All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

VBIAX,PSLDX: Total Return Chart (with Dividends Reinvested)

×
×
Tue 2020-11-24 to Thu 2025-05-01?
VBIAX
×
Vanguard Balanced Index Fund Admiral Shares Mutual Fund
PSLDX
×
Pimco Stocksplus Long Duration Fund Institutional Mutual Fund

Returns

Tue 2020-11-24 to Thu 2025-05-01? Overall
Return
Exponential
Trendline
VBIAX
×
+16.44%
+3.49%/yr
+2.91%/yr
(R2=0.207)
Vanguard Balanced Index Fund Admiral Shares Mutual Fund
PSLDX
×
+1,499.81%
+86.91%/yr
+88.29%/yr
(R2=0.878)
Pimco Stocksplus Long Duration Fund Institutional Mutual Fund

Growth of $10,000

Tue 2020-11-24 to Thu 2025-05-01? Start
Value
End
Value
VBIAX
×
$10,000.00
2020-11-24
$11,644.09
2025-05-01
Vanguard Balanced Index Fund Admiral Shares Mutual Fund
PSLDX
×
$10,000.00
2020-11-24
$159,981.31
2025-05-01
Pimco Stocksplus Long Duration Fund Institutional Mutual Fund

Annual Returns

Year VBIAX PSLDX
2026 (YTD) −3.76% −5.49%
2025 +12.07% +20.34%
2024 +11.09% +15.41%
2023 +14.83% +283.79%
2022 −17.59% −40.64%
2021 +12.14% +338.30%
2020 +15.19% +107.92%
2019 +21.58% +144.70%
2018 −2.87% +40.68%
2017 +13.89% +29.49%
2016 +8.77% +99.70%
2015 +0.50% +71.94%
2014 +9.99% +28.10%
2013 +18.10% +6.99%
2012 +11.49% +191.84%
2011 +4.30% +81.48%
2010 +13.29% +25.58%
2009 +20.15% +104.76%
2008 −22.13% −32.26%
2007 +6.31% +4,009,988.46%
2006 +11.07%
2005 +4.79%
2004 +10.68%
2003 +20.01%
2002 −9.51%
2001 −3.14%
2000 −0.18%

Drawdowns

Tue 2020-11-24 to Thu 2025-05-01? Final
Drawdown
Worst
Drawdown
VBIAX
×
−8.59% −22.97%
2022-10-14
Vanguard Balanced Index Fund Admiral Shares Mutual Fund
PSLDX
×
−13.33% −47.52%
2022-10-14
Pimco Stocksplus Long Duration Fund Institutional Mutual Fund