All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Fri 2007-08-31? to Tue 2026-03-31 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| VBIAX × |
−3.76%
2026-03-31 |
4.958 TR
2026-03-31 |
||||
| Vanguard Balanced Index Fund Admiral Shares Mutual Fund | ||||||
| PSLDX × |
−5.49%
2026-03-31 |
209688819.23 TR
2026-03-31 |
||||
| Pimco Stocksplus Long Duration Fund Institutional Mutual Fund | ||||||
| Fri 2007-08-31? to Tue 2026-03-31 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VBIAX × |
+250.76%
+6.99%/yr |
+8.44%/yr
(R2=0.967) |
||||
| Vanguard Balanced Index Fund Admiral Shares Mutual Fund | ||||||
| PSLDX × |
+20,968,881,823.08%
+180.44%/yr |
+71.56%/yr
(R2=0.978) |
||||
| Pimco Stocksplus Long Duration Fund Institutional Mutual Fund | ||||||
| Fri 2007-08-31? to Tue 2026-03-31 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| VBIAX × |
$10,000.00
2007-08-31 |
$35,075.62
2026-03-31 |
||||
| Vanguard Balanced Index Fund Admiral Shares Mutual Fund | ||||||
| PSLDX × |
$10,000.00
2007-08-31 |
$2,096,888,192,307.70
2026-03-31 |
||||
| Pimco Stocksplus Long Duration Fund Institutional Mutual Fund | ||||||
| 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% | — |
| Fri 2007-08-31? to Tue 2026-03-31 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| VBIAX × | −5.41% |
−35.90%
2009-03-09 |
||||
| Vanguard Balanced Index Fund Admiral Shares Mutual Fund | ||||||
| PSLDX × | −10.09% |
−51.61%
2008-11-20 |
||||
| Pimco Stocksplus Long Duration Fund Institutional Mutual Fund | ||||||