Vanguard portfolio allocation models for various years?

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TheQuestionGuy
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Joined: Thu Jun 30, 2016 6:36 pm

Vanguard portfolio allocation models for various years?

Post by TheQuestionGuy » Wed Nov 15, 2017 3:12 pm

I like the Vanguard portfolio allocation model https://personal.vanguard.com/us/insigh ... llocations but wondering if the same report can be run for maybe the past 50 years or 30 years.

Has anyone come across a model like this with editable years?

GLState
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Joined: Wed Feb 15, 2017 10:38 am

Re: Vanguard portfolio allocation models for various years?

Post by GLState » Wed Nov 15, 2017 4:23 pm

Have you looked at Simba's Backtesting Spreadsheet viewtopic.php?f=10&t=2520 or Portfolio Visualizer https://www.portfoliovisualizer.com/backtest-portfolio . Either will do what I think you are looking for, but perhaps not as far back as you would like.

If you look at the note below the Vanguard page to which you linked, you'll see that their data is from multiple indices rather than a single index or investable asset. It is sometimes hard to find the data that we would like from 50, or even 30, years ago. Vanguards S&P 500 fund is only 43 years old. The S&P 500 is only 60 years old.

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Taylor Larimore
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What Experts Say About "Past Performance."

Post by Taylor Larimore » Wed Nov 15, 2017 4:31 pm

TheQuestionGuy wrote:
Wed Nov 15, 2017 3:12 pm
I like the Vanguard portfolio allocation model https://personal.vanguard.com/us/insigh ... llocations but wondering if the same report can be run for maybe the past 50 years or 30 years.

Has anyone come across a model like this with editable years?
TheQuestionGuy:

The Vanguard model is a useful guideline but one of the biggest mistakes investors make is to use past performance to predict future performance. Read this:

What Experts Say About "Past Performance."

Best wishes.
Taylor
"Simplicity is the master key to financial success." -- Jack Bogle

TheQuestionGuy
Posts: 44
Joined: Thu Jun 30, 2016 6:36 pm

Re: Vanguard portfolio allocation models for various years?

Post by TheQuestionGuy » Wed Nov 15, 2017 9:19 pm

Good info, thanks.
Wasn't really looking for the performance of a specific fund but rather more of a Stock vs Bond results as shown in the Vanguard portfolio allocation model but with only 30 years or so.
Was curious as to the Average annual return in a 30 year history as opposed to the entire history.

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