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VBAIX: VANGUARD BALANCED INDEX FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 54.78 0.2(0.37%) June 04
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (84%) |
| Start Date: | 11/30/2000 |
| Last Dividend Date: | 12/23/2025 |
| 12-Mo. Yield | 4.51% |
| Expenses | 0.06% |
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Performance Analytics (As of 06/01/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.3 | 5.7 | 17.3 | 14.8 | 7.1 | 9.3 | 9.1 | 8.0 | 7.0 | 13.6 | 14.6 | 17.5 | -17.6 | 12.1 | 15.2 | 21.8 | -2.8 | 13.9 | 8.8 | 0.5 | 10.0 | 18.1 | 11.5 | 4.3 | 13.3 | 20.2 | -22.1 | 6.3 | 11.1 | 4.8 | 9.5 | 20.1 | -11.7 | -4.8 | 0.4 |
| Sharpe Ratio | NA | 1.2 | 1.89 | 1.2 | 0.41 | 0.38 | NA | NA | 0.37 | 0.94 | 1.3 | 1.55 | -1.19 | 1.44 | 0.72 | 0.38 | -0.43 | 3.33 | 1.1 | 0.06 | 1.51 | 2.63 | 1.58 | 0.32 | 1.25 | 1.22 | -0.98 | 0.35 | 1.16 | 0.39 | 1.21 | 2.04 | -0.91 | -0.59 | 0.03 |
| Draw Down(%) | NA | 7.1 | 7.1 | 11.7 | 23.0 | 32.0 | NA | NA | 35.8 | 11.6 | 4.7 | 8.2 | 21.6 | 3.7 | 22.8 | 32.0 | 11.9 | 1.4 | 6.0 | 7.2 | 4.0 | 4.7 | 5.3 | 10.8 | 8.8 | 17.4 | 31.8 | 5.5 | 4.8 | 4.1 | 5.5 | 7.1 | 19.4 | 16.7 | 5.2 |
| Standard Deviation(%) | NA | 9.8 | 8.2 | 9.8 | 11.1 | 20.1 | NA | NA | 15.5 | 11.5 | 8.5 | 9.1 | 16.1 | 8.4 | 20.6 | 53.1 | 9.8 | 4.0 | 7.8 | 8.7 | 6.6 | 6.9 | 7.3 | 13.6 | 10.6 | 16.5 | 23.5 | 9.1 | 6.6 | 6.5 | 7.0 | 9.5 | 14.1 | 12.6 | 16.1 |
| Treynor Ratio | NA | 0.11 | 0.15 | 0.12 | 0.05 | 0.07 | NA | NA | 0.06 | 0.11 | 0.11 | 0.14 | -0.19 | 0.12 | 0.15 | 0.1 | -0.04 | 0.13 | 0.09 | 0.0 | 0.1 | 0.18 | 0.12 | 0.04 | 0.13 | 0.2 | -0.23 | 0.03 | 0.08 | 0.03 | 0.09 | 0.19 | -0.13 | -0.07 | 0.01 |
| Alpha | NA | -0.02 | -0.01 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | -0.1 |
| Beta | NA | 1.04 | 1.02 | 1.01 | 1.0 | 1.04 | NA | NA | 1.01 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.97 | 1.0 | 0.99 | 1.0 | 1.0 | 0.99 | 1.0 | 0.99 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.99 | 0.99 | 0.99 | 1.01 | 1.0 | 1.0 | 0.85 |
| RSquared | NA | 0.96 | 0.97 | 0.99 | 0.99 | 0.32 | NA | NA | 0.54 | 1.0 | 1.0 | 1.0 | 1.0 | 0.97 | 1.0 | 0.06 | 1.0 | 0.99 | 1.0 | 1.0 | 1.0 | 1.0 | 0.99 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.98 | 0.99 | 0.98 | 0.99 | 0.95 | 0.98 | 0.88 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 6.4 | 5.8 | 4.9 | 1.6 | 1.6 | 1.9 | 2.7 | 2.2 | 2.2 | 2.2 | 2.1 | 2.1 | 2.1 | 2.3 | 2.4 | 2.6 | 3.2 | 2.9 | 3.2 | 3.1 | 2.9 | 2.9 | 3.0 | 0.7 | 1.6 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 21.6 | 31.6 | 152.9 | 12.6 | -7.3 | -18.1 | 17.1 | 13.1 | 4.1 | 6.0 | 7.3 | 12.4 | -0.8 | 0.2 | -0.8 | -5.0 | -13.4 | -8.6 | 10.1 | 12.8 | 5.9 | 11.1 | 261.5 | -55.3 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/28/2000
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