Ivy Portfolio portfolio backtest
See how $10,000 in the Ivy Portfolio portfolio would have grown — real, dividend-adjusted history, rebalanced yearly. No signup.
Meb Faber's five-asset endowment-style mix: US and international stocks, real estate, commodities, and bonds.
- VTI · Vanguard Total Stock Market ETF20%
- VXUS · Vanguard Total International Stock ETF20%
- VNQ · Vanguard Real Estate ETF20%
- DBC · Invesco DB Commodity Index Tracking Fund20%
- IEF · iShares 7-10 Year Treasury Bond ETF20%
Want more than a famous preset? Log in to try our tool — test your own portfolio strategies and study your diversification with our correlation matrices.
Defaults to the last 10 years. Clean, fee-free backtest with annual rebalancing.
Ready to backtest Ivy Portfolio
Pick a date range above (or use the last 10 years) and hit Run backtest.
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For educational and informational purposes only. Backtests use split- and dividend-adjusted historical prices with annual rebalancing and no fees, taxes, or slippage; real-world results differ. Past performance is not indicative of future results. Awalyt does not provide investment advice.