US small value only
The Fama-French small value segment, the highest long-run return and the biggest swings.
What it holds
| Asset | Share |
|---|---|
| US small value stocks | 100% |
How it did, 1926-07 to 2026-09
10.9%
Per year after inflation (14.2% before)
27.9%
Volatility
-86%
Worst drop, 1929 to 1932
3.57%
Safe withdrawal rate over 30 years, 3.78% over 20
Best and worst calendar years
| Best | Return |
|---|---|
| 1933 | +129.1% |
| 1943 | +100.3% |
| 1936 | +82.9% |
| 1958 | +70.6% |
| 1945 | +69.7% |
| Worst | Return |
|---|---|
| 1931 | −52.4% |
| 1937 | −50.4% |
| 1930 | −44.9% |
| 1929 | −36.9% |
| 2008 | −33.8% |
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.