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Vanguard Balanced Index Fd Insti Shs: (MF: VBAIX)

(NASDAQ Mutual Funds) As of Oct 23, 2026 05:46 PM ET

$54.05 USD

-0.20 (-0.37%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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NA

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Sep 30, 2026

Total Return %* Percentile Rank Objective
YTD 6.43 35
3 months -0.50 37
6 months 9.05 21
1 Year 8.42 42
3 Year 15.07 29
5 Year 7.30 36
10 Year 9.34 26

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 74.96
Bear Market (10/07 - 2/09) -32.42
Bull Market (2/09 - 3/21) 522.17

Load Adjusted Returns as of Sep 30, 2026

1 Year 8.41
5 Year 7.30
10 Year 9.34
Since Inception 7.24

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -2.41 9.61 -0.50 NA
2025 -1.83 7.37 5.79 1.86
2024 5.71 2.06 5.76 0.42
2023 5.56 4.63 -3.21 9.98
2022 -5.99 -12.13 -4.46 4.90
2021 2.34 5.79 -0.01 5.48

Annual Return

20262025202420232022202120202019201820172016
% Total Return 6.4213.5914.6017.58-17.2214.2016.4021.79-2.8113.848.80
% Total Return Rel to Index -6.31-4.62-10.41-8.660.98-14.48-1.99-9.691.57-7.94-3.13
% Total Return Rel to Peer 0.750.412.973.62-3.461.015.123.022.750.692.45
% Perf Quintile vs Peer* 3.003.002.002.005.003.001.002.001.003.001.00
% Dividends 0.901.111.040.910.760.680.730.830.760.670.65
% Yield 2.011.961.962.361.811.291.551.992.191.841.97
Capital Gains ($) 0.381.991.511.030.160.880.440.060.000.000.00
Expense Ratio 0.040.060.060.060.060.060.060.060.060.060.06

* 1 = Top 20%, 5 = Bottom 20%