Vanguard

Asset Class Tool

Welcome to the Asset Class Tool. You can use this calculator to see how different asset class indices have performed in the past.

The calculator makes various assumptions when generating results. Changing the assumptions will change the results. Click here for more information

Compare the returns in the major asset classes over historical one-year periods

Date range

Settings

Annual returns for selected asset classes

Asset classes

Important notes

The information contained within the calculator is intended for 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 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.

© 2016 Vanguard Investments Australia Ltd. All right reserved.

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.

GENERAL ADVICE WARNING

Vanguard Investments Australia Ltd (ABN 72 072 881 086 / AFS Licence 227263) is the product issuer. We have not taken yours and your clients' circumstances into account when preparing our website content so it may not be applicable to the particular situation you are considering. You should consider yours and your clients' circumstances and our Product Disclosure Statement (PDS) or Prospectus before making any investment decision. You can access our PDS or Prospectus online or by calling us. This website was prepared in good faith and we accept no liability for any errors or omissions. Past performance is not an indication of future performance.

Important Legal Notice - Offer not to persons outside Australia

The PDS or Prospectus does not constitute an offer or invitation in any jurisdiction other than in Australia. Applications from outside Australia will not be accepted through the PDS. For the avoidance of doubt, these products are not intended to be sold to US Persons as defined under Regulation S of the US federal securities laws.

© Vanguard Investments Australia Ltd. All rights reserved.