Active Fixed Income | Vanguard Mexico

Our active fixed income advantage

Discover how Vanguard active fixed income funds outperformed peer-group averages

If you believe, as we do, that higher interest rates are the single best economic and financial development in recent years for long-term investors, active fixed income may be how you deliver on that promise as advisors. Whether seeking income growth or protection for clients, you value consistent, long-term outperformance. That’s why our active fixed income team has been working to deliver that for more than 40 years—and with top-tier returns.

_{Notes: Data as of June 30, 2024. For the 10-year period, 42 of 44 bond funds outperformed their peer-group averages. Results will vary for other time periods. Only funds with a minimum 10-year history were included in the comparison.}

_{Source: LSEG Lipper.}

_{Note that the competitive performance data shown represent past performance, which is not a guarantee of future results, and that all investments are subject to risks. For the most recent performance, visit our Vanguard investments page.}

A low-cost edge with lower risk over time

See how we keep clients on track with strong risk-adjusted returns

You undoubtedly know about our low-cost advantage in the investing world. But in fixed income, this edge doesn’t just involve clients saving money on fees. Our low-cost structure2 helps position our active managers to achieve outperformance over time—and without having to take undue risk.

1 = Our managers don’t have to take as much risk to offset higher fees.
2 = We take risk when it makes sense.
1 + 2 = Your clients have gotten better risk-adjusted returns.

_{Notes: This chart shows the percentage of Vanguard active bond funds that outperformed the average return of their peer group of mutual funds, according to Sharpe ratios. For the three-year period, 48 of 55 bond funds outperformed their peer-group average. For the ten-year period, 44 of 46 bond funds outperformed their peer-group average. Results will vary for other time periods. Only funds with a minimum three- or ten-year history, respectively, were included in the comparison.}

_{Sources: Lipper, a Thomson Reuters Company, ViFi, as of June 30, 2024.}

Our active fixed income investment lineup

No matter the risk profile or investing objectives of your clients, you can complete any portfolio by choosing from among our new active ETFs and our longstanding tax-free and taxable funds.

Global team of experts

You get talent, sector expertise, and a process that prizes Vanguard discipline

No product can be a success, of course, without a great management team. When you choose Vanguard active fixed income for your clients, you can count on our specialized portfolio managers, traders, and research analysts to:

Scour every sector, region, and issuer for opportunities that can help you generate income for clients.
Be transparent in security selection so that you and your clients don't have to worry about fund cocktails that may contain hidden surprises.
Meticulously craft portfolios to target specific goals, such as income, equity diversification, or capital preservation.
Reduce sector bias and improve relative value decisions through deep specialization.

You want a manager who knows when to dial up risk or dial it down—whether that means divesting before a higher-risk security damages a portfolio or avoiding a troubled asset from the start. We do it through a team-based approach focused on deep research.

You want to avoid the losers and make sure you're picking the winners.

Sara Devereux

Hear Global Head of Vanguard Fixed Income Group Sara Devereux explain our differentiated risk-taking in active fixed income.

Active fixed income insights & support

Keeping your clients informed about all that you’re striving to achieve for them is a priority. Spark client check-ins with insights from our quarterly product commentary, Active Fixed Income Perspectives. Or share articles that can help clients understand fixed income strategies you may be contemplating for them.