Total World Portfolio
One-fund global stock market - US, developed, and emerging markets at world cap weights.
US Total Market Backfill (estimated to 1926)1926-07-31 → 2026-06-30Estimated from 1926 to VTI's 2001 inception using the US total-market return (Ken French Data Library), minus the fund's expense ratio, then chain-linked to the real VTI fund. The dashed part of the chart is estimated - an index proxy, not the fund's real record.
%
backfill estimated before VTI's 2001 inception, from the US total-market return (Ken French Data Library).
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).
Total 100%
Data window Total World Portfolio: 1990-07-31 → 2026-06-30 · start: INTLX
Dashed = estimated before the fund existed (reconstructed from its tracked index): EMKTX from 1989-07-31 · INTLX from 1990-07-31 · USTOTX from 1926-07-31
Portfolio growth
Total World Portfolio
CAGR9.03%
Max Drawdown-54.55%
Volatility15.00%
Sharpe0.48
Final balance$224,942
Total return2149.42%
Drawdown
Annual returns
More statistics
| Total World Portfolio | |
|---|---|
| Total Return | 2149.42% |
| Sortino | 0.63 |
| Best Year | 37.46% |
| Worst Year | -39.89% |
| Positive Months | 64.81% |
| Annualized Return (mean) | 9.82% |