Backtest

A fund portfolio on history

Build a portfolio, set the weights and the rebalancing rule - we will work out what it would have given on historical data: the return, the drawdown and each fund's contribution. The past does not guarantee the future.

Add 2–3 funds through the search above, then set the weights (for example: stocks + bonds + gold). Or start with a ready-made portfolio below - it opens in the backtest with the weights filled in, and you can change them afterwards.
Conservative
60% LQDT ETF40% SBRB ETF
Weighted towards the money market and bonds: value swings are small and the return is close to the key rate.
Open in the backtest →
Balanced
45% SBMX ETF35% SBRB ETF20% GOLD ETF
Stocks, bonds and gold in comparable shares: the swings are smaller than for pure equity, thanks to the lower equity share.
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Aggressive
80% SBMX ETF20% GOLD ETF
Almost entirely stocks, with gold at 20%: the strongest swings of the four sets - both up and down.
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Permanent portfolio
25% SBMX ETF25% SBRB ETF25% GOLD ETF25% LQDT ETF
Equal shares of stocks, bonds, gold and cash (Harry Browne's idea): no single asset class drives the result on its own.
Open in the backtest →
Historical returns do not guarantee future ones. The calculation excludes taxes, broker fees and slippage on rebalancing. Not an individual investment recommendation.

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