Can I compare returns across different time periods using this tool?

Yes, you can set a custom date range using the From and To fields, and choose between calendar year or financial year return periods.

What does the sort order option do in the Asset Class Tool?

The sort order lets you rank results by rank in year, total return, or asset class, helping you quickly identify the top-performing category for your selected period.

Is the data from this tool suitable for making investment decisions?

No, the calculator is for general informational purposes only and is not intended as investment advice; past performance is not an indication of future returns.

Where does the performance data for the Asset Class Tool come from?

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

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Asset Class Comparison Tool

Provided byVanguard (Australia) Insightsvanguard.com.au

The Asset Class Tool lets you compare how major asset class indices performed over historical one‑year periods. You c...

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About this tool

What Asset Class Comparison Tool does

The Vanguard Asset Class Tool lets you compare how major asset class indices have performed over historical one-year periods. You can select a date range and sort results by rank in year, total return, or asset class, then view annual return figures for each category. The output provides a clear side-by-side view of past performance across stocks, real estate, commodities, and fixed income, helping you understand how different investments have behaved over time.

Step by step

How to use the Vanguard (Australia) Insights Asset Class Comparison Tool

1
Select a start date and end date using the date range fields
2
Choose a return period: calendar year or financial year
3
Set the sort order by rank in year, total return, or asset class
4
View the resulting table of annual returns for each major asset class index

Is it right for you

Best for

Investors and researchers who want a quick, visual comparison of historical asset class performance without needing to build a full portfolio model.

Limitations

Results are based on historical index data and do not guarantee future returns
Calculator is intended for general informational purposes only, not personalized investment advice
No unit switching or inflation-adjusted comparison options visible in the excerpt

Questions

Asset Class Comparison Tool FAQ

Can I compare returns across different time periods using this tool?: Yes, you can set a custom date range using the From and To fields, and choose between calendar year or financial year return periods.
What does the sort order option do in the Asset Class Tool?: The sort order lets you rank results by rank in year, total return, or asset class, helping you quickly identify the top-performing category for your selected period.
Is the data from this tool suitable for making investment decisions?: No, the calculator is for general informational purposes only and is not intended as investment advice; past performance is not an indication of future returns.
Where does the performance data for the Asset Class Tool come from?: Data for this calculator has been supplied by Andex Charts Pty Ltd and is believed to be correct, though no responsibility is accepted for inaccuracies or omissions.

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