Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VBIAX (Vanguard Balanced Index Fund Admiral Shares) | 8.86% | 15.39% | 12.33% | 9.20% | 8.95% | 9.56% | 7.93% | 7.07% |
Data as of 07/25/2025, AR inception is 11/13/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VBIAX (Vanguard Balanced Index Fund Admiral Shares) | 11/13/2000 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | 1.04 | 15.39 | 12.33 | 9.20 | 8.95 | 9.56 | 7.93 | 7.07 | 8.86 | 14.58 | 17.54 | -16.90 | 14.21 | 16.40 | 21.79 | -2.86 | 13.89 | 8.77 | 0.51 | 9.99 | 18.10 | 11.49 | 4.29 | 13.29 | 20.11 | -22.12 | 6.31 | 11.06 | 4.79 | 9.37 | 20.02 | -11.13 | -4.83 | -1.65 |
| Sharpe Ratio | NA | 1.00 | 0.79 | 0.64 | 0.37 | NA | NA | 0.36 | 0.94 | 0.94 | 1.48 | -1.14 | 1.72 | 0.78 | 0.38 | -0.43 | 3.36 | 1.10 | 0.05 | 1.51 | 2.62 | 1.58 | 0.31 | 1.24 | 1.21 | -0.98 | 0.36 | 1.18 | 0.40 | 1.21 | 2.05 | -0.87 | -0.58 | -1.07 |
| Standard Deviation(%) | NA | 12.17 | 11.31 | 11.29 | 20.15 | NA | NA | 15.65 | 14.12 | 8.47 | 9.05 | 16.04 | 8.27 | 20.64 | 53.17 | 9.81 | 3.97 | 7.80 | 8.70 | 6.61 | 6.89 | 7.31 | 13.57 | 10.61 | 16.54 | 23.42 | 9.12 | 6.65 | 6.50 | 6.94 | 9.44 | 14.15 | 12.59 | 15.33 |
| Draw Down(%) | NA | 9.92 | 13.20 | 21.53 | 32.03 | NA | NA | 35.90 | 9.77 | 4.70 | 8.24 | 21.30 | 3.69 | 22.78 | 32.03 | 11.92 | 1.35 | 5.95 | 7.20 | 4.04 | 4.73 | 5.32 | 10.84 | 8.84 | 17.50 | 31.86 | 5.54 | 4.77 | 4.06 | 5.52 | 7.07 | 18.90 | 16.72 | 5.24 |
| Yield(%) | 0.00 | 7.83 | 5.56 | 4.84 | 4.55 | 5.44 | 4.86 | 4.50 | 3.86 | 5.76 | 4.90 | 2.29 | 3.56 | 2.97 | 2.71 | 2.19 | 2.17 | 2.24 | 2.06 | 2.08 | 2.11 | 2.33 | 2.37 | 2.60 | 3.17 | 2.84 | 3.18 | 3.09 | 2.83 | 2.84 | 2.91 | 1.36 | 1.52 | 0.00 |
Data as of 07/25/2025, AR inception is 11/13/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VBIAX (Vanguard Balanced Index Fund Admiral Shares) |
-7.28%
Feb 2006 - Feb 2009 |
-1.93%
Feb 2004 - Feb 2009 |
3.65%
Jan 2001 - Jan 2011 |
5.02%
Jan 2001 - Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VBIAX (Vanguard Balanced Index Fund Admiral Shares) |
19.30%
Feb 2009 - Feb 2012 |
16.49%
Feb 2009 - Feb 2014 |
11.70%
Feb 2009 - Feb 2019 |
10.69%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart