VBINX
Vanguard Balanced Index Fund Investor Shares
$53.92−0.27 (−0.50%)Close Nov 12, 2026
Sep 28, 1992 – Nov 12, 2026, Dividends reinvested
- Final balance
- $154,376
- CAGR
- +8.35%
- Max drawdown
- −35.97%
- Sharpe ratio
- 0.79
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Growth of $10,000
Trailing returns (%)
VBINX's average annual return was 9.39% over the last 10 years and 7.81% over the last 20 years, through Nov 12, 2026. $10,000 in VBINX on Nov 11, 2016 grew to $24,537 by Nov 12, 2026, with dividends reinvested.
Total
- 1M
- −1.08%
- 3M
- −1.82%
- 6M
- +1.39%
- YTD
- +6.59%
- 1Y
- +6.71%
Per year
- 3Y
- +14.43%
- 5Y
- +6.21%
- 10Y
- +9.39%
- 15Y
- +9.28%
- 20Y
- +7.81%
- 25Y
- +7.55%
- 30Y
- +7.82%
- Since 1992
- +8.35%
Annual returns
1992 from Sep 28 · 2026 through Nov 12
VBINX returns by year
| Year | Return |
|---|---|
| 2026 through Nov 12 | +6.59% |
| 2025 | +13.47% |
| 2024 | +14.45% |
| 2023 | +17.41% |
| 2022 | −16.98% |
| 2021 | +14.08% |
| 2020 | +16.26% |
| 2019 | +21.67% |
| 2018 | −2.98% |
| 2017 | +13.75% |
| 2016 | +8.64% |
| 2015 | +0.36% |
| 2014 | +9.81% |
| 2013 | +17.96% |
Metrics
Since 1992| Volatility | 10.90% |
|---|---|
| Sortino ratio | 1.12 |
| Calmar ratio | 0.23 |
| Best year, 1995 | +28.14% |
| Worst year, 2008 | −22.21% |
| Positive years | 26 of 33 |
| Longest drawdown | 3.4 years |
Worst drawdowns
Since 1992| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −36.0% | Oct 2007 | Mar 2009 | Nov 2010 | 3.1 years |
| −25.1% | Sep 2000 | Oct 2002 | Jan 2004 | 3.4 years |
| −22.8% | Feb 2020 | Mar 2020 | Jul 2020 | 5 months |
| −21.6% | Dec 2021 | Oct 2022 | Feb 2024 | 2.2 years |
| −12.2% | Jul 1998 | Oct 1998 | Nov 1998 | 4 months |