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Vanguard Interactive Index Chart

Build your own customised version of the index chart with 30-years of investment performance of major asset classes as well as key economic, social, political and demographic changes.

 

The tool allows you to compare the growth of $10,000 invested in major asset classes over historical periods. To find out assumptions made in this calculator, please click the assumptions link below.

Chart settings

Start Date: End Date:
  • Select the magnitude of the fall / recovery you wish to examine (e.g. examine falls greater than 5%, 25%, etc.) Select the checkbox for "Examine falls greater than" to see this overlay on the graph.

Historical points

Leader at :
  Value at Return since
Asset classes 31 MAR 2013 30 JUN 2006
  Value at
Indicator 31 MAR 2013
  Value at
Exchange rate 31 MAR 2013
  Value at Return since
Portfolios 31 MAR 2013 30 JUN 2006
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Assumptions

Additional resources that you may find of interest

  • Important notes

    The information contained within the calculator is general informational purposes only. It is not intended as investment advice and must not be relied upon as such. Past performance is not an indication of future returns.

    Data for this calculator has been supplied by Andex Charts Pty Ltd and is believed to be correct. No responsibility is accepted for inaccuracies or omissions.

    You should consider the Product Disclosure Statement (PDS) for a fund and your personal circumstances, or those of any other relevant person, in order to decide whether a fund is suitable for you or any other person. A PDS for Vanguard funds can be obtained here or by calling 1300 655 101

    Vanguard Investments Australia Ltd (ABN 72 072 881 086 / AFS Licence 227263) is the product issuer.

     

    Disclaimer

    The projections which you generate when you use the calculator indicate how much could have been accumulated if it were possible to invest directly into the relevant indices. The figures are based on assumptions and are GENERAL ILLUSTRATIONS ONLY.

    You should refer to the "Assumptions" link to verify that the assumptions reflect your personal situation. The projections are not intended to constitute or be a substitute for financial product advice given by a licensed financial adviser. They do not make any allowance for fees, costs or taxes. Past performance is not an indicator of future performance.

    NOTE: All references in this page to "Vanguard" are to Vanguard Investments Australia Ltd ABN 72 072 881 086 AFSL 227263.

    Vanguard and its related companies specifically disclaim any liability (whether based in contract, tort, strict liability or otherwise) for any direct, indirect, incidental, consequential, or special damages arising out of or in any way connected with the access to or use of this calculator

    Other than as required under consumer protection law, under no circumstances will Vanguard and its related companies be liable for any loss or damage caused by a user's reliance on information obtained by using this calculator.

    You should not make any decisions on the information contained herein without first consulting with your licensed financial adviser.

    This calculator is not intended to be relied on for the purposes of making a decision in relation to a financial product, including a decision in relation to a particular superannuation fund or strategy. You should consider obtaining advice from an AFS licensee before making any financial decisions.