1 Vanguard calculations, based on data from Standard & Poor’s, MSCI, and Bloomberg, for the period from January 1, 2022, through December 31, 2022. For the globally diversified 60/40 portfolio, we used the following proxies: for U.S. stocks, a 36% weighting in the CRSP US Total Market Index; for non-U.S. stocks, a 24% weighting in the FTSE Global All Cap ex US Index; for U.S. bonds, a 28% weighting in the Bloomberg U.S. Aggregate Float Adjusted Bond Index; and for non-U.S. bonds, a 12% weighting in the Bloomberg Global Aggregate Float Adjusted ex-USD Index. Past performance is not a guarantee of future results. The performance of an index is not an exact representation of any particular investment, as you cannot invest directly in an index.
2 Vanguard calculations, based on data from Standard & Poor’s, MSCI, and Bloomberg, for the period from December 30, 2022, to September 30, 2024. For information…
