Nasdaq - Delayed Quote
USD
Vanguard Balanced Index Adm (VBIAX)
54.03
-0.53
(-0.97%)
At close: 8:08:34 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 7.99% |
|---|---|
| 5y Average Return | 6.85% |
| Number of Years Up | 20 |
| Number of Years Down | 5 |
| Best 1Y Total Return (Oct 29, 2026) | 21.79% |
| Worst 1Y Total Return (Oct 29, 2026) | -- |
| Best 3Y Total Return | 21.79% |
| Worst 3Y Total Return | 3.38% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
VBIAX
Category
- YTD
- 6.41%
- 9.69%
- 1-Month
- -1.46%
- 0.91%
- 3-Month
- -0.52%
- 5.21%
- 1-Year
- 8.37%
- 27.06%
- 3-Year
- 15.05%
- 11.00%
- 5-Year
- 7.38%
- 10.26%
- 10-Year
- 9.38%
- 8.34%
- Last Bull Market
- 17.32%
- 15.58%
- Last Bear Market
- -12.14%
- -12.16%
Annual Total Return (%) History
Year
VBIAX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-2.40% | 9.59% | -0.52% | -- |
|
2025
|
-1.84% | 7.37% | 5.81% | 1.85% |
|
2024
|
5.74% | 2.04% | 5.76% | 0.43% |
|
2023
|
5.59% | 4.63% | -3.21% | 9.96% |
|
2022
|
-5.60% | -12.14% | -4.49% | 4.90% |
|
2021
|
2.37% | 5.79% | -0.03% | 5.50% |
|
2020
|
-11.60% | 14.27% | 5.74% | 8.97% |
|
2019
|
9.57% | 3.73% | 1.70% | 5.36% |
|
2018
|
-0.88% | 2.28% | 4.25% | -8.09% |
|
2017
|
3.82% | 2.43% | 3.02% | 3.96% |
Rank in Category (By Total Return)
| YTD | 39 |
| 1-Month | 30 |
|---|---|
| 3-Month | 42 |
| 1-Year | 47 |
| 3-Year | 23 |
| 5-Year | 31 |
Load Adjusted Returns
| 1-Year | 8.37% |
| 3-Year | 15.05% |
|---|---|
| 5-Year | 7.38% |
| 10-Year | 9.38% |
Performance & Risk
| YTD Return | 7.99% |
| 5y Average Return | 6.85% |
| Rank in Category (ytd) | 39 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.93 |
| Morningstar Risk Rating |
Fund Overview
| Category | Allocation--50% to 70% Equity |
| Fund Family | Vanguard |
| Net Assets | 62.53B |
| YTD Return | 6.41% |
| Yield | 2.11% |
| Morningstar Rating | |
| Inception Date | Dec 01, 2000 |
Fund Summary
Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in the securities that make up the target indexes and in securities that the advisor determines have substantially identical economic characteristics to the securities that make up the target indexes.
