Best vanguard funds for recession Check our list of the top funds to add to your portfolio. Vanguard Utilities Index Fund (VPU): VPU helps keep the lights on (literally). Mar 12, 2025 · Vanguard Consumer Staples ETF (VDC) Similar to the Fidelity MSCI Utilities ETF, this Vanguard fund has a strong focus on sectors that can defend a portfolio against market volatility. Fund category: Inflation-protected bond Assets under management: $41. The value Mar 31, 2025 · The 7 Best Vanguard Funds for Retirement. FXAIX and FSKAX offer low-cost U. market index funds, fixed income is playing a growing role. A. 3 days ago · How we chose the safest Vanguard funds. Here's a look at some of the best picks available. Mar 16, 2023 · 2. , Ph. 5 trillion, crucial for 401(k)s and long-term investing. "Lower economic activity can lead to layoffs as companies try to control expenses in the face of fading revenue Nov 8, 2024 · In the U. Indexed to 100 as of December 31, 1979. Jul 2, 2024 · So if you want to know which are the cream of the crop to invest in, read on to learn more about Vanguard funds. After the recession starts, the ten-year Treasury yield tends to remain relatively constant while the Federal funds rate falls. As an example Ally Bank is paying 1. Only mutual funds with a minimum 10-year history were included in the compari. From niche sector ETFs to total market equity funds, there Oct 30, 2018 · Best Vanguard Funds for Growth (Small-Cap-Value) VSIAX, VRTVX, VSMVX; Best Vanguard Funds for Early Retirement (60% Stock) VBIAX: Vanguard Balanced Index Fund, VWENX: Vanguard Wellington Fund, VSMGX: Vanguard LifeStrategy Moderate Growth; Best Vanguard Funds for Conservatives (40% Stock) May 19, 2025 · The Best Vanguard Funds These top-rated Vanguard ETFs and mutual funds are excellent choices to buy and hold for 2025 and beyond. Laura Lallos May 30, 2025 Jun 5, 2023 · Peter Gratton, M. 00:00 Introduction 00:38 Fidelity Tax-Free Bond FTABX 00:57 Van Apr 3, 2025 · 6. 3% Expense ratio: 0. These funds are low-cost, diversified within their particular theme, and have a long history Apr 25, 2025 · Invest in Vanguard mutual funds like VGENX, VQNPX, VEIPX, VASVX and VWNDX, to earn excellent returns amid uncertain market conditions. Mar 1, 2016 · Best Vanguard Funds for a Down Market: Vanguard Ultra-Short-Term Bond Fund Investor Shares (VUBFX) Click to Enlarge Expenses: 0. Assets under management: $533. Coryanne Hicks May 29, 2025 Feb 21, 2023 · 1. Vanguard Growth Index Fund Admiral Shares – VIGAX; 9. The top funds on this screen deliver the most stability through May 23, 2025 · The 7 Best Vanguard Funds for Retirement Vanguard funds are a great choice for retirement investing thanks to their low cost structure and high quality. 06%) is a broadly diversified fund that spans multiple market sectors, with a focus on stocks that have the potential for above-average Jan 27, 2022 · 1. Minimum Volatility ETF (VFMV-0. Vanguard funds are a great choice for retirement investing thanks to their low cost structure and high quality. Chart #2: Ten-Year vs Federal Funds Rate Spread During Apr 16, 2023 · This index fund has outperformed the S&P 500 during the current bear market, and its heavy exposure to defensive stocks makes it a smart buy right now. First off, there’s humble money market fund. 92% to investors, and like other Vanguard funds, it has a low Jan 8, 2025 · Vanguard offers more than 80 exchange-traded funds in the U. 5 days ago · 2. Or, said the “other” way around, adding complexity to your portfolio doesn't guarantee better outcomes. Even a recession-proof ETF doesn’t always deliver as expected. 01%) shot up a whopping 53. Vanguard Growth ETF. Low Volatility High Dividend Index ETF. P. Low Apr 17, 2025 · The Vanguard funds listed here focus on utility and consumer staples stocks. In 2025, the S&P 500 made new all-time highs in February, then went down Apr 27, 2025 · All of the funds shown here come from Vanguard. iShares US Mar 18, 2025 · The 7 Best Vanguard Funds for Retirement Vanguard funds are a great choice for retirement investing thanks to their low cost structure and high quality. D. Treasury ETF (SCHR-0. Tori Brovet May 19, 2025. 07%, or $7 annually per $10,000 Apr 25, 2025 · 2. 15%, making it one of the best Vanguard mutual funds and one of the best value funds overall of the options Jan 2, 2025 · The ETF has a price-to-earnings ratio (P/E) of 20. 02% Dividend yield: 3. Vanguard S&P 500 ETF (VOO) Index Fund Overview. 2%) is the logical substitute for the Vanguard Intermediate-Term Treasury ETF. No investment is 100% safe. 9%, compared to a 27. I would think you would want to hold this in something where the funds are guaranteed like a high yield savings account. Vanguard Social Index Fund Admiral Shares – VFTAX; 7. Investing. To find the safest Vanguard exchange-traded funds (ETFs) and mutual funds for a bear market, we looked for those that represent some of the most useful defensive sectors and strategies, including those that contain the best dividend stocks or the best healthcare stocks. 04%, or $4 annually for every $10,000 invested The Vanguard Nov 27, 2024 · Explore the best Vanguard mutual funds to invest in now. Fund category: Large blend Assets under management: $552. Coryanne Hicks May 29, 2025. 8 billion Yield: 1. . Vanguard Long-Term Treasury ETF "Typically, during a recession, the Federal Reserve looks to cut interest rates to stimulate economic growth, as low interest rates encourage borrowing," Andraos says. 08%: Vanguard LifeStrategy Growth Fund : Aug 29, 2024 · Major U. Results will vary for other time periods. In those two years, the S&P 500 (^GSPC-0. S. 5 days ago · With some funds charging expense ratios of 1% or more, the Vanguard S&P 500 ETF could help save you thousands of dollars in fees over time. Jan 2, 2025 · The Vanguard Russell 2000 Value ETF is as diversified as it gets when it comes to low-cost funds. 4 days ago · 3 For the 10-year period ended March 31, 2025, 6 of 6 Vanguard money market funds outperformed their Lipper peer-group average. The firm now offers 122 bond mutual funds and ETFs 5 days ago · Here are seven of the best Vanguard funds to invest in for retirement: VANGUARD FUND: EXPENSE RATIO: Vanguard Target Retirement 2050 Fund (ticker: VFIFX) 0. 6 P/E and 1. Past performance is no guarantee of future returns. Find top-performing funds to help diversify your portfolio and achieve your long-term financial goals. This ETF has 1,446 holdings, and no single stock makes up more than 0. 20% Minimum Initial Investment: $3,000. Sources: Vanguard calculations as of December 31, 2024, using data from Refinitiv. indexes like the S&P 500, the Nasdaq Composite and the Dow Jones Industrial Average have given investors positive returns of 17. 8% The Franklin U. Dec 30, 2024 · Looking for the best index funds for 2025? Check this list of examined index funds that are worth considering adding to your portfolio. Jan 13, 2025 · We began our hunt for the best Vanguard mutual funds by ranking all of the company’s U. S Jun 18, 2021 · Vanguard Treasury Inflation-Protected Securities Investor. Stock Market News. They have been outperforming the markets this year. 7 Best Cryptocurrency ETFs to Buy. 2%, 17% and 9. Here May 20, 2021 · Vanguard is best known for their mutual funds that are low-risk and low-cost. 2%. Vanguard Target Retirement 2050 Fund Investor Shares – VFIFX; 8. Apr 8, 2025 · 3 Funds for a Recession. This ETF May 19, 2025 · 7 Best Vanguard Bond Funds to Buy. It's an extremely cost-efficient way to diversify, giving you access to some 420 healthcare-sector stocks for a mere 10 basis points in annual fees. By Ian Salisbury. * Independent analysis on 100+ of Vanguard’s top funds May 30, 2017 · If your purpose is to keep this as a true emergency fund then it shouldn't be invested in stocks at all. Vanguard S&P 500 ETF. VPU performed exceptionally well in 2019, returning 24. tailored to a broad range of investment strategies and financial goals. Vanguard Long-term Bond Index VBLLX. This ETF has 1,446 holdings, and no single stock makes up more Aug 24, 2020 · In terms of performance, this blended value fund has a 10-year trailing return of 13. Peter began covering markets at 3 days ago · The Vanguard Health Care ETF (VHT, $246. Vanguard's bond fund lineup continues to grow. Investor Alert: Our 10 best stocks to buy right now › Apr 1, 2023 · Prior to the start of the recession in Month “0”, the ten-year Treasury yield tends to move in parallel with the Federal Funds rate with some volatility. Mar 4, 2025 · Franklin U. economy was in recession as defined by the National Bureau of Economic Research. Money. Mar 20, 2025 · The shaded areas represent months where the U. Vanguard 500 Index Fund Admiral Shares -VFIAX; Vanguard Select Funds A recession typically poses challenges for most investments, especially equities. Apr 17, 2025 · Before you buy stock in Vanguard World Fund - Vanguard Utilities ETF, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Vanguard World Fund - Vanguard Utilities ETF wasn’t one of them. Here’s a secret you won’t hear from most of Wall Street: Keeping it simple can be highly effective. Oct 18, 2024 · Vanguard 500 Index Fund Admiral Shares. , Vanguard offers 204 funds with an average 2022 asset-weighted expense ratio of 0. 2% yield for the Vanguard S&P 500 ETF, which tracks the performance of the index. People who invest in conservative mutual funds or ETFs are often looking for a mix of current income, low-risk, and potential for returns that can match or beat the average rate of inflation. 5%* Expenses: 0. A growth ETF is a fund that Apr 7, 2025 · This is usually a negative, but the early 1980s recession—a “stagflation” period that featured sluggish growth, high inflation, and high unemployment rates—was an exception. 53) is tops among all bear market ETFs period, and it's certainly one of the safest Vanguard funds to put to use in a bear market. Securities In This Article 2. Both ETFs May 22, 2025 · #Morningstar #Recession #MutualFunds These funds usually hold up when the economy shrinks. funds by 10-year average annual returns. The Vanguard Growth ETF (NYSEMKT: VUG) is a broadly diversified fund that spans multiple market sectors, with a focus on stocks that have the potential for above-average returns. Share. It Bogleheads are passive investors who follow Jack Bogle's simple but powerful message to diversify with low-cost index funds and let compounding grow wealth. INTRODUCING… THE INDEPENDENT VANGUARD ADVISER: How to Maximize Your Vanguard Returns and “Recession-Proof” Your Retirement Unlock your Vanguard portfolio’s full long-term profit potential with the only independent resource that’s delivered market-beating results to thousands of people over 30 years. May 6, 2025 · The 7 Best Vanguard Funds for Retirement. This is the reason the selection process is important. 0%, respectively, in the year-to-date These highly liquid ETFs are designed to act as a bridge between money market funds and ultra-short-term bond funds, with both boasting expense ratios as low as 0. His work has since inspired others to get the most out of their long-term investments. , is a New Orleans-based editor and professor with over 20 years of experience in investing, risk management, and public policy. 05 % If you are using these funds towards retirement then VTSAX is fine. 3 billion Real yield:-1. 6% of the fund. Select top mutual funds by low costs, strong track records, and diversification. Vanguard S&P 500 Growth ETF. Jack founded Vanguard and pioneered indexed mutual funds. Dec 13, 2022 · Prep against a downturn with the best investment funds to weather a possible recession. Note: Where Vanguard has both a small-stakes share class starting at $3,000 and a large-stakes version for buyers putting in $50,000, the table Dec 23, 2024 · Best Index Funds Next Cryptos to Explode Industries to Invest In The Vanguard U. Mar 26, 2025 · Mutual funds manage $25. 20%, or $20 for every May 27, 2025 · If you prefer Schwab over Vanguard for any reason, the Schwab Intermediate-Term U. Key Jun 27, 2023 · Recession-Proof ETFs Biggest Gainers and Losers. 13% expense ratio, or $1. , is a New Orleans-based editor and professor with over 20 Jan 13, 2023 · How to Pick the Best Active Bond ETFs and Mutual Funds Going active in fixed income using Morningstar Investor tools, plus 10 funds to consider. Mar 3, 2025 · Explore highly-rated Vanguard index funds for long-term investing and build a well-diversified portfolio. The 10 stocks that made the cut could produce monster returns 4 days ago · This year has been nothing like 2023 and 2024. Vanguard Russell 2000 Value ETF. 3 Vanguard Funds to Own Ahead of the Fed’s Rate Cut. Quick Picks. Fidelity Tax-Free Bond FTABX; Vanguard Inflation-Protected Securities VAIPX; Vanguard Long-Term Bond Index VBLAX; Municipal bonds rarely default, even in Feb 22, 2024 · Here are two defensive Vanguard exchange-traded funds (ETFs) that may be top safe havens for your money. The Vanguard S&P 500 Growth ETF (VOOG-0. 1 million Expenses: 0. Feb 20, 2025 · Vanguard funds are a great choice for retirement investing thanks to their low cost structure and high quality. 08%, a testament to its commitment to low fees and investor interests. 06%) carries slightly more risk than the S&P 500 ETF, but it also has the potential for more lucrative earnings. 64%) is similar to the Vanguard S&P 500 ETF, but it has more potential for long-term growth, and also is riskier. Jun 14, 2022 · 20% Great Recession dividend cut vs 25% S&P 500; other than the Great Recession extremely stable dividend growth over time; including during the pandemic; Vanguard Dividend Appreciation ETF Since Here are the best Vanguard bond mutual funds and ETFs to own before the Federal Reserve cuts interest rates. 3 and a dividend yield of 1. 30 for every $1,000 invested. 54%) has a mere 0. 2. Vanguard Global Wellesley Income VGWIX. S&P 500 ETFs are a fantastic option regardless of where the market stands, but they're a particularly strong choice during downturns. Since most funds have a minimum investment of $1,000 and $3,000, here are the top picks for each with a low expense ratio: Invest $1,000, Best Expense Ratio: Vanguard Target Retirement Funds (VTINX) The Seven Best Vanguard Funds for 2025 & Beyond. MSCI World Index from January 1, 1980, through December 31, 1987, and the MSCI ACWI thereafter. The Vanguard Growth ETF (VUG 0. 27% 30-day median bid-ask spread: 0. The Vanguard Russell 2000 Value ETF is as diversified as it gets when it comes to low-cost funds. Tony Dong May 28, 2025. Resize. These days they have a decent yield, so they don’t hurt so much Dec 4, 2024 · Essential Funds That Target Downturn-Resistant Industries Like Healthcare, Utilities, and Consumer Staples Peter Gratton, M. Coryanne Hicks May 29, 2025 Sources: Vanguard calculations, as of December 31, 2023. May 29, 2020 · 7 Best Sector Funds in a Recession. 6 days ago · While Vanguard is best known for equity products like its S&P 500 and total U. Some of the best Vanguard funds to buy are their conservative funds. jkfzc oasvpxq gbqhf zvixd xziwiqk igu eooklqpw ckrz xqaxfg pvvf