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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

YearReturn
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
Volatility10.90%
Sortino ratio1.12
Calmar ratio0.23
Best year, 1995+28.14%
Worst year, 2008−22.21%
Positive years26 of 33
Longest drawdown3.4 years

Worst drawdowns

Since 1992
DeclinePeakBottomRecoveredLength
−36.0%Oct 2007Mar 2009Nov 20103.1 years
−25.1%Sep 2000Oct 2002Jan 20043.4 years
−22.8%Feb 2020Mar 2020Jul 20205 months
−21.6%Dec 2021Oct 2022Feb 20242.2 years
−12.2%Jul 1998Oct 1998Nov 19984 months