Bogleheads Three Fund Portfolio
Summary
The Bogleheads Three Fund Lazy Portfolio is a simple investment strategy that consists of three low-cost index funds: a total stock market index fund, a total international stock index fund, and a total bond market index fund. This approach is based on the principles of simplicity, diversification, and low cost, and is designed to provide long-term growth and stability for investors with minimal effort and maintenance.
More Information:
Asset Allocation
| Asset Class | Symbol | Weight % |
|---|---|---|
| US Total Mkt Equities | VTI | 40.0 |
| International Ex-US Mkts Equities | VXUS | 20.0 |
| US Total Bond Mkt | BND | 40.0 |
Total Return by Period
No Taxes, No Rebalancing., Last Update: Apr 02, 2025
| 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|
| 0.47% | -0.15% | -1.29% | 1.05% | 7.73% | 14.90% | 70.18% | 94.88% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|
| 11.06% | 15.81% | -16.24% | 11.26% | 13.81% | 20.09% | -5.00% | 15.30% | 7.13% | -0.42% |
Total Return Over Time
No Taxes, No Rebalancing.
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