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VBINX: VANGUARD BALANCED INDEX FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 49.62 0.12(0.24%) January 22
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (92%) |
| Start Date: | 11/09/1992 |
| Last Dividend Date: | 09/26/2024 |
| 12-Mo. Yield | 1.66% |
| Expenses | 0.07% |
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Performance Analytics (As of 01/22/2025)
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(%) | 3.0 | 2.3 | 12.5 | 3.5 | 6.1 | 7.4 | 8.6 | 7.2 | 8.2 | 10.4 | 14.7 | -17.7 | 12.0 | 15.0 | 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 | 2.72 | 0.71 | -0.12 | 0.25 | 0.51 | NA | NA | 0.58 | 0.41 | 1.11 | -1.19 | 1.42 | 0.71 | 2.85 | -0.44 | 3.29 | 1.08 | 0.04 | 1.47 | 2.62 | 1.55 | 0.3 | 1.23 | 1.21 | -0.98 | 0.35 | 1.17 | 0.38 | 1.38 | 2.04 | -0.77 | -0.44 | -0.31 | 1.08 | 1.37 | 1.75 | 1.2 | 4.54 | -0.66 | 1.57 | 5.74 |
| Draw Down(%) | NA | 1.8 | 7.1 | 19.8 | 23.1 | 23.1 | NA | NA | 36.0 | 6.2 | 8.3 | 21.7 | 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 | 11.0 | 9.4 | 12.0 | 13.7 | 11.1 | NA | NA | 11.0 | 9.2 | 9.5 | 16.1 | 8.4 | 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 | 0.3 | 0.07 | -0.01 | 0.03 | 0.06 | NA | NA | 0.06 | 0.04 | 0.11 | -0.19 | 0.12 | 0.15 | 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 | -0.05 | -0.04 | 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 | 0.0 | 1.6 | 1.7 | 1.8 | 2.4 | 3.3 | 3.3 | N/A | 1.7 | 2.2 | 1.5 | 1.4 | 1.7 | 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 | -100.0 | -15.1 | 6.3 | 6.4 | 31.6 | -1.9 | N/A | N/A | -15.1 | 20.6 | 14.4 | -9.0 | -20.1 | 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
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