AND, an equal weight portfolio of the three (balanced annually) would have produced a CAGR of 9.11%Taylor Larimore wrote: ↑Wed Jan 05, 2022 12:08 pm Bogleheads:
On January 1, 2012, I made a post titled: "The Three-Fund Portfolio." It has become one of Bogleheads most popular topics with over 3,000 replies.
Today, approximately ten-years later, I went back to see how the three funds have performed. Vanguard makes it easy by showing ten-year returns and ten-year growth of $10,000 in each fund:
Vanguard Total Stock Market Index Fund Admiral (VSAX)-------16.29%---$45,224.11
Vanguard Total International Stock Index Fund Adm. (VTIAX)---7.68%---$20,953.33
Vanguard Total Bond Market Index Fund Adm (VBTLX)-----------2.86%---$13,253.39
Happy New Year!
TaylorJack Bogle's Words of Wisdom: "The beauty of owning the market is that you eliminate individual stock risk, you eliminate market sector risk, and you eliminate manager risk." --"Stay The Course."
(note that balancing using bands, or no balancing at all, would have increased this significantly)