IMPORTANT: The projections or other information generated by Portfolio Visualizer regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.
The results do not constitute investment advice or recommendation, are provided solely for informational purposes, and are not an offer to buy or sell any securities. All use is subject to terms of service.
Investing involves risk, including possible loss of principal. Past performance is not a guarantee of future results.
Asset allocation and diversification strategies do not guarantee a profit or protect against a loss.
Hypothetical returns do not reflect trading costs, transaction fees, commissions, or actual taxes due on investment returns.
The results are based on information from a variety of sources we consider reliable, but we do not represent that the information is accurate or complete.
The results are based on the total return of assets and assume that all received dividends and distributions are reinvested.
Time frame for correlation analysis is the full available data range unless a specific date interval is specified.
Monthly standard deviation is calculated based on available full calendar months including the entered start and end months.
Annualized standard deviation is calculated from the standard deviation of monthly returns
Annualized return is calculated from the specific time period using compound annual growth rate formula.
Not enough data for all tickers to calculate 36-month rolling correlation for the given time period. The time period was constrained by the available data for Vanguard Total Bond Market ETF (BND) [May 2007 - Sep 2022]. You can extend the available time period by using Vanguard Total Bond Market Index Inv (VBMFX), which is the oldest share class of the fund.