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

YTD (30 September 2026) returns of a few 60/40 funds for your viewing and benchmarking pleasure.

6.77% VSMGX Vanguard LifeStrategy Moderate Growth fund, has US + International
6.41% VBIAX Vanguard Balanced Index fund, has US only and no international
7.65% DGSIX DFA Global Allocation 60/40 I fund, a small-cap and value tilted 60/40 asset allocation
6.37% SWBGX Schwab MarketTrack Balanced 60/40, a balanced fund of index funds
6.73% 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:
16.60% AVUV Avantis US Small Cap Value ETF (NAV)
27.18% MTUM iShares MSCI USA Momentum Factor ETF (NAV)

12.57% VTSAX Vanguard Total US Stock Market
13.35% VTIAX Vanguard Total International Stock Market
-2.71% VBTLX Vanguard US Bond Index fund
-0.15% VSCSX Vanguard Short-Term Corporate Bond Index fund
-2.20% VAIPX Vanguard Inflation-Protected Securities fund
-3.42% VWITX Vanguard Intermediate-Term Tax-Exempt fund (lost a relatively large amount for a bond fund in September)

2.73% VMFXX Vanguard Federal Money Market fund
2.71% SGOV iShares 0-3 Month Treasury Bond ETF
2.711% VBIL Vanguard 0-3 Month Treasury Bill ETF

6.15% QREARX TIAA Real Estate
4.19% VGSLX Vanguard Real Estate Index fund

[Corrections welcome!]
Generally, the past month was not good for investors. More bond funds moved into the red for their YTD returns.
The pair of "real estate" funds have had dramatic performance reversals with QREARX gaining an unusual amount for the month and VGSLX losing.

Statistics: Posted by livesoft — Thu Oct 01, 2026 6:03 am