Vanguard Brokerage Total Return Bond
0.29%April 18 | MyPlanIQ portfolio symbol P_65469

This portfolio is for fixed income investments in Vanguard brokerage. It invests in a no load no transaction fee total return bond fund and rebalances every month. It obeys the 3 month minimum holding period requirement for every fund. Please see the following newsletters for more detailed description:

For its smart usage in other asset allocation portfolios, see the following:

Candidate funds in this portfolio (note: these funds have the lowest minimum amount requirement (<= $5,000).  If you have a larger amount, you should use other class of the same fund to lower your expense fee). 

Intermediate-Term BondDLTNXDoubleLine Total Return Bond N
Intermediate-Term BondTGMNXTCW Total Return Bond N
Multisector BondPONDXPIMCO Income D
Intermediate-Term BondMWTRXMetropolitan West Total Return Bond M
Intermediate-Term BondPBDDXPIMCO Investment Grade Corp Bd D
Intermediate-Term BondWAPIXWestern Asset Core Bond FI
Multisector BondLSBRXLoomis Sayles Bond Retail
Intermediate-Term BondPTTDXPIMCO Total Return D


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Historical Return Chart

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Return Calculator

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Rolling Returns

From 12/31/2000 to 04/18/2024, the worst annualized return of 3-year rolling returns is -1.42%.

From 12/31/2000 to 04/18/2024, the worst annualized return of 5-year rolling returns is 1.24%.

From 12/31/2000 to 04/18/2024, the worst annualized return of 10-year rolling returns is 2.62%.

Maximum Drawdown

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