VBIAX
Vanguard Balanced Index Fund Admiral Shares
$53.92−0.27 (−0.50%)Close Nov 12, 2026
Nov 13, 2000 – Nov 12, 2026, Dividends reinvested
- Final balance
- $57,856
- CAGR
- +6.99%
- Max drawdown
- −35.90%
- Sharpe ratio
- 0.65
Loading the growth chart…
Growth of $10,000
Trailing returns (%)
VBIAX's average annual return was 9.51% over the last 10 years and 7.94% over the last 20 years, through Nov 12, 2026. $10,000 in VBIAX on Nov 11, 2016 grew to $24,807 by Nov 12, 2026, with dividends reinvested.
Total
- 1M
- −1.06%
- 3M
- −1.78%
- 6M
- +1.47%
- YTD
- +6.68%
- 1Y
- +6.83%
Per year
- 3Y
- +14.55%
- 5Y
- +6.33%
- 10Y
- +9.51%
- 15Y
- +9.41%
- 20Y
- +7.94%
- 25Y
- +7.58%
- Since 2000
- +6.99%
Annual returns
2000 from Nov 13 · 2026 through Nov 12
VBIAX returns by year
| Year | Return |
|---|---|
| 2026 through Nov 12 | +6.68% |
| 2025 | +13.61% |
| 2024 | +14.58% |
| 2023 | +17.54% |
| 2022 | −16.90% |
| 2021 | +14.21% |
| 2020 | +16.40% |
| 2019 | +21.79% |
| 2018 | −2.87% |
| 2017 | +13.89% |
| 2016 | +8.77% |
| 2015 | +0.50% |
| 2014 | +9.99% |
| 2013 | +18.10% |
Metrics
Since 2000| Volatility | 11.38% |
|---|---|
| Sortino ratio | 0.92 |
| Calmar ratio | 0.19 |
| Best year, 2019 | +21.79% |
| Worst year, 2008 | −22.13% |
| Positive years | 20 of 25 |
| Longest drawdown | 3.1 years |
Worst drawdowns
Since 2000| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −35.9% | Oct 2007 | Mar 2009 | Nov 2010 | 3.1 years |
| −24.5% | 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% | Sep 2018 | Dec 2018 | Mar 2019 | 6 months |