Vanguard Balanced Index Adm (VBIAX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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Performance Overview
Morningstar Return RatingN/A1
Year-to-Date Return6.03%
5-Year Average Return8.72%
Number of Years Up18
Number of Years Down5
Best 1 Yr Total Return (May 21, 2024)21.79%
Worst 1 Yr Total Return (May 21, 2024)N/A
Best 3-Yr Total Return21.79%
Worst 3-Yr Total Return3.38%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
ReturnVBIAXCategory
YTD1.89%9.69%
1-Month-3.64%0.91%
3-Month1.25%5.21%
1-Year12.48%27.06%
3-Year2.39%11.00%
5-Year7.52%10.26%
10-Year7.68%8.34%
Last Bull Market18.89%15.58%
Last Bear Market-12.14%-12.16%
Annual Total Return (%) History
YearVBIAXCategory
2024N/AN/A
202317.58%N/A
2022-16.90%N/A
202114.22%N/A
202016.40%11.72%
201921.79%19.23%
2018-2.86%-5.76%
201713.89%13.21%
20168.77%7.34%
20150.51%-1.93%
20149.99%6.21%
201318.10%16.48%
201211.49%11.72%
20114.29%-0.11%
201013.29%11.83%
200920.11%24.13%
2008-22.12%-28.00%
20076.31%5.99%
200611.06%11.29%
20054.79%5.13%
20049.36%8.86%
200320.02%20.35%
2002-9.45%-12.02%
2001-2.96%-5.05%
Past Quarterly Returns (%)
YearQ1Q2Q3Q4
20245.74%N/AN/AN/A
20235.59%4.63%-3.21%9.96%
2022-5.60%-12.14%-4.49%4.90%
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)
YTD48
1-Month81
3-Month63
1-Year26
3-Year37
5-Year22
Load Adjusted Returns
1-Year12.48%
3-Year2.39%
5-Year7.52%
10-Year7.68%
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