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Tell us how long you're planning to invest and how much risk you're willing to take.
In return, you'll get a complete, custom portfolio recommendation.

Time

 

The length of time I plan to invest before I begin withdrawals:

Less than
1 year
1-2
years
3-5
years
6-10
years
11-15
years
More than
15 years

I plan to withdraw money from this investment over a period of:

2 years
or less
3-5
years
6-10
years
11-15
years
More than
15 years
 

Risk

 

Generally, I prefer an investment with little or no fluctuation in value, and I’m willing to accept a lower return on this investment.

Strongly disagree
Disagree
Somewhat agree
Agree
Strongly agree

During market declines, I tend to sell portions of my riskier assets and invest the money in safer assets.

Strongly disagree
Disagree
Somewhat agree
Agree
Strongly agree
 

The chart below shows the greatest one-year loss and the highest one-year gain on three hypothetical investments of $10,000.* Given the potential gain or loss in any one year, I would choose the investment with the:

 
risk chart

 
 

 

Income and investment

 

My current and future income sources (such as salary and
pension) are:

Very
unstable
Unstable
Somewhat
stable
Stable
Very
stable
$
 
 

*The maximum gain or loss on an investment is impossible to predict. The ranges shown in the chart are hypothetical and are designed solely to gauge an investor's risk tolerance.

Your situation may change over time, so consider periodically reevaluating whether this asset allocation and portfolio still fit your goals.

All investing is subject to risk, including the possible loss of the money you invest. Bond funds are subject to the risk that an issuer will fail to make payments on time, and that bond prices will decline because of rising interest rates or negative perceptions of an issuer's ability to make payments. Investments in stocks issued by non-U.S. companies are subject to risks including country/regional risk and currency risk. Stocks of companies based in emerging markets are subject to national and regional political and economic risks and to the risk of currency fluctuations. These risks are especially high in emerging markets.

Diversification does not ensure a profit or protect against a loss in a declining market.

An investment in a money market fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although a money market fund seeks to preserve the value of your investment at $1 per share, it is possible to lose money by investing in such a fund.

The asset allocation of LifeStrategy® funds may vary from their target asset allocations.
 
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