Backtest Library
Run a custom backtest (Pro)Curated, reproducible strategy simulations with every input shown.
Magnificent Seven
Equal-weight buy-and-hold basket of the seven large US technology leaders.
2020-01-02 to 2025-12-31
Balanced Stocks and Bonds
Equal-weight buy-and-hold allocation to US stocks and US bonds.
2015-01-02 to 2025-12-31
Three-Fund Portfolio
Equal-weight US stocks, international stocks, and US bonds.
2015-01-02 to 2025-12-31
S&P 500 Equal Weight (survivorship-free)
Holds the point-in-time S&P 500 constituents in equal weight, rebalanced annually. The universe is the index membership as it actually stood on each rebalance date, so companies that later left the index are included for the periods they belonged.
2010-01-04 to 2024-12-31
S&P 500 Low P/E Value
Each year buys the 25 S&P 500 members with the lowest price-to-earnings ratio, using only earnings that had been filed by the rebalance date. Equal weight, annual rebalance.
2010-01-04 to 2024-12-31
S&P 500 High Revenue Growth
Each year buys the 25 S&P 500 members with the fastest trailing revenue growth, using only annual revenue filed by the rebalance date. Equal weight, annual rebalance.
2010-01-04 to 2024-12-31
SBITOP Equal Weight (Slovenia)
Holds the Ljubljana Stock Exchange blue-chip index in equal weight, rebalanced annually. The universe is SBITOP membership as EquityFolio observed it on each rebalance date. Denominated in euro.
2018-01-02 to 2025-12-31