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VBINX: Vanguard Balanced Index Inv (MUTUAL FUND)
Basic Info 44.15 0.05(0.11%) December 08
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (93%) |
| Start Date: | 09/28/1992 |
| Last Dividend Date: | 09/20/2023 |
| 12-Mo. Yield | 2.59% |
| Expenses | 0.06% |
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Performance Analytics (As of 12/08/2023)
| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.2 | 13.4 | 10.3 | 2.8 | 8.2 | 7.4 | 9.3 | 7.0 | -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 | 4.7 | 9.3 | 19.9 | -9.5 | -3.0 | -2.0 | 9.4 | 13.4 | 17.0 | 9.0 | 23.5 | -5.2 | 5.8 | 2.9 |
| SR | NA | 1.1 | 0.65 | 0.09 | 0.5 | 0.59 | NA | 0.48 | -1.15 | 1.67 | 0.77 | 2.85 | -0.44 | 3.29 | 1.08 | 0.04 | 1.47 | 2.61 | 1.55 | 0.3 | 1.23 | 1.21 | -0.98 | 0.35 | 1.16 | 0.38 | 1.2 | 2.04 | -0.76 | -0.44 | -0.43 | 0.56 | 0.87 | 1.27 | 0.66 | 3.34 | -1.14 | 0.63 | 2.48 |
| DD(%) | NA | 8.3 | 8.3 | 21.6 | 22.8 | 22.8 | NA | 36.0 | 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 | 5.5 | 7.1 | 18.1 | 15.9 | 9.9 | 7.9 | 12.7 | 7.5 | 6.1 | 2.6 | 8.1 | 3.4 | 0.9 |
| SD(%) | NA | 9.1 | 9.3 | 11.7 | 13.4 | 10.9 | NA | 11.1 | 16.0 | 8.4 | 20.7 | 7.1 | 9.8 | 4.0 | 7.8 | 8.7 | 6.7 | 6.9 | 7.3 | 13.6 | 10.6 | 16.5 | 23.4 | 9.1 | 6.7 | 6.5 | 7.0 | 9.4 | 13.9 | 12.4 | 14.2 | 11.1 | 11.6 | 10.6 | 8.3 | 5.9 | 7.2 | 5.9 | 3.8 |
| TR | NA | 0.1 | 0.06 | 0.01 | 0.07 | 0.06 | NA | 0.05 | -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 | 0.08 | 0.19 | -0.11 | -0.05 | -0.06 | 0.06 | 0.1 | 0.13 | 0.05 | 0.2 | -0.08 | 0.04 | 0.09 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 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 |
| Beta | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 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 |
| RS | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/28/1992
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