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Ben Carlson: Where Risk Lies In A Balanced Portfolio: (VBAIX)

TedTed
edited November 2018 in The Bullpen
FYI: The Vanguard Balanced Fund (VBAIX) was down 4.73% in October.

This was the worst monthly return for this 60/40 stock/bond fund since September 2011 when it fell 5.0%.

The data for this fund goes back to 2001 so Ben looked at the worst monthly losses to get a sense of where this past month ranks. These were the 10 worst monthly performance numbers:
Regards,
Ted
https://awealthofcommonsense.com/2018/11/where-risk-lies-in-a-balanced-portfolio/

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