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Vanguard Balanced Index Fd Insti Shs: (MF: VBAIX)
(NASDAQ Mutual Funds) As of Apr 25, 2025 08:00 PM ET
$46.34 USD
+0.25 (0.54%)
Zacks MF Rank
NA
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -1.83 | 71 |
| 3 months | -1.83 | 71 |
| 6 months | -1.41 | 45 |
| 1 Year | 6.42 | 23 |
| 3 Year | 5.22 | 35 |
| 5 Year | 10.49 | 41 |
| 10 Year | 7.74 | 20 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 74.96 |
| Bear Market (10/07 - 2/09) | -32.42 |
| Bull Market (2/09 - 3/21) | 417.74 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 6.42 |
| 5 Year | 10.48 |
| 10 Year | 7.74 |
| Since Inception | 6.79 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -1.83 | NA | NA | NA |
| 2024 | 5.71 | 2.06 | 5.76 | 0.42 |
| 2023 | 5.56 | 4.63 | -3.21 | 9.98 |
| 2022 | -5.99 | -12.13 | -4.46 | 4.90 |
| 2021 | 2.34 | 5.79 | -0.01 | 5.48 |
| 2020 | -11.59 | 14.23 | 5.74 | 8.99 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -1.83 | 14.60 | 17.58 | -17.22 | 14.20 | 16.40 | 21.79 | -2.81 | 13.84 | 8.80 | 0.50 |
| % Total Return Rel to Index | 2.43 | -10.41 | -8.66 | 0.98 | -14.48 | -1.99 | -9.69 | 1.57 | -7.94 | -3.13 | -0.88 |
| % Total Return Rel to Peer | -1.32 | 2.97 | 3.62 | -3.46 | 1.01 | 5.12 | 3.02 | 2.75 | 0.69 | 2.45 | 2.83 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 5.00 | 3.00 | 1.00 | 2.00 | 1.00 | 3.00 | 1.00 | 1.00 |
| % Dividends | 0.29 | 1.04 | 0.91 | 0.76 | 0.68 | 0.73 | 0.83 | 0.76 | 0.67 | 0.65 | 0.61 |
| % Yield | 0.57 | 2.08 | 2.25 | 1.81 | 1.29 | 1.55 | 1.99 | 2.19 | 1.84 | 1.97 | 1.98 |
| Capital Gains ($) | 0.64 | 1.51 | 1.03 | 0.16 | 0.88 | 0.44 | 0.06 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.00 | 0.06 | 0.06 | 0.06 | 0.06 | 0.06 | 0.06 | 0.06 | 0.06 | 0.06 | 0.07 |
* 1 = Top 20%, 5 = Bottom 20%