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

Tue 2020-11-24 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

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Returns

Tue 2020-11-24 to Tue 2026-03-31	Overall Return	Exponential Trendline
VBIAX ×	+29.45% +4.95%/yr	+4.90%/yr (R2=0.495)
Vanguard Balanced Index Fund Admiral Shares Mutual Fund
PSLDX ×	+1,793.69% +73.33%/yr	+70.52%/yr (R2=0.864)
Pimco Stocksplus Long Duration Fund Institutional Mutual Fund

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Growth of $10,000

Tue 2020-11-24 to Tue 2026-03-31	Start Value	End Value
VBIAX ×	$10,000.00 2020-11-24	$12,945.20 2026-03-31
Vanguard Balanced Index Fund Admiral Shares Mutual Fund
PSLDX ×	$10,000.00 2020-11-24	$189,369.16 2026-03-31
Pimco Stocksplus Long Duration Fund Institutional Mutual Fund

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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%	—

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Drawdowns

Tue 2020-11-24 to Tue 2026-03-31	Current Drawdown	Worst Drawdown
VBIAX ×	−5.41%	−22.97% 2022-10-14
Vanguard Balanced Index Fund Admiral Shares Mutual Fund
PSLDX ×	−10.09%	−47.52% 2022-10-14
Pimco Stocksplus Long Duration Fund Institutional Mutual Fund