Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VBINX (VANGUARD BALANCED INDEX FUND INVESTOR SHARES) | 2.59% | 8.36% | 11.72% | 8.47% | 8.03% | 9.04% | 7.54% | 8.55% |
Data as of 06/18/2025, AR inception is 11/09/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VBINX (VANGUARD BALANCED INDEX FUND INVESTOR SHARES) | 11/09/1992 | 06/18/2025 |
| 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 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.35 | 8.36 | 11.72 | 8.47 | 8.03 | 9.04 | 7.54 | 8.55 | 2.59 | 14.45 | 17.41 | -16.98 | 14.08 | 16.26 | 21.67 | -2.97 | 13.75 | 8.64 | 0.36 | 9.81 | 17.96 | 11.33 | 4.14 | 13.13 | 20.09 | -22.21 | 6.17 | 11.03 | 4.65 | 10.58 | 19.86 | -9.55 | -3.03 | -0.32 | 15.30 | 19.18 | 21.05 | 12.97 | 28.14 | -1.55 | 11.55 | 3.69 |
| Sharpe Ratio | NA | 0.45 | 0.74 | 0.60 | 0.59 | NA | NA | 0.60 | 0.15 | 1.28 | 1.54 | -1.15 | 1.70 | 0.77 | 2.84 | -0.45 | 3.29 | 1.08 | 0.04 | 1.47 | 2.61 | 1.55 | 0.30 | 1.23 | 1.21 | -0.98 | 0.33 | 1.15 | 0.37 | 1.37 | 2.04 | -0.77 | -0.45 | -0.32 | 1.07 | 1.36 | 1.73 | 1.18 | 4.51 | -0.68 | 1.56 | 5.70 |
| Standard Deviation(%) | NA | 12.17 | 11.50 | 11.34 | 11.34 | NA | NA | 11.02 | 15.33 | 8.47 | 9.03 | 16.05 | 8.26 | 20.61 | 7.10 | 9.80 | 4.00 | 7.81 | 8.67 | 6.66 | 6.86 | 7.35 | 13.57 | 10.59 | 16.52 | 23.49 | 9.17 | 6.65 | 6.52 | 6.99 | 9.38 | 13.87 | 12.48 | 14.34 | 11.17 | 11.57 | 9.98 | 7.81 | 5.35 | 6.83 | 6.00 | 4.65 |
| Draw Down(%) | NA | 11.75 | 13.21 | 21.61 | 22.78 | NA | NA | 35.97 | 11.60 | 4.70 | 8.27 | 21.37 | 3.67 | 22.78 | 3.26 | 11.95 | 1.35 | 5.99 | 7.27 | 4.07 | 4.70 | 5.28 | 10.87 | 8.83 | 17.50 | 31.87 | 5.50 | 4.77 | 4.03 | 4.98 | 7.07 | 18.14 | 15.94 | 9.94 | 7.19 | 12.20 | 6.83 | 5.51 | 1.82 | 7.21 | 2.78 | 0.87 |
| Yield(%) | 0.00 | 6.24 | 5.04 | 4.46 | 4.05 | 4.96 | 4.49 | 7.97 | 1.90 | 5.64 | 4.78 | 2.19 | 3.44 | 2.86 | 2.60 | 2.08 | 2.04 | 2.11 | 1.92 | 1.94 | 1.94 | 2.17 | 2.22 | 2.45 | 3.05 | 2.75 | 3.09 | 3.00 | 2.74 | 3.90 | 2.83 | 2.91 | 3.32 | 5.40 | 5.41 | 5.40 | 3.81 | 3.84 | 4.35 | 3.68 | 5.53 | 0.80 |
Data as of 06/18/2025, AR inception is 11/09/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VBINX (VANGUARD BALANCED INDEX FUND INVESTOR SHARES) |
-7.36%
Feb 2006 - Feb 2009 |
-1.80%
Feb 2004 - Feb 2009 |
1.34%
Feb 1999 - Feb 2009 |
5.10%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VBINX (VANGUARD BALANCED INDEX FUND INVESTOR SHARES) |
20.92%
Mar 1995 - Mar 1998 |
19.22%
Dec 1994 - Dec 1999 |
11.55%
Feb 2009 - Feb 2019 |
10.55%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart