Portfolio Einstein is currently tracking over 800 portfolios!
Portfolio data was last updated on 11th of November 2022, 11:40 ET
| Name | See Portfolio | Year to date | Return in 2021 | 10 year return | CAGR since 1989 (%) | STDEV | Draw Down | Expense ratio | Yield % |
|---|---|---|---|---|---|---|---|---|---|
| Premium Portfolio |  | -20.97 | 32.14 | 13.2 | 11.81 | 14.19 | -35.43% | 0.09% | 2.56 |
| Premium Portfolio | | -18.7 | 28.78 | 16.52 | 11.28 | 17.02 | -37.63% | 0.03% | 1.55 |
| Premium Portfolio | | -19.64 | 25.67 | 16.29 | 11.25 | 17.13 | -37.00% | 0.03% | 1.38 |
| Premium Portfolio | | -19.64 | 25.67 | 16.29 | 11.25 | 17.13 | -37.00% | 0.03% | 1.38 |
| Premium Portfolio | | -23.99 | 13.49 | 11.03 | 11.21 | 21.77 | -44.87% | 0.07% | 2.26 |
| Premium Portfolio | | -12.0 | 28.17 | 14.47 | 11.14 | 16.33 | -35.26% | 0.08% | 1.76 |
| Premium Portfolio | | -14.9 | 24.75 | 11.85 | 10.99 | 17.36 | -36.46% | 0.26% | 2.03 |
| Premium Portfolio | | -14.79 | 29.02 | 13.15 | 10.99 | 16.81 | -40.85% | 0.24% | 2.21 |
| Premium Portfolio | | -20.6 | 20.7 | 11.45 | 10.93 | 17.33 | -37.91% | 0.27% | 2.33 |
| Premium Portfolio | | -7.82 | 28.57 | 13.49 | 10.91 | 16.25 | -36.25% | 0.10% | 2.07 |
| Premium Portfolio | | -15.12 | 24.51 | 11.87 | 10.88 | 17.17 | -36.35% | 0.24% | 2.07 |
| Premium Portfolio | | -19.38 | 22.92 | 14.99 | 10.85 | 15.51 | -32.77% | 0.03% | 1.46 |
| Premium Portfolio | | -16.66 | 23.38 | 12.43 | 10.77 | 17.23 | -39.62% | 0.18% | 2.38 |
| Premium Portfolio | | -16.77 | 23.23 | 12.79 | 10.77 | 16.25 | -39.39% | 0.19% | 2.8 |
| Premium Portfolio | | -17.35 | 25.84 | 15.01 | 10.71 | 15.32 | -32.67% | 0.03% | 1.54 |
| Premium Portfolio | | -21.7 | 22.59 | 12.7 | 10.56 | 14.3 | -34.82% | 0.07% | 2.2 |
| Premium Portfolio | | -17.86 | 24.23 | 11.85 | 10.55 | 16.53 | -39.51% | 0.17% | 2.53 |
| Premium Portfolio | | -17.07 | 24.39 | 12.51 | 10.52 | 16.4 | -39.45% | 0.17% | 2.51 |
| Premium Portfolio | | -19.11 | 20.16 | 13.69 | 10.42 | 13.89 | -28.56% | 0.03% | 1.53 |
| Premium Portfolio | | -19.11 | 20.16 | 13.69 | 10.42 | 13.89 | -28.56% | 0.03% | 1.53 |
| Premium Portfolio | | -15.09 | 22.37 | 11.24 | 10.41 | 15.65 | -33.39% | 0.20% | 2.08 |
| Premium Portfolio | | -16.79 | 20.72 | 11.85 | 10.41 | 14.67 | -34.94% | 0.18% | 2.74 |
| MMM SMILER Funds | Coming soon! | -22.21 | 21.01 | 11.33 | 10.34 | 17.93 | -40.57% | 0.20% | 2.35 |
| Assetbuilder.com Portfolio 12 |  | -19.34 | 18.43 | 10.41 | 10.29 | 15.13 | -32.87% | 0.25% | 2.26 |
| Mark Hebner Portfolio 100% Stocks | | -15.53 | 22.3 | 11.6 | 10.29 | 16.94 | -38.97% | 0.15% | 2.47 |
| William Bernstein Sheltered Sam 100% Stocks | | -15.66 | 23.82 | 12.3 | 10.21 | 15.32 | -36.95% | 0.11% | 2.36 |
| JL Collins, Simple Path To Wealth, Wealth Preservation Portfolio | | -18.98 | 18.79 | 13.03 | 10.19 | 13.1 | -26.45% | 0.03% | 1.57 |
| Alpha Architect Robust | | -13.5 | 17.67 | 10.05 | 10.16 | 11.71 | -29.32% | 0.24% | 2.14 |
| Mad Money Machine MMM Do it Yourself Funds | Coming soon! | -17.73 | 20.87 | 11.76 | 10.14 | 17.7 | -40.27% | 0.22% | 2.31 |
| Index Fund Advisors, Portfolio 90 | | -16.23 | 19.56 | 11.24 | 10.13 | 15.32 | -34.47% | 0.17% | 2.32 |
| T. Rowe Price ActivePlus Portfolio, Model 100 | | -20.28 | 23.57 | 13.65 | 10.08 | 16.27 | -39.12% | 0.05% | 1.88 |
| Jim Lowell Sower Growth Portfolio | Coming soon! | -18.65 | 20.43 | 12.76 | 10.04 | 16.9 | -40.16% | 0.05% | 2.18 |
| Canadian Portfolio Manager Model Portfolios (US) 100% Stocks | Coming soon! | -21.39 | 20.64 | 13.78 | 10.03 | 17.07 | -39.17% | 0.04% | 1.88 |
| FPL Capital Management Portfolio 80 | | -16.81 | 18.21 | 10.89 | 10.02 | 13.1 | -30.48% | 0.16% | 2.67 |
| Steven Schoenfeld Model ETF Portfolio Moderate | Coming soon! | -20.21 | 19.33 | 10.94 | 10.0 | 11.14 | -25.17% | 0.07% | 1.92 |
| Balanced Portfolio 70/30 | | -18.85 | 17.41 | 12.37 | 9.95 | 12.31 | -24.35% | 0.03% | 1.61 |
| PWL Capital Toronto (US) 100% Stocks | | -21.58 | 20.12 | 13.53 | 9.95 | 17.15 | -39.44% | 0.04% | 1.92 |
| Robo Advisor Wealthfront 100 | | -23.91 | 15.25 | 9.73 | 9.94 | 17.28 | -38.97% | 0.08% | 2.68 |
| Larry Swedroe Model Portfolios Highly Aggressive | | -17.1 | 23.85 | 12.08 | 9.94 | 16.28 | -39.10% | 0.12% | 2.47 |
| TIAA-CREF Lifecycle 2060 | | -21.12 | 19.39 | 13.21 | 9.93 | 16.13 | -36.60% | 0.04% | 1.88 |
| Paul Merriman 5-Fund-Value-Portfolio | | -15.27 | 20.29 | 11.3 | 9.92 | 17.11 | -39.50% | 0.28% | 2.94 |
| William Bernstein Taxable Ted 100% Stocks | | -20.97 | 24.61 | 13.4 | 9.91 | 15.82 | -37.86% | 0.06% | 2.07 |
| Dimensional Fund Advisors Model Portfolios 100% Stocks Equity | | -16.67 | 21.51 | 12.14 | 9.9 | 16.89 | -39.88% | 0.16% | 2.47 |
| Robo Advisor Merrill Guided Investing Aggressive | Coming soon! | -17.96 | 18.76 | 12.37 | 9.88 | 14.81 | -33.76% | 0.06% | 2.15 |
| Burton Malkiel Portfolio, Late Thirties to Early Forties | | -20.98 | 16.67 | 10.86 | 9.87 | 14.39 | -33.61% | 0.07% | 2.19 |
| TIAA-CREF Lifecycle 2050 | | -21.01 | 18.87 | 12.97 | 9.86 | 15.73 | -35.52% | 0.04% | 1.89 |
| T. Rowe Price ActivePlus Portfolio, Model 90 | | -20.31 | 20.97 | 12.66 | 9.85 | 14.65 | -39.00% | 0.04% | 1.9 |
| Burton Malkiel Portfolio, Mid-Twenties | | -21.36 | 16.8 | 10.92 | 9.84 | 14.95 | -34.90% | 0.07% | 2.21 |
| William Bernstein Sheltered Sam 90/10 | | -14.92 | 21.62 | 11.36 | 9.83 | 13.97 | -33.64% | 0.11% | 2.25 |
| Burton Malkiel Portfolio, Mid-Fifties | | -20.67 | 16.47 | 10.53 | 9.82 | 13.26 | -31.08% | 0.08% | 2.18 |
| Robo Advisor Merrill Guided Investing Taxable Aggressive | Coming soon! | -17.18 | 19.57 | 12.59 | 9.82 | 14.67 | -33.65% | 0.06% | 2.05 |
| The Talmud Portfolio | | -21.68 | 21.49 | 10.55 | 9.81 | 10.51 | -24.00% | 0.06% | 2.27 |
| Robo Advisor Betterment 100 | | -19.71 | 18.82 | 12.0 | 9.81 | 17.12 | -40.07% | 0.07% | 2.28 |
| Morningstar Lifetime Allocation Index Aggressive, 2040 | | -18.76 | 20.12 | 11.79 | 9.78 | 16.02 | -38.72% | 0.10% | 2.21 |
| Merrill Lynch Edge Select Portfolio, Aggressive | | -21.11 | 16.18 | 11.85 | 9.76 | 14.85 | -33.52% | 0.07% | 2.08 |
| Canadian Portfolio Manager Model Portfolios (US) 90% Stocks | Coming soon! | -20.95 | 18.39 | 12.73 | 9.76 | 15.42 | -34.73% | 0.04% | 1.9 |
| Morningstar Lifetime Allocation Index Aggressive, 2050 | | -19.01 | 19.87 | 11.62 | 9.73 | 16.29 | -39.37% | 0.10% | 2.25 |
| Robo Advisor Wealthfront 80 | | -21.18 | 17.87 | 10.68 | 9.7 | 14.82 | -35.39% | 0.07% | 2.55 |
| Assetbuilder.com Portfolio 10 | | -18.37 | 16.13 | 9.43 | 9.69 | 13.07 | -28.00% | 0.22% | 2.19 |
| Robo Advisor SigFig Tax Sheltered 17 | | -23.85 | 14.07 | 10.42 | 9.69 | 17.48 | -39.20% | 0.07% | 2.54 |
| Schwab Target Date Index Fund 2060 | | -20.86 | 21.16 | 12.66 | 9.68 | 15.71 | -37.12% | 0.05% | 2.14 |
| PWL Capital Toronto (US) 90% Stocks | | -21.13 | 17.89 | 12.49 | 9.67 | 15.48 | -34.98% | 0.04% | 1.95 |
| Ellevest Wealthbuilding Portfolio 12 | | -19.86 | 18.53 | 12.13 | 9.67 | 16.37 | -38.50% | 0.06% | 2.19 |
| Scott Burns Nine Emerging Portfolio | | -8.36 | 21.03 | 8.79 | 9.66 | 13.16 | -30.97% | 0.09% | 2.2 |
| Morningstar Lifetime Allocation Index Aggressive, 2060 | | -19.22 | 19.42 | 11.36 | 9.66 | 16.42 | -39.62% | 0.11% | 2.28 |
| TIAA-CREF Lifecycle 2040 | | -20.72 | 17.35 | 12.25 | 9.66 | 14.63 | -32.56% | 0.04% | 1.91 |
| Morningstar Lifetime Allocation Index Moderate, 2050 | | -18.85 | 19.05 | 11.28 | 9.65 | 15.55 | -37.36% | 0.10% | 2.24 |
| Robo Advisor Wealthsimple Risk Level 09 | | -23.25 | 12.76 | 10.61 | 9.65 | 14.28 | -29.71% | 0.08% | 2.25 |
| Robo Advisor Wealthsimple Risk Level 08 | | -23.95 | 11.74 | 10.29 | 9.65 | 13.38 | -26.56% | 0.09% | 2.23 |
| Robo Advisor Wealthsimple Portfolio Growth | | -22.27 | 17.08 | 11.67 | 9.64 | 15.72 | -36.27% | 0.06% | 2.23 |
| Robo Advisor Wealthsimple Risk Level 10 | | -22.55 | 13.77 | 10.93 | 9.64 | 15.21 | -32.87% | 0.08% | 2.26 |
| Index Fund Advisors, Portfolio 80 | | -15.37 | 18.43 | 10.35 | 9.62 | 13.76 | -30.83% | 0.15% | 2.24 |
| Morningstar Lifetime Allocation Index Moderate, 2060 | | -19.05 | 18.76 | 11.09 | 9.61 | 15.75 | -37.83% | 0.10% | 2.27 |
| PWL Capital Passmore & Felix (US), 100/0 | | -21.33 | 21.98 | 13.88 | 9.61 | 16.41 | -38.42% | 0.04% | 1.99 |
| FPL Capital Management Portfolio 70 | | -16.83 | 15.7 | 9.93 | 9.6 | 11.56 | -26.03% | 0.15% | 2.6 |
| T. Rowe Price ActivePlus Portfolio, Model 80 | | -20.14 | 18.51 | 11.77 | 9.58 | 13.29 | -34.21% | 0.04% | 1.93 |
| William Bernstein Taxable Ted 90/10 | | -20.1 | 22.13 | 12.39 | 9.58 | 14.3 | -33.83% | 0.06% | 2.02 |
| Goldman Sachs Target Date 2055 Portfolio | | -13.7 | 19.54 | 11.3 | 9.58 | 15.55 | -37.34% | 0.17% | 3.1 |
| Robo Advisor Betterment 90 | | -19.33 | 16.73 | 11.15 | 9.58 | 15.66 | -36.12% | 0.08% | 2.23 |
| Robo Advisor SigFig Tax Sheltered 16 | | -23.28 | 13.67 | 10.16 | 9.58 | 16.87 | -37.69% | 0.07% | 2.51 |
| Morningstar Lifetime Allocation Index Moderate, 2040 | | -18.46 | 18.3 | 11.01 | 9.57 | 14.59 | -34.80% | 0.10% | 2.19 |
| Dan Solin The Smartest Index Portfolio, High Risk | | -21.29 | 20.45 | 13.74 | 9.57 | 16.8 | -39.12% | 0.05% | 1.88 |
| Robo Advisor SigFig Taxable 15 | | -23.03 | 13.33 | 10.53 | 9.57 | 17.42 | -38.39% | 0.06% | 2.36 |
| Morningstar Lifetime Allocation Index Aggressive, 2030 | | -18.12 | 18.28 | 11.02 | 9.56 | 14.24 | -33.93% | 0.10% | 2.14 |
| Goldman Sachs Target Date 2045 Portfolio | | -13.63 | 19.46 | 11.25 | 9.56 | 15.51 | -37.21% | 0.17% | 3.1 |
| Schwab Target Date Index Fund 2050 | | -20.55 | 20.21 | 12.26 | 9.55 | 14.96 | -35.06% | 0.05% | 2.13 |
| Dimensional 2050 Target Date Retirement Income Fund | | -21.09 | 19.09 | 12.64 | 9.55 | 16.26 | -37.66% | 0.05% | 2.04 |
| Dimensional 2060 Target Date Retirement Income Fund | | -21.09 | 19.09 | 12.64 | 9.55 | 16.26 | -37.66% | 0.05% | 2.04 |
| Ellevest Wealthbuilding Portfolio 9 | | -19.51 | 17.58 | 11.68 | 9.55 | 15.59 | -36.54% | 0.06% | 2.16 |
| Ellevest Wealthbuilding Portfolio 11 | | -19.51 | 17.58 | 11.68 | 9.55 | 15.59 | -36.54% | 0.06% | 2.16 |
| Mark Hebner Portfolio 75% Stocks | | -15.06 | 19.47 | 10.35 | 9.55 | 13.69 | -31.67% | 0.13% | 2.5 |
| Paul Merriman Best-in-Class ETFs Portfolio (Aggressive) | | -19.47 | 19.77 | 11.04 | 9.53 | 16.39 | -38.36% | 0.18% | 2.63 |
| David Booth (DFA) Aggressive Portfolio | | -16.22 | 19.12 | 10.49 | 9.53 | 13.06 | -30.35% | 0.14% | 2.35 |
| Robo Advisor Wealthsimple Risk Level 07 | | -23.9 | 10.89 | 9.91 | 9.53 | 12.58 | -24.22% | 0.09% | 2.2 |
| Dan Solin SuperSmart Portfolio, Medium-High Risk | | -15.34 | 19.27 | 9.79 | 9.51 | 13.17 | -30.29% | 0.14% | 2.32 |
| Morningstar Lifetime Allocation Index Conservative, 2060 | | -19.16 | 16.89 | 10.61 | 9.49 | 14.58 | -34.26% | 0.10% | 2.27 |
| Burton Malkiel Portfolio, Late Sixties and Beyond | | -19.09 | 15.91 | 9.84 | 9.49 | 11.37 | -26.51% | 0.08% | 2.12 |
| Robo Advisor J.P. Morgan You Invest Conservative | Coming soon! | -21.72 | 16.08 | 11.56 | 9.49 | 15.79 | -35.70% | 0.06% | 2.12 |
| Robo Advisor SigFig Tax Sheltered 15 | | -22.83 | 13.25 | 9.91 | 9.48 | 16.27 | -36.20% | 0.07% | 2.49 |
| Paul Merriman Target Date Portfolio (55 year old) | | -14.47 | 17.76 | 9.63 | 9.47 | 12.48 | -25.97% | 0.15% | 2.0 |
| Canadian Portfolio Manager Model Portfolios (US) 80% Stocks | Coming soon! | -20.52 | 16.13 | 11.67 | 9.46 | 13.79 | -30.31% | 0.04% | 1.93 |
| 60/40 Portfolio | | -18.58 | 14.66 | 11.04 | 9.45 | 10.75 | -20.13% | 0.03% | 1.68 |
| The Jack Bogle Portfolio | | -18.58 | 14.66 | 11.04 | 9.45 | 10.75 | -20.13% | 0.03% | 1.68 |
| Morningstar Aggressive Retirement Saver Portfolio | | -20.37 | 19.37 | 12.55 | 9.45 | 15.77 | -36.46% | 0.05% | 2.0 |
| Morningstar Lifetime Allocation Index Conservative, 2050 | | -18.88 | 16.65 | 10.53 | 9.45 | 14.01 | -32.78% | 0.10% | 2.24 |
| Axos Invest 100% Stocks | Coming soon! | -21.86 | 19.29 | 13.03 | 9.44 | 17.08 | -39.56% | 0.04% | 2.03 |
| William Bernstein Sheltered Sam 80/20 | | -14.17 | 19.41 | 10.41 | 9.43 | 12.62 | -30.34% | 0.10% | 2.14 |
| Kiplinger Five-Fund ETF Portfolio for Growth | Coming soon! | -17.63 | 18.48 | 11.71 | 9.43 | 13.78 | -31.31% | 0.07% | 1.9 |
| David Jackson Low-Maintenance Five-Fund ETF Portfolio | Coming soon! | -23.58 | 15.46 | 9.25 | 9.43 | 14.24 | -32.57% | 0.07% | 2.59 |
| Aronson Lazy Portfolio | Coming soon! | -21.61 | 11.25 | 9.94 | 9.42 | 15.58 | -32.92% | 0.10% | 2.09 |
| Robo Advisor SigFig Tax Sheltered 14 | | -22.53 | 13.05 | 9.8 | 9.42 | 15.56 | -34.57% | 0.07% | 2.46 |
| PWL Capital Toronto (US) 80% Stocks | | -20.63 | 15.8 | 11.51 | 9.41 | 13.83 | -30.48% | 0.04% | 1.96 |
| Rick Ferri Early Saver Moderate Multi Asset Portfolio | | -19.59 | 16.1 | 10.06 | 9.39 | 11.97 | -26.97% | 0.14% | 2.17 |
| Robo Advisor SigFig Tax Sheltered 13 | | -22.43 | 12.64 | 9.62 | 9.39 | 15.26 | -33.69% | 0.07% | 2.46 |
| Morningstar Moderate Retirement Saver Portfolio | | -19.69 | 16.54 | 11.42 | 9.38 | 13.44 | -29.81% | 0.05% | 1.95 |
| Canadian Portfolio Manager Model Portfolios (CA) 100% Stocks | Coming soon! | -17.97 | 20.64 | 11.6 | 9.36 | 16.18 | -38.00% | 0.05% | 2.32 |
| Ellevest Wealthbuilding Portfolio 6 | | -19.04 | 16.65 | 11.21 | 9.36 | 14.79 | -34.54% | 0.06% | 2.13 |
| Ellevest Wealthbuilding Portfolio 8 | | -19.04 | 16.65 | 11.21 | 9.36 | 14.79 | -34.54% | 0.06% | 2.13 |
| Ellevest Wealthbuilding Portfolio 10 | | -19.04 | 16.65 | 11.21 | 9.36 | 14.79 | -34.54% | 0.06% | 2.13 |
| Merrimans Ultimate Portfolio | | -20.23 | 19.86 | 10.79 | 9.35 | 17.2 | -41.07% | 0.17% | 2.76 |
| Scott Burns Seven Value 2 Portfolio | | -5.87 | 23.5 | 9.13 | 9.35 | 11.82 | -28.25% | 0.09% | 2.09 |
| Robo Advisor Wealthfront 60 | | -20.79 | 14.82 | 9.91 | 9.33 | 12.83 | -30.30% | 0.08% | 2.53 |
| Merrill Lynch Edge Select Portfolio, Moderately Aggressive | | -20.49 | 13.23 | 10.52 | 9.32 | 12.55 | -27.27% | 0.08% | 2.14 |
| Robo Advisor Fidelity GO Tax-advantaged Aggressive Growth | | -19.46 | 18.75 | 12.13 | 9.32 | 14.14 | -32.62% | 0.05% | 1.99 |
| David Jackson Ten-Fund ETF Core Portfolio | Coming soon! | -19.89 | 13.2 | 8.69 | 9.32 | 10.71 | -22.50% | 0.08% | 2.01 |
| Allan Roth Second Grader Five-Fund High Risk Portfolio | | -21.16 | 18.05 | 12.0 | 9.3 | 14.43 | -34.20% | 0.07% | 1.98 |
| Robo Advisor SigFig Taxable 14 | | -22.06 | 12.36 | 9.94 | 9.3 | 16.24 | -35.43% | 0.06% | 2.32 |
| Fidelity Freedom Index 2040 (45 year old) | | -20.3 | 18.5 | 12.48 | 9.29 | 15.03 | -34.81% | 0.06% | 1.9 |
| Fidelity Freedom Index 2050 (35 year old) | | -20.3 | 18.5 | 12.48 | 9.29 | 15.03 | -34.81% | 0.06% | 1.9 |
| Fidelity Freedom Index 2060 (25 year old and younger) | | -20.3 | 18.5 | 12.48 | 9.29 | 15.03 | -34.81% | 0.06% | 1.9 |
| Robo Advisor WiseBanyan 90% stocks | | -21.26 | 17.55 | 12.12 | 9.29 | 15.5 | -35.78% | 0.05% | 2.04 |
| Axos Invest 90% Stocks | Coming soon! | -21.27 | 17.58 | 12.13 | 9.29 | 15.51 | -35.81% | 0.05% | 2.04 |
| Fidelity Target Allocation Index-Focused Model Portfolios 80% Stocks | Coming soon! | -19.19 | 18.77 | 12.09 | 9.28 | 14.13 | -32.68% | 0.05% | 1.98 |
| T. Rowe Price ActivePlus Portfolio, Model 70 | | -19.8 | 16.0 | 10.78 | 9.27 | 11.94 | -30.16% | 0.04% | 1.89 |
| David Swensen Portfolio | | -19.8 | 17.52 | 9.57 | 9.26 | 11.16 | -25.96% | 0.07% | 1.93 |
| Schwab Target Date Index Fund 2040 | | -19.92 | 18.32 | 11.45 | 9.26 | 13.49 | -31.01% | 0.05% | 2.11 |
| Robo Advisor Wealthsimple Risk Level 06 | | -23.86 | 9.2 | 9.15 | 9.26 | 11.02 | -19.49% | 0.09% | 2.14 |
| Robo Advisor SigFig Taxable 13 | | -21.48 | 12.0 | 9.66 | 9.26 | 15.53 | -33.74% | 0.06% | 2.24 |
| Scott Burns 10 Speed Portfolio | | -9.09 | 20.04 | 8.49 | 9.24 | 13.51 | -32.27% | 0.12% | 2.44 |
| Robo Advisor Betterment 80 | | -18.71 | 14.58 | 10.25 | 9.23 | 13.93 | -31.32% | 0.07% | 2.09 |
| Canadian Portfolio Manager Model Portfolios (CA) 90% Stocks | Coming soon! | -17.66 | 18.29 | 10.8 | 9.23 | 14.63 | -33.50% | 0.05% | 2.36 |
| Robo Advisor SigFig Tax Sheltered 12 | | -21.78 | 12.11 | 9.23 | 9.23 | 14.31 | -31.46% | 0.07% | 2.38 |
| Robo Advisor Merrill Guided Investing Taxable Moderately Aggressive | Coming soon! | -16.56 | 16.52 | 11.18 | 9.23 | 12.21 | -27.44% | 0.06% | 1.94 |
| Robo Advisor Fidelity GO Taxable Aggressive Growth | | -18.94 | 19.19 | 12.21 | 9.22 | 14.18 | -33.38% | 0.05% | 1.9 |
| William Bernstein Taxable Ted 80/20 | | -19.22 | 19.64 | 11.37 | 9.21 | 12.78 | -29.79% | 0.06% | 1.98 |
| Ben Stein 2007 | Coming soon! | -18.36 | 18.55 | 10.76 | 9.21 | 13.92 | -33.06% | 0.08% | 2.09 |
| PWL Capital Toronto (CA) 100% Stocks | | -17.82 | 20.11 | 11.13 | 9.2 | 16.29 | -38.15% | 0.05% | 2.41 |
| Allan Roth Second Grader High Risk Portfolio | | -21.03 | 17.7 | 12.44 | 9.17 | 15.18 | -34.91% | 0.05% | 1.95 |
| FPL Capital Management Portfolio 60 | | -16.86 | 13.19 | 8.95 | 9.15 | 10.06 | -21.58% | 0.13% | 2.53 |
| The Canonical Portfolio (US) 90% Stocks | Coming soon! | -20.82 | 18.72 | 12.7 | 9.14 | 15.03 | -34.06% | 0.04% | 1.94 |
| Robo Advisor SigFig Tax Sheltered 11 | | -21.71 | 11.15 | 8.8 | 9.13 | 13.81 | -29.93% | 0.07% | 2.41 |
| Rick Ferri Core 4 fund Portfolio (80/20) | | -21.14 | 17.18 | 11.33 | 9.12 | 13.01 | -30.27% | 0.05% | 2.08 |
| Ellevest Wealthbuilding Portfolio 5 | | -18.57 | 15.54 | 10.62 | 9.12 | 14.02 | -32.58% | 0.06% | 2.1 |
| Ellevest Wealthbuilding Portfolio 7 | | -18.57 | 15.54 | 10.62 | 9.12 | 14.02 | -32.58% | 0.06% | 2.1 |
| Robo Advisor WiseBanyan 80% stocks | | -20.64 | 15.97 | 11.23 | 9.11 | 13.96 | -32.10% | 0.06% | 2.05 |
| Canadian Portfolio Manager Model Portfolios (US) 70% Stocks | Coming soon! | -20.08 | 13.88 | 10.61 | 9.11 | 12.17 | -25.88% | 0.04% | 1.95 |
| Robo Advisor Wealthsimple Risk Level 05 | | -23.82 | 8.35 | 8.76 | 9.11 | 10.29 | -17.15% | 0.09% | 2.11 |
| Axos Invest 80% Stocks | Coming soon! | -20.64 | 15.97 | 11.23 | 9.11 | 13.96 | -32.10% | 0.06% | 2.05 |
| TIAA-CREF Lifecycle 2030 | | -19.72 | 13.84 | 10.51 | 9.1 | 12.02 | -25.50% | 0.04% | 1.91 |
| Ted Aronson Family Taxable Portfolio | | -19.8 | 12.6 | 9.69 | 9.09 | 12.69 | -26.33% | 0.11% | 1.88 |
| Dan Solin The Smartest Index Portfolio, Medium-High Risk | | -20.43 | 15.99 | 11.65 | 9.08 | 13.56 | -30.27% | 0.04% | 1.93 |
| Canadian Portfolio Manager Model Portfolios (CA) 80% Stocks | Coming soon! | -17.36 | 15.92 | 9.98 | 9.08 | 13.12 | -29.02% | 0.06% | 2.39 |
| Robo Advisor SigFig Taxable 12 | | -20.67 | 11.27 | 9.26 | 9.08 | 13.84 | -29.69% | 0.06% | 2.16 |
| Robo Advisor Betterment 70 | | -18.76 | 12.54 | 9.46 | 9.07 | 12.76 | -28.06% | 0.08% | 2.11 |
| Dimensional 2040 Target Date Retirement Income Fund | | -19.93 | 16.47 | 11.3 | 9.06 | 14.21 | -32.21% | 0.05% | 2.03 |
| 3 Fund Portfolio 80/20 | | -20.27 | 16.8 | 11.85 | 9.06 | 13.44 | -29.59% | 0.04% | 1.91 |
| PWL Capital Toronto (CA) 90% Stocks | | -17.5 | 17.78 | 10.33 | 9.06 | 14.72 | -33.63% | 0.06% | 2.45 |
| Scott Burns Couch Potato | | -13.37 | 15.52 | 9.49 | 9.05 | 9.57 | -19.88% | 0.04% | 0.71 |
| PWL Capital Toronto (US) 70% Stocks | | -20.19 | 13.57 | 10.45 | 9.05 | 12.2 | -26.02% | 0.04% | 1.98 |
| Robo Advisor SigFig Tax Sheltered 10 | | -21.31 | 11.02 | 8.68 | 9.05 | 13.13 | -28.39% | 0.07% | 2.36 |
| Robo Advisor J.P. Morgan You Invest Moderate | Coming soon! | -20.64 | 13.11 | 10.11 | 9.05 | 13.28 | -28.96% | 0.05% | 2.12 |
| Rick Ferri Global Markets Core-4 Aggressive | | -20.07 | 16.78 | 11.9 | 9.04 | 13.45 | -29.56% | 0.04% | 1.83 |
| Robo Advisor SigFig Taxable 11 | | -20.49 | 11.1 | 9.17 | 9.04 | 13.42 | -28.65% | 0.06% | 2.14 |
| Dimensional Fund Advisors Model Portfolios 80% Stocks Agressive | | -15.9 | 16.81 | 10.2 | 9.04 | 13.44 | -30.69% | 0.14% | 2.33 |
| Rick Ferri Midlifer Moderate Multi Asset Portfolio | | -18.38 | 14.27 | 9.2 | 9.03 | 10.95 | -24.26% | 0.16% | 2.16 |
| Meb Faber GTAA Moderate | | -13.7 | 21.3 | 7.32 | 9.03 | 12.27 | -31.93% | 0.25% | 2.29 |
| Morningstar Lifetime Allocation Index Conservative, 2040 | | -18.13 | 14.02 | 9.37 | 9.03 | 11.73 | -26.55% | 0.09% | 2.18 |
| Scott Burns Seven Value Portfolio | | -5.39 | 22.49 | 8.54 | 9.02 | 11.29 | -27.73% | 0.08% | 2.16 |
| Robo Advisor Wealthsimple Portfolio Balanced | | -21.07 | 11.28 | 9.37 | 9.02 | 11.42 | -24.89% | 0.08% | 2.36 |
| Canadian Couch Potato Model Portfolios (US) Aggressive | Coming soon! | -20.73 | 18.48 | 12.51 | 9.02 | 15.25 | -35.99% | 0.06% | 1.99 |
| Larry Swedroe Model Portfolios Moderately Aggressive | | -14.73 | 18.96 | 9.96 | 9.02 | 12.94 | -29.96% | 0.11% | 2.27 |
| Morningstar Lifetime Allocation Index Moderate, 2030 | | -17.44 | 14.68 | 9.39 | 9.01 | 11.61 | -26.61% | 0.10% | 2.09 |
| William Bernstein Sheltered Sam 70/30 | | -13.43 | 17.2 | 9.45 | 9.01 | 11.31 | -27.03% | 0.09% | 2.02 |
| Assetbuilder.com Portfolio 9 | | -17.9 | 13.27 | 8.37 | 9.01 | 11.11 | -22.64% | 0.20% | 2.1 |
| Robo Advisor SigFig Tax Sheltered 09 | | -21.21 | 10.61 | 8.49 | 9.01 | 12.83 | -27.51% | 0.07% | 2.36 |
| SoFi Model Portfolios Taxable/Retirement Aggressive | | -22.7 | 16.9 | 11.87 | 8.99 | 17.62 | -40.75% | 0.05% | 2.25 |
| Robo Advisor Merrill Guided Investing Moderate | Coming soon! | -17.42 | 12.43 | 9.65 | 8.99 | 10.46 | -21.72% | 0.08% | 2.14 |
| Schwab Managed Portfolio, Aggressive Growth | | -18.66 | 20.38 | 11.08 | 8.98 | 15.58 | -38.07% | 0.09% | 2.19 |
| Fundamentum Enhanced Index Focus Moderate | | -18.36 | 13.69 | 10.35 | 8.96 | 10.67 | -21.57% | 0.04% | 1.72 |
| Bogleheads Guide to Investing - A Middle-Aged Investor’s Asset Allocation | Coming soon! | -17.53 | 15.44 | 9.99 | 8.96 | 10.21 | -22.15% | 0.04% | 1.52 |
| William Bernstein The Small Investor Coward Portfolio (SICEI) | | -20.91 | 18.12 | 11.16 | 8.95 | 17.75 | -41.54% | 0.12% | 2.54 |
| Robo Advisor Wealthfront 40 | | -20.19 | 11.75 | 9.24 | 8.94 | 10.95 | -25.05% | 0.08% | 2.47 |
| Index Fund Advisors, Portfolio 70 | | -15.04 | 14.89 | 9.2 | 8.94 | 11.92 | -25.91% | 0.14% | 2.18 |
| Goldman Sachs Target Date 2035 Portfolio | | -15.12 | 13.64 | 9.2 | 8.94 | 11.8 | -27.51% | 0.15% | 2.9 |
| PWL Capital Toronto (CA) 80% Stocks | | -17.13 | 15.59 | 9.6 | 8.94 | 13.17 | -29.07% | 0.06% | 2.47 |
| Robo Advisor SigFig Taxable 10 | | -19.72 | 10.75 | 8.92 | 8.93 | 12.2 | -25.68% | 0.05% | 2.04 |
| Harry Markowitz Father of Modern Portfolio Theory Portfolio | | -18.32 | 11.91 | 9.71 | 8.92 | 9.25 | -15.92% | 0.04% | 1.76 |
| Balanced Portfolio 50/50 | | -18.32 | 11.91 | 9.71 | 8.92 | 9.25 | -15.92% | 0.04% | 1.76 |
| Ellevest Wealthbuilding Portfolio 4 | | -18.21 | 14.58 | 10.16 | 8.92 | 13.24 | -30.60% | 0.06% | 2.08 |
| William Bernstein The Academic Coward Portfolio (ACEI) | | -14.96 | 19.99 | 10.51 | 8.92 | 16.44 | -38.39% | 0.29% | 3.0 |
| PWL Capital Passmore & Felix (CA), 100/0 | | -17.74 | 21.97 | 11.6 | 8.9 | 15.4 | -37.19% | 0.05% | 2.45 |
| The Canonical Portfolio (US) 80% Stocks | Coming soon! | -20.4 | 16.43 | 11.65 | 8.9 | 13.42 | -29.70% | 0.04% | 1.96 |
| T. Rowe Price ActivePlus Portfolio, Model 60 | | -19.22 | 13.52 | 9.73 | 8.88 | 10.51 | -26.22% | 0.04% | 1.83 |
| PWL Capital Passmore & Felix (US), 80/20 | | -20.09 | 17.11 | 11.79 | 8.88 | 13.18 | -29.83% | 0.04% | 1.97 |
| Canadian Portfolio Manager Model Portfolios (CA) 70% Stocks | Coming soon! | -17.05 | 13.58 | 9.15 | 8.88 | 11.64 | -24.52% | 0.06% | 2.42 |
| Robo Advisor SigFig Taxable 09 | | -19.54 | 10.58 | 8.83 | 8.88 | 11.79 | -24.63% | 0.05% | 2.02 |
| Robo Advisor SigFig Tax Sheltered 08 | | -21.04 | 10.1 | 8.21 | 8.88 | 12.38 | -26.37% | 0.07% | 2.37 |
| Jane Bryant Quinn Portfolio | | -19.7 | 16.82 | 10.4 | 8.88 | 11.27% | -26.00% | 0.05 | 1.82 |
| Rick Ferri Early Saver Moderate Basic Portfolio | | -20.83 | 15.42 | 10.26 | 8.87 | 11.32 | -25.77% | 0.05% | 2.13 |
| Fidelity Freedom Index 2030 (55 year old) | | -19.56 | 15.18 | 10.88 | 8.87 | 12.6 | -28.19% | 0.05% | 1.91 |
| Robo Advisor WiseBanyan 70% stocks | | -19.94 | 14.29 | 10.28 | 8.87 | 12.38 | -28.22% | 0.07% | 2.05 |
| Axos Invest 70% Stocks | Coming soon! | -19.93 | 14.28 | 10.28 | 8.87 | 12.38 | -28.22% | 0.07% | 2.05 |
| Robo Advisor Betterment 2020 Taxable 100% Stocks | Coming soon! | -19.37 | 17.33 | 11.04 | 8.87 | 17.06 | -40.33% | 0.07% | 2.54 |
| Allan Roth Second Grader High Risk with CDs Portfolio | | -19.31 | 17.88 | 12.21 | 8.86 | 15.13 | -35.21% | 0.06% | 1.88 |
| Alexander Green Gone Fishing Portfolio | | -18.93 | 12.06 | 8.75 | 8.86 | 13.06 | -28.87% | 0.14% | 2.15 |
| Bill Schultheis Coffeehouse Portfolio | | -16.96 | 15.4 | 9.08 | 8.84 | 9.76 | -20.14% | 0.07% | 2.19 |
| Robo Advisor SigFig Taxable 08 | | -19.25 | 10.48 | 8.74 | 8.84 | 11.4 | -23.67% | 0.05% | 1.98 |
| Robo Advisor SigFig Tax Sheltered 07 | | -20.94 | 9.69 | 8.02 | 8.84 | 12.09 | -25.48% | 0.07% | 2.37 |
| Robo Advisor Betterment 2020 Retirement 100% Stocks | Coming soon! | -19.58 | 17.14 | 11.08 | 8.83 | 17.23 | -40.53% | 0.07% | 2.53 |
| William Bernstein Taxable Ted 70/30 | | -18.35 | 17.15 | 10.34 | 8.82 | 11.29 | -25.76% | 0.06% | 1.94 |
| Rick Ferri Total Economy Core-4 Portfolio Agressive | | -19.44 | 18.0 | 10.6 | 8.82 | 12.8 | -30.77% | 0.09% | 2.22 |
| Vanguard Target Retirement 2050 (35 year old) | | -21.23 | 16.63 | 11.95 | 8.81 | 15.22 | -35.27% | 0.05% | 2.0 |
| TD Ameritrade Core Portfolio Aggressive | | -20.76 | 15.98 | 11.61 | 8.8 | 14.39 | -32.96% | 0.05% | 1.98 |
| Vanguard Target Retirement 2060 (25 year old) | | -21.25 | 16.63 | 11.95 | 8.8 | 15.24 | -35.33% | 0.05% | 2.0 |
| Robo Advisor Wealthsimple Risk Level 04 | | -23.78 | 6.66 | 7.98 | 8.78 | 8.9 | -12.42% | 0.09% | 2.05 |
| SoFi Model Portfolios Retirement Moderately Aggressive | | -21.99 | 13.25 | 10.3 | 8.78 | 14.48 | -32.90% | 0.06% | 2.32 |
| Ben Stein Portfolio | | -14.58 | 17.11 | 9.82 | 8.77 | 13.63 | -32.15% | 0.07% | 2.14 |
| William Bernstein Young Yvonne Portfolio | | -16.19 | 13.55 | 8.65 | 8.77 | 9.64 | -20.11% | 0.08% | 2.27 |
| PWL Capital Toronto (CA) 70% Stocks | | -16.93 | 13.26 | 8.85 | 8.76 | 11.68 | -24.59% | 0.06% | 2.48 |
| Fidelity Target Allocation Index-Focused Model Portfolios 70% Stocks | Coming soon! | -18.53 | 15.09 | 10.44 | 8.76 | 11.76 | -26.03% | 0.05% | 2.01 |
| Scott Burns Six Ways from Sunday | | -5.22 | 21.81 | 7.63 | 8.75 | 10.81 | -26.35% | 0.08% | 2.09 |
| Three Fund Portfolio (50-30-20) | | -20.76 | 14.95 | 11.13 | 8.74 | 13.58 | -30.69% | 0.05% | 2.03 |
| Canadian Portfolio Manager Model Portfolios (US) 60% Stocks | Coming soon! | -19.63 | 11.65 | 9.54 | 8.74 | 10.6 | -21.44% | 0.04% | 1.98 |
| Robo Advisor SigFig Taxable 07 | | -18.96 | 9.91 | 8.47 | 8.74 | 10.72 | -21.74% | 0.05% | 1.96 |
| Steven Schoenfeld Model ETF Portfolio Conservative | Coming soon! | -19.2 | 13.29 | 8.06 | 8.74 | 7.8 | -13.87% | 0.08% | 1.84 |
| TrevH from Boglheads Portfolio | | -17.99 | 20.9 | 11.1 | 8.73 | 16.86 | -40.81% | 0.17% | 2.71 |
| Larry Swedroe Simple Portfolio | | -10.13 | 15.69 | 8.04 | 8.72 | 10.8 | -23.80% | 0.12% | 1.53 |
| Vanguard Target Retirement 2040 (45 year old) | | -20.94 | 15.65 | 11.51 | 8.72 | 14.43 | -33.10% | 0.05% | 1.98 |
| Merrill Lynch Edge Select Portfolio, Moderately | | -19.59 | 9.91 | 8.92 | 8.72 | 10.06 | -20.21% | 0.09% | 2.15 |
| PWL Capital Layton-Guay Portfolios (US) 70/30 Aggressive | | -20.84 | 14.61 | 10.39 | 8.71 | 12.65 | -28.88% | 0.05% | 2.2 |
| Robo Advisor Fidelity GO Tax-advantaged Growth | | -18.47 | 15.12 | 10.44 | 8.71 | 11.75 | -26.05% | 0.05% | 1.97 |
| Robo Advisor Betterment 2020 Taxable 90% Stocks | Coming soon! | -19.14 | 15.58 | 10.44 | 8.71 | 15.44 | -36.09% | 0.07% | 2.48 |
| Schwab Target Date Index Fund 2030 | | -18.88 | 14.99 | 10.0 | 8.7 | 11.11 | -24.29% | 0.05% | 2.08 |
| Canadian Couch Potato Model Portfolios (US) Assertive | Coming soon! | -20.1 | 15.09 | 10.96 | 8.68 | 12.8 | -29.13% | 0.06% | 2.01 |
| Gretchen Tai Portfolio | Coming soon! | -20.77 | 13.43 | 9.32 | 8.68 | 12.76 | -29.26% | 0.09% | 2.44 |
| Ram Balakrishnan Sleepy Portfolio (US Edition) | Coming soon! | -18.38 | 15.8 | 10.3 | 8.67 | 12.49 | -28.70% | 0.05% | 1.96 |
| Robo Advisor SigFig Tax Sheltered 06 | | -20.67 | 8.77 | 7.55 | 8.67 | 11.37 | -23.45% | 0.07% | 2.37 |
| Robo Advisor Betterment 2020 Retirement 90% Stocks | Coming soon! | -18.92 | 15.75 | 10.43 | 8.67 | 15.43 | -36.24% | 0.07% | 2.46 |
| Muhammad El-Erian Portfolio | | -17.58 | 17.4 | 7.42 | 8.66 | 12.75 | -31.14% | 0.17% | 2.25 |
| Rick Ferri Income Seeker Core-4 Portfolio Aggressive | | -11.22 | 17.42 | 9.84 | 8.66 | 12.77 | -30.92% | 0.17% | 3.57 |
| FPL Capital Management Portfolio 50 | | -16.88 | 10.68 | 7.96 | 8.66 | 8.62 | -17.12% | 0.12% | 2.47 |
| PWL Capital Toronto (US) 60% Stocks | | -19.74 | 11.34 | 9.38 | 8.66 | 10.61 | -21.56% | 0.04% | 2.01 |
| Richard Jenkins Simple ETF Strategy | Coming soon! | -18.65 | 21.27 | 9.95 | 8.66 | 12.2 | -31.73% | 0.12% | 2.26 |
| Rick Ferri Socially Conscious ESG Core-4 Portfolio Moderate | | -19.97 | 11.99 | 9.93 | 8.65 | 10.53 | -21.43% | 0.06% | 1.96 |
| Canadian Portfolio Manager Model Portfolios (CA) 60% Stocks | Coming soon! | -16.74 | 11.23 | 8.31 | 8.65 | 10.21 | -20.03% | 0.07% | 2.46 |
| The Global Market Portfolio, Financial Engines 2007 | | -18.61 | 11.74 | 9.45 | 8.64 | 10.97 | -22.97% | 0.08% | 1.89 |
| Tony Robbins / Ray Dalio Portfolio | | -21.17 | 8.27 | 7.23 | 8.63 | 7.31 | -3.71% | 0.16% | 1.55 |
| The Canonical Portfolio (US) 70% Stocks | Coming soon! | -19.97 | 14.15 | 10.59 | 8.63 | 11.84 | -25.35% | 0.04% | 1.98 |
| Robo Advisor WiseBanyan 60% stocks | | -19.26 | 12.65 | 9.36 | 8.62 | 10.93 | -24.59% | 0.08% | 2.06 |
| Axos Invest 60% Stocks | Coming soon! | -19.25 | 12.62 | 9.34 | 8.61 | 10.92 | -24.55% | 0.08% | 2.06 |
| Jonathan Clements Three Fund Global Portfolio | Coming soon! | -19.3 | 12.56 | 9.9 | 8.61 | 10.36 | -20.78% | 0.04% | 1.92 |
| Rick Ferri Transitional Moderate Multi Asset Portfolio | | -17.37 | 12.35 | 8.33 | 8.6 | 9.61 | -20.61% | 0.16% | 2.14 |
| Vanguard LifeStrategy Growth Fund (80/20) | | -20.63 | 14.59 | 11.03 | 8.6 | 13.6 | -30.80% | 0.05% | 1.96 |
| Meb Faber GTAA Conservative | | -15.57 | 15.26 | 6.55 | 8.6 | 9.49 | -21.62% | 0.22% | 2.14 |
| Meb Faber IVY 20 portfolio | | -12.41 | 20.29 | 7.35 | 8.6 | 13.89 | -35.66% | 0.29% | 2.21 |
| Bob Clyatt Rational Investing Portfolio | Coming soon! | -15.58 | 14.08 | 8.0 | 8.6 | 10.86 | -24.26% | 0.13% | 2.16 |
| Schwab Managed Portfolio, Growth | | -17.27 | 18.21 | 9.66 | 8.58 | 13.2 | -32.39% | 0.11% | 2.15 |
| Robo Advisor SigFig Taxable 06 | | -18.69 | 9.4 | 8.17 | 8.58 | 10.2 | -20.40% | 0.05% | 1.95 |
| Time.Inc Money Portfolio 2, Tilt Toward Value | | -18.72 | 13.78 | 9.19 | 8.57 | 9.67 | -20.85% | 0.06% | 2.03 |
| William Bernstein Sheltered Sam 60/40 | | -12.68 | 15.0 | 8.48 | 8.56 | 10.02 | -23.73% | 0.09% | 1.91 |
| The Canonical Portfolio (CA) 90% Stocks | Coming soon! | -17.19 | 18.61 | 10.55 | 8.55 | 14.1 | -32.72% | 0.05% | 2.44 |
| Robo Advisor Betterment 2020 Taxable 80% Stocks | Coming soon! | -18.89 | 13.88 | 9.82 | 8.55 | 13.87 | -31.95% | 0.08% | 2.41 |
| Robo Advisor Morgan Stanley Acces Investing Opportunistic Growth | Coming soon! | -20.57 | 13.73 | 9.88 | 8.55 | 13.85 | -31.21% | 0.05% | 2.29 |
| Robo Advisor Betterment 60 | | -17.61 | 10.45 | 8.5 | 8.54 | 10.79 | -22.52% | 0.07% | 1.88 |
| PWL Capital Layton-Guay Portfolios (CA) 70/30 Aggressive | | -18.85 | 14.42 | 9.42 | 8.54 | 12.33 | -28.00% | 0.06% | 2.51 |
| Robo Advisor Merrill Guided Investing Taxable Moderate | Coming soon! | -15.76 | 12.92 | 9.57 | 8.54 | 9.86 | -21.22% | 0.08% | 1.87 |
| Rick Ferri Midlife Moderate Basic Portfolio | | -20.22 | 12.89 | 9.27 | 8.53 | 9.9 | -21.34% | 0.05% | 2.12 |
| Robo Advisor Fidelity GO Taxable Growth | | -17.59 | 15.87 | 10.57 | 8.53 | 11.82 | -27.35% | 0.05% | 1.82 |
| J. D. Steinhilber Aggressive Growth | Coming soon! | -12.99 | 13.43 | 9.03 | 8.53 | 10.54 | -23.06% | 0.08% | 1.81 |
| PWL Capital Toronto (CA) 60% Stocks | | -16.61 | 10.93 | 8.01 | 8.52 | 10.22 | -20.07% | 0.07% | 2.52 |
| Goldman Sachs Target Date 2025 Portfolio | | -16.52 | 10.0 | 7.94 | 8.51 | 9.44 | -20.51% | 0.13% | 2.72 |
| SoFi Model Portfolios Taxable Moderately Aggressive | | -20.81 | 13.85 | 10.3 | 8.5 | 14.22 | -32.90% | 0.05% | 2.1 |
| Morningstar Conservative Retirement Saver Portfolio | | -17.04 | 11.21 | 8.54 | 8.49 | 9.28 | -18.42% | 0.05% | 1.74 |
| Robo Advisor Betterment 50 | | -18.2 | 8.45 | 7.78 | 8.49 | 10.06 | -20.24% | 0.09% | 2.03 |
| Paul Merriman Ultimate Buy & Hold Strategy 2010 | | -19.73 | 10.74 | 8.03 | 8.49 | 10.84 | -23.15% | 0.17% | 2.49 |
| Middleton Monitored Play It Safe Portfolio | Coming soon! | -14.55 | 19.45 | 10.09 | 8.49 | 12.0 | -29.40% | 0.11% | 2.01 |
| Rick Ferri Core 4 fund Portfolio (60/40) | | -20.1 | 12.42 | 9.27 | 8.47 | 10.01 | -21.41% | 0.05% | 2.09 |
| Robo Advisor SigFig Taxable 05 | | -18.38 | 9.03 | 7.94 | 8.47 | 9.69 | -19.01% | 0.05% | 1.92 |
| Robo Advisor SigFig Tax Sheltered 05 | | -20.14 | 7.96 | 7.1 | 8.47 | 10.3 | -20.60% | 0.07% | 2.33 |
| Dan Solin The Smartest Index Portfolio, Medium Risk | | -19.57 | 11.53 | 9.51 | 8.46 | 10.41 | -21.41% | 0.04% | 1.98 |
| The Canonical Portfolio (CA) 80% Stocks | Coming soon! | -16.94 | 16.22 | 9.77 | 8.46 | 12.62 | -28.31% | 0.06% | 2.46 |
| Robo Advisor Betterment 2020 Retirement 80% Stocks | Coming soon! | -18.45 | 14.22 | 9.82 | 8.46 | 13.86 | -32.27% | 0.08% | 2.37 |
| The Global Market Portfolio, (GMP) CREDIT SUISSE | | -23.03 | 7.74 | 7.94 | 8.44 | 8.56 | -15.60% | 0.10% | 2.06 |
| T. Rowe Price ActivePlus Portfolio, Model 50 | | -18.52 | 11.05 | 8.66 | 8.44 | 9.1 | -22.11% | 0.04% | 1.75 |
| The Rip Van Winkle Portfolio William Bernstein Taxable | Coming soon! | -17.95 | 15.1 | 10.11 | 8.44 | 10.5 | -23.66% | 0.10% | 1.78 |
| Jonathan Clements Eight Asset Class Index Fund | Coming soon! | -17.1 | 17.05 | 9.81 | 8.44 | 12.82 | -30.71% | 0.10% | 1.93 |
| 3 Fund Portfolio 60/40 | | -19.45 | 12.14 | 9.67 | 8.43 | 10.32 | -20.90% | 0.04% | 1.97 |
| PWL Capital Passmore & Felix (US), 70/30 | | -19.48 | 14.69 | 10.71 | 8.42 | 11.61 | -25.69% | 0.05% | 1.95 |
| Mark Hebner Portfolio 50% Stocks | | -13.32 | 13.27 | 7.86 | 8.42 | 9.57 | -19.23% | 0.10% | 2.21 |
| Canadian Couch Potato Model Portfolios (CA) Aggressive | Coming soon! | -17.09 | 18.37 | 10.35 | 8.41 | 14.52 | -34.64% | 0.08% | 2.49 |
| Fidelity Target Allocation Index-Focused Model Portfolios 60% Stocks | Coming soon! | -18.26 | 12.7 | 9.39 | 8.41 | 10.24 | -21.56% | 0.05% | 2.02 |
| TD Ameritrade Core Portfolio Growth | | -20.04 | 12.72 | 10.08 | 8.4 | 11.97 | -26.28% | 0.05% | 2.0 |
| Rick Ferri Global Markets Core-4 Moderate | | -19.06 | 12.1 | 9.76 | 8.4 | 10.32 | -20.86% | 0.04% | 1.81 |
| Portfoliocharts Golden Butterfly | Coming soon! | -16.93 | 8.64 | 7.94 | 8.4 | 7.35 | -7.40% | 0.12% | 1.23 |
| Canadian Portfolio Manager Model Portfolios (CA) 50% Stocks | Coming soon! | -16.43 | 8.87 | 7.46 | 8.4 | 8.87 | -15.53% | 0.07% | 2.49 |
| William Bernstein Four Pillars High Risk Portfolio | | -15.43 | 14.51 | 8.44 | 8.39 | 11.98 | -27.41% | 0.11% | 2.33 |
| David Booth (DFA) Normal Portfolio | | -15.36 | 13.84 | 8.42 | 8.39 | 9.78 | -21.24% | 0.12% | 2.2 |
| William Bernstein Sheltered Sam Portfolio | | -11.79 | 15.01 | 8.14 | 8.39 | 9.48 | -21.03% | 0.09% | 1.78 |
| William Bernstein Taxable Ted 60/40 | | -17.47 | 14.67 | 9.3 | 8.39 | 9.82 | -21.73% | 0.06% | 1.9 |
| William Bernstein Wendy Wonk Portfolio | | -15.43 | 14.51 | 8.44 | 8.39 | 11.98 | -27.41% | 0.11% | 2.33 |
| Assetbuilder.com Portfolio 8 | | -17.12 | 10.9 | 7.41 | 8.38 | 9.14 | -17.59% | 0.17% | 2.03 |
| Bogle Tax Sheltered | | -16.24 | 10.95 | 8.78 | 8.38 | 8.58 | -14.24% | 0.05% | 1.37 |
| William Bernstein No Brainer Portfolio | | -15.69 | 15.8 | 10.03 | 8.37 | 12.48 | -27.62% | 0.07% | 1.85 |
| Robo Advisor Fidelity GO Tax-advantaged Growth With Income | | -18.17 | 12.71 | 9.37 | 8.37 | 10.22 | -21.60% | 0.05% | 1.98 |
| John Wasik Autopilot Nano Investment | Coming soon! | -19.33 | 16.27 | 8.58 | 8.37 | 9.55 | -22.57% | 0.06% | 1.97 |
| Balanced Portfolio 40/60 | | -18.05 | 9.15 | 8.36 | 8.36 | 7.83 | -11.71% | 0.04% | 1.83 |
| Vanguard Target Retirement 2030 (55 year old) | | -20.05 | 12.56 | 10.09 | 8.36 | 12.02 | -26.38% | 0.05% | 1.92 |
| The Rip Van Winkle Portfolio John Bogle Tax Sheltered | | -17.49 | 10.85 | 8.91 | 8.36 | 9.02 | -17.42% | 0.05% | 1.55 |
| Allan Roth Second Grader Five-Fund Medium Risk Portfolio | | -20.04 | 11.77 | 9.18 | 8.35 | 10.13 | -21.56% | 0.05% | 2.09 |
| Rick Ferri Income Seeker Core-4 Portfolio Moderate | | -14.24 | 13.17 | 8.8 | 8.35 | 10.82 | -26.00% | 0.18% | 3.47 |
| Rick Ferri Socially Conscious ESG Core-4 Portfolio Aggressive | | -21.7 | 15.95 | 10.5 | 8.35 | 13.38 | -32.68% | 0.09% | 2.33 |
| Allan Roth Second Grader Medium Risk Portfolio | | -19.68 | 11.18 | 9.34 | 8.34 | 10.4 | -21.56% | 0.04% | 2.01 |
| Rick Ferri Inflation Fighter Core-4 Portfolio Aggressive | | -21.1 | 16.75 | 10.53 | 8.34 | 13.64 | -34.42% | 0.09% | 2.18 |
| The Canonical Portfolio (CA) 70% Stocks | Coming soon! | -16.67 | 13.84 | 8.96 | 8.34 | 11.18 | -23.90% | 0.06% | 2.49 |
| Index Fund Advisors, Portfolio 60 | | -14.08 | 13.49 | 8.22 | 8.33 | 10.33 | -22.03% | 0.13% | 2.1 |
| All Seasons Portfolio | | -21.37 | 7.29 | 6.44 | 8.33 | 7.18 | -4.03% | 0.16% | 1.73 |
| Dan Solin SuperSmart Portfolio, Medium | | -12.81 | 14.3 | 7.68 | 8.33 | 9.86 | -21.07% | 0.12% | 2.11 |
| Canadian Portfolio Manager Model Portfolios (US) 50% Stocks | Coming soon! | -19.2 | 9.37 | 8.44 | 8.33 | 9.08 | -17.02% | 0.04% | 2.0 |
| Robo Advisor Betterment 2020 Taxable 70% Stocks | Coming soon! | -18.71 | 12.01 | 9.15 | 8.33 | 12.29 | -27.68% | 0.08% | 2.35 |
| Scott Burns Five Fold | | -18.69 | 15.51 | 8.59 | 8.32 | 9.73 | -23.04% | 0.07% | 1.66 |
| Time.Inc Money Portfolio 1, Simple and Cheap | | -20.18 | 12.62 | 9.02 | 8.32 | 9.81 | -21.51% | 0.06% | 2.05 |
| Dimensional 2030 Target Date Retirement Income Fund | | -15.8 | 12.8 | 8.48 | 8.32 | 10.18 | -22.61% | 0.05% | 1.4 |
| PWL Capital Layton-Guay Portfolios (US) 60/40 Assertive | | -20.3 | 12.49 | 9.38 | 8.32 | 11.02 | -24.53% | 0.05% | 2.2 |
| The Global Couch Potato Portfolio (US Edition) | Coming soon! | -19.54 | 11.86 | 9.52 | 8.32 | 10.3 | -20.99% | 0.04% | 2.0 |
| The Canonical Portfolio (US) 60% Stocks | Coming soon! | -19.54 | 11.86 | 9.52 | 8.32 | 10.3 | -20.99% | 0.04% | 2.0 |
| Quit Like A Millionaire (US) Portfolio | Coming soon! | -19.54 | 11.86 | 9.52 | 8.32 | 10.3 | -20.99% | 0.04% | 2.0 |
| Bob Clyatt The Sandwich Portfolio | Coming soon! | -18.77 | 11.19 | 8.24 | 8.31 | 9.8 | -20.55% | 0.07% | 2.02 |
| Robo Advisor WiseBanyan 50% stocks | | -18.53 | 10.78 | 8.36 | 8.3 | 9.5 | -20.70% | 0.09% | 2.07 |
| PWL Capital Toronto (CA) 50% Stocks | | -16.25 | 8.73 | 7.24 | 8.3 | 8.85 | -15.51% | 0.07% | 2.54 |
| Canadian Couch Potato Model Portfolios (CA) Assertive | Coming soon! | -16.73 | 14.83 | 9.2 | 8.3 | 12.22 | -27.71% | 0.08% | 2.52 |
| Axos Invest 50% Stocks | Coming soon! | -18.54 | 10.81 | 8.37 | 8.3 | 9.51 | -20.74% | 0.09% | 2.07 |
| PWL Capital Toronto (US) 50% Stocks | | -19.24 | 9.25 | 8.37 | 8.29 | 9.07 | -17.06% | 0.04% | 2.02 |
| PWL Capital Passmore & Felix (CA), 80/20 | | -17.23 | 17.1 | 9.96 | 8.29 | 12.37 | -28.86% | 0.05% | 2.34 |
| The Marc Faber Portfolio | | -19.64 | 13.39 | 7.48 | 8.28 | 9.06 | -16.81% | 0.11% | 1.93 |
| Robo Advisor SigFig Taxable 04 | | -18.03 | 8.4 | 7.6 | 8.28 | 9.04 | -17.28% | 0.05% | 1.89 |
| PWL Capital Layton-Guay Portfolios (CA) 60/40 Assertive | | -18.38 | 12.22 | 8.57 | 8.26 | 10.8 | -23.60% | 0.06% | 2.52 |
| Canadian Couch Potato Model Portfolios (US) Balanced | Coming soon! | -19.48 | 11.7 | 9.38 | 8.25 | 10.41 | -22.28% | 0.05% | 2.04 |
| Paul Merriman Best-in-Class ETFs Portfolio (Moderate) | | -15.49 | 11.69 | 7.51 | 8.24 | 9.72 | -19.51% | 0.13% | 2.07 |
| Rick Ferri Total Economy Core-4 Portfolio Moderate | | -18.83 | 13.04 | 8.72 | 8.24 | 9.81 | -21.79% | 0.07% | 2.19 |
| Canadian Couch Potato The Über–Tuber Portfolio (US) | Coming soon! | -13.75 | 12.31 | 7.88 | 8.24 | 10.29 | -22.85% | 0.13% | 2.69 |
| Ellevest Wealthbuilding Portfolio 3 | | -16.76 | 11.83 | 8.74 | 8.24 | 10.87 | -24.55% | 0.07% | 1.98 |
| Standard & Poors Outlook Portfolio | Coming soon! | -16.7 | 12.42 | 9.01 | 8.24 | 10.13 | -21.11% | 0.05% | 1.94 |
| William Bernstein Cowards Portfolio | | -12.55 | 14.12 | 8.23 | 8.23 | 9.51 | -19.94% | 0.07% | 1.93 |
| Morningstar Lifetime Allocation Index Aggressive, Income | | -14.73 | 11.61 | 7.57 | 8.23 | 8.61 | -18.40% | 0.09% | 1.7 |
| SoFi Model Portfolios Retirement Moderate | | -20.42 | 9.47 | 8.47 | 8.23 | 11.27 | -24.64% | 0.06% | 2.33 |
| Morningstar Lifetime Allocation Index Conservative, 2030 | | -16.79 | 9.9 | 7.36 | 8.21 | 8.57 | -17.47% | 0.09% | 2.04 |
| The Global Couch Potato Portfolio (CA Edition) | Coming soon! | -16.42 | 11.44 | 8.15 | 8.19 | 9.8 | -19.50% | 0.06% | 2.51 |
| Ram Balakrishnan Sleepy Portfolio (CA Edition) | Coming soon! | -16.1 | 15.79 | 8.84 | 8.19 | 12.0 | -27.92% | 0.06% | 2.26 |
| The Canonical Portfolio (CA) 60% Stocks | Coming soon! | -16.42 | 11.44 | 8.15 | 8.19 | 9.8 | -19.50% | 0.06% | 2.51 |
| Robo Advisor Betterment 2020 Taxable 60% Stocks | Coming soon! | -18.43 | 10.25 | 8.51 | 8.19 | 10.82 | -23.54% | 0.08% | 2.28 |
| Kiplinger Five-Fund ETF Portfolio for Income | Coming soon! | -16.61 | 11.87 | 8.88 | 8.19 | 9.15 | -18.92% | 0.07% | 1.95 |
| Meb Faber Ivy 10 Portfolio | | -12.66 | 20.11 | 6.55 | 8.18 | 13.12 | -34.87% | 0.23% | 2.53 |
| Paul Merriman FundAdvice Ultimate Buy and Hold | | -15.95 | 11.75 | 7.36 | 8.18 | 10.17 | -21.14% | 0.12% | 2.14 |
| Robo Advisor Betterment 2020 Retirement 70% Stocks | Coming soon! | -18.0 | 12.54 | 9.14 | 8.18 | 12.27 | -28.17% | 0.08% | 2.28 |
| Robo Advisor SigFig Tax Sheltered 04 | | -18.44 | 8.03 | 6.91 | 8.17 | 8.97 | -17.51% | 0.07% | 2.2 |
| 7Twelve Portfolio | | -12.92 | 14.36 | 6.92 | 8.15 | 10.03 | -23.15% | 0.15% | 1.64 |
| William Bernstein Four Pillars Medium Portfolio | | -12.51 | 14.75 | 8.74 | 8.15 | 9.33 | -19.66% | 0.06% | 1.82 |
| FPL Capital Management Portfolio 40 | | -16.9 | 8.17 | 6.96 | 8.15 | 7.26 | -12.67% | 0.10% | 2.4 |
| Goldman Sachs Target Date Retirement Income Portfolio | | -17.4 | 7.54 | 7.09 | 8.15 | 8.19 | -16.50% | 0.13% | 2.67 |
| Paul Merriman Target Date Portfolio (65 year old) | | -12.96 | 11.34 | 7.06 | 8.14 | 8.24 | -14.21% | 0.10% | 1.77 |
| William Bernstein Between Charlie and Wendy Portfolio | | -12.44 | 15.08 | 8.83 | 8.14 | 9.28 | -19.38% | 0.06% | 1.82 |
| Robo Advisor Fidelity GO Taxable Growth With Income | | -16.93 | 13.76 | 9.56 | 8.13 | 10.3 | -23.43% | 0.06% | 1.77 |
| Robo Advisor J.P. Morgan You Invest Growth | Coming soon! | -18.94 | 8.21 | 7.72 | 8.13 | 9.22 | -17.60% | 0.05% | 2.11 |
| Canadian Portfolio Manager Model Portfolios (CA) 40% Stocks | Coming soon! | -16.12 | 6.52 | 6.59 | 8.11 | 7.65 | -11.04% | 0.07% | 2.53 |
| Canadian Couch Potato Model Portfolios (CA) Balanced | Coming soon! | -16.36 | 11.28 | 8.01 | 8.11 | 10.02 | -20.78% | 0.08% | 2.55 |
| Dan Solin The Smartest ETF Portfolio, High Risk | | -21.89 | 18.27 | 12.13 | 8.1 | 17.35 | -42.34% | 0.08% | 2.27 |
| Charles Ellis Portfolio Under 40 Years Old | | -21.89 | 18.27 | 12.13 | 8.1 | 17.35 | -42.34% | 0.08% | 2.27 |
| Robo Advisor Morgan Stanley Acces Investing Market Growth | Coming soon! | -19.61 | 10.37 | 8.39 | 8.1 | 11.21 | -23.90% | 0.05% | 2.26 |
| Schwab Managed Portfolio, Balanced With Growth | | -16.39 | 14.74 | 8.15 | 8.09 | 10.53 | -25.01% | 0.11% | 2.12 |
| Meb Faber GAA | | -20.14 | 9.29 | 7.27 | 8.09 | 8.15 | -15.76% | 0.14% | 1.93 |
| William Bernstein Sheltered Sam 50/50 | | -11.94 | 12.79 | 7.5 | 8.09 | 8.78 | -20.42% | 0.08% | 1.8 |
| Bob Clyatt The Sandwich Portfolio Value Tilt | Coming soon! | -16.27 | 10.74 | 7.7 | 8.09 | 9.67 | -20.34% | 0.07% | 2.22 |
| Robo Advisor Wealthsimple Risk Level 03 | | -21.24 | 5.89 | 7.19 | 8.08 | 7.42 | -9.74% | 0.09% | 1.92 |
| Vanguard LifeStrategy Moderate Growth (60/40) | | -19.45 | 10.47 | 9.13 | 8.07 | 10.44 | -21.87% | 0.05% | 1.89 |
| PWL Capital Nancy And Her Team (US), Aggressive | | -18.97 | 15.28 | 10.24 | 8.07 | 11.54 | -27.73% | 0.05% | 2.11 |
| Rick Ferri Inflation Fighter Core-4 Portfolio Moderate | | -19.65 | 13.0 | 8.86 | 8.06 | 10.89 | -27.04% | 0.09% | 1.98 |
| Fundamentum Enhanced Index Focus Growth | | -20.35 | 14.94 | 10.63 | 8.06 | 14.36 | -34.75% | 0.08% | 2.1 |
| Rick Ferri Transitional Moderate Basic Portfolio | | -19.24 | 10.07 | 8.18 | 8.04 | 8.56 | -17.05% | 0.05% | 2.09 |
| Charles Ellis Portfolio 40 - 50 Years Old | | -21.4 | 16.26 | 11.25 | 8.04 | 15.62 | -37.60% | 0.08% | 2.26 |
| Dimensional Fund Advisors Model Portfolios 60% Stocks Normal | | -15.12 | 12.11 | 8.21 | 8.03 | 10.05 | -21.50% | 0.12% | 2.18 |
| The Andrew Tobias Portfolio | | -17.32 | 13.23 | 9.01 | 8.02 | 11.85 | -28.05% | 0.05% | 1.48 |
| Scott Burns Margaritaville | | -17.32 | 13.23 | 9.01 | 8.02 | 11.85 | -28.05% | 0.05% | 1.48 |
| PWL Capital Toronto (CA) 40% Stocks | | -16.04 | 6.4 | 6.45 | 8.02 | 7.61 | -11.03% | 0.07% | 2.55 |
| Dr. Marvin Appel One-Decision Portfolio | Coming soon! | -13.73 | 16.52 | 7.92 | 8.02 | 7.89 | -16.38% | 0.10% | 1.98 |
| Larry Swedroe Big Rocks Portfolio | | -12.37 | 14.03 | 7.82 | 8.01 | 9.59 | -20.56% | 0.11% | 2.08 |
| Rick Ferri Socially Conscious ESG Core-4 Portfolio Conservative | | -19.41 | 7.24 | 7.83 | 8.01 | 7.85 | -13.01% | 0.07% | 2.02 |
| Quit Like A Millionaire (US) Yield Shield Portfolio | Coming soon! | -21.42 | 14.16 | 9.14 | 8.01 | 10.78 | -27.26% | 0.15% | 2.96 |
| The Canonical Portfolio (CA) 50% Stocks | Coming soon! | -16.17 | 9.05 | 7.33 | 8.0 | 8.51 | -15.09% | 0.07% | 2.53 |
| Robo Advisor SigFig Tax Sheltered 03 | | -18.1 | 7.38 | 6.54 | 8.0 | 8.35 | -15.71% | 0.07% | 2.18 |
| Robo Advisor Betterment 2020 Retirement 60% Stocks | Coming soon! | -17.46 | 10.97 | 8.5 | 7.99 | 10.79 | -24.22% | 0.08% | 2.18 |
| Merrill Lynch Edge Select Portfolio, Moderately Conservative | | -18.36 | 6.59 | 7.33 | 7.97 | 7.68 | -12.84% | 0.09% | 2.07 |
| The Canonical Portfolio (US) 50% Stocks | Coming soon! | -19.12 | 9.57 | 8.43 | 7.97 | 8.81 | -16.64% | 0.04% | 2.02 |
| Robo Advisor Betterment 2020 Taxable 50% Stocks | Coming soon! | -17.94 | 8.54 | 7.76 | 7.97 | 9.36 | -19.39% | 0.08% | 2.17 |
| Rick Ferri Income Seeker Core-4 Portfolio Conservative | | -17.26 | 8.91 | 7.72 | 7.96 | 9.16 | -21.07% | 0.20% | 3.37 |
| Robo Advisor WiseBanyan 40% stocks | | -17.81 | 8.76 | 7.37 | 7.96 | 8.2 | -16.69% | 0.10% | 2.04 |
| Axos Invest 40% Stocks | Coming soon! | -17.81 | 8.76 | 7.37 | 7.96 | 8.2 | -16.69% | 0.10% | 2.04 |
| PWL Capital Layton-Guay Portfolios (CA) 50/50 Balanced | | -17.92 | 10.03 | 7.71 | 7.95 | 9.31 | -19.19% | 0.07% | 2.53 |
| Larry Swedroe Model Portfolios Moderate | | -12.36 | 14.07 | 7.8 | 7.95 | 9.65 | -20.82% | 0.09% | 2.08 |
| William Bernstein Taxable Ted 50/50 | | -16.6 | 12.18 | 8.25 | 7.94 | 8.4 | -17.70% | 0.06% | 1.86 |
| Charles Ellis Portfolio 50 - 60 Years Old | | -20.91 | 14.24 | 10.35 | 7.94 | 13.9 | -32.85% | 0.07% | 2.24 |
| Meb Faber Ivy 5 Portfolio | | -13.73 | 23.47 | 7.47 | 7.92 | 11.39 | -31.51% | 0.22% | 2.29 |
| Ellevest Wealthbuilding Portfolio 2 | | -16.3 | 11.02 | 8.3 | 7.92 | 10.05 | -22.36% | 0.07% | 1.89 |
| Gibson Five Asset Classes | | -13.64 | 22.77 | 7.35 | 7.91 | 11.59 | -32.05% | 0.23% | 2.2 |
| Tim Maurer Simple Money Portfolio | | -15.4 | 11.02 | 7.54 | 7.91 | 9.79 | -18.84% | 0.12% | 2.3 |
| 3 Fund Portfolio Equal Weight | | -20.36 | 11.97 | 9.45 | 7.91 | 11.37 | -24.50% | 0.04% | 2.16 |
| PWL Capital Passmore & Felix (US), 60/40 | | -18.86 | 12.32 | 9.65 | 7.91 | 10.05 | -21.63% | 0.05% | 1.94 |
| Gibson Four Asset Classes | | -9.56 | 30.02 | 7.84 | 7.9 | 14.04 | -40.41% | 0.27% | 2.62 |
| PWL Capital Layton-Guay Portfolios (US) 50/50 Balanced | | -19.77 | 10.38 | 8.36 | 7.9 | 9.42 | -20.18% | 0.05% | 2.21 |
| Coffeehouse Three ETF | | -17.45 | 11.78 | 8.51 | 7.9 | 11.42 | -25.37% | 0.15% | 2.67 |
| PWL Capital Passmore & Felix (CA), 70/30 | | -16.97 | 14.69 | 9.11 | 7.89 | 10.89 | -24.84% | 0.05% | 2.28 |
| Canadian Portfolio Manager Model Portfolios (US) 40% Stocks | Coming soon! | -18.75 | 7.14 | 7.35 | 7.89 | 7.64 | -12.58% | 0.04% | 2.03 |
| Robo Advisor SigFig Taxable 03 | | -16.81 | 7.45 | 6.95 | 7.89 | 8.14 | -14.77% | 0.05% | 1.86 |
| Canadian Couch Potato The Über–Tuber Portfolio | Coming soon! | -13.79 | 12.13 | 6.88 | 7.88 | 10.13 | -22.29% | 0.13% | 2.82 |
| Bogleheads Guide to Investing - An Investor in Early Retirement | Coming soon! | -15.57 | 9.92 | 7.47 | 7.88 | 7.73 | -14.51% | 0.04% | 1.36 |
| Assetbuilder.com Portfolio 7 | | -16.16 | 8.49 | 6.39 | 7.87 | 7.25 | -11.78% | 0.15% | 1.94 |
| Canadian Couch Potato Model Portfolios (CA) Cautious | Coming soon! | -15.99 | 7.74 | 6.8 | 7.86 | 8.02 | -13.85% | 0.08% | 2.57 |
| Robo Advisor Fidelity GO Tax-advantaged Balanced | | -17.24 | 10.39 | 8.21 | 7.85 | 8.68 | -17.22% | 0.05% | 1.94 |
| Quit Like A Millionaire (CA) Portfolio | Coming soon! | -17.26 | 11.86 | 8.06 | 7.84 | 9.61 | -20.21% | 0.04% | 2.3 |
| PWL Capital Toronto (US) 40% Stocks | | -18.79 | 7.02 | 7.28 | 7.83 | 7.61 | -12.61% | 0.04% | 2.04 |
| SoFi Model Portfolios Taxable Moderate | | -18.56 | 10.37 | 8.43 | 7.83 | 10.89 | -24.64% | 0.05% | 2.01 |
| TD Ameritrade Core Portfolio Moderate Growth | | -19.0 | 8.6 | 8.11 | 7.82 | 8.87 | -17.28% | 0.05% | 1.98 |
| T. Rowe Price ActivePlus Portfolio, Model 40 | | -17.88 | 8.87 | 7.67 | 7.81 | 7.62 | -17.97% | 0.04% | 1.67 |
| Canadian Portfolio Manager Model Portfolios (CA) 30% Stocks | Coming soon! | -15.81 | 4.17 | 5.72 | 7.79 | 6.62 | -6.54% | 0.08% | 2.56 |
| The Canonical Portfolio (CA) 40% Stocks | Coming soon! | -15.9 | 6.67 | 6.49 | 7.79 | 7.34 | -10.68% | 0.07% | 2.56 |
| Balanced Portfolio 30/70 | | -17.79 | 6.4 | 7.0 | 7.77 | 6.53 | -7.49% | 0.04% | 1.91 |
| J. D. Steinhilber Moderate Growth | Coming soon! | -11.72 | 10.28 | 7.42 | 7.77 | 8.57 | -17.23% | 0.09% | 1.78 |
| TIAA-CREF Lifecycle Index Retirement Income | | -16.59 | 8.03 | 7.15 | 7.76 | 7.6 | -13.27% | 0.04% | 1.75 |
| PWL Capital Toronto (CA) 30% Stocks | | -15.77 | 3.97 | 5.55 | 7.76 | 6.66 | -6.62% | 0.08% | 2.59 |
| Canadian Couch Potato Model Portfolios (US) Cautious | Coming soon! | -18.86 | 8.31 | 7.78 | 7.75 | 8.15 | -15.42% | 0.05% | 2.06 |
| Rob Arnott ETF.com model portfolio | Coming soon! | -16.5 | 12.09 | 6.07 | 7.75 | 7.89 | -16.70% | 0.21% | 2.28 |
| Robo Advisor Betterment 2020 Retirement 50% Stocks | Coming soon! | -16.76 | 9.43 | 7.75 | 7.74 | 9.3 | -20.24% | 0.08% | 2.04 |
| Robo Advisor Wealthsimple Risk Level 02 | | -20.0 | 5.48 | 6.78 | 7.72 | 6.72 | -8.28% | 0.09% | 1.85 |
| Gyroscopic Desert Portfolio | Coming soon! | -17.19 | 6.19 | 6.95 | 7.71 | 6.34 | -7.46% | 0.06% | 1.69 |
| Rick Ferri Core 4 fund Portfolio (40/60) | | -19.06 | 7.66 | 7.17 | 7.7 | 7.25 | -12.56% | 0.05% | 2.11 |
| Dan Solin The Smartest Index Portfolio, Medium-Low Risk | | -18.71 | 7.07 | 7.33 | 7.7 | 7.5 | -12.56% | 0.04% | 2.03 |
| Robo Advisor Betterment 2020 Taxable 40% Stocks | Coming soon! | -17.22 | 6.91 | 6.94 | 7.69 | 7.99 | -15.35% | 0.08% | 2.03 |
| 3 Fund Portfolio 40/60 | | -18.63 | 7.47 | 7.44 | 7.68 | 7.43 | -12.22% | 0.04% | 2.02 |
| Frank Armstrong Ideal Index Portfolio | | -15.48 | 14.11 | 8.32 | 7.67 | 11.0 | -25.75% | 0.08% | 2.19 |
| Morningstar Lifetime Allocation Index Moderate, Income | | -13.91 | 9.2 | 6.28 | 7.66 | 7.13 | -13.65% | 0.09% | 1.61 |
| Rick Ferri Inflation Fighter Core-4 Portfolio Conservative | | -18.21 | 9.25 | 7.16 | 7.65 | 8.47 | -19.65% | 0.09% | 1.78 |
| Ellevest Wealthbuilding Portfolio 1 | | -15.64 | 9.92 | 7.82 | 7.65 | 9.31 | -20.29% | 0.07% | 1.83 |
| Index Fund Advisors, Portfolio 50 | | -13.44 | 11.02 | 7.14 | 7.64 | 8.64 | -17.64% | 0.12% | 2.03 |
| Rick Ferri Mature Retired Saver Moderate Multi Asset Portfolio | | -15.18 | 9.31 | 6.77 | 7.63 | 6.99 | -12.57% | 0.06% | 1.76 |
| Rick Ferri Global Markets Core-4 Conservative | | -18.04 | 7.41 | 7.58 | 7.63 | 7.4 | -12.15% | 0.04% | 1.78 |
| Robo Advisor SigFig Tax Sheltered 02 | | -17.26 | 6.2 | 5.85 | 7.63 | 6.94 | -11.47% | 0.07% | 2.1 |
| Charles Ellis Portfolio 60 - 70 Years Old | | -19.93 | 10.22 | 8.54 | 7.62 | 10.56 | -23.35% | 0.06% | 2.21 |
| Robo Advisor Betterment 40 | | -15.83 | 6.48 | 6.6 | 7.61 | 7.68 | -13.47% | 0.07% | 1.69 |
| FPL Capital Management Portfolio 30 | | -16.92 | 5.67 | 5.95 | 7.61 | 6.06 | -8.21% | 0.09% | 2.33 |
| PWL Capital Layton-Guay Portfolios (CA) 40/60 Cautious | | -17.45 | 7.84 | 6.83 | 7.61 | 7.89 | -14.78% | 0.07% | 2.55 |
| The Canonical Portfolio (US) 40% Stocks | Coming soon! | -18.69 | 7.29 | 7.34 | 7.61 | 7.41 | -12.28% | 0.04% | 2.04 |
| Dan Solin The Smartest ETF Portfolio, Medium-High Risk | | -18.56 | 14.5 | 10.0 | 7.6 | 13.73 | -32.56% | 0.07% | 2.11 |
| William Bernstein Sheltered Sam 40/60 | | -11.19 | 10.59 | 6.51 | 7.6 | 7.61 | -17.12% | 0.08% | 1.69 |
| Robo Advisor Merrill Guided Investing Taxable Moderately Conservative | Coming soon! | -16.03 | 8.17 | 7.25 | 7.59 | 7.68 | -14.90% | 0.06% | 1.96 |
| Paul Boyer Permanent Portfolio (MMM) | Coming soon! | -17.57 | 1.69 | 4.51 | 7.58 | 7.34 | -6.16% | 0.14% | 1.45 |
| Robo Advisor Fidelity GO Taxable Balanced | | -15.82 | 11.59 | 8.42 | 7.58 | 8.75 | -19.31% | 0.06% | 1.69 |
| Robo Advisor WiseBanyan 30% stocks | | -17.01 | 6.76 | 6.37 | 7.56 | 7.01 | -12.64% | 0.09% | 1.96 |
| PWL Capital Nancy And Her Team (CA), Aggressive | | -16.57 | 15.28 | 8.7 | 7.56 | 10.96 | -26.91% | 0.06% | 2.43 |
| Axos Invest 30% Stocks | Coming soon! | -17.01 | 6.76 | 6.37 | 7.56 | 7.01 | -12.64% | 0.09% | 1.96 |
| Rick Ferri Total Economy Core-4 Portfolio Conservative | | -18.22 | 8.07 | 6.81 | 7.55 | 7.08 | -12.81% | 0.06% | 2.17 |
| The Canonical Portfolio (CA) 30% Stocks | Coming soon! | -15.65 | 4.28 | 5.64 | 7.55 | 6.38 | -6.28% | 0.08% | 2.59 |
| PWL Capital Nancy And Her Team (US), Assertive | | -17.98 | 12.9 | 9.15 | 7.54 | 10.05 | -24.09% | 0.05% | 2.09 |
| Canadian Couch Potato Model Portfolios (CA) Conservative | Coming soon! | -15.62 | 4.2 | 5.56 | 7.53 | 6.4 | -6.92% | 0.09% | 2.6 |
| Fidelity Target Allocation Index-Focused Model Portfolios 40% Stocks | Coming soon! | -16.82 | 7.99 | 7.12 | 7.53 | 7.29 | -12.64% | 0.05% | 2.04 |
| Robo Advisor Wealthsimple Risk Level 01 | | -20.04 | 4.62 | 6.37 | 7.52 | 6.23 | -6.08% | 0.09% | 1.83 |
| Rick Ferri Income Seeker Core-4 Portfolio Low-Risk | | -20.28 | 4.66 | 6.58 | 7.51 | 7.95 | -16.15% | 0.21% | 3.27 |
| Robo Advisor SigFig Tax Sheltered 01 | | -16.83 | 5.73 | 5.51 | 7.51 | 6.66 | -10.40% | 0.07% | 2.05 |
| William Bernstein Four Pillars Low Risk Portfolio | | -13.43 | 11.54 | 7.74 | 7.5 | 8.04 | -15.91% | 0.05% | 1.7 |
| Rob Arnott Portfolio | | -16.69 | 11.15 | 5.94 | 7.5 | 7.15 | -14.71% | 0.17% | 1.8 |
| Scott Burns Four Square | | -16.25 | 9.26 | 7.69 | 7.49 | 9.13 | -19.56% | 0.06% | 1.25 |
| William Bernstein Charlie Cringe Portfolio | | -13.36 | 11.88 | 7.83 | 7.49 | 7.99 | -15.62% | 0.05% | 1.69 |
| TD Ameritrade Core Portfolio Moderate | | -18.47 | 6.54 | 7.11 | 7.48 | 7.43 | -12.77% | 0.05% | 1.97 |
| Robo Advisor Wealthsimple Portfolio Conservative | | -18.07 | 3.52 | 5.7 | 7.47 | 6.25 | -5.52% | 0.07% | 1.99 |
| William Bernstein Taxable Ted 40/60 | | -15.72 | 9.7 | 7.19 | 7.46 | 7.04 | -13.66% | 0.06% | 1.82 |
| PWL Capital Passmore & Felix (CA), 60/40 | | -16.72 | 12.32 | 8.27 | 7.46 | 9.43 | -20.90% | 0.05% | 2.22 |
| PWL Capital Toronto (CA) 20% Stocks | | -15.4 | 1.77 | 4.74 | 7.45 | 5.91 | -3.44% | 0.08% | 2.61 |
| PWL Capital Layton-Guay Portfolios (US) 40/60 Cautious | | -19.24 | 8.26 | 7.33 | 7.45 | 7.88 | -15.83% | 0.05% | 2.21 |
| Canadian Portfolio Manager Model Portfolios (CA) 20% Stocks | Coming soon! | -15.5 | 1.82 | 4.82 | 7.45 | 5.89 | -3.36% | 0.08% | 2.59 |
| Robo Advisor SigFig Taxable 02 | | -16.11 | 6.14 | 6.22 | 7.45 | 7.1 | -12.04% | 0.05% | 1.83 |
| Rick Ferri Mature Retired Saver Moderate Basic Portfolio | | -16.58 | 8.42 | 6.93 | 7.43 | 6.93 | -12.22% | 0.05% | 1.96 |
| Robo Advisor Betterment 2020 Retirement 40% Stocks | Coming soon! | -15.87 | 7.9 | 6.93 | 7.43 | 7.9 | -16.30% | 0.08% | 1.88 |
| Vanguard LifeStrategy Conservative Growth (40/60) | | -18.24 | 6.3 | 7.16 | 7.41 | 7.43 | -12.81% | 0.05% | 1.81 |
| PWL Capital Toronto (US) 30% Stocks | | -18.38 | 4.69 | 6.14 | 7.41 | 6.38 | -8.27% | 0.04% | 2.07 |
| Canadian Portfolio Manager Model Portfolios (US) 30% Stocks | Coming soon! | -18.31 | 4.89 | 6.23 | 7.41 | 6.34 | -8.15% | 0.04% | 2.05 |
| Charles Ellis Portfolio 70 - 80 Years Old | | -19.44 | 8.2 | 7.62 | 7.41 | 8.96 | -18.60% | 0.06% | 2.2 |
| Paul Merriman Best-in-Class ETFs Portfolio (Conservative) | | -13.51 | 7.65 | 5.67 | 7.39 | 6.76 | -10.09% | 0.10% | 1.78 |
| T. Rowe Price ActivePlus Portfolio, Model 30 | | -17.25 | 6.06 | 6.62 | 7.38 | 6.51 | -13.52% | 0.04% | 1.63 |
| SoFi Model Portfolios Retirement Moderately Conservative | | -18.76 | 3.93 | 5.82 | 7.35 | 6.96 | -11.80% | 0.07% | 2.39 |
| Larry Swedroe, The Larry Portfolio 1 | | -14.62 | 6.47 | 5.78 | 7.33 | 6.68 | -7.67% | 0.10% | 2.04 |
| PWL Capital Passmore & Felix (US), 50/50 | | -18.24 | 9.88 | 8.52 | 7.33 | 8.48 | -17.55% | 0.05% | 1.93 |
| Robo Advisor Fidelity GO Tax-advantaged Moderate | | -16.31 | 8.07 | 7.04 | 7.3 | 7.19 | -12.84% | 0.05% | 1.89 |
| Schwab Managed Portfolio, Balanced | | -14.32 | 10.79 | 6.37 | 7.27 | 7.83 | -17.18% | 0.11% | 2.03 |
| Bogleheads Guide to Investing - An Investor in Late Retirement | Coming soon! | -13.56 | 6.53 | 5.45 | 7.26 | 5.91 | -6.45% | 0.04% | 1.14 |
| Rick Ferri Socially Conscious ESG Core-4 Portfolio Low-Risk | | -18.85 | 2.5 | 5.68 | 7.25 | 5.92 | -4.58% | 0.08% | 2.07 |
| PWL Capital Layton-Guay Portfolios (CA) 30/70 Conservative | | -16.99 | 5.64 | 5.94 | 7.24 | 6.59 | -10.38% | 0.08% | 2.56 |
| Allan Roth Second Grader Low Portfolio | | -18.34 | 4.66 | 6.14 | 7.21 | 6.21 | -8.20% | 0.04% | 2.07 |
| Allan Roth Second Grader Five-Fund Low Risk Portfolio | | -18.51 | 4.96 | 6.06 | 7.21 | 6.1 | -8.20% | 0.04% | 2.11 |
| The Canonical Portfolio (US) 30% Stocks | Coming soon! | -18.27 | 5.0 | 6.23 | 7.2 | 6.16 | -7.92% | 0.04% | 2.07 |
| Canadian Couch Potato Model Portfolios (US) Conservative | Coming soon! | -18.24 | 4.92 | 6.16 | 7.17 | 6.16 | -8.56% | 0.05% | 2.08 |
| Robo Advisor SigFig Taxable 01 | | -15.72 | 5.09 | 5.64 | 7.17 | 6.49 | -10.21% | 0.05% | 1.82 |
| The Permanent Portfolio | | -16.4 | 4.24 | 6.09 | 7.15 | 5.87 | -3.15% | 0.14% | 1.18 |
| Balanced Portfolio 20/80 | | -17.52 | 3.65 | 5.62 | 7.15 | 5.47 | -3.28% | 0.04% | 1.98 |
| 7-Twelve Portfolio Age Based 50-60 by Craig Israelsen | | -10.3 | 11.45 | 5.68 | 7.15 | 8.07 | -18.09% | 0.15% | 1.58 |
| Rick Ferri Inflation Fighter Core-4 Portfolio Low-Risk | | -16.76 | 5.51 | 5.42 | 7.14 | 6.76 | -12.27% | 0.09% | 1.58 |
| David Booth (DFA) Moderate Portfolio | | -14.51 | 8.57 | 6.31 | 7.12 | 6.61 | -12.14% | 0.10% | 2.04 |
| Larry Swedroe, The Larry Portfolio 2 | | -14.54 | 3.31 | 4.56 | 7.11 | 5.37 | -2.92% | 0.13% | 1.76 |
| Robo Advisor Betterment 30 | | -14.37 | 4.7 | 5.44 | 7.11 | 6.67 | -10.91% | 0.08% | 1.88 |
| Assetbuilder.com Portfolio 6 | | -14.97 | 6.06 | 5.24 | 7.11 | 5.64 | -6.66% | 0.13% | 1.87 |
| Allan Roth Second Grader Medium Risk with CDs Portfolio | | -12.82 | 11.88 | 8.43 | 7.1 | 10.12 | -22.77% | 0.08% | 1.71 |
| PWL Capital Nancy And Her Team (CA), Assertive | | -15.93 | 12.9 | 7.83 | 7.1 | 9.56 | -23.39% | 0.06% | 2.36 |
| Mark Hebner Portfolio 25% Stocks | | -11.58 | 7.07 | 5.29 | 7.09 | 5.92 | -6.79% | 0.08% | 1.92 |
| Robo Advisor Betterment 2020 Taxable 30% Stocks | Coming soon! | -15.14 | 5.26 | 5.76 | 7.09 | 6.4 | -10.53% | 0.08% | 1.86 |
| William Bernstein Sheltered Sam 30/70 | | -10.45 | 8.38 | 5.52 | 7.08 | 6.54 | -13.81% | 0.07% | 1.58 |
| FPL Capital Management Portfolio 20 | | -16.95 | 3.16 | 4.92 | 7.04 | 5.12 | -3.76% | 0.07% | 2.26 |
| Robo Advisor WiseBanyan 20% stocks | | -15.8 | 4.7 | 5.23 | 7.03 | 5.89 | -8.49% | 0.08% | 1.88 |
| Axos Invest 20% Stocks | Coming soon! | -15.79 | 4.67 | 5.22 | 7.03 | 5.88 | -8.46% | 0.08% | 1.89 |
| Meb Faber Risk Parity Portfolio | | -17.09 | 4.87 | 4.93 | 7.02 | 5.91 | -7.34% | 0.14% | 2.06 |
| T. Rowe Price ActivePlus Portfolio, Model 20 | | -17.13 | 3.62 | 5.61 | 7.01 | 5.56 | -9.72% | 0.04% | 1.68 |
| Dan Solin SuperSmart Portfolio, Medium-Low Risk | | -10.29 | 9.33 | 5.51 | 7.01 | 6.71 | -11.84% | 0.10% | 1.9 |
| Robo Advisor J.P. Morgan You Invest Aggressive | Coming soon! | -17.36 | 3.26 | 5.23 | 7.01 | 5.74 | -6.28% | 0.05% | 2.11 |
| Morningstar Lifetime Allocation Index Conservative, Income | | -13.01 | 6.41 | 4.85 | 7.0 | 5.83 | -8.44% | 0.08% | 1.5 |
| Robo Advisor Fidelity GO Taxable Moderate | | -14.71 | 9.42 | 7.28 | 7.0 | 7.23 | -15.19% | 0.06% | 1.62 |
| PWL Capital Nancy And Her Team (US), Balanced | | -17.0 | 10.53 | 8.05 | 6.99 | 8.59 | -20.45% | 0.05% | 2.07 |
| PWL Capital Layton-Guay Portfolios (US) 30/70 Conservative | | -18.7 | 6.15 | 6.28 | 6.97 | 6.42 | -11.48% | 0.05% | 2.21 |
| William Bernstein Taxable Ted 30/70 | | -14.85 | 7.21 | 6.11 | 6.96 | 5.8 | -9.63% | 0.06% | 1.78 |
| PWL Capital Toronto (US) 20% Stocks | | -17.89 | 2.6 | 5.1 | 6.94 | 5.34 | -3.77% | 0.04% | 2.08 |
| PWL Capital Passmore & Felix (CA), 50/50 | | -16.45 | 9.88 | 7.37 | 6.94 | 7.96 | -16.94% | 0.05% | 2.16 |
| Index Fund Advisors, Portfolio 40 | | -13.24 | 7.88 | 6.05 | 6.92 | 6.93 | -13.07% | 0.10% | 1.98 |
| Dan Solin The Smartest ETF Portfolio, Medium Risk | | -15.23 | 10.72 | 7.82 | 6.92 | 10.18 | -22.77% | 0.07% | 1.96 |
| Larry Swedroe, Eliminate Fat Tails Portfolio (value tilt) | | -8.72 | 6.05 | 4.18 | 6.91 | 7.98 | -13.55% | 0.10% | 1.17 |
| TD Ameritrade Core Portfolio Conservative | | -17.66 | 3.44 | 5.59 | 6.91 | 5.57 | -6.02% | 0.05% | 1.96 |
| Canadian Portfolio Manager Model Portfolios (US) 20% Stocks | Coming soon! | -17.87 | 2.65 | 5.12 | 6.91 | 5.3 | -3.71% | 0.04% | 2.08 |
| Dimensional Fund Advisors Model Portfolios 40% Stocks Moderate | | -14.35 | 7.41 | 6.17 | 6.89 | 6.77 | -12.31% | 0.10% | 2.03 |
| Robo Advisor Betterment 2020 Retirement 30% Stocks | Coming soon! | -13.91 | 6.16 | 5.76 | 6.85 | 6.28 | -11.42% | 0.07% | 1.72 |
| J. D. Steinhilber Conservative Growth | Coming soon! | -9.02 | 8.81 | 6.22 | 6.83 | 6.55 | -12.25% | 0.09% | 1.72 |
| Rick Ferri Core 4 fund Portfolio (20/80) | | -18.03 | 2.9 | 5.02 | 6.81 | 5.14 | -3.71% | 0.04% | 2.12 |
| Dan Solin The Smartest Index Portfolio, Low Risk | | -17.85 | 2.6 | 5.11 | 6.81 | 5.22 | -3.71% | 0.04% | 2.08 |
| 3 Fund Portfolio 20/80 | | -17.81 | 2.81 | 5.16 | 6.81 | 5.19 | -3.54% | 0.04% | 2.08 |
| Larry Swedroe Model Portfolios Conservative | | -9.99 | 9.18 | 5.59 | 6.76 | 6.53 | -11.68% | 0.08% | 1.88 |
| Rick Ferri Total Economy Core-4 Portfolio Low-Risk | | -17.6 | 3.11 | 4.84 | 6.74 | 5.02 | -3.83% | 0.05% | 2.15 |
| Rick Ferri Global Markets Core-4 Low-Risk | | -17.03 | 2.72 | 5.34 | 6.74 | 5.04 | -3.44% | 0.05% | 1.76 |
| Robo Advisor Fidelity GO Tax-advantaged Moderate With Income | | -15.37 | 5.75 | 5.86 | 6.72 | 5.8 | -8.46% | 0.05% | 1.85 |
| PWL Capital Passmore & Felix (US), 40/60 | | -17.66 | 7.55 | 7.42 | 6.71 | 6.99 | -13.74% | 0.05% | 1.92 |
| Vanguard LifeStrategy Income Fund (20/80) | | -17.02 | 2.15 | 5.15 | 6.62 | 4.99 | -3.73% | 0.05% | 1.73 |
| PWL Capital Nancy And Her Team (CA), Balanced | | -15.29 | 10.53 | 6.95 | 6.61 | 8.18 | -19.87% | 0.06% | 2.29 |
| SoFi Model Portfolios Taxable Moderately Conservative | | -15.55 | 5.58 | 5.79 | 6.61 | 6.23 | -11.80% | 0.05% | 1.82 |
| Dimensional Retirement Income Fund | | -10.26 | 6.31 | 4.44 | 6.57 | 5.48 | -7.73% | 0.05% | 0.96 |
| William Bernstein Sheltered Sam 20/80 | | -9.7 | 6.18 | 4.51 | 6.55 | 5.64 | -10.51% | 0.06% | 1.46 |
| Institute of Business and Finance Income Portfolio | Coming soon! | -15.67 | 0.71 | 3.64 | 6.53 | 5.56 | -4.07% | 0.15% | 2.39 |
| Robo Advisor Morgan Stanley Acces Investing Wealth Conservation | Coming soon! | -16.64 | 2.03 | 4.49 | 6.52 | 5.07 | -4.03% | 0.04% | 2.14 |
| Balanced Portfolio 10/90 | | -17.26 | 0.89 | 4.24 | 6.5 | 4.78 | -2.41% | 0.04% | 2.06 |
| Fidelity Target Allocation Index-Focused Model Portfolios 20% Stocks | Coming soon! | -15.02 | 3.38 | 4.76 | 6.46 | 4.84 | -3.64% | 0.05% | 2.06 |
| FPL Capital Management Portfolio 10 | | -16.98 | 0.62 | 3.88 | 6.44 | 4.62 | -2.08% | 0.05% | 2.22 |
| Robo Advisor Merrill Guided Investing Taxable Conservative | Coming soon! | -11.45 | 5.45 | 5.58 | 6.44 | 4.97 | -6.19% | 0.09% | 1.57 |
| William Bernstein Taxable Ted 20/80 | | -13.97 | 4.72 | 5.03 | 6.43 | 4.76 | -5.60% | 0.06% | 1.74 |
| PWL Capital Nancy And Her Team (US), Cautious | | -16.01 | 8.14 | 6.94 | 6.4 | 7.14 | -16.82% | 0.05% | 2.05 |
| Robo Advisor Fidelity GO Taxable Moderate With Income | | -13.6 | 7.25 | 6.12 | 6.4 | 5.79 | -11.07% | 0.06% | 1.54 |
| Schwab Managed Portfolio, Income With Growth | | -13.24 | 6.38 | 4.95 | 6.39 | 5.15 | -8.25% | 0.09% | 1.86 |
| PWL Capital Passmore & Felix (CA), 40/60 | | -16.24 | 7.55 | 6.5 | 6.39 | 6.57 | -13.25% | 0.06% | 2.11 |
| Robo Advisor Betterment 2020 Taxable 20% Stocks | Coming soon! | -12.93 | 3.5 | 4.49 | 6.39 | 4.97 | -5.62% | 0.07% | 1.71 |
| Robo Advisor Merrill Guided Investing Conservative | Coming soon! | -11.65 | 4.21 | 5.03 | 6.39 | 4.83 | -4.77% | 0.10% | 1.76 |
| Merrill Lynch Edge Select Portfolio, Conservative | | -12.51 | 3.51 | 4.84 | 6.33 | 4.87 | -5.24% | 0.10% | 1.85 |
| Assetbuilder.com Portfolio 5 | | -14.64 | 3.13 | 4.13 | 6.27 | 4.27 | -1.95% | 0.11% | 1.81 |
| Robo Advisor WiseBanyan 13% stocks | | -13.37 | 2.91 | 4.01 | 6.27 | 4.79 | -4.45% | 0.07% | 1.79 |
| T. Rowe Price ActivePlus Portfolio, Model 10 | | -15.07 | 1.24 | 4.22 | 6.24 | 4.43 | -6.32% | 0.04% | 1.63 |
| Robo Advisor Betterment 2020 Retirement 20% Stocks | Coming soon! | -11.87 | 4.28 | 4.49 | 6.19 | 4.82 | -6.38% | 0.07% | 1.59 |
| Index Fund Advisors, Portfolio 30 | | -12.64 | 5.54 | 4.98 | 6.18 | 5.36 | -8.79% | 0.09% | 1.92 |
| Robo Advisor Betterment 20 | | -11.59 | 2.92 | 4.07 | 6.18 | 4.94 | -5.81% | 0.07% | 1.79 |
| 7-Twelve Portfolio Age Based 60-70 by Craig Israelsen | | -7.68 | 8.57 | 4.42 | 6.12 | 6.17 | -13.04% | 0.15% | 1.53 |
| PWL Capital Nancy And Her Team (CA), Cautious | | -14.64 | 8.14 | 6.05 | 6.1 | 6.81 | -16.36% | 0.06% | 2.22 |
| Dan Solin The Smartest ETF Portfolio, Medium-Low Risk | | -11.9 | 6.95 | 5.6 | 6.09 | 6.77 | -12.98% | 0.06% | 1.8 |
| William Bernstein Sheltered Sam 10/90 | | -8.96 | 3.97 | 3.49 | 5.99 | 5.0 | -7.20% | 0.06% | 1.35 |
| Robo Advisor Fidelity GO Tax-advantaged Conservative | | -13.82 | 3.53 | 4.58 | 5.97 | 4.48 | -4.15% | 0.05% | 1.74 |
| William Bernstein Taxable Ted 10/90 | | -13.1 | 2.24 | 3.93 | 5.87 | 4.1 | -1.85% | 0.06% | 1.69 |
| SoFi Model Portfolios Retirement Conservative | | -16.1 | -1.55 | 2.89 | 5.85 | 4.42 | -2.58% | 0.06% | 2.27 |
| PWL Capital Nancy And Her Team (US), Conservative | | -15.03 | 5.77 | 5.82 | 5.8 | 5.74 | -13.18% | 0.05% | 2.02 |
| David Booth (DFA) Conservative Portfolio | | -13.65 | 3.29 | 4.15 | 5.74 | 3.89 | -3.04% | 0.08% | 1.88 |
| Robo Advisor Fidelity GO Taxable Conservative | | -12.04 | 5.03 | 4.84 | 5.66 | 4.37 | -6.76% | 0.06% | 1.44 |
| Dimensional Fund Advisors Model Portfolios 20% Stocks Conservative | | -13.57 | 2.72 | 4.08 | 5.63 | 3.93 | -3.12% | 0.08% | 1.88 |
| Dan Solin SuperSmart Portfolio, Low Risk | | -7.76 | 4.37 | 3.29 | 5.57 | 4.09 | -2.62% | 0.07% | 1.7 |
| PWL Capital Nancy And Her Team (CA), Conservative | | -14.0 | 5.77 | 5.15 | 5.56 | 5.49 | -12.84% | 0.06% | 2.16 |
| Axos Invest 0% Stocks | Coming soon! | -11.83 | -0.36 | 2.66 | 5.55 | 4.5 | -2.42% | 0.07% | 1.7 |
| Robo Advisor Betterment 2020 Taxable 10% Stocks | Coming soon! | -10.38 | 1.63 | 3.11 | 5.55 | 3.86 | -1.43% | 0.06% | 1.57 |
| Schwab Managed Portfolio, Conservative Income | | -11.2 | 2.37 | 2.95 | 5.54 | 4.07 | -1.95% | 0.10% | 1.71 |
| Index Fund Advisors, Portfolio 20 | | -12.04 | 3.2 | 3.89 | 5.42 | 3.93 | -4.51% | 0.08% | 1.85 |
| William Bernstein Sheltered Sam 100% Bonds | | -8.21 | 1.77 | 2.46 | 5.41 | 4.72 | -3.90% | 0.05% | 1.24 |
| Robo Advisor Betterment 2020 Retirement 10% Stocks | Coming soon! | -9.56 | 2.23 | 3.11 | 5.4 | 3.69 | -1.21% | 0.06% | 1.48 |
| William Bernstein Taxable Ted 100% Bonds | | -12.22 | -0.25 | 2.82 | 5.29 | 3.99 | -2.30% | 0.06% | 1.65 |
| Robo Advisor Betterment 10 | | -8.78 | 1.13 | 2.69 | 5.21 | 3.66 | -0.72% | 0.06% | 1.69 |
| Dan Solin The Smartest ETF Portfolio, Low Risk | | -8.57 | 3.17 | 3.34 | 5.13 | 3.93 | -3.19% | 0.06% | 1.65 |
| SoFi Model Portfolios Taxable Conservative | | -12.32 | 0.7 | 2.96 | 5.09 | 3.7 | -1.98% | 0.06% | 1.65 |
| Allan Roth Second Grader Low Risk with CDs Portfolio | | -6.32 | 5.89 | 4.53 | 5.07 | 5.3 | -10.34% | 0.11% | 1.55 |
| 7-Twelve Portfolio Age Based 70 Plus by Craig Israelsen | | -5.07 | 5.69 | 3.15 | 5.04 | 4.38 | -8.00% | 0.15% | 1.48 |
| Index Fund Advisors, Portfolio 10 | | -11.44 | 0.86 | 2.79 | 4.63 | 2.86 | -0.23% | 0.07% | 1.78 |
| David Booth (DFA) Fixed Income Portfolio | | -12.8 | -1.98 | 1.94 | 4.24 | 3.11 | -0.18% | 0.06% | 1.73 |
| Dimensional Fund Advisors Model Portfolios 0% Stocks Fixed | | -12.8 | -1.98 | 1.94 | 4.24 | 3.11 | -0.18% | 0.06% | 1.73 |
| Robo Advisor Betterment 0 | | -5.98 | -0.61 | 1.31 | 4.21 | 3.37 | 0.00% | 0.05% | 1.6 |
| Robo Advisor Betterment 2020 Taxable 0% Stocks | Coming soon! | -5.24 | -0.6 | 1.02 | 4.02 | 3.51 | 0.00% | 0.05% | 1.49 |
| Robo Advisor Betterment 2020 Retirement 0% Stocks | Coming soon! | -5.24 | -0.6 | 1.02 | 4.02 | 3.51 | 0.00% | 0.05% | 1.49 |
Here is how you read the table
All returns are on a compound annual basis.
STDEV is the standard deviation. This measures how much the returns bounce around from year to year. A.K.A risk or volatility. Bonds typically don’t bounce around as much as stocks for example. It is primarily an academic metric and does not hold much use for individuals.
Max drawdown is the largest decline the portfolio experienced in the years that we have tracked the portfolio. It does not include Intra year events. This means that the portfolio could have suffered a worse decline than the above shows.
YTD is Year To Date. It is calculated using the closing price of the last trading day of the previous month. It is updated once a month.
CAGR = Compound Annual Growth Rate. The compound annual growth rate isn’t a true return rate, but rather a representational figure. It is essentially a number that describes the rate at which an investment would have grown if it had grown at the same rate every year and the profits were reinvested at the end of each year.
10 Year return and Since 1989 return are calculated using the closing price on the last day of the previous year.
Dividends are the expected dividend yield you will get holding the portfolio. It is updated 2 times per year.
Expense ratio is the expected expense ratio for holding the portfolio. It is updated 2 times per year. Data is based on the expense ratio for the ETF on this page.
Source data for all calculations is here.
Not all asset classes have data going back to 1989 check this page to see which portfolios may have had asset classes substituted in order to be benchmarked to 1989.