Bond Portfolio Tool Overview

Investment history shows we cannot expect steady and consistent growth every year. However, history provides a great starting point when considering fund selections. The Vanguard Bond Portfolio Tool provides historical return data from 1995 through 2009 for any combination of income-oriented funds you enter. This allows you to quickly and easily see the risk and return impact of various changes to your hypothetical bond portfolio.

HOW DOES IT WORK?

Simply input the percentage allocations for each fund you wish to include. The calculator allows any combination of 15 different income-oriented funds to be entered, then provides the Average, Best, and Worst results of that portfolio combination, for periods of 1-, 3-, and 5-years. Fine-tuning an income portfolio to your specific risk/return preferences has never been easier!