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VBAIX: VANGUARD BALANCED INDEX FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 45.28 0(0.0%) April 24
Asset Class: | Moderate Allocation |
MyPlanIQ Rating: | (85%) |
Start Date: | 11/30/2000 |
Last Dividend Date: | 03/21/2024 |
12-Mo. Yield | 2.62% |
Expenses | 0.06% |
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Performance Analytics (As of 04/22/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 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(%) | 0.7 | 2.5 | 13.8 | 2.8 | 7.8 | 7.8 | 9.8 | 7.4 | 6.4 | 17.6 | -16.9 | 14.2 | 16.4 | 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 | 0.01 | 0.99 | 0.0 | 0.22 | 0.33 | NA | NA | 0.34 | 1.48 | -1.14 | 1.69 | 0.78 | 0.38 | -0.42 | 3.33 | 1.1 | 0.06 | 1.51 | 2.63 | 1.58 | 0.32 | 1.25 | 1.22 | -0.98 | 0.37 | 1.19 | 0.4 | 1.22 | 2.05 | -0.9 | -0.58 | 0.04 |
Draw Down(%) | NA | 4.3 | 8.2 | 21.5 | 32.0 | 32.0 | NA | NA | 35.8 | 8.2 | 21.3 | 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 | 8.0 | 8.4 | 11.5 | 27.1 | 19.9 | NA | NA | 15.9 | 9.0 | 16.1 | 8.4 | 20.7 | 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 | 0.0 | 0.08 | 0.0 | 0.06 | 0.06 | NA | NA | 0.05 | 0.13 | -0.18 | 0.14 | 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 | -0.13 | -0.07 | 0.01 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 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 | -0.06 |
Beta | NA | 1.0 | 1.0 | 1.0 | 1.06 | 1.04 | NA | NA | 1.02 | 1.0 | 1.0 | 0.99 | 1.0 | 1.97 | 1.0 | 0.99 | 1.0 | 1.0 | 0.99 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.99 | 0.99 | 1.0 | 1.0 | 1.01 | 1.0 | 0.89 |
RSquared | NA | 1.0 | 1.0 | 1.0 | 0.25 | 0.31 | NA | NA | 0.52 | 1.0 | 1.0 | 0.99 | 1.0 | 0.06 | 1.0 | 0.99 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.99 | 0.99 | 0.99 | 1.0 | 0.99 | 0.99 | 0.91 |
Yield(%) | N/A | 1.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 4.9 | 2.3 | 3.6 | 3.0 | 2.7 | 2.2 | 2.2 | 2.2 | 2.1 | 2.1 | 2.1 | 2.4 | 2.4 | 2.7 | 3.3 | 2.9 | 3.3 | 3.1 | 2.9 | 2.9 | 2.9 | 0.7 | 1.6 | 0.0 |
Dividend Growth(%) | N/A | -76.9 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 72.6 | -28.5 | 35.0 | 30.0 | 18.4 | 11.8 | 4.6 | 6.6 | 5.2 | 13.7 | -1.9 | 2.0 | -1.9 | -5.5 | -12.7 | -10.0 | 11.1 | 10.5 | 7.5 | 15.2 | 253.8 | -56.7 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/28/2000
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