Compare Portfolios

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

Buy and Hold
CAGR
7.5%
Max DD
-40.1%
Sharpe
0.31

Allocations

Ideal Index Portfolio
International Equity31%
Short-Term Bond30%
US Large-Cap Blend Value9.25%
US Small-Cap Value9.25%
US Real Estate8%
US Large-Cap Blend6.25%
US Small-Cap Growth6.25%

Growth of $10,000

All portfolios normalized to $10,000 starting in 1994.

Ideal Index Portfolio