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)

VBIAX real return snapshot: after CPI-U inflation, VBIAX returned +10.05% over the past year and +2.78% YTD, with dividends reinvested. Since Nov. 13, 2000, VBIAX is up +184.40% in real purchasing-power return, or +4.16%/yr, and is currently −0.97% below its real total-return high on Jun. 2, 2026.

Data ending Thu Jul. 2, 2026

Mon 2000-11-13💬 to Thu 2026-07-02 YTD
Return
1 Year
Return
VBIAX
×
+2.78%
2026-07-02
+10.05%
2026-07-02
Vanguard Balanced Index Fund Admiral Shares Mutual Fund

Returns

Mon 2000-11-13💬 to Thu 2026-07-02 Overall
Return
Exponential
Trendline
VBIAX
×
+184.40%
+4.16%/yr
+5.06%/yr
(R2=0.927)
Vanguard Balanced Index Fund Admiral Shares Mutual Fund

Growth of $10,000

Mon 2000-11-13💬 to Thu 2026-07-02 Start
Value
End
Value
VBIAX
×
$10,000.00
2000-11-13
$28,440.16
2026-07-02
Vanguard Balanced Index Fund Admiral Shares Mutual Fund

Annual Returns

Year VBIAX
2026 (YTD) +2.78%
2025 +9.16%
2024 +7.98%
2023 +11.11%
2022 −22.60%
2021 +4.77%
2020 +13.64%
2019 +18.86%
2018 −4.68%
2017 +11.54%
2016 +6.56%
2015 −0.23%
2014 +9.17%
2013 +16.36%
2012 +9.59%
2011 +1.29%
2010 +11.62%
2009 +16.97%
2008 −22.20%
2007 +2.13%
2006 +8.34%
2005 +1.32%
2004 +7.19%
2003 +17.80%
2002 −11.61%
2001 −4.61%
2000 −0.16%

Drawdowns

Mon 2000-11-13💬 to Thu 2026-07-02 Current
Drawdown
Worst
Drawdown
VBIAX
×
−0.97%
from 2026-06-02 peak
−37.02%
2009-03-09
from 2007-10-09 peak
Vanguard Balanced Index Fund Admiral Shares Mutual Fund

Rolling Returns

Period ending Thu 2026-07-02 1
Year
2
Years
3
Years
5
Years
10
Years
VBIAX
×
+10.05% +15.07%
+7.27%/yr
+25.69%
+7.92%/yr
+4.87%
+0.96%/yr
+62.30%
+4.96%/yr
Vanguard Balanced Index Fund Admiral Shares Mutual Fund