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 +11.78% over the past year and +2.35% YTD, with dividends reinvested. Since Nov. 13, 2000, VBIAX is up +183.20% in real purchasing-power return, or +4.15%/yr, and is currently −1.38% below its real total-return high on Jun. 2, 2026.

Data ending Fri Jun. 12, 2026

Mon 2000-11-13💬 to Fri 2026-06-12 YTD
Return 		1 Year
Return
VBIAX × 		+2.35%
2026-06-12 		+11.78%
2026-06-12
Vanguard Balanced Index Fund Admiral Shares Mutual Fund

Returns

Mon 2000-11-13💬 to Fri 2026-06-12 Overall
Return 		Exponential
Trendline
VBIAX × 		+183.20%
+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 2026-06-12 Start
Value 		End
Value
VBIAX × 		$10,000.00
2000-11-13 		$28,320.24
2026-06-12
Vanguard Balanced Index Fund Admiral Shares Mutual Fund

Annual Returns

Year VBIAX
2026 (YTD) +2.35%
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 2026-06-12 Current
Drawdown 		Worst
Drawdown
VBIAX × 		−1.38%
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 Fri 2026-06-12 1
Year 		2
Years 		3
Years 		5
Years 		10
Years
VBIAX × 		+11.78% +15.35%
+7.40%/yr 		+26.79%
+8.23%/yr 		+5.30%
+1.04%/yr 		+62.39%
+4.97%/yr
Vanguard Balanced Index Fund Admiral Shares Mutual Fund