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PERSONAL INVESTORS
Choose a target allocation
Review the model allocations below and select one that meets your needs; or set a custom mix by entering your own percentages for stocks, bonds, and shortterm reserves. When you're
finished, click Set Target to compare your actual portfolio to your target. If you're not sure which model to use, take Vanguard's Investor Questionnaire.
Income
An incomeoriented investor seeks current income with minimal risk to principal, is comfortable with only modest longterm growth of principal, and has a short to midrange investment time
horizon.
100% bonds
Historic risk/return (1926–2014)
Average return
Shortterm reserves
Bonds
Stocks
0.0%
100.0%
0.0%
32.6% (1982)
Worst year
–8.1% (1969)
Years with a loss
80% bonds/20% stocks
0.0%
80.0%
20.0%
Best year
Worst year
Years with a loss
70% bonds/30% stocks
6.7%
29.8% (1982)
–10.1% (1931)
12 of 89 (13.5%)
Historic risk/return (1926–2014)
Average return
Shortterm reserves
Bonds
Stocks
14 of 89 (15.7%)
Historic risk/return (1926–2014)
Average return
Shortterm reserves
Bonds
Stocks
5.5%
Best year
0.0%
70.0%
30.0%
Best year
Worst year
Years with a loss
7.3%
28.4% (1982)
–14.2% (1931)
14 of 89 (15.7%)
Balanced
A balancedoriented investor seeks to reduce potential volatility by including incomegenerating investments in his or her portfolio and accepting moderate growth of principal, is willing to
tolerate shortterm price fluctuations, and has a mid to longrange investment time horizon.
60% bonds/40% stocks
Historic risk/return (1926–2014)
Average return
Shortterm reserves
Bonds
Stocks
0.0%
60.0%
40.0%
Best year
Worst year
Years with a loss
50% bonds/50% stocks
0.0%
50.0%
50.0%
Best year
Worst year
Years with a loss
40% bonds/60% stocks
–18.4% (1931)
16 of 89 (18.0%)
8.3%
32.3% (1933)
–22.5% (1931)
17 of 89 (19.1%)
Historic risk/return (1926–2014)
Average return
Shortterm reserves
Bonds
Stocks
27.9% (1933)
Historic risk/return (1926–2014)
Average return
Shortterm reserves
Bonds
Stocks
7.8%
0.0%
40.0%
60.0%
Best year
Worst year
Years with a loss
8.8%
36.7% (1933)
–26.6% (1931)
21 of 89 (23.6%)
Growth
A growthoriented investor seeks to maximize the longterm potential for growth of principal, is willing to tolerate potentially large shortterm price fluctuations, and has a longterm
investment time horizon. Generating current income is not a primary goal.
30% bonds/70% stocks
Historic risk/return (1926–2014)
Average return
Best year
9.2%
41.1% (1933)
Shortterm reserves
Bonds
Stocks
Worst year
0.0%
30.0%
70.0%
Years with a loss
20% bonds/80% stocks
–30.7% (1931)
22 of 89 (24.7%)
Historic risk/return (1926–2014)
Average return
Shortterm reserves
Bonds
Stocks
0.0%
20.0%
80.0%
Best year
Worst year
Years with a loss
100% stocks
9.6%
45.4% (1933)
–34.9% (1931)
23 of 89 (25.8%)
Historic risk/return (1926–2014)
Average return
Shortterm reserves
Bonds
Stocks
0.0%
0.0%
100.0%
Best year
Worst year
Years with a loss
10.2%
54.2% (1933)
–43.1% (1931)
25 of 89 (28.1%)
Set a custom mix
Enter your own mix of stocks, bonds, and shortterm reserves.
Enter percentages as whole numbers (no decimals). Percentages must total 100.
Set custom mix
Stocks
%
Bonds
%
Shortterm reserves
%
Total
0.0 %
Calculate the risk/return for an asset mix like this.
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