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Vanguard Balanced Index Fund Admiral Shares (VBIAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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41.31+0.06 (+0.15%)
At close: 08:01PM EDT
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Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return5.97%
5-Year Average Return7.58%
Number of Years Up16
Number of Years Down4
Best 1 Yr Total Return (Feb 3, 2019)21.79%
Worst 1 Yr Total Return (Feb 3, 2019)-22.12%
Best 3-Yr Total Return21.79%
Worst 3-Yr Total Return-2.76%

Trailing Returns (%) Vs. Benchmarks

ReturnVBIAXCategory
YTD-15.01%9.69%
1-Month-7.39%0.91%
3-Month-9.57%5.21%
1-Year-6.20%27.06%
3-Year7.44%11.00%
5-Year8.32%10.26%
10-Year8.57%8.34%
Last Bull Market16.10%15.58%
Last Bear Market-8.96%-12.16%

Annual Total Return (%) History

Year
VBIAXCategory
2022
N/AN/A
2021
14.22%N/A
2020
16.40%11.72%
2019
21.79%19.23%
2018
-2.86%-5.76%
2017
13.89%13.21%
2016
8.77%7.34%
2015
0.51%-1.93%
2014
9.99%6.21%
2013
18.10%16.48%
2012
11.49%11.72%
2011
4.29%-0.11%
2010
13.29%11.83%
2009
20.11%24.13%
2008
-22.12%-28.00%
2007
6.31%5.99%
2006
11.06%11.29%
2005
4.79%5.13%
2004
9.36%8.86%
2003
20.02%20.35%
2002
-9.45%-12.02%
2001
-2.96%-5.05%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2022-5.60%N/AN/AN/A
20212.37%5.79%-0.03%5.50%
2020-11.60%14.27%5.74%8.97%
20199.57%3.73%1.70%5.36%
2018-0.88%2.28%4.25%-8.09%
20173.82%2.43%3.02%3.96%
20161.98%2.56%2.82%1.14%
20151.74%-0.66%-3.83%3.41%
20141.99%3.71%0.07%3.92%
20136.53%0.74%3.94%5.87%
20127.71%-1.02%4.37%0.19%
20113.92%0.97%-7.72%7.70%
20104.37%-5.43%7.81%6.46%
2009-5.95%10.78%11.30%3.58%
2008-4.84%-1.31%-5.23%-12.51%
20071.42%3.37%2.15%-0.74%
20062.95%-1.20%4.20%4.79%
2005-1.62%2.65%2.14%1.60%
20042.60%-0.19%0.24%6.54%
2003-1.27%10.77%2.16%7.43%
20020.69%-6.54%-8.50%5.16%
2001-5.98%4.68%-7.80%6.94%

Rank In Category (By Total Return)

YTD37
1-Month28
3-Month26
1-Year49
3-Year13
5-Year13

Load Adjusted Returns

1-Year24.54%
3-Year15.49%
5-Year12.69%
10-Year10.91%
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