Portfolio - Past Performance

Past Performance
Year Growth Model Cons. Growth Model Income Model Growth Index Model Avg. Vanguard Investor 500 Index Total Stock Market Total Bond Market
2013 34.2% 29.8% 18.6% 30.7% 16.7% 32.2% 33.3% -2.3%
2012 14.3% 13.8% 11.5% 14.8% 11.2% 15.8% 16.3% 4.0%
2011 -1.4% 1.0% 5.1% -0.3% 0.6% 2.0% 1.0% 7.6%
2010 14.3% 12.0% 11.2% 18.8% 10.6% 14.9% 17.1% 6.4%
2009 34.4% 29.1% 21.9% 33.2% 19.1% 26.5% 28.7% 5.9%
2008 -38.4% -33.6% -24.1% -40.3% -22.6% -37.0% -37.0% 5.1%
200710.0% 8.6% 3.8% 11.7% 6.5% 5.4% 5.5% 6.9%
200618.4% 15.8% 10.6% 16.0% 12.2% 15.6% 15.5% 4.3%
200511.4% 8.8% 6.2% 12.1% 6.2% 4.8% 6.0% 2.4%
200415.7% 13.0% 8.4% 15.1% 9.6% 10.7% 12.5% 4.2%
200332.0% 28.9% 19.1% 28.2% 17.6% 28.5% 31.4% 4.0%
2002-17.8% -16.4% -4.5% -16.9% -9.4% -22.1% -21.0% 8.3%
2001-6.4% -3.5% -1.1% -2.4% -4.4% -12.0% -11.0% 8.4%
200020.4% 14.0% -3.5% -15.6% 1.0% -9.1% -10.6% 11.4%
199936.3% 19.7% 9.9% 21.4% 11.5% 21.1% 23.8% -0.8%
199823.5% 15.2% 18.2% 26.7% 14.8% 28.6% 23.3% 8.6%
199723.2% 22.6% 22.5% 25.8% 18.4% 33.2% 31.0% 9.4%
199616.6% 17.6% 18.4% 19.9% 13.1% 22.9% 21.0% 3.6%
199526.1% 21.5% 28.4% 21.6% 37.4% 35.8% 18.2%
1994-0.2% 1.1% -1.2% -0.2% 1.2% -0.2% -2.7%
199316.6% 14.9% 10.8% 10.7% 9.9% 10.6% 9.7%
1992 6.1% 6.5% 6.3% 7.4% 7.4% 7.1%
1991 28.9% 26.0% 22.4% 15.6% 30.2% 15.2%

About Our Model Portfolios

The Growth portfolio is aimed at investors with long-term horizons who can withstand a certain amount of monthly volatility in exchange for above-average returns and is most appropriate for younger investors who continue to add money as markets gyrate.

The Conservative Growth portfolio is appropriate for investors seeking to match the market's risk-adjusted returns over time. Since inception it has been just 80% as volatile as the stock market.

The Income portfolio is designed for investors who desire a higher level of income plus the opportunity for capital growth with low risk, such as retirees or near-retirees. Returns have been substantially higher than the bond market.

The Growth Index model is designed for young investors who wish to index exclusively.

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Daniel P. Wiener is editor of The Independent Adviser for Vanguard Investors, a monthly newsletter that keeps abreast of recent developments at Vanguard, and the annual FFSA Independent Guide to the Vanguard Funds. Through his newsletter and guide book, Dan helps tens of thousands of Vanguard investors choose wisely among more than 100 Vanguard mutual funds. The Adviser is a five-time winner of the Newsletter Publishers Foundation's Editorial Excellence Award. View More »

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Vanguard Funds Correlation
What's This?
Model Portfolio Performance
Models November YTD
Growth 2.5% 11.0%
Conservative Growth 2.3% 11.2%
Income 2.1% 11.5%
Growth Index 2.2% 10.4%
The average
Vanguard investor
1.5% 8.5%
Past Performance »
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