Asset Allocation Backtesting

This tool is used to backtest how various asset allocations would have performed in the past. To create an asset allocation simply enter whole integers into the indices of your choice. Do not add a % symbol as it is not required and may result in an error. The portfolio must add up to 100% to calculate. The year dates must be between 1972 and 2008 with the start year being the earlier year.

TOTAL:

Start Year:

End Year:

Total US Market - LCB:

Large Cap Value - LCV:

Large Cap Blend - S&P 500:

Large Cap Growth - LCG:

Mid-Cap Blend - MCB:

Small Cap Value - SCV:

Small Cap Blend - SCB:

Small Cap Growth - SCG:

Micro Cap:

REIT:

International Developed - EAFE:

Emerging Market - EM:

Total International:

International Pacific:

International Europe:

International Value:

Commodities:

Long Term Goverment Bonds:

5 Year T-Bills:

Total Bond Market:

Money Market:

Synthetic TIPS:

2 Year ST Treasury:

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