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VBIAX: Vanguard Balanced Index Fund Admiral Shares (MUTUAL FUND)
Basic Info 53.86 0.09(0.17%) June 08
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 11/13/2000 |
| Last Dividend Date: | 03/27/2026 |
| 12-Mo. Yield | 5.89% |
| Expenses | 0.06% |
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Performance Analytics (As of 06/08/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/13/2000 |
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(%) | -1.7 | 5.4 | 16.8 | 12.0 | 5.7 | 8.5 | 8.6 | 7.7 | 6.6 | 12.1 | 11.1 | 14.8 | -17.6 | 12.1 | 15.2 | 21.8 | -2.9 | 13.9 | 8.8 | 0.5 | 10.0 | 18.1 | 11.5 | 4.3 | 13.3 | 20.1 | -22.1 | 6.3 | 11.1 | 4.8 | 9.4 | 20.0 | -11.1 | -4.8 | -1.6 |
| Sharpe Ratio | NA | 1.07 | 1.78 | 0.86 | 0.26 | 0.34 | NA | NA | 0.34 | 0.79 | 0.83 | 1.19 | -1.19 | 1.44 | 0.72 | 0.38 | -0.43 | 3.35 | 1.1 | 0.05 | 1.51 | 2.62 | 1.58 | 0.31 | 1.24 | 1.21 | -0.98 | 0.35 | 1.15 | 0.39 | 1.21 | 2.04 | -0.87 | -0.59 | -1.09 |
| Draw Down(%) | NA | 5.8 | 5.8 | 15.2 | 23.0 | 32.0 | NA | NA | 35.9 | 12.8 | 5.8 | 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 | 17.5 | 31.9 | 5.5 | 4.8 | 4.1 | 5.5 | 7.1 | 18.9 | 16.7 | 5.2 |
| Standard Deviation(%) | NA | 9.5 | 8.1 | 10.1 | 11.3 | 20.2 | NA | NA | 15.5 | 11.6 | 9.0 | 9.5 | 16.1 | 8.4 | 20.7 | 53.2 | 9.8 | 4.0 | 7.8 | 8.7 | 6.6 | 6.9 | 7.3 | 13.6 | 10.6 | 16.5 | 23.4 | 9.1 | 6.7 | 6.5 | 6.9 | 9.4 | 14.1 | 12.6 | 15.3 |
| Treynor Ratio | NA | 0.1 | 0.15 | 0.09 | 0.03 | 0.07 | NA | NA | 0.05 | 0.09 | 0.07 | 0.11 | -0.19 | 0.12 | 0.16 | 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 | -0.12 | -0.07 | -0.19 |
| Alpha | NA | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | NA | NA | 0.0 | 0.0 | -0.01 | -0.01 | 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 | -0.08 |
| Beta | NA | 1.0 | 0.98 | 1.01 | 1.0 | 1.03 | NA | NA | 1.01 | 1.0 | 1.02 | 1.03 | 1.0 | 1.01 | 0.96 | 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 | 1.0 | 0.98 | 1.0 | 1.0 | 1.0 | 0.88 |
| RSquared | NA | 1.0 | 0.97 | 0.95 | 0.97 | 0.31 | NA | NA | 0.53 | 0.97 | 0.91 | 0.96 | 1.0 | 0.97 | 0.91 | 0.06 | 1.0 | 0.99 | 1.0 | 1.0 | 1.0 | 1.0 | 0.98 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.98 | 1.0 | 0.98 | 0.99 | 0.96 | 0.99 | 0.91 |
| Yield(%) | N/A | 1.3 | 5.9 | 3.8 | 2.7 | 3.3 | 3.9 | 4.0 | N/A | 5.1 | 2.3 | 2.3 | 1.6 | 1.5 | 1.9 | 2.7 | 2.2 | 2.2 | 2.2 | 2.1 | 2.1 | 2.1 | 2.3 | 2.4 | 2.6 | 3.2 | 2.8 | 3.2 | 3.1 | 2.8 | 2.8 | 2.9 | 1.4 | 1.5 | 0.0 |
| Dividend Growth(%) | N/A | -72.1 | 166.5 | 122.9 | 70.3 | 78.0 | N/A | N/A | N/A | 138.0 | 14.0 | 18.7 | 12.7 | -7.5 | -18.0 | 17.2 | 12.7 | 4.5 | 6.0 | 7.4 | 12.2 | -0.4 | 0.2 | 0.2 | -4.9 | -14.0 | -8.7 | 10.0 | 13.0 | 5.8 | 11.9 | 90.1 | -14.7 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/13/2000
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