Fund history
Sample Bond Fund I
PensionInsights Risk Tier: MEDIUM
· 5.55% historical volatility · previously LOW until Jul 17, 2026
Larger moves downward: 4.5% down against 3.2% 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 · 3.95% – 8.00%
Informational only. Not advice. We show how the fund’s risk and volatility moved. You decide.