Vanguard Balanced Index Fund Institutional Shares(VBAIX)總覽

最後更新 2025-04-12 08:00:51 (UTC+8)

報酬與風險分析

分析 Vanguard Balanced Index Fund Institutional Shares(VBAIX) 的平均報酬與風險。

統計區間	年化報酬率	夏普比率	最大跌幅
近3年	4.4%	0.02	-14.89%
近5年	8.7%	0.36	-21.52%
近10年	7.2%	0.25	-22.76%
近20年	7.4%	0.26	-35.84%

基本資料

Vanguard Balanced Index Fund Institutional Shares (VBAIX) 的基本資料。

發行資料


ETF全名	Vanguard Balanced Index Fund Institutional Shares
上市日期	2000-01-12

ETF說明


本投資基金旨在追蹤一個基準指數的表現,該指數衡量整體美國股票市場的投資回報,佔其資產的60%。該基金亦旨在追蹤一個廣泛的市值加權債券指數的表現,佔其資產的40%。該基金採用指數投資方法,旨在追蹤兩個基準指數的表現。約60%的資產旨在追蹤CRSP美國總市場指數的投資表現,而約40%的資產則旨在追蹤彭博巴克萊美國綜合浮動調整指數的投資表現。
The investment seeks to track the performance of a benchmark index that measures the investment return of the overall U.S. stock market with 60% of its assets; the fund seeks to track the performance of a broad, market-weighted bond index with 40% of its assets. 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.

本投資基金旨在追蹤一個基準指數的表現,該指數衡量整體美國股票市場的投資回報,佔其資產的60%。該基金亦旨在追蹤一個廣泛的市值加權債券指數的表現,佔其資產的40%。該基金採用指數投資方法,旨在追蹤兩個基準指數的表現。約60%的資產旨在追蹤CRSP美國總市場指數的投資表現,而約40%的資產則旨在追蹤彭博巴克萊美國綜合浮動調整指數的投資表現。

The investment seeks to track the performance of a benchmark index that measures the investment return of the overall U.S. stock market with 60% of its assets; the fund seeks to track the performance of a broad, market-weighted bond index with 40% of its assets. 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.

警語

1. 資料僅供參考，不做任何獲利保證及特定股票與點位推薦建議。

2. 資料並不完整，需要完整資料請至相關網站索取。

3. 任何股市數據分析皆存在倖存者偏差。