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 2026-05-15 YTD
Return
TRR
Price
VBIAX
×
+1.91%
2026-05-15
2.82 TRR
2026-05-15
Vanguard Balanced Index Fund Admiral Shares Mutual Fund

Returns

Mon 2000-11-13? to Fri 2026-05-15 Overall
Return
Exponential
Trendline
VBIAX
×
+181.98%
+4.15%/yr
+5.05%/yr
(R2=0.926)
Vanguard Balanced Index Fund Admiral Shares Mutual Fund

Growth of $10,000

Mon 2000-11-13? to Fri 2026-05-15 Start
Value
End
Value
VBIAX
×
$10,000.00
2000-11-13
$28,198.08
2026-05-15
Vanguard Balanced Index Fund Admiral Shares Mutual Fund

Annual Returns

Year VBIAX
2026 (YTD) +1.91%
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 −4.62%
2000 −0.16%

Drawdowns

Mon 2000-11-13? to Fri 2026-05-15 Current
Drawdown
Worst
Drawdown
VBIAX
×
−1.04%
from 2026-05-14 peak
−37.02%
2009-03-09
from 2007-10-09 peak
Vanguard Balanced Index Fund Admiral Shares Mutual Fund

Rolling Returns

Period ending Fri 2026-05-15 1
Year
2
Years
3
Years
5
Years
10
Years
VBIAX
×
+13.01% +16.06%
+7.74%/yr
+29.39%
+8.97%/yr
+6.07%
+1.19%/yr
+64.34%
+5.09%/yr
Vanguard Balanced Index Fund Admiral Shares Mutual Fund