Bogleheads Three Fund Portfolio
A simple portfolio (non-quantitative) that offers our take on the Bogleheads three-fund model.
Fund
42.62%
vs
Benchmark
69.17%
* 1-year, 5-year, and 10-year performance shown below is a rolling measure, dynamically updated weekly. For example, 1-year performance reflects returns over the last 365 days, measured from the right-most datapoint in graph. Since inception reflects returns from left-most datapoint on graph.
** Performance data is calculated using the average returns of all accounts with more than $100 invested in this strategy.
** Performance data is calculated using the average returns of all accounts with more than $100 invested in this strategy.
When this fund underperforms
When this fund outperforms
Fund Holdings
Fund details
Stats
Max draw down (of range)
Daily Sharpe (of range)
Daily Volatility (of range)
Monthly Volatility (of range)
98.00%
Correlation to SPY (total)
11.00%
1-year performance
N/A
5-year performance
N/A
10-year performance
42.62%
Inception performance
Description
The three-fund model was popularized by Bogleheads, a forum of investing enthusiasts named after Jack Bogle, founder of Vanguard. This fund type is attractive to those by Bogle's ethos of 'the majesty of simplicity' due to the total-market tracking of basic asset classes. You can create these portfolios yourself outside of Quantbase as well.
Key Considerations
Great to add to a selection of portfolios that are either very genre-specific, or just very risky in general
Perfect for Bogleheads who want simple exposure to a "lazy" portfolio that automatically rebalances
The international exposure here is an interesting play for diversifying away from US sentiment, but is ultimately a very low portion that doesn't make or break the portfolio
Underperforms S&P in annual return. The larger bond allocation means it underperforms during periods of high growth. This strategy invests in fractional shares when available. When not available, it will invest in the nearest (lower) whole number of shares. Please note that this number may be 0 if your investment in this strategy is sufficiently low, meaning our investment strategy advertised returns will be different from your returns.