The table below displays risk metrics for a group of balanced portfolios from leading fund companies including Janus, Vanguard, Dodge & Cox, Wells Fargo, and Fidelity. Each portfolio is represented by a mutual fund with the ticker at the far right of the table. Also shown is a reference portfolio (item #9 in the table) of two ETFs: 60% VTI and 40% BND.

The table below is an excerpt from the full Allocation & Manager Comparison report which compares 61 asset allocation portfolios. A similar report comparing 59 asset classes is available as a free subscription.

Get More Portfolio Recipes

Get FREE, instant access to 275+ Portfolio Recipes, including tactical, strategic, do-it-yourself, and managed. Find low risk, high return Portfolio Recipes using full analytics (Performance, Risk vs. Return, Risk) for each individual Portfolio Recipe. Compare all Portfolio Recipes head-to-head using risk vs. return scatterplots. Compare 100+ asset class ETFs with results over 1, 3, 5, 7, and 10-year periods.