VANGUARD BALANCED INDEX FUND INVESTOR SHARES (VBINX)

Basic Info 46.06 0.32(0.70%)
May 06

VANGUARD BALANCED INDEX FUND INVESTOR SHARES started on 09/28/1992
VANGUARD BALANCED INDEX FUND INVESTOR SHARES is classified as asset class Moderate Allocation
VANGUARD BALANCED INDEX FUND INVESTOR SHARES expense ratio is 0.07%
VANGUARD BALANCED INDEX FUND INVESTOR SHARES rating is
(93%)

VANGUARD BALANCED INDEX FUND INVESTOR SHARES (VBINX) Dividend Info

VANGUARD BALANCED INDEX FUND INVESTOR SHARES (VBINX) dividend growth in the last 12 months is 86.89%

The trailing 12-month yield of VANGUARD BALANCED INDEX FUND INVESTOR SHARES is 4.30%. its dividend history:

DateDividend
03/21/2024 0.432
12/20/2023 1.127
09/20/2023 0.214
06/22/2023 0.208
03/22/2023 0.345
12/28/2022 0.36
09/22/2022 0.181
06/22/2022 0.174
03/22/2022 0.354
12/29/2021 0.869
09/23/2021 0.154
06/23/2021 0.153
03/24/2021 0.334
12/29/2020 0.539
09/24/2020 0.163
06/24/2020 0.166
03/25/2020 0.259
12/23/2019 0.279
09/13/2019 0.188
06/26/2019 0.178
03/27/2019 0.215
12/21/2018 0.194
09/27/2018 0.192
06/21/2018 0.17
03/21/2018 0.168
12/22/2017 0.18
09/21/2017 0.169
06/22/2017 0.142
03/28/2017 0.146
12/23/2016 0.186
09/16/2016 0.152
06/16/2016 0.139
03/16/2016 0.135
12/24/2015 0.171
09/18/2015 0.142
06/19/2015 0.122
03/26/2015 0.136
12/26/2014 0.155
09/19/2014 0.131
06/20/2014 0.117
03/28/2014 0.128
12/26/2013 0.131
09/26/2013 0.117
06/27/2013 0.116
03/27/2013 0.103
12/26/2012 0.147
09/27/2012 0.114
06/28/2012 0.113
03/29/2012 0.103
12/27/2011 0.129
09/29/2011 0.121
06/29/2011 0.116
03/30/2011 0.111
12/28/2010 0.128
09/27/2010 0.127
06/28/2010 0.116
03/29/2010 0.108
12/28/2009 0.15
09/28/2009 0.118
06/25/2009 0.115
03/26/2009 0.131
12/26/2008 0.156
09/25/2008 0.144
06/26/2008 0.173
03/27/2008 0.13
12/21/2007 0.2
09/21/2007 0.17
06/22/2007 0.15
03/23/2007 0.14
12/26/2006 0.18
09/22/2006 0.15
06/23/2006 0.14
03/24/2006 0.13
12/28/2005 0.16
09/23/2005 0.14
06/24/2005 0.12
03/23/2005 0.11
12/21/2004 0.17
09/24/2004 0.12
06/25/2004 0.11
03/26/2004 0.1
12/26/2003 0.14
09/26/2003 0.1
06/20/2003 0.1
03/28/2003 0.11
12/27/2002 0.14
09/27/2002 0.14
06/21/2002 0.12
03/22/2002 0.12
12/21/2001 0.177
09/21/2001 0.15
06/22/2001 0.13
03/16/2001 0.165
12/22/2000 0.277
09/22/2000 0.16
06/23/2000 0.15
03/24/2000 0.16

Dividend Growth History for VANGUARD BALANCED INDEX FUND INVESTOR SHARES (VBINX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $1.894 4.78% 77.17% -
2022 $1.069 2.18% -29.21% 77.17%
2021 $1.51 3.44% 33.98% 12.00%
2020 $1.127 2.86% 31.05% 18.89%
2019 $0.86 2.60% 18.78% 21.82%
2018 $0.724 2.08% 13.66% 21.21%
2017 $0.637 2.04% 4.08% 19.91%
2016 $0.612 2.11% 7.18% 17.51%
2015 $0.571 1.92% 7.53% 16.17%
2014 $0.531 1.94% 13.70% 15.18%
2013 $0.467 1.94% -2.10% 15.03%
2012 $0.477 2.18% 0.00% 13.36%
2011 $0.477 2.22% -0.42% 12.18%
2010 $0.479 2.45% -6.81% 11.15%
2009 $0.514 3.05% -14.76% 9.76%
2008 $0.603 2.75% -8.64% 7.93%
2007 $0.66 3.09% 10.00% 6.81%
2006 $0.6 3.00% 13.21% 7.00%
2005 $0.53 2.74% 6.00% 7.33%
2004 $0.5 2.74% 11.11% 7.26%
2003 $0.45 2.83% -13.46% 7.45%
2002 $0.52 2.91% -16.40% 6.35%
2001 $0.622 3.32% -16.73% 5.19%
2000 $0.747 3.72% - 4.13%

Dividend Growth Chart for VANGUARD BALANCED INDEX FUND INVESTOR SHARES (VBINX)

VANGUARD BALANCED INDEX FUND INVESTOR SHARES (VBINX) Historical Returns And Risk Info

From 09/28/1992 to 05/06/2024, the compound annualized total return (dividend reinvested) of VANGUARD BALANCED INDEX FUND INVESTOR SHARES (VBINX) is 7.121%. Its cumulative total return (dividend reinvested) is 777.841%.

From 09/28/1992 to 05/06/2024, the Maximum Drawdown of VANGUARD BALANCED INDEX FUND INVESTOR SHARES (VBINX) is 36.0%.

From 09/28/1992 to 05/06/2024, the Sharpe Ratio of VANGUARD BALANCED INDEX FUND INVESTOR SHARES (VBINX) is 0.49.

From 09/28/1992 to 05/06/2024, the Annualized Standard Deviation of VANGUARD BALANCED INDEX FUND INVESTOR SHARES (VBINX) is 11.0%.

From 09/28/1992 to 05/06/2024, the Beta of VANGUARD BALANCED INDEX FUND INVESTOR SHARES (VBINX) is 1.0.

Last 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(%) 0.8 3.5 15.3 2.8 7.7 7.7 9.5 7.4 7.1 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 0.84 1.35 0.04 0.46 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 8.4 8.5 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 0.07 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
RSquare 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 4.8 3.3 3.6 3.5 4.8 4.2 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 86.9 58.9 111.2 84.4 128.4 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

Return Calculator for VANGUARD BALANCED INDEX FUND INVESTOR SHARES (VBINX)

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VANGUARD BALANCED INDEX FUND INVESTOR SHARES (VBINX) Historical Return Chart

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VANGUARD BALANCED INDEX FUND INVESTOR SHARES (VBINX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 09/28/1992 to 05/06/2024, the worst annualized return of 3-year rolling returns for VANGUARD BALANCED INDEX FUND INVESTOR SHARES (VBINX) is -5.73%.
From 09/28/1992 to 05/06/2024, the worst annualized return of 5-year rolling returns for VANGUARD BALANCED INDEX FUND INVESTOR SHARES (VBINX) is 0.05%.
From 09/28/1992 to 05/06/2024, the worst annualized return of 10-year rolling returns for VANGUARD BALANCED INDEX FUND INVESTOR SHARES (VBINX) is 1.01%.
From 09/28/1992 to 05/06/2024, the worst annualized return of 20-year rolling returns for VANGUARD BALANCED INDEX FUND INVESTOR SHARES (VBINX) is 6.15%.

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