Jun 2022 - Jun 2022
|
0 - 1
|
|
|
3M
|
-13.17
|
-14.29
|
-13.17
Apr 2022 - Jun 2022
|
1 - 2
|
|
|
6M
|
-17.81
|
-21.01
|
-17.81
Jan 2022 - Jun 2022
|
2 - 4
|
|
|
YTD
|
-17.81
|
-21.01
|
-17.81
Jan 2022 - Jun 2022
|
2 - 4
|
|
|
1Y
|
-13.95
|
-20.01
|
12.38
|
-17.81
Jan 2022 - Jun 2022
|
6 - 6
50% pos
|
|
3Y(*)
|
5.86
|
1.29
|
14.56
|
-17.81
Jan 2022 - Jun 2022
|
23 - 13
64% pos
|
|
5Y(*)
|
6.70
|
2.99
|
13.23
|
-17.81
Jan 2022 - Jun 2022
|
41 - 19
68% pos
|
|
10Y(*)
|
8.30
|
5.69
|
10.93
|
-17.81
Jan 2022 - Jun 2022
|
83 - 37
69% pos
|
|
15Y(*)
|
5.86
|
3.48
|
13.37
|
-44.08
Nov 2007 - Feb 2009
|
113 - 67
63% pos
|
|
20Y(*)
|
7.58
|
5.00
|
12.47
|
-44.08
Nov 2007 - Feb 2009
|
155 - 85
65% pos
|
|
25Y(*)
|
6.71
|
4.18
|
12.70
|
-44.08
Nov 2007 - Feb 2009
|
186 - 114
62% pos
|
|
30Y(*)
|
7.96
|
5.36
|
12.02
|
-44.08
Nov 2007 - Feb 2009
|
231 - 129
64% pos
|
|
MAX(*)
01 Jun 1991
|
7.80
|
5.18
|
11.98
|
-44.08
Nov 2007 - Feb 2009
|
238 - 135
64% pos
|
(*) Returns over 1 year are annualized
Returns and stats are calculated assuming a yearly rebalancing of the components weight. How do returns change with different rebalancing strategies?
Capital Growth as of Jun 30, 2022
An investment of 1000$, since July 1992,
now would be worth 9963.37$, with a total return of 896.34% (7.96% annualized).
The Inflation Adjusted Capital now would be 4789.00$, with a net total return of 378.90% (5.36% annualized).
The Inflation Adjusted Capital now would be 4789.00$, with a net total return of 378.90% (5.36% annualized).
An investment of 1000$, since June 1991,
now would be worth 10330.87$, with a total return of 933.09% (7.80% annualized).
The Inflation Adjusted Capital now would be 4806.14$, with a net total return of 380.61% (5.18% annualized).
The Inflation Adjusted Capital now would be 4806.14$, with a net total return of 380.61% (5.18% annualized).
Drawdowns
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Drawdown period |
Recovery period |
Total |
||||
|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months |
| -44.08% | Nov 2007 | Feb 2009 | 16 | Apr 2011 | 26 | 42 |
| -32.45% | Apr 2000 | Sep 2002 | 30 | Nov 2004 | 26 | 56 |
| -17.81% | Jan 2022 | Jun 2022 | 6 | in progress | 6 | |
| -17.11% | Jan 2020 | Mar 2020 | 3 | Jul 2020 | 4 | 7 |
| -15.64% | May 2011 | Sep 2011 | 5 | Mar 2012 | 6 | 11 |
| -12.43% | Jul 1998 | Aug 1998 | 2 | Nov 1998 | 3 | 5 |
| -10.69% | Feb 2018 | Dec 2018 | 11 | Apr 2019 | 4 | 15 |
| -10.05% | Jun 2015 | Feb 2016 | 9 | Jul 2016 | 5 | 14 |
| -6.92% | Apr 2012 | May 2012 | 2 | Sep 2012 | 4 | 6 |
| -5.19% | Feb 1994 | Mar 1994 | 2 | Aug 1994 | 5 | 7 |
| -4.69% | May 2019 | May 2019 | 1 | Jun 2019 | 1 | 2 |
| -4.68% | Aug 1997 | Aug 1997 | 1 | Sep 1997 | 1 | 2 |
| -4.19% | Nov 1993 | Nov 1993 | 1 | Jan 1994 | 2 | 3 |
| -4.18% | Sep 1994 | Nov 1994 | 3 | Mar 1995 | 4 | 7 |
| -4.05% | Oct 1997 | Oct 1997 | 1 | Jan 1998 | 3 | 4 |
| -4.01% | Sep 2020 | Oct 2020 | 2 | Nov 2020 | 1 | 3 |
| -3.93% | Jan 2000 | Jan 2000 | 1 | Mar 2000 | 2 | 3 |
| -3.74% | Jun 1996 | Jul 1996 | 2 | Sep 1996 | 2 | 4 |
| -3.50% | Sep 2021 | Sep 2021 | 1 | Oct 2021 | 1 | 2 |
| -3.23% | Mar 2005 | Apr 2005 | 2 | Jul 2005 | 3 | 5 |
Swipe left to see all data
Drawdown period |
Recovery period |
Total |
||||
|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months |
| -44.08% | Nov 2007 | Feb 2009 | 16 | Apr 2011 | 26 | 42 |
| -32.45% | Apr 2000 | Sep 2002 | 30 | Nov 2004 | 26 | 56 |
| -17.81% | Jan 2022 | Jun 2022 | 6 | in progress | 6 | |
| -17.11% | Jan 2020 | Mar 2020 | 3 | Jul 2020 | 4 | 7 |
| -15.64% | May 2011 | Sep 2011 | 5 | Mar 2012 | 6 | 11 |
| -12.43% | Jul 1998 | Aug 1998 | 2 | Nov 1998 | 3 | 5 |
| -10.69% | Feb 2018 | Dec 2018 | 11 | Apr 2019 | 4 | 15 |
| -10.05% | Jun 2015 | Feb 2016 | 9 | Jul 2016 | 5 | 14 |
| -6.92% | Apr 2012 | May 2012 | 2 | Sep 2012 | 4 | 6 |
| -5.19% | Feb 1994 | Mar 1994 | 2 | Aug 1994 | 5 | 7 |
| -4.87% | Jan 1992 | Mar 1992 | 3 | Nov 1992 | 8 | 11 |
| -4.69% | May 2019 | May 2019 | 1 | Jun 2019 | 1 | 2 |
| -4.68% | Aug 1997 | Aug 1997 | 1 | Sep 1997 | 1 | 2 |
| -4.25% | Jun 1991 | Jun 1991 | 1 | Aug 1991 | 2 | 3 |
| -4.19% | Nov 1993 | Nov 1993 | 1 | Jan 1994 | 2 | 3 |
| -4.18% | Sep 1994 | Nov 1994 | 3 | Mar 1995 | 4 | 7 |
| -4.05% | Oct 1997 | Oct 1997 | 1 | Jan 1998 | 3 | 4 |
| -4.01% | Sep 2020 | Oct 2020 | 2 | Nov 2020 | 1 | 3 |
| -3.93% | Jan 2000 | Jan 2000 | 1 | Mar 2000 | 2 | 3 |
| -3.74% | Jun 1996 | Jul 1996 | 2 | Sep 1996 | 2 | 4 |
Rolling Returns ( more details)
Bogleheads Four Funds Portfolio: annualized rolling and average returns
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| Rolling Period |
Return (*) | Negative Periods |
||
|---|---|---|---|---|
| Average (%) | Best (%) | Worst (%) | ||
| 1 Year |
9.28 |
48.60 Mar 2009 - Feb 2010 |
-37.94 Mar 2008 - Feb 2009 |
19.06% |
| 2 Years |
8.83 |
33.36 Mar 2009 - Feb 2011 |
-20.48 Mar 2007 - Feb 2009 |
15.14% |
| 3 Years |
8.42 |
22.28 Mar 2009 - Feb 2012 |
-11.70 Apr 2000 - Mar 2003 |
14.79% |
| 5 Years |
8.16 |
18.54 Mar 2009 - Feb 2014 |
-2.51 Mar 2004 - Feb 2009 |
2.23% |
| 7 Years |
7.77 |
15.57 Jan 1993 - Dec 1999 |
0.75 Mar 2002 - Feb 2009 |
0.00% |
| 10 Years |
7.33 |
12.28 Mar 2009 - Feb 2019 |
0.52 Mar 1999 - Feb 2009 |
0.00% |
| 15 Years |
7.18 |
10.42 Nov 1992 - Oct 2007 |
4.62 Mar 1994 - Feb 2009 |
0.00% |
| 20 Years |
7.25 |
8.57 Nov 2001 - Oct 2021 |
4.72 Apr 2000 - Mar 2020 |
0.00% |
(*) Annualized rolling and average returns over full calendar month periods
If you need a deeper detail about rolling returns, please refer to the Bogleheads Four Funds Portfolio: Rolling Returns page.
Seasonality
Bogleheads Four Funds Portfolio: in which months is it better to invest?
Both the Average Return and the Gain Frequency (Win %) are useful to get an idea of what happened in the past.
For further information about the seasonality, check the Asset Class Seasonality page.
For further information about the seasonality, check the Asset Class Seasonality page.
Swipe left to see all data
| Monthly Average Return (%) and Gain Frequency | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| Average Win % |
0.16 55% |
0.16 55% |
0.76 65% |
1.83 81% |
0.49 65% |
-0.04 47% |
1.04 65% |
-0.01 65% |
-0.02 61% |
0.94 65% |
1.17 68% |
1.81 77% |
| Best Year |
6.8 2019 |
5.7 1998 |
7.7 2009 |
9.0 2009 |
7.5 2009 |
5.5 2019 |
7.3 2009 |
4.8 2020 |
7.8 2010 |
9.0 2011 |
9.8 2020 |
7.3 1991 |
| Worst Year |
-8.1 2009 |
-8.2 2009 |
-11.5 2020 |
-7.1 2022 |
-7.1 2010 |
-6.8 2022 |
-6.7 2002 |
-11.7 1998 |
-8.5 2008 |
-15.9 2008 |
-5.7 2000 |
-5.9 2018 |
Statistics calculated for the period Jun 1991 - Jun 2022
Monthly/Yearly Returns
Bogleheads Four Funds Portfolio monthly and yearly returns: how is the distribution of the returns recorded so far?
MONTHLY RETURNS HISTOGRAM
238 Positive Months (64%) - 135 Negative Months (36%)
Jun 1991 - Jun 2022
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Yearly Return(%) |
Monthly Return(%) |
|||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year | Total | Infl.Adj | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2022 |
-17.81 | -21.01 | -4.2 | -2.2 | 1.0 | -7.1 | 0.3 | -6.8 | ||||||
| 2021 |
+15.70 | +8.03 | -0.1 | 1.9 | 2.2 | 3.6 | 1.3 | 1.3 | 0.8 | 1.9 | -3.5 | 4.4 | -1.9 | 3.1 |
| 2020 |
+15.71 | +14.24 | -0.6 | -5.7 | -11.5 | 8.9 | 4.1 | 2.5 | 4.4 | 4.8 | -2.4 | -1.7 | 9.8 | 4.2 |
| 2019 |
+23.60 | +20.87 | 6.8 | 2.3 | 1.4 | 2.9 | -4.7 | 5.5 | 0.2 | -1.3 | 1.6 | 2.1 | 2.3 | 2.7 |
| 2018 |
-7.02 | -8.76 | 4.1 | -3.7 | -1.0 | 0.3 | 0.9 | -0.2 | 2.5 | 1.2 | 0.1 | -6.5 | 1.6 | -5.9 |
| 2017 |
+19.47 | +16.98 | 2.3 | 2.3 | 0.9 | 1.3 | 1.5 | 0.6 | 2.1 | 0.5 | 1.7 | 1.7 | 1.7 | 1.4 |
| 2016 |
+8.61 | +6.43 | -4.3 | -0.5 | 6.2 | 1.0 | 0.6 | 0.4 | 3.4 | 0.2 | 0.7 | -1.8 | 1.1 | 1.6 |
| 2015 |
-1.37 | -2.00 | -0.8 | 4.3 | -1.0 | 1.8 | 0.2 | -1.9 | 0.9 | -5.5 | -2.6 | 5.9 | -0.1 | -1.9 |
| 2014 |
+5.85 | +5.16 | -3.0 | 4.2 | 0.3 | 0.7 | 1.9 | 1.9 | -1.5 | 2.6 | -2.8 | 1.6 | 1.3 | -1.2 |
| 2013 |
+19.92 | +18.13 | 3.3 | 0.3 | 2.2 | 2.1 | -0.3 | -2.3 | 4.5 | -2.4 | 4.5 | 3.4 | 1.5 | 1.8 |
| 2012 |
+14.85 | +12.86 | 4.9 | 3.7 | 1.1 | -0.6 | -6.4 | 3.9 | 0.9 | 2.2 | 2.4 | -0.7 | 1.0 | 2.0 |
| 2011 |
-1.60 | -4.53 | 1.3 | 2.8 | 0.2 | 3.5 | -1.4 | -1.2 | -1.3 | -5.3 | -7.4 | 9.0 | -0.8 | 0.0 |
| 2010 |
+13.49 | +11.88 | -3.2 | 2.0 | 5.2 | 0.9 | -7.1 | -3.1 | 6.6 | -3.0 | 7.8 | 3.4 | -1.2 | 5.7 |
| 2009 |
+26.98 | +23.51 | -8.1 | -8.2 | 7.7 | 9.0 | 7.5 | -0.4 | 7.3 | 3.0 | 4.2 | -2.2 | 4.8 | 1.6 |
| 2008 |
-30.83 | -30.82 | -4.9 | -1.1 | -0.4 | 3.9 | 1.3 | -6.3 | -1.4 | -0.6 | -8.5 | -15.9 | -4.8 | 4.5 |
| 2007 |
+9.23 | +4.92 | 1.2 | -0.5 | 1.4 | 3.3 | 2.6 | -0.8 | -1.8 | 0.7 | 4.1 | 3.0 | -3.1 | -1.0 |
| 2006 |
+16.29 | +13.43 | 3.7 | -0.1 | 1.7 | 2.0 | -3.0 | 0.0 | 0.6 | 2.2 | 1.3 | 3.1 | 2.5 | 1.3 |
| 2005 |
+8.31 | +4.82 | -1.7 | 2.3 | -1.9 | -1.4 | 2.1 | 0.9 | 2.9 | 0.7 | 1.7 | -2.4 | 3.2 | 1.8 |
| 2004 |
+13.90 | +10.21 | 2.0 | 1.8 | -0.1 | -2.8 | 1.0 | 1.8 | -2.6 | 0.7 | 1.7 | 2.1 | 4.4 | 3.4 |
| 2003 |
+28.68 | +26.11 | -2.4 | -1.0 | -0.4 | 7.2 | 5.4 | 1.5 | 1.4 | 2.2 | 0.8 | 5.0 | 1.5 | 4.7 |
| 2002 |
-12.27 | -14.40 | -1.7 | -0.4 | 3.3 | -1.6 | -0.1 | -4.5 | -6.7 | 1.0 | -7.4 | 4.5 | 4.1 | -2.7 |
| 2001 |
-9.93 | -11.35 | 2.6 | -6.8 | -5.2 | 6.2 | -0.3 | -1.9 | -1.1 | -3.5 | -7.1 | 2.5 | 4.1 | 1.0 |
| 2000 |
-7.07 | -10.15 | -3.9 | 2.5 | 4.3 | -4.3 | -2.5 | 3.9 | -2.1 | 4.3 | -3.7 | -1.6 | -5.7 | 2.4 |
| 1999 |
+20.36 | +17.22 | 1.8 | -3.0 | 3.5 | 4.0 | -2.7 | 3.8 | -1.1 | -0.4 | -0.8 | 4.4 | 3.0 | 6.7 |
| 1998 |
+18.10 | +16.23 | 1.4 | 5.7 | 3.6 | 0.8 | -1.6 | 1.9 | -0.8 | -11.7 | 3.1 | 6.7 | 4.8 | 4.3 |
| 1997 |
+17.48 | +15.52 | 2.0 | 0.5 | -2.6 | 2.7 | 5.7 | 4.1 | 5.2 | -4.7 | 5.0 | -4.0 | 1.7 | 1.4 |
| 1996 |
+12.38 | +8.70 | 1.5 | 0.4 | 1.0 | 2.3 | 0.9 | 0.0 | -3.7 | 1.4 | 3.8 | 0.9 | 4.9 | -1.5 |
| 1995 |
+23.21 | +20.17 | 0.4 | 1.0 | 3.3 | 2.5 | 2.2 | 1.2 | 3.6 | 0.0 | 2.6 | -1.0 | 3.3 | 2.1 |
| 1994 |
+1.95 | -0.63 | 4.9 | -1.5 | -3.8 | 1.3 | 0.4 | -0.7 | 2.1 | 2.7 | -2.2 | 1.6 | -3.5 | 1.2 |
| 1993 |
+16.83 | +13.64 | 0.9 | 1.8 | 4.3 | 2.0 | 2.7 | -0.3 | 1.5 | 4.0 | -1.0 | 1.3 | -4.2 | 3.0 |
| 1992 |
+1.70 | -1.23 | -1.2 | -0.2 | -3.5 | 0.5 | 2.7 | -2.0 | 1.7 | 0.9 | 0.1 | -1.2 | 2.5 | 1.5 |
| 1991 |
- | - | -4.2 | 3.9 | 0.9 | 1.7 | 1.6 | -3.3 | 7.3 | |||||
Portofolio Returns, up to December 2007, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets, instead of the actual ETFs of the portfolio.
In particular, it has been used:
- VTI - Vanguard Total Stock Market: simulated historical serie, up to December 2001
- VEU - Vanguard FTSE All-World ex-US: simulated historical serie, up to December 2007
- TIP - iShares TIPS Bond: simulated historical serie, up to December 2003
- BND - Vanguard Total Bond Market: simulated historical serie, up to December 2007
Portfolio efficiency
Is the Bogleheads Four Funds Portfolio actually efficient, compared to other Lazy Portfolios?
Overall Ratings
The Bogleheads Four Funds Portfolio is classified as Very High Risk.
Bond weight:
Less than 25%
Less than 25%
Bond weight:
25% - 49.99%
25% - 49.99%
Bond weight:
50% - 74.99%
50% - 74.99%
Bond weight:
At least 75%
At least 75%
| Very High Risk Portfolios |
All Portfolios |
||
|---|---|---|---|
| 25 Years Ann. Return (Inflation Adjusted) |
+6.71%
(+4.18%) |
Poor : 1 / 5
|
Average : 2.6 / 5
|
| Standard Deviation over 25 Years |
12.70% |
Excellent : 4.6 / 5
|
Average : 2.7 / 5
|
| Maximum Drawdown over 25 Years |
-44.08% |
Excellent : 5 / 5
|
Average : 2.2 / 5
|
| Easy to manage | 4 ETFs |
Good : 3.5 / 5
|
Good : 3.5 / 5
|
| Rating assigned considering all the Very High Risk Portfolios | Rating assigned considering all the Portfolios in the database |
Best Classic Portfolios, with Very High Risk
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30 Years Stats (%) |
% Allocation |
|||||||
|---|---|---|---|---|---|---|---|---|
| Portfolio | Jul 2022 | Return▾ | Drawdown | Stocks | Bonds | Comm | ||
|
Technology |
+1.92 | +13.42 | -81.08 | 100 | 0 | 0 | ||
|
US Stocks |
+0.85 | +9.81 | -50.84 | 100 | 0 | 0 | ||
|
Warren Buffett Portfolio Warren Buffett |
+0.84 | +9.38 | -45.52 | 90 | 10 | 0 | ||
|
Aggressive Global Income |
-0.51 | +9.37 | -52.63 | 80 | 20 | 0 | ||
|
Stocks/Bonds 80/20 |
+0.89 | +9.06 | -41.09 | 80 | 20 | 0 | ||
Jul 2022 return refers to period 01-05 July 2022.
Last update: Jul 05 2022, 03:00PM Eastern Time.
Last update: Jul 05 2022, 03:00PM Eastern Time.