Compare Portfolios

Select up to 4 portfolios to compare stats, allocations, and historical growth side-by-side.

Buy and Hold
CAGR
6.7%
Max DD
-25.8%
Sharpe
0.31

Allocations

Balanced Portfolio by Schwab
US Aggregate Bond Index33%
US Large-Cap Blend15%
Cash15%
International Developed Equity13%
US Small-Cap Blend5%
US Real Estate5%
Broad Commodities5%
Emerging Markets Equity4%
Inflation-Protected Bond2%
Global Bond Index2%
High Yield Corporate Bond1%

Growth of $10,000

All portfolios normalized to $10,000 starting in 1995.

Balanced Portfolio by Schwab