Find A Portfolio/Ticker
Comparison Box
VBINX: VANGUARD BALANCED INDEX FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 50.05 0.06(0.12%) July 14
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (92%) |
| Start Date: | 11/09/1992 |
| Last Dividend Date: | 03/27/2025 |
| 12-Mo. Yield | 5.67% |
| Expenses | 0.07% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 07/11/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/09/1992 |
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 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.4 | 5.2 | 9.6 | 11.6 | 8.7 | 8.4 | 9.3 | 7.6 | 8.5 | 14.5 | 17.4 | -17.0 | 14.1 | 16.3 | 21.7 | -3.0 | 13.8 | 8.6 | 0.4 | 9.8 | 18.0 | 11.3 | 4.1 | 13.1 | 20.1 | -22.2 | 6.2 | 11.0 | 4.6 | 10.6 | 19.9 | -9.5 | -3.0 | -0.3 | 15.3 | 19.2 | 21.0 | 13.0 | 28.1 | -1.5 | 11.6 | 3.7 |
| Sharpe Ratio | NA | 0.49 | 0.51 | 0.75 | 0.58 | 0.62 | NA | NA | 0.61 | 1.28 | 1.54 | -1.15 | 1.7 | 0.77 | 2.84 | -0.45 | 3.29 | 1.08 | 0.04 | 1.47 | 2.61 | 1.55 | 0.3 | 1.23 | 1.21 | -0.98 | 0.33 | 1.15 | 0.37 | 1.37 | 2.04 | -0.77 | -0.45 | -0.32 | 1.07 | 1.36 | 1.73 | 1.18 | 4.51 | -0.68 | 1.56 | 5.7 |
| Draw Down(%) | NA | 11.6 | 11.8 | 13.2 | 21.6 | 22.8 | NA | NA | 36.0 | 4.7 | 8.3 | 21.4 | 3.7 | 22.8 | 3.3 | 11.9 | 1.4 | 6.0 | 7.3 | 4.1 | 4.7 | 5.3 | 10.9 | 8.8 | 17.5 | 31.9 | 5.5 | 4.8 | 4.0 | 5.0 | 7.1 | 18.1 | 15.9 | 9.9 | 7.2 | 12.2 | 6.8 | 5.5 | 1.8 | 7.2 | 2.8 | 0.9 |
| Standard Deviation(%) | NA | 14.4 | 12.2 | 11.3 | 11.3 | 11.3 | NA | NA | 11.0 | 8.5 | 9.0 | 16.0 | 8.3 | 20.6 | 7.1 | 9.8 | 4.0 | 7.8 | 8.7 | 6.7 | 6.9 | 7.4 | 13.6 | 10.6 | 16.5 | 23.5 | 9.2 | 6.7 | 6.5 | 7.0 | 9.4 | 13.9 | 12.5 | 14.3 | 11.2 | 11.6 | 10.0 | 7.8 | 5.4 | 6.8 | 6.0 | 4.7 |
| Treynor Ratio | NA | 0.07 | 0.06 | 0.08 | 0.07 | 0.07 | NA | NA | 0.07 | 0.11 | 0.14 | -0.18 | 0.14 | 0.16 | 0.2 | -0.04 | 0.13 | 0.08 | 0.0 | 0.1 | 0.18 | 0.11 | 0.04 | 0.13 | 0.2 | -0.23 | 0.03 | 0.08 | 0.02 | 0.1 | 0.19 | -0.11 | -0.06 | -0.05 | 0.12 | 0.16 | 0.17 | 0.09 | 0.24 | -0.05 | 0.09 | 0.27 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 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 | 0.0 | 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 | 0.0 |
| Beta | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 |
| RSquared | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 |
| Yield(%) | N/A | 1.9 | 5.6 | 4.9 | 4.3 | 4.0 | 5.0 | 4.5 | N/A | 5.6 | 4.8 | 2.2 | 3.4 | 2.9 | 2.6 | 2.1 | 2.0 | 2.1 | 1.9 | 1.9 | 1.9 | 2.2 | 2.2 | 2.4 | 3.0 | 2.8 | 3.1 | 3.0 | 2.7 | 3.9 | 2.8 | 2.9 | 3.3 | 5.4 | 5.4 | 5.4 | 3.8 | 3.8 | 4.4 | 3.7 | 5.5 | 0.8 |
| Dividend Growth(%) | N/A | -63.2 | 35.5 | 61.4 | 140.8 | 126.8 | 50.8 | N/A | N/A | 31.9 | 76.8 | -29.0 | 34.0 | 31.1 | 18.6 | 13.8 | 4.1 | 7.2 | 7.5 | 13.7 | -2.1 | 0.0 | -0.4 | -6.8 | -14.8 | -8.6 | 10.0 | 13.2 | -25.4 | 57.8 | -13.5 | -16.4 | -42.6 | 8.4 | 13.6 | 66.0 | 8.2 | 8.9 | 12.5 | -29.8 | 612.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/09/1992
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Moderate Allocation Asset Class Trend Rankings |
Top Rated Funds in Moderate Allocation
Best Mutual Funds
- PRWCX (T. ROWE PRICE CAPITAL APPRECIATION FUND) (99%)
- LCRIX (LEUTHOLD CORE INVESTMENT FUND LEUTHOLD CORE INVESTMENT FUND-INSTITUTIONAL CLASS) (99%)
- LCORX (LEUTHOLD CORE INVESTMENT FUND LEUTHOLD CORE INVESTMENT FUND-RETAIL CLASS) (99%)
- QOPYX (Oppenheimer Flexible Strategies Fd Y) (99%)
- RNCOX (RIVERNORTH CORE OPPORTUNITY FUND CLASS R) (98%)
- AZNIX (ALLIANZGI INCOME & GROWTH FUND INSTITUTIONAL CLASS) (98%)
- DNAIX (DUNHAM APPRECIATION & INCOME FUND DUNHAM APPRECIATION & INCOME FUND CLASS N) (98%)
- COTZX (COLUMBIA THERMOSTAT FUND COLUMBIA THERMOSTAT FUND CLASS Z) (97%)
- PBAIX (BLACKROCK TACTICAL OPPORTUNITIES FUND INSTITUTIONAL) (97%)
- AZNCX (ALLIANZGI INCOME & GROWTH FUND CLASS C) (96%)
Best ETFs
* Day change on 07/14/2025.Best Closed End Funds
- ERH (Allspring Utilities and High Income Fund) 0.35% (100%)
- HTD (John Hancock Tax Advantaged Dividend Income Closed Fund) 0.63% (100%)
- ZTR (Virtus Global Dividend and Income Fund Inc) 1.29% (100%)
Latest Articles Related to VBINX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
