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

Total Real Returns

VBIAX: 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

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

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

Annual Returns

Year VBIAX
2026 (YTD) −3.76%
2025 +12.07%
2024 +11.09%
2023 +14.83%
2022 −17.59%
2021 +12.14%
2020 +15.19%
2019 +21.58%
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 +20.01%
2002 −9.51%
2001 −3.14%
2000 −0.18%

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