Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/21/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VBINX (VANGUARD BALANCED INDEX FUND INVESTOR SHARES) | -8.76% | -0.46% | 1.57% | 5.92% | 5.75% | 7.24% | 6.61% | 7.83% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VBINX (VANGUARD BALANCED INDEX FUND INVESTOR SHARES) | 11/09/1992 | 04/21/2025 |
The return data shown below all have the same latest date: 04/21/2025.
AR inception is since 11/09/1992.
AR inception is since 11/09/1992.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.68 | -0.46 | 1.57 | 5.92 | 5.75 | 7.24 | 6.61 | 7.83 | -8.76 | 10.42 | 14.70 | -17.67 | 12.02 | 15.05 | 21.67 | -2.97 | 13.75 | 8.64 | 0.36 | 9.81 | 17.96 | 11.33 | 4.14 | 13.13 | 20.09 | -22.21 | 6.17 | 11.03 | 4.65 | 10.58 | 19.86 | -9.55 | -3.03 | -0.32 | 15.30 | 19.18 | 21.05 | 12.97 | 28.14 | -1.55 | 11.55 | 3.69 |
| Sharpe Ratio | NA | -0.43 | -0.19 | 0.26 | 0.38 | NA | NA | 0.54 | -1.46 | 0.41 | 1.11 | -1.19 | 1.42 | 0.71 | 2.85 | -0.44 | 3.29 | 1.08 | 0.04 | 1.47 | 2.62 | 1.55 | 0.30 | 1.23 | 1.21 | -0.98 | 0.35 | 1.17 | 0.38 | 1.38 | 2.04 | -0.77 | -0.44 | -0.31 | 1.08 | 1.37 | 1.75 | 1.20 | 4.54 | -0.66 | 1.57 | 5.74 |
| Standard Deviation(%) | NA | 12.49 | 12.53 | 11.83 | 11.41 | NA | NA | 11.06 | 17.52 | 9.23 | 9.47 | 16.06 | 8.44 | 20.63 | 7.10 | 9.80 | 4.00 | 7.81 | 8.67 | 6.66 | 6.86 | 7.35 | 13.57 | 10.59 | 16.52 | 23.49 | 9.17 | 6.65 | 6.52 | 6.99 | 9.38 | 13.87 | 12.48 | 14.34 | 11.17 | 11.57 | 9.98 | 7.81 | 5.35 | 6.83 | 6.00 | 4.65 |
| Draw Down(%) | NA | 16.14 | 16.14 | 23.05 | 23.05 | NA | NA | 35.97 | 13.29 | 6.25 | 8.27 | 21.71 | 3.67 | 22.78 | 3.26 | 11.95 | 1.35 | 5.99 | 7.27 | 4.07 | 4.70 | 5.28 | 10.87 | 8.83 | 17.50 | 31.87 | 5.50 | 4.77 | 4.03 | 4.98 | 7.07 | 18.14 | 15.94 | 9.94 | 7.19 | 12.20 | 6.83 | 5.51 | 1.82 | 7.21 | 2.78 | 0.87 |
| Yield(%) | 0.00 | 1.10 | 1.62 | 1.91 | 2.27 | 3.03 | 3.24 | 6.28 | 0.00 | 1.65 | 2.17 | 1.46 | 1.42 | 1.74 | 2.60 | 2.08 | 2.04 | 2.11 | 1.92 | 1.94 | 1.94 | 2.17 | 2.22 | 2.45 | 3.05 | 2.75 | 3.09 | 3.00 | 2.74 | 3.90 | 2.83 | 2.91 | 3.32 | 5.40 | 5.41 | 5.40 | 3.81 | 3.84 | 4.35 | 3.68 | 5.53 | 0.80 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VBINX (VANGUARD BALANCED INDEX FUND INVESTOR SHARES) |
-7.36%
Feb 2006 - Feb 2009 |
-1.80%
Feb 2004 - Feb 2009 |
1.34%
Feb 1999 - Feb 2009 |
5.10%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VBINX (VANGUARD BALANCED INDEX FUND INVESTOR SHARES) |
20.92%
Mar 1995 - Mar 1998 |
19.22%
Dec 1994 - Dec 1999 |
11.55%
Feb 2009 - Feb 2019 |
10.10%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart