Investing - Theory, News & General • [Year To Date] August 31, 2026

YTD (31 August 2026) returns of a few 60/40 funds for your viewing and benchmarking pleasure.

8.73% VSMGX Vanguard LifeStrategy Moderate Growth fund, has US + International
7.98% VBIAX Vanguard Balanced Index fund, has US only and no international
9.55% DGSIX DFA Global Allocation 60/40 I fund, a small-cap and value tilted 60/40 asset allocation
8.54% SWBGX Schwab MarketTrack Balanced 60/40, a balanced fund of index funds
8.70% AOR iShares Core Growth Allocation ETF 60/40 (NAV)

The performance of a 60/40 portfolio continues to vary by quite a bit depending on how the 60/40 is constituted.

Also note:
23.32% AVUV Avantis US Small Cap Value ETF (NAV)
20.23% MTUM iShares MSCI USA Momentum Factor ETF (NAV)

13.44% VTSAX Vanguard Total US Stock Market
16.36% VTIAX Vanguard Total International Stock Market
-0.22% VBTLX Vanguard US Bond Index fund
1.08% VSCSX Vanguard Short-Term Corporate Bond Index fund
0.46% VAIPX Vanguard Inflation-Protected Securities fund
0.07% VWITX Vanguard Intermediate-Term Tax-Exempt fund (lost a relatively large amount for a bond fund in July)

2.41% VMFXX Vanguard Federal Money Market fund
2.41% SGOV iShares 0-3 Month Treasury Bond ETF
2.41% VBIL Vanguard 0-3 Month Treasury Bill ETF

3.13% QREARX TIAA Real Estate
11.12% VGSLX Vanguard Real Estate Index fund

[Corrections welcome!]

Statistics: Posted by livesoft — Mon Aug 31, 2026 11:07 pm