PDF Archive

Easily share your PDF documents with your contacts, on the Web and Social Networks.

Share a file Manage my documents Convert Recover PDF Search Help Contact



mix .pdf


Original filename: mix.pdf

This PDF 1.4 document has been generated by Mozilla/5.0 (Macintosh; Intel Mac OS X 10_11_4) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/49.0.2623.87 Safari/537.36 / Skia/PDF, and has been sent on pdf-archive.com on 22/03/2016 at 23:56, from IP address 107.219.x.x. The current document download page has been viewed 316 times.
File size: 375 KB (2 pages).
Privacy: public file




Download original PDF file









Document preview


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.

© 1995–2016  The Vanguard Group, Inc. All rights reserved. Vanguard Marketing Corporation, Distributor of the Vanguard Funds.
Your use of this site signifies that you accept our terms & conditions of use.
Privacy policy  |  Security  |  Prospectuses  |  Careers  |  Mobile  |  

Feedback


mix.pdf - page 1/2
mix.pdf - page 2/2

Related documents


mix
pas tactical growth overview
pdf of our investment model portfolios brochure
pas tactical g i overview
pas tactical iwmg overview
sip 11


Related keywords