Fund history
Sample Balanced Fund H
PensionInsights Risk Tier: HIGH
· 10.14% historical volatility · previously MEDIUM until May 18, 2026
Larger moves downward: 8.4% down against 5.7% 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 · 9.41% – 13.56%
Informational only. Not advice. We show how the fund’s risk and volatility moved. You decide.