All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

VBIAX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Mon 2000-11-13? to Fri 2025-05-16 YTD
Return
TRR
Price
VBIAX
×
+0.25%
2025-05-16
2.795 TRR
2025-05-16
Vanguard Balanced Index Fund Admiral Shares Mutual Fund

Returns

Mon 2000-11-13? to Fri 2025-05-16 Overall
Return
Exponential
Trendline
VBIAX
×
+179.48%
+4.28%/yr
+5.25%/yr
(R2=0.925)
Vanguard Balanced Index Fund Admiral Shares Mutual Fund

Growth of $10,000

Mon 2000-11-13? to Fri 2025-05-16 Start
Value
End
Value
VBIAX
×
$10,000.00
2000-11-13
$27,948.13
2025-05-16
Vanguard Balanced Index Fund Admiral Shares Mutual Fund

Annual Returns

Year VBIAX
2025 (YTD) +0.25%
2024 +11.37%
2023 +13.75%
2022 −21.95%
2021 +6.70%
2020 +14.83%
2019 +19.09%
2018 −4.69%
2017 +11.54%
2016 +6.55%
2015 −0.24%
2014 +9.16%
2013 +16.35%
2012 +9.62%
2011 +1.28%
2010 +11.62%
2009 +16.94%
2008 −22.20%
2007 +2.17%
2006 +8.33%
2005 +1.30%
2004 +7.19%
2003 +17.84%
2002 −11.60%
2001 −4.45%
2000 −0.17%

Drawdowns

Mon 2000-11-13? to Fri 2025-05-16 Current
Drawdown
Worst
Drawdown
VBIAX
×
−3.00% −37.01%
2009-03-09
Vanguard Balanced Index Fund Admiral Shares Mutual Fund