Find A Portfolio/Ticker
Comparison Box
VBINX: VANGUARD BALANCED INDEX FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 44.98 0.01(0.02%) May 01
Asset Class: | Moderate Allocation |
MyPlanIQ Rating: | (93%) |
Start Date: | 09/28/1992 |
Last Dividend Date: | 03/21/2024 |
12-Mo. Yield | 1.83% |
Expenses | 0.07% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 05/01/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/28/1992 |
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(%) | -0.6 | 1.8 | 12.7 | 2.1 | 7.4 | 7.6 | 9.5 | 7.3 | 7.0 | 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 | 4.7 | 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 |
Sharpe Ratio | NA | 0.6 | 1.34 | 0.02 | 0.45 | 0.61 | NA | NA | 0.49 | 1.47 | -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 |
Draw Down(%) | NA | 4.4 | 8.3 | 21.6 | 22.8 | 22.8 | NA | NA | 36.0 | 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 | 5.5 | 7.1 | 18.1 | 15.9 | 9.9 | 7.9 | 12.7 | 7.5 | 6.1 | 2.6 | 8.1 | 3.4 | 0.9 |
Standard Deviation(%) | NA | 8.1 | 8.4 | 11.6 | 13.4 | 10.9 | NA | NA | 11.0 | 9.0 | 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 |
Treynor Ratio | NA | 0.05 | 0.11 | 0.0 | 0.06 | 0.07 | NA | NA | 0.05 | 0.13 | -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 | 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 |
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 |
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 |
Yield(%) | N/A | 1.0 | 4.7 | 3.3 | 3.6 | 3.5 | 5.0 | 4.1 | N/A | 4.8 | 2.2 | 3.4 | 2.9 | 2.6 | 2.1 | 2.0 | 2.1 | 1.9 | 2.0 | 1.9 | 2.1 | 2.2 | 2.5 | 3.1 | 2.7 | 3.1 | 3.0 | 2.7 | 2.7 | 2.8 | 2.9 | 3.3 | 3.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -77.4 | 86.8 | 58.3 | 109.7 | 84.1 | 129.1 | N/A | N/A | 79.2 | -29.3 | 32.7 | 29.9 | 20.8 | 12.5 | 3.2 | 8.8 | 5.6 | 14.9 | 0.0 | -2.1 | -2.0 | -5.8 | -13.3 | -9.1 | 10.0 | 13.2 | 6.0 | 11.1 | -13.5 | -16.1 | -17.3 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/28/1992
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) 0.06% (99%)
- LCRIX (LEUTHOLD CORE INVESTMENT FUND LEUTHOLD CORE INVESTMENT FUND-INSTITUTIONAL CLASS) 0.09% (99%)
- LCORX (LEUTHOLD CORE INVESTMENT FUND LEUTHOLD CORE INVESTMENT FUND-RETAIL CLASS) 0.09% (99%)
- QOPYX (Oppenheimer Flexible Strategies Fd Y) 0.16% (99%)
- RNCOX (RIVERNORTH CORE OPPORTUNITY FUND CLASS R) 0.56% (99%)
- AZNIX (ALLIANZGI INCOME & GROWTH FUND INSTITUTIONAL CLASS) 0.18% (98%)
- DNAIX (DUNHAM APPRECIATION & INCOME FUND DUNHAM APPRECIATION & INCOME FUND CLASS N) 0.0% (98%)
- COTZX (COLUMBIA THERMOSTAT FUND COLUMBIA THERMOSTAT FUND CLASS Z) 0.34% (98%)
- PBAIX (BLACKROCK TACTICAL OPPORTUNITIES FUND INSTITUTIONAL) 0.28% (97%)
- AZNCX (ALLIANZGI INCOME & GROWTH FUND CLASS C) 0.11% (96%)
Best ETFs
* Day change on 05/01/2024.Best Closed End Funds
- ERH (Allspring Utilities and High Income Fund) (100%)
- HTD (John Hancock Tax Advantaged Dividend Income Closed Fund) 0.51% (100%)
- ZTR (Virtus Global Dividend and Income Fund Inc) 0.93% (100%)