- Portfolio Overview
- Asset Allocation and ETFs
- Performance
- Calculators
- Rolling Returns
- Drawdowns
Asset Allocation
| Symbol | Category/Sector | Target Weight |
|---|---|---|
|
DODBX DODGE & COX BALANCED FUND DODGE & COX BALANCED FUND |
HYBRID ASSETS | 33.33% |
|
VBINX VANGUARD BALANCED INDEX FUND INVESTOR SHARES |
HYBRID ASSETS | 33.33% |
|
FLMFX MUIRFIELD FUND RETAIL CLASS |
HYBRID ASSETS | 33.33% |
Historical Performance
buy and hold_Balanced_3fund Historical Returns
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| buy and hold_Balanced_3fund | NA | NA | NA | NA | NA | NA | NA | … | … |
| VBINX (VANGUARD BALANCED INDEX FUND INVESTOR SHARES) | 5.19% | 16.99% | 14.21% | 7.31% | 9.46% | 9.23% | 8.12% | … | … |
| Ticker/Portfolio | Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | buy and hold_…ced_3fund | NA | NA | NA | NA | NA | NA | NA | … | … | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | 13.10 | 13.78 | -2.08 | 11.61 | 23.67 | -29.35 | 4.41 | 12.85 | 5.03 | 10.38 | 23.70 | -7.91 | -0.44 | -1.10 | 12.51 | 16.50 | 19.62 | 7.02 | NA | NA | NA | NA |
| VBINX (VANGUA…R SHARES) | -1.72 | 16.99 | 14.21 | 7.31 | 9.46 | 9.23 | 8.12 | … | … | 5.19 | 13.47 | 14.45 | 17.41 | -16.98 | 14.08 | 16.26 | 21.67 | -2.97 | 13.75 | 8.64 | 0.36 | 9.81 | 17.96 | 11.33 | 4.14 | 13.13 | 20.09 | -22.21 | 6.17 | 11.03 | 4.65 | 10.58 | 19.86 | -9.55 | -3.03 | -0.32 | 15.30 | 19.18 | 21.05 | 12.97 | 28.14 | -1.55 | 11.55 | 3.69 | |
| Sharpe Ratio | buy and hold_…ced_3fund | NA | 2.55 | 0.64 | 0.25 | 0.44 | NA | NA | … | … | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | 1.58 | 1.40 | -0.08 | 1.12 | 1.63 | -1.46 | 0.16 | 1.54 | 0.51 | 1.59 | 2.78 | -0.82 | -0.29 | -0.49 | 1.10 | 1.53 | 1.82 | 0.78 | NA | NA | NA | NA |
| VBINX (VANGUA…R SHARES) | NA | 2.15 | 1.25 | 0.48 | 0.72 | NA | NA | … | … | 1.69 | 0.93 | 1.28 | 1.54 | -1.15 | 1.70 | 0.77 | 2.84 | -0.45 | 3.29 | 1.08 | 0.04 | 1.47 | 2.61 | 1.55 | 0.30 | 1.23 | 1.21 | -0.98 | 0.33 | 1.15 | 0.37 | 1.37 | 2.04 | -0.77 | -0.45 | -0.32 | 1.07 | 1.36 | 1.73 | 1.18 | 4.51 | -0.68 | 1.56 | 5.70 | |
| Standard Deviation(%) | buy and hold_…ced_3fund | NA | 9.54 | 17.37 | 17.58 | 13.42 | NA | NA | … | … | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | 8.27 | 9.84 | 26.76 | 10.30 | 14.43 | 20.75 | 8.54 | 6.20 | 5.63 | 5.93 | 8.29 | 10.91 | 9.50 | 10.43 | 8.44 | 8.59 | 8.84 | 6.61 | NA | NA | NA | NA |
| VBINX (VANGUA…R SHARES) | NA | 7.91 | 9.68 | 11.04 | 11.23 | NA | NA | … | … | 9.21 | 11.48 | 8.47 | 9.03 | 16.05 | 8.26 | 20.61 | 7.10 | 9.80 | 4.00 | 7.81 | 8.67 | 6.66 | 6.86 | 7.35 | 13.57 | 10.59 | 16.52 | 23.49 | 9.17 | 6.65 | 6.52 | 6.99 | 9.38 | 13.87 | 12.48 | 14.34 | 11.17 | 11.57 | 9.98 | 7.81 | 5.35 | 6.83 | 6.00 | 4.65 | |
| Draw Down(%) | buy and hold_…ced_3fund | NA | 5.49 | 20.63 | 40.10 | 43.08 | NA | NA | … | … | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | 2.42 | 7.81 | 20.63 | 11.31 | 18.97 | 37.85 | 7.22 | 6.17 | 4.45 | 5.94 | 8.88 | 16.52 | 13.21 | 9.04 | 9.00 | 10.78 | 6.02 | 5.25 | NA | NA | NA | NA |
| VBINX (VANGUA…R SHARES) | NA | 5.84 | 11.75 | 21.61 | 22.78 | NA | NA | … | … | 5.84 | 11.60 | 4.70 | 8.27 | 21.37 | 3.67 | 22.78 | 3.26 | 11.95 | 1.35 | 5.99 | 7.27 | 4.07 | 4.70 | 5.28 | 10.87 | 8.83 | 17.50 | 31.87 | 5.50 | 4.77 | 4.03 | 4.98 | 7.07 | 18.14 | 15.94 | 9.94 | 7.19 | 12.20 | 6.83 | 5.51 | 1.82 | 7.21 | 2.78 | 0.87 | |
| Yield(%) | buy and hold_…ced_3fund | NA | 1.58 | 1.23 | 1.51 | 2.65 | NA | NA | … | … | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | 0.39 | 1.61 | 0.78 | 1.04 | 2.42 | 2.72 | 5.82 | 4.16 | 3.00 | 2.88 | 2.60 | 2.49 | 4.42 | 9.07 | 12.51 | 5.66 | 10.83 | 5.58 | NA | NA | NA | NA |
| VBINX (VANGUA…R SHARES) | 0.00 | 5.78 | 6.12 | 4.41 | 4.79 | 5.18 | 4.98 | … | … | 1.29 | 6.30 | 5.64 | 4.78 | 2.19 | 3.44 | 2.86 | 2.60 | 2.08 | 2.04 | 2.11 | 1.92 | 1.94 | 1.94 | 2.17 | 2.22 | 2.45 | 3.05 | 2.75 | 3.09 | 3.00 | 2.74 | 3.90 | 2.83 | 2.91 | 3.32 | 5.40 | 5.41 | 5.40 | 3.81 | 3.84 | 4.35 | 3.68 | 5.53 | 0.80 |
Data as of 06/05/2026, Common starting date is 06/20/1996
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buy and hold_Balanced_3fund Maximum Drawdown