Nasdaq - Delayed Quote USD

Vanguard Balanced Index Inv (VBINX)

45.23 -0.05 (-0.11%)
As of 8:06 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 2.38%
5y Average Return 7.61%
Number of Years Up 24
Number of Years Down 7
Best 1Y Total Return (Apr 24, 2024) 21.67%
Worst 1Y Total Return (Apr 24, 2024) --
Best 3Y Total Return 21.67%
Worst 3Y Total Return 3.27%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
VBINX
Category
YTD
5.71%
9.69%
1-Month
2.29%
0.91%
3-Month
5.71%
5.21%
1-Year
17.63%
27.06%
3-Year
4.74%
11.00%
5-Year
8.71%
10.26%
10-Year
7.99%
8.34%
Last Bull Market
23.46%
15.58%
Last Bear Market
-12.16%
-12.16%

Annual Total Return (%) History

Year
VBINX
Category
2024
--
--
2023
17.44%
--
2022
-16.97%
--
2021
14.09%
--
2020
16.26%
11.72%
2019
21.67%
19.23%
2018
-2.97%
-5.76%
2017
13.75%
13.21%

2016
8.63%
7.34%
2015
0.37%
-1.93%
2014
9.84%
6.21%
2013
17.91%
16.48%
2012
11.33%
11.72%
2011
4.14%
-0.11%
2010
13.13%
11.83%
2009
20.05%
24.13%
2008
-22.21%
-28.00%
2007
6.16%
5.99%
2006
11.02%
11.29%
2005
4.65%
5.13%
2004
9.33%
8.86%
2003
19.87%
20.35%
2002
-9.52%
-12.02%
2001
-3.02%
-5.05%
2000
-2.04%
1.82%
1999
13.61%
10.71%
1998
17.85%
13.52%
1997
22.24%
19.63%
1996
13.95%
13.70%
1995
28.64%
25.63%
1994
-1.56%
-2.52%
1993
10.00%
11.37%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.71% -- -- --
2023 5.53% 4.60% -3.24% 9.95%
2022 -5.62% -12.16% -4.52% 4.89%
2021 2.34% 5.76% -0.06% 5.47%
2020 -11.63% 14.24% 5.71% 8.94%
2019 9.54% 3.70% 1.67% 5.36%
2018 -0.91% 2.25% 4.23% -8.11%
2017 3.78% 2.40% 2.99% 3.93%
2016 1.94% 2.53% 2.79% 1.12%
2015 1.71% -0.70% -3.87% 3.38%

2014 1.96% 3.68% 0.03% 3.88%
2013 6.50% 0.70% 3.90% 5.82%
2012 7.68% -1.09% 4.37% 0.16%
2011 3.89% 0.93% -7.75% 7.66%
2010 4.33% -5.46% 7.77% 6.42%
2009 -5.92% 10.76% 11.26% 3.55%
2008 -4.82% -1.33% -5.30% -12.54%
2007 1.40% 3.35% 2.13% -0.81%
2006 2.98% -1.27% 4.23% 4.77%
2005 -1.64% 2.63% 2.12% 1.52%
2004 2.63% -0.21% 0.22% 6.52%
2003 -1.28% 10.75% 2.13% 7.35%
2002 0.67% -6.55% -8.58% 5.20%
2001 -6.00% 4.67% -7.82% 6.92%
2000 3.30% -2.07% 1.44% -4.54%
1999 2.09% 4.25% -3.52% 10.64%
1998 8.47% 2.11% -5.57% 12.67%
1997 0.15% 11.47% 7.08% 2.26%
1996 2.50% 2.78% 2.56% 5.46%
1995 7.26% 7.99% 6.10% 4.68%
1994 -3.51% -0.97% 3.41% -0.38%
1993 3.88% 1.42% 3.37% 1.00%

Rank in Category (By Total Return)

YTD 36
1-Month 67
3-Month 36
1-Year 22
3-Year 34
5-Year 24

Load Adjusted Returns

1-Year 17.63%
3-Year 4.74%
5-Year 8.71%
10-Year 7.99%

Performance & Risk

YTD Return 2.38%
5y Average Return 7.61%
Rank in Category (ytd) 36
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.01
Morningstar Risk Rating

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family Vanguard
Net Assets 54.87B
YTD Return 5.71%
Yield 1.88%
Morningstar Rating
Inception Date Dec 01, 2000

Fund Summary

The fund employs an indexing investment approach designed to track the performance of two benchmark indexes. With approximately 60% of its assets, the fund seeks to track the investment performance of the CRSP US Total Market Index. With approximately 40% of its assets, the fund seeks to track the investment performance of the Bloomberg U.S. Aggregate Float Adjusted Index.

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