VBAIX

Vanguard Balanced Index Fund Institutional Shares

$53.93−0.27 (−0.50%)Close Nov 12, 2026

Nov 30, 2000 – Nov 12, 2026, Dividends reinvested

Final balance: $58,990
CAGR: +7.08%
Max drawdown: −35.82%
Sharpe ratio: 0.66

Growth of $10,000

Trailing returns (%)

VBAIX's average annual return was 9.52% over the last 10 years and 7.96% over the last 20 years, through Nov 12, 2026. $10,000 in VBAIX on Nov 11, 2016 grew to $24,836 by Nov 12, 2026, with dividends reinvested.

	Total	Per year
VBAIX	−1.06	−1.79	+1.46	+6.73	+6.85	+14.57	+6.34	+9.52	+9.43	+7.96	+7.58	+7.08

Total

1M: −1.06%
3M: −1.79%
6M: +1.46%
YTD: +6.73%
1Y: +6.85%

Per year

3Y: +14.57%
5Y: +6.34%
10Y: +9.52%
15Y: +9.43%
20Y: +7.96%
25Y: +7.58%
Since 2000: +7.08%

Annual returns

2000 from Nov 30 · 2026 through Nov 12

VBAIX returns by year

Year	Return
2026 through Nov 12	+6.73%
2025	+13.60%
2024	+14.59%
2023	+17.55%
2022	−16.87%
2021	+14.20%
2020	+16.40%
2019	+21.79%
2018	−2.83%
2017	+13.86%
2016	+8.81%
2015	+0.51%
2014	+10.01%
2013	+18.11%
2012	+11.51%
2011	+4.32%
2010	+13.34%
2009	+20.22%
2008	−22.10%
2007	+6.34%
2006	+11.10%
2005	+4.77%
2004	+9.46%
2003	+20.96%
2002	−11.69%
2001	−4.81%
2000 from Nov 30	+0.37%

Metrics

Since 2000

Volatility	11.38%
Sortino ratio	0.93
Calmar ratio	0.20
Best year, 2019	+21.79%
Worst year, 2008	−22.10%
Positive years	20 of 25
Longest drawdown	3.1 years

Worst drawdowns

Since 2000

Decline	Peak	Bottom	Recovered	Length
−35.8%	Oct 2007	Mar 2009	Nov 2010	3.1 years
−24.9%	Dec 2000	Oct 2002	Jan 2004	3.1 years
−22.8%	Feb 2020	Mar 2020	Jul 2020	5 months
−21.5%	Dec 2021	Oct 2022	Feb 2024	2.2 years
−11.9%	Aug 2018	Dec 2018	Mar 2019	7 months