With this Backtesting Tool, you can construct your Portfolio, based on the selected asset classes.
You can simulate your Portfolio and calculate the same metrics that you are already accustomed to seeing on this website.
You can backtest your portfolio, using the following main assets:
- Stocks: Total Market, Large/Mid/Small, Value/Growth, Sectors, Factors, US/International
- Fixed Income: Total Market, Government/Corporate, Long/Medium/Short Term, Convertible, US/International
- Commodities: Gold, Bitcoin, Precious Metals, Broad commodities
For each asset class, you'll find the ETF ticker. However, please note that the ETF's historical series has been enhanced with data from the corresponding index/benchmark or similar index funds.
US Stocks
-
VTIUS Total Stock Market
-
VTVUS Large Cap Value
-
SPYUS Large Cap Blend
-
VUGUS Large Cap Growth
-
VOEUS Mid Cap Value
-
IJHUS Mid Cap Blend
-
IJKUS Mid Cap Growth
-
IJSUS Small Cap Value
-
IJRUS Small Cap Blend
-
IJTUS Small Cap Growth
-
IUSVUS Value
-
IUSGUS Growth
US Theme - Sectors
-
PFFUS Preferred Stocks
-
ESGVUS ESG Stocks
-
QQQUS Nasdaq
-
VNQUS REITs
-
XLCUS Communication Services
-
XLYUS Consumer Discretionary
-
XLPUS Consumer Staples
-
XLEUS Energy
-
XLFUS Financials
-
XLVUS Healthcare
-
XLKUS Information Technology
-
XLIUS Industrials
-
XLBUS Materials
-
XLUUS Utilities
US Factor - Dividends
-
MTUMUS Momentum Factor
-
RSPUS Equal Weight
-
USMVUS Minimum Volatility
-
VYMUS High Dividend
-
DESUS Small Cap High Dividend
International Stocks
-
VTWorld All Countries
-
EFAEAFE
-
EFVEAFE Value
-
SCZEAFE Small Cap
-
VEADeveloped Markets
-
EEMEmerging Markets
-
VGKEurope
-
VPLPacific
-
AAXJAsia ex-Japan
-
REETGlobal REITs
-
IMTMIntl Momentum Factor
-
DWXIntl Dividend
-
DLSIntl Small Cap Dividend
US Fixed Income
-
BNDUS Total Bonds
-
BSVUS Short Term Total Bonds
-
BILUS T-Bills (1-3 months)
-
SHYUS Treasuries 1-3 Years
-
IEIUS Treasuries 3-7 Years
-
IEFUS Treasuries 7-10 Years
-
TLTUS Long Term Treasuries (+20Y)
-
TIPUS Inflation Linked Bonds
-
CWBUS Convertible Bonds
-
NUBDUS ESG Aggregate Bonds
-
LQDInvest. Grade Corporate Bonds
-
HYGHigh Yield Corporate Bonds
-
SPLBLong Term Corporate Bonds
-
MBBInvest. Grade Mortage Backed
International Fixed Income
-
BNDXInternational Total Bonds
-
EMBEmerg. Market Bonds
-
WIPIntl Inflation Linked Bonds
Commodity
-
GLDGold
-
DBCBroad Commodities
-
GSGBroad Commodities
-
GLTRPrecious Metals
-
^BTCBitcoin
Build your Portfolio
Choose one or more assets, and for each one input the weight.