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Vanguard Balanced Index I (VBAIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
45.99+0.18 (+0.39%)
At close: 08:06AM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.13%
5-Year Average Return8.27%
Number of Years Up18
Number of Years Down5
Best 1 Yr Total Return (Apr 10, 2024)21.79%
Worst 1 Yr Total Return (Apr 10, 2024)N/A
Best 3-Yr Total Return21.79%
Worst 3-Yr Total Return3.39%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnVBAIXCategory
YTD5.72%9.69%
1-Month2.27%0.91%
3-Month5.72%5.21%
1-Year17.75%27.06%
3-Year4.86%11.00%
5-Year8.84%10.26%
10-Year8.12%8.34%
Last Bull Market23.59%15.58%
Last Bear Market-12.13%-12.16%

Annual Total Return (%) History

Year
VBAIXCategory
2024
N/AN/A
2023
17.58%N/A
2022
-16.87%N/A
2021
14.20%N/A
2020
16.41%11.72%
2019
21.79%19.23%
2018
-2.82%-5.76%
2017
13.86%13.21%
2016
8.81%7.34%
2015
0.52%-1.93%
2014
10.00%6.21%
2013
18.11%16.48%
2012
11.51%11.72%
2011
4.31%-0.11%
2010
13.34%11.83%
2009
20.18%24.13%
2008
-22.10%-28.00%
2007
6.34%5.99%
2006
11.10%11.29%
2005
4.77%5.13%
2004
9.45%8.86%
2003
20.07%20.35%
2002
-9.41%-12.02%
2001
-2.90%-5.05%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.72%N/AN/AN/A
20235.57%4.63%-3.21%9.98%
2022-5.59%-12.13%-4.46%4.90%
20212.35%5.79%-0.01%5.48%
2020-11.59%14.24%5.75%8.99%
20199.57%3.74%1.68%5.39%
2018-0.87%2.28%4.26%-8.06%
20173.78%2.43%3.02%3.96%
20161.98%2.57%2.82%1.18%
20151.78%-0.70%-3.80%3.38%
20141.99%3.71%0.07%3.92%
20136.54%0.74%3.94%5.87%
20127.71%-1.01%4.37%0.19%
20113.93%0.98%-7.72%7.70%
20104.39%-5.42%7.82%6.47%
2009-5.94%10.80%11.31%3.60%
2008-4.83%-1.30%-5.23%-12.49%
20071.43%3.38%2.20%-0.78%
20062.96%-1.20%4.26%4.74%
2005-1.67%2.66%2.15%1.60%
20042.61%-0.18%0.24%6.60%
2003-1.26%10.78%2.17%7.44%
20020.70%-6.52%-8.49%5.17%
2001-5.97%4.70%-7.78%6.95%

Rank In Category (By Total Return)

YTD36
1-Month68
3-Month36
1-Year22
3-Year32
5-Year22

Load Adjusted Returns

1-Year17.75%
3-Year4.86%
5-Year8.84%
10-Year8.12%