Larry Swedroe Portfolio
The high-tilt, low-equity 30/70 - concentrated small-cap value paired with safe Treasuries.
Vanguard Small-Cap Value ETF2004-02-29 → 2026-06-30click to change
%
Developed ex-US Backfill (estimated to 1990)1990-07-31 → 2026-06-30Estimated from 1990 to EFA's 2005 inception using developed ex-US market returns (Ken French), minus the fund's expense ratio, then chain-linked to the real EFA fund. The dashed part of the chart is estimated - an index proxy, not the fund's real record.
%
backfill estimated before EFA's 2005 inception, from developed ex-US market returns (Ken French).
Emerging Markets Backfill (estimated to 1989)1989-07-31 → 2026-06-30Estimated from 1989 to EEM's 2003 inception using emerging-market returns (Ken French), minus the fund's expense ratio, then chain-linked to the real EEM fund. The dashed part of the chart is estimated - an index proxy, not the fund's real record.
%
backfill estimated before EEM's 2003 inception, from emerging-market returns (Ken French).
Intermediate Treasury Backfill (7-10yr, estimated to 1953)1953-05-31 → 2026-06-30Estimated from 1953 to IEF's 2002 inception using the 10-year Treasury yield (FRED), modeled as a constant-maturity bond, minus the fund's expense ratio, then chain-linked to the real IEF fund. The dashed part of the chart is estimated - an index proxy, not the fund's real record.
%
backfill estimated before IEF's 2002 inception, from the 10-year Treasury yield (FRED), modeled as a constant-maturity bond.
Total 100%
Data window Larry Swedroe Portfolio: 2004-02-29 → 2026-06-30 · start: VBR
Dashed = estimated before the fund existed (reconstructed from its tracked index): EMKTX from 1989-07-31 · IEFX from 1953-05-31 · INTLX from 1990-07-31
Portfolio growth
Larry Swedroe Portfolio
CAGR5.38%
Max Drawdown-18.62%Sep 2022
Volatility6.56%
Sharpe0.57
Final balance$32,338
Total return223.38%
Drawdown
Annual returns
More statistics
| Larry Swedroe Portfolio | |
|---|---|
| Total Return | 223.38% |
| Sortino | 0.71 |
| Best Year | 11.92% |
| Worst Year | -14.68% |
| Positive Months | 67.29% |
| Annualized Return (mean) | 5.46% |