Vanguard Balanced Index Fund (VBINX)
Fund Info
US9219311019
921931101
Nov 9, 1992
North America (U.S.)
$0
Large-Cap
Blend
Expense Ratio
VBINX has an expense ratio of 0.18%, which is considered low.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Vanguard Balanced Index Fund (VBINX) returned -0.31% year-to-date (YTD) and 5.56% over the past 12 months. Over the past 10 years, VBINX returned 6.73% annually, underperforming the S&P 500 benchmark at 10.78%.
VBINX
-0.31%
5.72%
-4.13%
5.56%
7.29%
6.73%
^GSPC (Benchmark)
0.19%
9.00%
-1.55%
12.31%
15.59%
10.78%
Monthly Returns
The table below presents the monthly returns of VBINX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.08% | -0.34% | -4.85% | -0.06% | 3.04% | -0.31% | |||||||
| 2024 | 0.61% | 2.72% | 1.84% | -3.64% | 3.53% | 2.27% | 2.00% | 1.84% | 1.78% | -1.40% | 4.43% | -5.08% | 10.97% |
| 2023 | 5.40% | -2.42% | 2.24% | 0.87% | -0.22% | 3.93% | 2.15% | -1.45% | -3.89% | -2.21% | 7.40% | 2.62% | 14.70% |
| 2022 | -4.51% | -1.99% | 0.41% | -6.99% | 0.12% | -5.67% | 6.50% | -3.32% | -7.27% | 4.27% | 4.60% | -4.22% | -17.67% |
| 2021 | -0.50% | 1.27% | 1.15% | 3.44% | 0.36% | 1.87% | 1.47% | 1.66% | -3.12% | 4.04% | -0.77% | 0.72% | 12.02% |
| 2020 | 0.82% | -4.22% | -8.67% | 8.55% | 3.45% | 1.72% | 3.99% | 3.86% | -2.11% | -1.48% | 7.66% | 1.85% | 15.05% |
| 2019 | 5.55% | 2.10% | 1.65% | 2.39% | -3.21% | 4.63% | 0.97% | -0.11% | 0.79% | 1.39% | 2.24% | 1.47% | 21.46% |
| 2018 | 2.71% | -2.61% | -0.96% | -0.06% | 1.93% | 0.40% | 2.01% | 2.31% | -0.13% | -4.76% | 1.48% | -4.94% | -2.98% |
| 2017 | 1.25% | 2.48% | 0.02% | 0.93% | 0.89% | 0.55% | 1.28% | 0.42% | 1.26% | 1.31% | 1.79% | 0.78% | 13.75% |
| 2016 | -2.81% | 0.28% | 4.59% | 0.51% | 1.07% | 0.93% | 2.64% | 0.06% | 0.08% | -1.68% | 1.61% | 1.21% | 8.64% |
| 2015 | -0.78% | 2.95% | -0.44% | 0.10% | 0.63% | -1.42% | 1.31% | -3.72% | -1.45% | 4.61% | 0.24% | -1.41% | 0.36% |
| 2014 | -1.27% | 2.98% | 0.25% | 0.36% | 1.71% | 1.57% | -1.28% | 2.95% | -1.57% | 2.09% | 1.74% | 0.01% | 9.81% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of VBINX is 47, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Vanguard Balanced Index Fund (VBINX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Vanguard Balanced Index Fund provided a 4.87% dividend yield over the last twelve months, with an annual payout of $2.34 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.34 | $2.50 | $1.89 | $1.07 | $1.33 | $1.13 | $0.86 | $0.72 | $0.64 | $0.61 | $0.57 | $0.53 |
Dividend yield | 4.87% | 5.15% | 4.25% | 2.71% | 2.71% | 2.54% | 2.19% | 2.20% | 1.83% | 1.97% | 1.95% | 1.79% |
Monthly Dividends
The table displays the monthly dividend distributions for Vanguard Balanced Index Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.28 | |||||||
| 2024 | $0.00 | $0.00 | $0.43 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $1.57 | $2.50 |
| 2023 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $1.13 | $1.89 |
| 2022 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.36 | $1.07 |
| 2021 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.87 | $1.33 |
| 2020 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.54 | $1.13 |
| 2019 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.28 | $0.86 |
| 2018 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.19 | $0.72 |
| 2017 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.18 | $0.64 |
| 2016 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.19 | $0.61 |
| 2015 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.17 | $0.57 |
| 2014 | $0.13 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.16 | $0.53 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Vanguard Balanced Index Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Vanguard Balanced Index Fund was 35.97%, occurring on Mar 9, 2009. Recovery took 419 trading sessions.
The current Vanguard Balanced Index Fund drawdown is 6.08%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -35.97% | Oct 10, 2007 | 354 | Mar 9, 2009 | 419 | Nov 3, 2010 | 773 |
| -24.48% | Sep 5, 2000 | 523 | Oct 9, 2002 | 317 | Jan 14, 2004 | 840 |
| -23.05% | Dec 28, 2021 | 202 | Oct 14, 2022 | 420 | Jun 18, 2024 | 622 |
| -22.78% | Feb 20, 2020 | 23 | Mar 23, 2020 | 82 | Jul 20, 2020 | 105 |
| -15.24% | Dec 9, 2024 | 82 | Apr 8, 2025 | — | — | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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