All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
VBIAX total return snapshot: VBIAX returned +6.95% over the past year and +6.62% YTD, with dividends reinvested. Since Nov. 13, 2000, VBIAX is up +515.88% in nominal total return, or +7.25%/yr, and is currently −2.35% below its total-return high on Aug. 13, 2026.
Data ending Mon Nov. 2, 2026
| Mon 2000-11-13💬 to Mon 2026-11-02 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VBIAX × |
+515.88%
+7.25%/yr |
+7.83%/yr
R2=0.972 |
||||
| Vanguard Balanced Index Fund Admiral Shares Mutual Fund | ||||||
| Mon 2000-11-13💬 to Mon 2026-11-02 |
Start
Value |
End
Value |
|---|---|---|
| VBIAX × |
$10,000.00
2000-11-13 |
$61,587.87
2026-11-02 |
| YTD | YoY | |
|---|---|---|
| VBIAX × | +6.62% | +6.95% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| VBIAX × |
−2.35%
on 2026-11-02 from 2026-08-13 peak |
−35.90%
on 2009-03-09 from 2007-10-09 peak |
| Period ending Mon 2026-11-02 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| VBIAX × | +6.95% |
+23.27% +11.02%/yr |
+52.41% +15.08%/yr |
+36.78% +6.47%/yr |
+151.88% +9.68%/yr |
| Year | VBIAX |
|---|---|
| 2026 (YTD) | +6.62% |
| 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% |
| 2012 | +11.49% |
| 2011 | +4.30% |
| 2010 | +13.29% |
| 2009 | +20.15% |
| 2008 | −22.13% |
| 2007 | +6.31% |
| 2006 | +11.07% |
| 2005 | +4.79% |
| 2004 | +10.68% |
| 2003 | +20.89% |
| 2002 | −9.50% |
| 2001 | −3.11% |
| 2000 | −0.18% |
