This is an intermediate update showing the past one year performances from October 10, 2023 to October 11, 2024
of a few 60/40 funds for your viewing and benchmarking pleasure.
21.49% VSMGX Vanguard LifeStrategy Moderate Growth fund, has US + International
26.22% VBIAX Vanguard Balanced Index fund, has US only and no international
21.79% DGSIX DFA Global Allocation 60/40 I fund, a small-cap and value tilted 60/40 asset allocation
21.79% SWBGX Schwab MarketTrack Balanced 60/40, a balanced fund of index funds
21.56% AOR iShares Core Growth Allocation ETF 60/40
Morningstar.com is the source of the above numbers as shown on this chart:
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I found it remarkable how close the one-year performances of the 60/40 funds that hold some international equities are despite their disparities YTD.
of a few 60/40 funds for your viewing and benchmarking pleasure.
21.49% VSMGX Vanguard LifeStrategy Moderate Growth fund, has US + International
26.22% VBIAX Vanguard Balanced Index fund, has US only and no international
21.79% DGSIX DFA Global Allocation 60/40 I fund, a small-cap and value tilted 60/40 asset allocation
21.79% SWBGX Schwab MarketTrack Balanced 60/40, a balanced fund of index funds
21.56% AOR iShares Core Growth Allocation ETF 60/40
Morningstar.com is the source of the above numbers as shown on this chart:
I found it remarkable how close the one-year performances of the 60/40 funds that hold some international equities are despite their disparities YTD.
Statistics: Posted by livesoft — Tue Nov 12, 2024 5:07 am — Replies 5453 — Views 991195