Backtest Portfolio Asset Allocation

This portfolio backtesting tool allows you to construct one or more portfolios based on the selected mutual funds, ETFs and stocks to analyze and backtest portfolio returns, risk characteristics, standard deviation, annual returns and rolling returns. The results include a visualization of the portfolio growth chart and rolling returns, CAGR, standard deviation, Sharpe ratio, Sortino ratio, annual returns and inflation adjusted returns. A periodic contribution or withdrawal can also be specified together with the preferred portfolio rebalancing strategy. You can also analyze and compare asset class based lazy portfolios with a longer time horizon starting from 1972.

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Portfolio Analysis Results (Jan 2010 - Dec 2018)

Portfolio Allocations

Portfolio 1
Ticker Name Allocation
VSS Vanguard FTSE All-Wld ex-US SmCp ETF 20.00%
VOE Vanguard Mid-Cap Value ETF 20.00%
VWO Vanguard FTSE Emerging Markets ETF 20.00%
VDC Vanguard Consumer Staples ETF 20.00%
EZA iShares MSCI South Africa ETF 10.00%
EWD iShares MSCI Sweden ETF 10.00%
Save portfolio »

Portfolio Returns

Portfolio performance statistics
PortfolioInitial BalanceFinal BalanceCAGRStdevBest YearWorst YearMax. DrawdownSharpe RatioSortino RatioUS Mkt Correlation
Portfolio 1$10,000$17,947 6.71% 13.72%23.99%-14.50%-22.10% 0.520.820.89
Vanguard 500 Index Investor$10,000$26,778 11.57% 12.37%32.18%-4.52%-16.31% 0.921.501.00
   
Notes on results:
  • Past performance is not a guarantee of future returns. See Disclaimer and Terms of Use
  • The entered time period is automatically adjusted based on the available return data for the specified assets
  • CAGR = Compound Annual Growth Rate
  • Stdev = Annualized standard deviation of monthly returns
  • Sharpe and Sortino ratios are calculated and annualized from monthly excess returns over risk free rate (1-month treasury bill)
  • Stock market correlation is based on the correlation of monthly returns
  • Drawdowns are calculated based on monthly returns excluding cashflows
  • Monthly return series of the selected benchmark is used for results comparisons
  • The backtested results include annual rebalancing of portfolio assets to match the specified allocation
  • The results use total return and assume that all received dividends and distributions are reinvested. Taxes and transaction fees are not included
  • Portfolio cashflows and rebalancing for quarterly and annual periods are aligned with calendar periods.
Annual returns for the configured portfolios
YearInflationReturnBalanceVanguard FTSE All-Wld ex-US SmCp ETF (VSS)Vanguard Mid-Cap Value ETF (VOE)Vanguard FTSE Emerging Markets ETF (VWO)Vanguard Consumer Staples ETF (VDC)iShares MSCI South Africa ETF (EZA)iShares MSCI Sweden ETF (EWD)
Portfolio 1Vanguard 500 Index InvestorPortfolio 1Vanguard 500 Index Investor
20101.50%23.57%14.91%$12,357$11,49125.60%21.76%19.47%14.62%36.94%35.89%
20112.96%-8.28%1.97%$11,334$11,717-19.63%-0.40%-18.76%13.60%-15.73%-16.73%
20121.74%17.96%15.82%$13,369$13,57220.73%16.02%19.20%11.02%21.06%24.57%
20131.50%17.09%32.18%$15,654$17,93816.60%37.76%-4.92%28.02%-7.51%23.48%
20140.76%4.39%13.51%$16,341$20,361-5.06%13.96%-0.07%15.96%2.75%-8.41%
20150.73%-5.44%1.25%$15,453$20,616-0.01%-1.89%-15.81%5.82%-26.03%-4.54%
20162.07%9.55%11.82%$16,928$23,0524.26%15.40%12.21%6.30%16.75%2.37%
20172.11%23.99%21.67%$20,990$28,04730.60%17.07%31.48%11.85%36.04%21.88%
20181.91%-14.50%-4.52%$17,947$26,778-18.47%-12.45%-14.77%-7.79%-25.23%-12.76%
Monthly returns for the configured portfolios
YearMonthReturnBalanceVanguard FTSE All-Wld ex-US SmCp ETF (VSS)Vanguard Mid-Cap Value ETF (VOE)Vanguard FTSE Emerging Markets ETF (VWO)Vanguard Consumer Staples ETF (VDC)iShares MSCI South Africa ETF (EZA)iShares MSCI Sweden ETF (EWD)
Portfolio 1Vanguard 500 Index InvestorPortfolio 1Vanguard 500 Index Investor
20101-3.55%-3.60%$9,645$9,640-3.14%-2.28%-6.73%-0.96%-5.97%-3.32%
201022.65%3.09%$9,901$9,9380.45%4.75%1.88%3.04%1.27%4.84%
201037.31%6.01%$10,625$10,5357.55%7.01%8.19%4.10%13.38%6.59%
201041.10%1.58%$10,742$10,7021.02%3.93%-0.21%-1.05%-1.13%4.49%
20105-8.71%-8.01%$9,806$9,845-12.02%-7.45%-9.18%-4.97%-5.79%-13.95%
20106-2.53%-5.24%$9,558$9,329-0.80%-6.27%-0.55%-2.62%-6.03%2.26%
201079.64%7.00%$10,479$9,98210.40%6.73%10.21%6.29%15.19%14.24%
20108-3.40%-4.53%$10,123$9,530-1.90%-5.13%-2.56%-1.81%-3.71%-6.98%
2010911.29%8.92%$11,266$10,37912.33%9.22%11.42%5.97%15.10%19.41%
2010102.97%3.79%$11,600$10,7734.68%3.45%3.10%3.08%0.76%0.79%
201011-1.69%0.00%$11,405$10,773-2.72%0.36%-2.84%-0.95%-1.49%-2.84%
2010128.35%6.67%$12,357$11,4919.90%7.38%7.56%4.33%14.34%10.08%
20111-1.59%2.36%$12,161$11,762-0.76%2.38%-3.45%-1.61%-12.17%3.20%
201122.09%3.42%$12,415$12,1641.74%3.72%-0.17%2.84%5.76%-0.81%
201132.69%0.03%$12,749$12,1671.34%1.29%5.47%1.79%5.13%2.56%
201144.76%2.95%$13,357$12,5265.15%2.91%3.37%5.27%5.40%8.91%
20115-1.31%-1.15%$13,182$12,382-2.12%-0.55%-2.94%2.70%-5.19%-2.38%
20116-2.39%-1.67%$12,866$12,175-2.08%-3.02%-1.00%-2.20%-1.26%-5.70%
20117-2.23%-2.05%$12,578$11,926-1.41%-3.89%-0.62%-1.44%-1.77%-5.66%
20118-6.03%-5.45%$11,820$11,277-8.95%-6.56%-9.09%0.23%-1.36%-10.77%
20119-11.97%-7.04%$10,404$10,482-14.93%-8.70%-18.44%-3.45%-17.89%-14.06%
20111010.74%10.91%$11,522$11,6269.32%12.37%15.91%4.49%12.13%15.53%
201111-0.51%-0.23%$11,464$11,599-2.83%0.15%-1.71%2.03%2.18%-3.95%
201112-1.14%1.02%$11,334$11,717-3.92%1.10%-4.17%2.58%-4.06%-1.45%
201216.37%4.46%$12,055$12,2409.01%5.23%10.78%-1.06%8.94%6.80%
201225.33%4.31%$12,697$12,7686.42%3.62%5.43%3.85%4.78%9.53%
20123-0.08%3.28%$12,687$13,187-1.13%2.00%-2.60%3.07%-1.15%-1.36%
20124-1.10%-0.64%$12,547$13,102-1.37%-0.77%-2.09%0.22%-0.45%-2.34%
20125-8.34%-6.02%$11,501$12,314-10.99%-6.75%-10.67%-1.56%-9.23%-13.38%
201264.53%4.11%$12,021$12,8204.19%3.37%5.02%3.63%4.29%8.81%
201271.37%1.37%$12,186$12,9950.00%0.78%0.20%2.47%0.89%5.79%
201281.14%2.24%$12,325$13,2863.11%2.51%0.25%-0.27%0.48%-0.11%
201293.47%2.58%$12,753$13,6295.11%2.03%5.31%1.59%3.04%3.86%
201210-0.76%-1.86%$12,656$13,375-0.17%-0.14%-0.55%-1.06%-1.68%-2.05%
2012111.35%0.56%$12,827$13,4501.33%1.23%1.28%1.90%-1.45%3.36%
2012124.23%0.90%$13,369$13,5724.97%2.36%7.06%-2.04%12.47%5.56%
201313.12%5.18%$13,786$14,2743.03%7.26%0.07%5.89%-7.46%6.16%
201320.29%1.34%$13,826$14,465-0.23%1.47%-2.36%3.10%-2.64%0.87%
201332.05%3.74%$14,109$15,0061.10%5.00%-1.27%4.96%-0.99%0.53%
201342.10%1.91%$14,406$15,2922.47%1.70%2.00%2.93%0.55%1.97%
20135-2.18%2.33%$14,091$15,648-2.50%1.87%-5.07%-1.65%-8.19%-1.21%
20136-2.72%-1.35%$13,709$15,437-4.53%-1.35%-5.33%0.03%0.29%-5.88%
201374.69%5.07%$14,352$16,2205.18%5.64%0.70%4.53%2.02%11.04%
20138-2.96%-2.91%$13,927$15,748-1.00%-2.92%-3.43%-4.33%-2.30%-3.47%
201395.36%3.12%$14,674$16,2397.32%3.99%7.27%1.63%8.55%7.20%
2013104.05%4.59%$15,268$16,9843.57%4.53%4.34%5.96%3.78%-0.18%
2013110.65%3.03%$15,367$17,498-0.52%2.90%-0.93%1.67%-2.19%0.61%
2013121.86%2.51%$15,654$17,9382.17%2.83%-0.28%0.77%1.98%4.84%
20141-5.32%-3.47%$14,821$17,316-2.59%-2.58%-8.43%-5.32%-10.53%-4.77%
201425.42%4.56%$15,624$18,1067.17%5.39%3.24%3.90%7.71%6.95%
201432.12%0.82%$15,955$18,255-0.56%1.15%4.62%2.32%6.53%0.36%
201441.17%0.72%$16,141$18,3871.02%0.41%0.89%2.55%1.28%0.68%
201451.75%2.33%$16,424$18,8161.33%1.71%3.10%2.05%0.88%0.33%
201461.70%2.05%$16,702$19,2022.31%2.78%3.17%-0.09%2.49%-1.89%
20147-1.81%-1.39%$16,400$18,936-3.02%-2.60%1.37%-3.46%0.64%-3.32%
201482.98%3.98%$16,890$19,6901.46%3.86%3.84%4.75%2.08%-0.18%
20149-4.57%-1.41%$16,118$19,412-6.27%-3.47%-7.18%0.31%-9.14%-2.82%
2014102.26%2.42%$16,481$19,882-1.49%3.56%2.23%3.68%6.63%-0.51%
2014111.19%2.68%$16,678$20,415-1.89%2.72%-1.10%5.14%-0.45%1.85%
201412-2.02%-0.26%$16,341$20,361-2.02%0.65%-4.69%-0.33%-3.55%-4.85%
20151-0.26%-3.02%$16,300$19,747-0.62%-2.37%-0.20%-1.44%4.26%2.43%
201524.93%5.74%$17,104$20,8806.28%5.35%4.66%4.28%1.30%7.03%
20153-1.54%-1.59%$16,841$20,548-1.34%-0.05%-2.05%-1.34%-2.10%-3.57%
201543.03%0.95%$17,351$20,7435.58%-0.29%7.41%-1.14%5.48%1.61%
20155-1.09%1.27%$17,162$21,0070.18%1.20%-3.55%1.17%-8.04%-0.18%
20156-1.95%-1.93%$16,827$20,601-2.27%-2.34%-2.54%-1.67%1.52%-3.16%
20157-1.13%2.08%$16,638$21,029-2.92%0.94%-6.26%4.89%-4.83%0.85%
20158-6.35%-6.04%$15,581$19,759-5.68%-4.41%-9.86%-5.57%-7.68%-5.31%
20159-2.78%-2.49%$15,147$19,267-2.32%-3.40%-2.88%-0.04%-6.64%-4.32%
2015105.41%8.42%$15,967$20,8894.70%6.31%5.29%5.81%6.11%3.86%
201511-0.97%0.29%$15,812$20,9490.21%0.62%-2.30%-0.91%-6.27%0.40%
201512-2.27%-1.59%$15,453$20,616-1.08%-2.87%-3.44%2.22%-10.96%-3.51%
20161-4.67%-4.98%$14,731$19,590-6.70%-6.86%-5.75%0.00%-1.88%-6.20%
201620.17%-0.15%$14,757$19,5610.46%1.36%-0.32%0.40%-2.25%0.26%
201639.07%6.78%$16,095$20,8877.30%7.76%12.72%4.91%18.33%7.33%
201641.57%0.37%$16,348$20,9653.02%0.99%1.01%-1.07%5.07%2.65%
20165-1.60%1.78%$16,086$21,338-0.36%1.44%-3.24%0.84%-9.77%-2.25%
201662.19%0.25%$16,438$21,392-2.04%0.32%4.93%5.18%8.43%-3.78%
201673.98%3.68%$17,093$22,1784.96%4.19%5.14%-0.35%9.23%2.49%
20168-0.73%0.13%$16,967$22,207-0.52%0.93%0.78%-0.52%-9.07%1.89%
201691.63%0.01%$17,244$22,2092.90%0.43%2.05%-1.61%6.74%1.79%
201610-1.78%-1.83%$16,937$21,802-2.95%-2.42%0.32%-0.78%-1.37%-5.26%
201611-1.77%3.70%$16,638$22,608-2.17%5.94%-4.05%-3.76%-8.07%-0.18%
2016121.75%1.96%$16,928$23,0521.07%1.10%-0.74%3.25%4.11%4.53%
201713.90%1.88%$17,589$23,4864.80%2.17%5.76%1.31%4.77%6.16%
201722.28%3.96%$17,989$24,4171.63%3.35%2.25%4.46%0.24%-0.62%
201731.45%0.10%$18,249$24,4412.57%-0.25%2.84%-0.23%0.36%4.16%
201742.25%1.02%$18,660$24,6902.76%0.39%1.56%1.08%5.96%4.88%
201751.54%1.39%$18,947$25,0342.08%0.09%0.99%2.20%1.69%2.84%
20176-0.04%0.61%$18,940$25,1871.19%0.90%0.85%-2.23%-3.83%1.88%
201772.95%2.04%$19,499$25,7013.62%1.69%5.34%0.62%6.05%0.68%
201780.94%0.29%$19,681$25,7770.94%-1.24%3.00%-1.23%3.94%1.67%
201790.45%2.06%$19,770$26,3082.05%2.73%-0.49%-0.59%-6.03%3.34%
2017100.82%2.32%$19,932$26,9171.48%0.81%2.43%-1.47%1.97%-0.84%
2017112.02%3.06%$20,334$27,7410.87%3.41%-0.34%5.57%6.86%-3.65%
2017123.23%1.10%$20,990$28,0473.09%1.92%3.70%2.05%10.35%-0.12%
201814.61%5.71%$21,957$29,6494.43%3.67%8.56%1.71%3.07%6.25%
20182-5.07%-3.69%$20,843$28,553-4.43%-4.69%-5.36%-7.44%-1.08%-5.83%
20183-0.68%-2.56%$20,700$27,8240.24%-0.29%-0.21%-0.61%-3.73%-1.30%
20184-1.73%0.37%$20,342$27,9280.31%0.45%-2.77%-3.71%-4.16%-1.88%
20185-1.38%2.39%$20,063$28,596-0.13%0.04%-2.34%-1.11%-5.48%-1.34%
20186-1.23%0.61%$19,816$28,769-2.80%0.96%-4.79%4.56%-6.08%-1.48%
201873.49%3.71%$20,508$29,8360.96%3.20%3.98%3.45%6.31%5.97%
20188-1.98%3.25%$20,103$30,805-1.72%0.55%-4.19%0.83%-10.33%-1.42%
20189-0.51%0.55%$20,001$30,976-1.74%-0.68%-1.35%0.63%-2.22%2.98%
201810-6.59%-6.85%$18,682$28,854-10.11%-7.03%-7.66%1.70%-10.03%-10.54%
2018112.73%2.03%$19,193$29,4391.13%2.28%4.83%1.94%9.47%-0.68%
201812-6.49%-9.04%$17,947$26,778-5.57%-10.62%-3.34%-9.04%-2.46%-3.10%

Portfolio Returns Based Style Analysis

Portfolio Returns Based Style Analysis
Style CategoryPortfolio 1Vanguard 500 Index Investor
Large-cap Value18.90%46.98%
Large-cap Growth2.78%52.67%
Mid-cap Value4.47%0.00%
Mid-cap Growth8.30%0.00%
Small-cap Value0.00%0.00%
Small-cap Growth0.00%0.32%
Global ex-US Developed Markets23.32%0.00%
Emerging Markets37.12%0.00%
Corporate Bonds0.00%0.00%
Long-Term Treasuries5.11%0.00%
Intermediate-Term Treasuries0.00%0.00%
Short-Term Treasuries0.00%0.02%
R Squared97.28%99.96%
Style analysis is based on monthly returns from Jan 2010 to Dec 2018 and uses total portfolio return with monthly rebalancing. Returns based style analysis aims to explain the portfolio returns based on asset class exposures, it does not identify the actual portfolio holdings.

Holdings Based Exposures for Portfolio 1

Holdings Based Exposures for Portfolio 1
TickerNameCategoryDurationERWeightReturn ContributionRisk Contribution
VSSVanguard FTSE All-Wld ex-US SmCp ETFForeign Small/Mid Blend0.12%20.00%$1,17421.54%
VOEVanguard Mid-Cap Value ETFMid-Cap Value0.07%20.00%$2,70517.21%
VWOVanguard FTSE Emerging Markets ETFDiversified Emerging Mkts0.12%20.00%$53424.60%
VDCVanguard Consumer Staples ETFConsumer Defensive0.10%20.00%$2,58610.42%
EZAiShares MSCI South Africa ETFMiscellaneous Region0.59%10.00%$27013.75%
EWDiShares MSCI Sweden ETFMiscellaneous Region0.53%10.00%$67812.47%

Asset Allocation

Equity Market Capitalization

Equity Sectors

Fixed Income Maturity

Fund fundamentals data as of 09/05/2019. © 2019 Morningstar. All Rights Reserved. The fund fundamentals information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

Portfolio return and risk metrics
MetricPortfolio 1Vanguard 500 Index Investor
Arithmetic Mean (monthly)0.62%0.98%
Arithmetic Mean (annualized)7.71%12.41%
Geometric Mean (monthly)0.54%0.92%
Geometric Mean (annualized)6.71%11.57%
Volatility (monthly)3.96%3.57%
Volatility (annualized)13.72%12.37%
Downside Deviation (monthly)2.49%2.19%
Max. Drawdown-22.10%-16.31%
US Market Correlation0.891.00
Beta(*)0.981.00
Alpha (annualized)-4.12%0.00%
R278.74%100.00%
Sharpe Ratio0.520.92
Sortino Ratio0.821.50
Treynor Ratio (%)7.2311.42
Calmar Ratio0.280.67
Active Return-4.85%N/A
Tracking Error6.33%N/A
Information Ratio-0.77N/A
Skewness-0.08-0.32
Excess Kurtosis0.950.63
Historical Value-at-Risk (5%)-6.43%-6.03%
Analytical Value-at-Risk (5%)-5.90%-4.90%
Conditional Value-at-Risk (5%)-8.42%-7.40%
Upside Capture Ratio (%)84.35100.00
Downside Capture Ratio (%)108.01100.00
Safe Withdrawal Rate15.49%18.01%
Perpetual Withdrawal Rate4.70%8.85%
Positive Periods60 out of 108 (55.56%)75 out of 108 (69.44%)
Gain/Loss Ratio1.200.86
* Vanguard 500 Index Investor is used as the benchmark for calculations. Value-at-risk metrics are based on monthly values.

Drawdowns for Portfolio 1

Drawdowns for Portfolio 1 (worst 10)
RankStartEndLengthRecovery ByRecovery TimeUnderwater PeriodDrawdown
1May 2011Sep 20115 monthsDec 20121 year 3 months1 year 8 months-22.10%
2Feb 2018Dec 201811 months-18.26%
3May 2015Jan 20169 monthsJan 20171 year1 year 9 months-15.10%
4May 2010Jun 20102 monthsSep 20103 months5 months-11.02%
5Jan 2014Jan 20141 monthMar 20142 months3 months-5.32%
6May 2013Jun 20132 monthsSep 20133 months5 months-4.84%
7Sep 2014Sep 20141 monthFeb 20155 months6 months-4.57%
8Jan 2010Jan 20101 monthMar 20102 months3 months-3.55%
9Jul 2014Jul 20141 monthAug 20141 month2 months-1.81%
10Nov 2010Nov 20101 monthDec 20101 month2 months-1.69%
Worst 10 drawdowns included above

Drawdowns for Vanguard 500 Index Investor

Drawdowns for Vanguard 500 Index Investor (worst 10)
RankStartEndLengthRecovery ByRecovery TimeUnderwater PeriodDrawdown
1May 2011Sep 20115 monthsFeb 20125 months10 months-16.31%
2Oct 2018Dec 20183 months-13.55%
3May 2010Jun 20102 monthsOct 20104 months6 months-12.83%
4Aug 2015Sep 20152 monthsMay 20168 months10 months-8.38%
5Apr 2012May 20122 monthsAug 20123 months5 months-6.62%
6Feb 2018Mar 20182 monthsJul 20184 months6 months-6.16%
7Jan 2010Jan 20101 monthMar 20102 months3 months-3.60%
8Jan 2014Jan 20141 monthFeb 20141 month2 months-3.47%
9Dec 2014Jan 20152 monthsFeb 20151 month3 months-3.27%
10Aug 2013Aug 20131 monthSep 20131 month2 months-2.91%
Worst 10 drawdowns included above

Portfolio Assets

Performance statistics for portfolio components
TickerNameCAGRStdevBest YearWorst YearMax. DrawdownSharpe RatioSortino RatioUS Mkt Correlation
VSSVanguard FTSE All-Wld ex-US SmCp ETF4.59%15.72%30.60%-19.63%-26.81%0.340.510.83
VOEVanguard Mid-Cap Value ETF11.02%13.39%37.76%-12.45%-20.91%0.821.300.97
VWOVanguard FTSE Emerging Markets ETF1.70%18.21%31.48%-18.76%-30.74%0.160.240.74
VDCVanguard Consumer Staples ETF10.66%10.62%28.02%-7.79%-12.40%0.981.650.69
EZAiShares MSCI South Africa ETF1.72%23.08%36.94%-26.03%-34.95%0.170.260.57
EWDiShares MSCI Sweden ETF5.77%19.37%35.89%-16.73%-33.41%0.370.590.80

Monthly Correlations

Correlations for the portfolio assets
TickerNameVSSVOEVWOVDCEZAEWDPortfolio 1Vanguard 500 Index Investor
VSSVanguard FTSE All-Wld ex-US SmCp ETF-0.820.890.500.730.890.950.82
VOEVanguard Mid-Cap Value ETF0.82-0.730.680.580.800.890.96
VWOVanguard FTSE Emerging Markets ETF0.890.73-0.480.840.790.930.74
VDCVanguard Consumer Staples ETF0.500.680.48-0.450.520.680.71
EZAiShares MSCI South Africa ETF0.730.580.840.45-0.620.820.57
EWDiShares MSCI Sweden ETF0.890.800.790.520.62-0.890.80

Portfolio Return Decomposition

Portfolio return decomposition
TickerNamePortfolio 1
VSSVanguard FTSE All-Wld ex-US SmCp ETF$1,174
VOEVanguard Mid-Cap Value ETF$2,705
VWOVanguard FTSE Emerging Markets ETF$534
VDCVanguard Consumer Staples ETF$2,586
EZAiShares MSCI South Africa ETF$270
EWDiShares MSCI Sweden ETF$678

Portfolio Risk Decomposition

Portfolio risk decomposition
TickerNamePortfolio 1
VSSVanguard FTSE All-Wld ex-US SmCp ETF21.54%
VOEVanguard Mid-Cap Value ETF17.21%
VWOVanguard FTSE Emerging Markets ETF24.60%
VDCVanguard Consumer Staples ETF10.42%
EZAiShares MSCI South Africa ETF13.75%
EWDiShares MSCI Sweden ETF12.47%

Annual Asset Returns

Rolling returns summary
Roll PeriodPortfolio 1Vanguard 500 Index Investor
AverageHighLowAverageHighLow
1 year7.59%23.99%-14.50%12.07%32.18%-4.52%
3 years7.53%12.97%2.64%13.00%20.22%8.72%
5 years7.09%10.32%2.77%13.23%15.62%8.34%
7 years7.49%7.86%6.79%12.93%13.59%12.53%
Result statistics are based on annualized rolling returns over full calendar year periods