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

(NASDAQ Mutual Funds) As of Jul 15, 2025 08:00 PM ET

$49.84 USD

-0.22 (-0.44%)

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 Jun 30, 2025

Total Return %* Percentile Rank Objective
YTD 5.40 56
3 months 7.37 36
6 months 5.40 56
1 Year 11.96 19
3 Year 12.49 31
5 Year 9.13 42
10 Year 8.58 22

* 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) 434.47

Load Adjusted Returns as of Jun 30, 2025

1 Year 11.96
5 Year 9.12
10 Year 8.59
Since Inception 7.03

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -1.83 7.37 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

20252024202320222021202020192018201720162015
% Total Return 5.4014.6017.58-17.2214.2016.4021.79-2.8113.848.800.50
% Total Return Rel to Index -0.80-10.41-8.660.98-14.48-1.99-9.691.57-7.94-3.13-0.88
% Total Return Rel to Peer -0.322.973.62-3.461.015.123.022.750.692.452.83
% Perf Quintile vs Peer* 0.000.002.005.003.001.002.001.003.001.001.00
% Dividends 0.561.040.910.760.680.730.830.760.670.650.61
% Yield 1.041.962.191.811.291.551.992.191.841.971.98
Capital Gains ($) 0.641.511.030.160.880.440.060.000.000.000.00
Expense Ratio 0.000.060.060.060.060.060.060.060.060.060.07

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