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Paul Merriman Ultimate Buy & Hold

Merriman's globally diversified 60/40 with deep value and small-cap tilts across ten equity classes.

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S&P 500 Backfill (estimated to 1871)1871-02-28 → 2026-06-30Estimated from 1871 to SPY's 1993 inception using the S&P 500 total-return index (Robert Shiller), minus the fund's expense ratio, then chain-linked to the real SPY fund. The dashed part of the chart is estimated - an index proxy, not the fund's real record.
%
backfill estimated before SPY's 1993 inception, from the S&P 500 total-return index (Robert Shiller).
Vanguard Value ETF2004-02-29 → 2026-06-30click to change
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US Small-Cap Backfill (estimated to 1926)1926-07-31 → 2026-06-30Estimated from 1926 to IWM's 2000 inception using US small-cap returns (Ken French), minus the fund's expense ratio, then chain-linked to the real IWM fund. The dashed part of the chart is estimated - an index proxy, not the fund's real record.
%
backfill estimated before IWM's 2000 inception, from US small-cap returns (Ken French).
Vanguard Small-Cap Value ETF2004-02-29 → 2026-06-30click to change
%
US Real Estate Backfill (estimated to 1926)1926-07-31 → 2026-06-30Estimated from 1926 to VNQ's 2004 inception using US real-estate industry returns (Ken French), minus the fund's expense ratio, then chain-linked to the real VNQ fund. The dashed part of the chart is estimated - an index proxy, not the fund's real record.
%
backfill estimated before VNQ's 2004 inception, from US real-estate industry returns (Ken French).
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.
Short-Term Treasury Backfill (1-3yr, estimated to 1976)1976-07-31 → 2026-06-30Estimated from 1976 to SHY's 2002 inception using the 2-year Treasury yield (FRED), modeled as a constant-maturity bond, minus the fund's expense ratio, then chain-linked to the real SHY fund. The dashed part of the chart is estimated - an index proxy, not the fund's real record.
%
backfill estimated before SHY's 2002 inception, from the 2-year Treasury yield (FRED), modeled as a constant-maturity bond.
iShares TIPS Bond ETF2004-01-31 → 2026-06-30click to change
%
Total 100%
Data window Paul Merriman Ultimate Buy & Hold: 2004-02-29 → 2026-06-30 · start: VTV
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 · REITX from 1926-07-31 · SHYX from 1976-07-31 · SMALLX from 1926-07-31 · SP500X from 1871-02-28

Portfolio growth

Paul Merriman Ultimate Buy & Hold
CAGR6.41%
Max Drawdown-34.07%
Volatility9.78%
Sharpe0.51
Final balance$40,230
Total return302.30%

Drawdown

Annual returns

Paul Merriman Ultimate Buy & Hold
Total Return302.30%
Sortino0.66
Best Year20.06%
Worst Year-20.38%
Positive Months65.43%
Annualized Return (mean)6.71%

Correlation

EMKTXIEFXINTLXREITXSHYXSMALLXSP500XTIPVBRVTV
EMKTX1.00-0.020.850.61-0.010.700.740.360.700.72
IEFX-0.021.00-0.010.140.78-0.13-0.070.71-0.13-0.12
INTLX0.85-0.011.000.71-0.010.780.860.360.810.87
REITX0.610.140.711.000.020.730.730.410.790.75
SHYX-0.010.78-0.010.021.00-0.14-0.100.54-0.14-0.13
SMALLX0.70-0.130.780.73-0.141.000.880.230.970.88
SP500X0.74-0.070.860.73-0.100.881.000.310.890.94
TIP0.360.710.360.410.540.230.311.000.250.25
VBR0.70-0.130.810.79-0.140.970.890.251.000.93
VTV0.72-0.120.870.75-0.130.880.940.250.931.00