100% Bond Portfolio
MODEL TABLE OF CONTENTS (Skip to Section)
The Fixed Income Model is an example portfolio comprised of ETFs that trade on U.S. exchanges. The holdings listed are representative examples. Other ETFs and funds with similar characteristics could be used.
Who Should Use a Fixed Income Portfolio?
- Investors seeking an all bond portfolio to generate income.
Performance for periods ending September 30, 2025
Performance is annualized for periods longer than one year.
| 3 Months | YTD | 1 Year | 3 Years | 5 Years | Since Inception | Inception Date | Maximum Drawdown | Annual Standard Deviation | |
|---|---|---|---|---|---|---|---|---|---|
| Fixed Income Portfolio | 1.6% | 5.1% | 4.4% | 5.3% | 1.3% | 1.9% | 3/31/2016 | -11.5% | 2.6% |
Note: Prior to September 30, 2025, the performance of the Fixed Income Portfolios represents the bond component of the Moderate Model Portfolio
Become a Member
If you would like to view this model portfolio, you can do so by becoming a Money For the Rest of Us Plus member.
