Last updated 2025-04-22 20:01:04 (EDT)

Return and Risk Analysis

Analyze the Average Return and Risk Vanguard Balanced Index Fund Admiral Shares (VBIAX).

PeriodAnnualized
Return
Sharpe
Ratio
Maximum
Drawdown
Past 3 Years4.9%0.06-13.18%
Past 5 Years8%0.31-21.53%
Past 10 Years7.1%0.24-22.79%
Past 20 Years7.3%0.25-35.88%

Basic Information

Basic Information of Vanguard Balanced Index Fund Admiral Shares (VBIAX).

Issuance Information

Full Name of the ETFVanguard Balanced Index Fund Admiral Shares
Listing Date2000-11-13

ETF Description

The fund employs an indexing investment approach designed to track the performance of two benchmark indexes. With approximately 60% of its assets, the fund seeks to track the investment performance of the CRSP US Total Market Index. With approximately 40% of its assets, the fund seeks to track the investment performance of the Bloomberg Barclays U.S. Aggregate Float Adjusted Index.

Disclaimer

1. The information provided is for reference only and does not constitute any guarantee of profits or specific stock and price point recommendations.

2. The information is not complete; for comprehensive data, please refer to the relevant websites.

3. All stock market data analyses are subject to survivorship bias.

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