Investing - Theory, News & General • [Year To Date] June 30, 2026

YTD (30 June 2026) returns of a few 60/40 funds for your viewing and benchmarking pleasure. I guess a dip and recovery happened leaving performances about where they were at the end of last month. 2026 is half over. 7.74% VSMGX Vanguard LifeStrategy Moderate Growth fund, has US + International 6.96% VBIAX Vanguard Balanced Index fund, has US only and no international 8.18% DGSIX DFA Global Allocation 60/40 I fund, a small-cap and value tilted 60/40 asset allocation 7.43% SWBGX Schwab MarketTrack Balanced 60