All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
VBIAX real return snapshot: after CPI-U inflation, VBIAX returned +9.76% over the past year and +3.11% YTD, with dividends reinvested. Since Nov. 13, 2000, VBIAX is up +185.30% in real purchasing-power return, or +4.17%/yr, and is currently −0.80% below its real total-return high on Jul. 6, 2026.
Data ending Tue Jul. 21, 2026
| Mon 2000-11-13💬 to Tue 2026-07-21 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VBIAX × |
+185.30%
+4.17%/yr |
+5.06%/yr
R2=0.927 |
||||
| Vanguard Balanced Index Fund Admiral Shares Mutual Fund | ||||||
| Mon 2000-11-13💬 to Tue 2026-07-21 |
Start
Value |
End
Value |
|---|---|---|
| VBIAX × |
$10,000.00
2000-11-13 |
$28,530.02
2026-07-21 |
| YTD | YoY | |
|---|---|---|
| VBIAX × | +3.11% | +9.76% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| VBIAX × |
−0.80%
on 2026-07-21 from 2026-07-06 peak |
−37.02%
on 2009-03-09 from 2007-10-09 peak |
| Period ending Tue 2026-07-21 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| VBIAX × | +9.76% |
+14.52% +7.01%/yr |
+24.43% +7.56%/yr |
+5.34% +1.05%/yr |
+59.74% +4.80%/yr |
| Year | VBIAX |
|---|---|
| 2026 (YTD) | +3.11% |
| 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% |
