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Vanguard Balanced Index Inv (VBINX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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46.84+0.02 (+0.04%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.98%
5-year average return8.58%
Number of years up24
Number of years down7
Best 1-yr total return (16 May 2024)21.67%
Worst 1-yr total return (16 May 2024)N/A
Best 3-yr total return21.67%
Worst 3-yr total return3.27%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVBINXCategory
YTD1.84%9.69%
1-month-3.66%0.91%
3-month1.22%5.21%
1-year12.35%27.06%
3-year2.29%11.00%
5-year7.40%10.26%
10-year7.55%8.34%
Last bull market18.85%15.58%
Last bear market-12.16%-12.16%

Annual total return (%) history

Year
VBINXCategory
2024
N/AN/A
2023
17.44%N/A
2022
-16.97%N/A
2021
14.09%N/A
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
20245.71%N/AN/AN/A
20235.53%4.60%-3.24%9.95%
2022-5.62%-12.16%-4.52%4.89%
20212.34%5.76%-0.06%5.47%
2020-11.63%14.24%5.71%8.94%
20199.54%3.70%1.67%5.36%
2018-0.91%2.25%4.23%-8.11%
20173.78%2.40%2.99%3.93%
20161.94%2.53%2.79%1.12%
20151.71%-0.70%-3.87%3.38%
20141.96%3.68%0.03%3.88%
20136.50%0.70%3.90%5.82%
20127.68%-1.09%4.37%0.16%
20113.89%0.93%-7.75%7.66%
20104.33%-5.46%7.77%6.42%
2009-5.92%10.76%11.26%3.55%
2008-4.82%-1.33%-5.30%-12.54%
20071.40%3.35%2.13%-0.81%
20062.98%-1.27%4.23%4.77%
2005-1.64%2.63%2.12%1.52%
20042.63%-0.21%0.22%6.52%
2003-1.28%10.75%2.13%7.35%
20020.67%-6.55%-8.58%5.20%
2001-6.00%4.67%-7.82%6.92%
20003.30%-2.07%1.44%-4.54%
19992.09%4.25%-3.52%10.64%
19988.47%2.11%-5.57%12.67%
19970.15%11.47%7.08%2.26%
19962.50%2.78%2.56%5.46%
19957.26%7.99%6.10%4.68%
1994-3.51%-0.97%3.41%-0.38%
19933.88%1.42%3.37%1.00%

Rank in category (by total return)

YTD50
1-month83
3-month66
1-year27
3-year39
5-year24

Load adjusted returns

1-year12.35%
3-year2.29%
5-year7.40%
10-year7.55%