Norway fund 70/30
The 70% equity and 30% bond split of Norway’s government pension fund. US stocks and Treasuries stand in for its global holdings.
What it holds
| Asset | Share |
|---|---|
| US stocks, whole market | 70% |
| US 10-year Treasury bonds | 30% |
How it did, 1926-07 to 2026-09
6.1%
Per year after inflation (9.2% before)
12.9%
Volatility
-57%
Worst drop, 1929 to 1932
3.78%
Safe withdrawal rate over 30 years, 4.43% over 20
Best and worst calendar years
| Best | Return |
|---|---|
| 1933 | +47.3% |
| 1954 | +34.6% |
| 1995 | +33.1% |
| 1935 | +32.2% |
| 1985 | +30.9% |
| Worst | Return |
|---|---|
| 1931 | −30.5% |
| 1937 | −24.1% |
| 2008 | −22.0% |
| 1930 | −19.2% |
| 1974 | −18.6% |
Open in the backtest tool Test a withdrawal rate
US dollars, rebalanced yearly, before tax and fund costs. Past results are not a promise about the future, and nothing here is investment advice.