Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VBAIX (VANGUARD BALANCED INDEX FUND INSTITUTIONAL SHARES) | 5.73% | 17.26% | 14.52% | 7.06% | 9.24% | 9.14% | 8.09% | … | … |
Data as of 06/04/2026, Common starting date is 11/30/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VBAIX (VANGUARD BALANCED INDEX FUND INSTITUTIONAL SHARES) | 11/30/2000 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.29 | 17.26 | 14.52 | 7.06 | 9.24 | 9.14 | 8.09 | … | … | 5.73 | 13.60 | 14.59 | 17.55 | -17.56 | 12.13 | 15.19 | 21.79 | -2.82 | 13.86 | 8.81 | 0.52 | 10.00 | 18.11 | 11.51 | 4.31 | 13.34 | 20.18 | -22.10 | 6.34 | 11.10 | 4.77 | 9.45 | 20.07 | -11.69 | -4.80 | 0.37 |
| Sharpe Ratio | NA | 1.89 | 1.20 | 0.41 | 0.38 | NA | NA | … | … | 1.20 | 0.94 | 1.30 | 1.55 | -1.19 | 1.44 | 0.72 | 0.38 | -0.43 | 3.33 | 1.10 | 0.06 | 1.51 | 2.63 | 1.58 | 0.32 | 1.25 | 1.22 | -0.98 | 0.35 | 1.16 | 0.39 | 1.21 | 2.04 | -0.91 | -0.59 | 0.03 |
| Standard Deviation(%) | NA | 8.21 | 9.77 | 11.12 | 20.10 | NA | NA | … | … | 9.83 | 11.49 | 8.46 | 9.05 | 16.07 | 8.43 | 20.63 | 53.15 | 9.82 | 3.98 | 7.81 | 8.67 | 6.61 | 6.86 | 7.31 | 13.57 | 10.60 | 16.49 | 23.46 | 9.14 | 6.62 | 6.50 | 7.00 | 9.47 | 14.14 | 12.55 | 16.08 |
| Draw Down(%) | NA | 7.13 | 11.72 | 22.96 | 32.00 | NA | NA | … | … | 7.13 | 11.57 | 4.70 | 8.24 | 21.63 | 3.69 | 22.77 | 32.00 | 11.91 | 1.35 | 5.95 | 7.20 | 4.04 | 4.69 | 5.28 | 10.79 | 8.83 | 17.44 | 31.80 | 5.54 | 4.77 | 4.06 | 5.45 | 7.07 | 19.41 | 16.69 | 5.24 |
| Yield(%) | 0.00 | 4.47 | 5.71 | 3.79 | 4.17 | 4.67 | 4.60 | … | … | 0.00 | 6.43 | 5.77 | 4.91 | 1.57 | 1.55 | 1.87 | 2.72 | 2.20 | 2.17 | 2.25 | 2.07 | 2.09 | 2.12 | 2.35 | 2.38 | 2.64 | 3.22 | 2.87 | 3.21 | 3.12 | 2.86 | 2.86 | 2.96 | 0.73 | 1.55 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/30/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VBAIX (VANGUARD BALANCED INDEX FUND INSTITUTIONAL SHARES) |
-7.25%
Feb 2006 – Feb 2009 |
-1.89%
Feb 2004 – Feb 2009 |
3.62%
Jan 2001 – Jan 2011 |
5.00%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VBAIX (VANGUARD BALANCED INDEX FUND INSTITUTIONAL SHARES) |
19.32%
Feb 2009 – Feb 2012 |
16.51%
Feb 2009 – Feb 2014 |
11.71%
Feb 2009 – Feb 2019 |
10.43%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart