Stress testing
Use the Portfolio Analytics Tool’s stress test feature to evaluate portfolios in extreme markets—or select a client persona for a quick preview.
View a sample report
View a sample output of a stress test showing the effects of a global equity shock.
Try it out
Select a hypothetical client persona to view the impact of relevant market events.
Can your clients' portfolios handle market stress?
Watch as we demonstrate the new stress test feature in our Portfolio Analytics Tool. We’ll show you how to simulate historical events and market shocks to test client portfolios in recessions, through interest rate changes, and more. You can then compare portfolios, apply sleeve-level strategies, and generate client-ready reports.
Explore this new feature and subscribe for more from Vanguard.
Have questions? Contact your representative.
Call or email your representative to dive even deeper.
Disclosures and footnotes
All investments involve some risk. Be aware that fluctuations in the financial markets and other factors may cause declines in the value of a client's account. There is no guarantee that any particular asset allocation or mix of funds will meet a client's investment objectives or provide him/her with a given level of income.