Fund history
Sample Bond Fund A
PensionInsights Risk Tier: MEDIUM
· 5.43% historical volatility
Larger moves downward: 4.2% down against 3.4% up over the past year. PensionInsights Risk Tier is our own classification, calculated from historical fund data. It is not an insurer or regulatory rating. Higher volatility means larger historical total-return movements, not necessarily worse performance: a fund that can rise 35% in a year can fall by a similar amount.
Volatility (1y) · 1Y · 5.34% – 8.00%
Informational only. Not advice. We show how the fund’s risk and volatility moved. You decide.