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Performance
Performance Chart
The chart shows the growth of an initial investment of A$10,000 in Vanguard Diversified Balanced Index ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Different Benchmark Currency
VDBA.AX is traded in AUD, while the ^GSPC benchmark is in USD. To make them comparable, the benchmark values have been converted to AUD using the latest available exchange rates.
Returns By Period
Vanguard Diversified Balanced Index ETF (VDBA.AX) has returned -2.10% so far this year and 8.98% over the past 12 months.
Vanguard Diversified Balanced Index ETF
- 1D
- -0.56%
- 1M
- -2.32%
- YTD
- -2.10%
- 6M
- -1.77%
- 1Y
- 8.98%
- 3Y*
- 7.80%
- 5Y*
- 4.63%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 0.43%
- 1M
- -2.20%
- YTD
- -7.07%
- 6M
- -6.29%
- 1Y
- 13.46%
- 3Y*
- 16.18%
- 5Y*
- 12.55%
- 10Y*
- 13.37%
Monthly Returns
Based on dividend-adjusted daily data since Nov 20, 2017, VDBA.AX's average daily return is +0.02%, while the average monthly return is +0.46%. At this rate, your investment would double in approximately 12.6 years.
Historically, 67% of months were positive and 33% were negative. The best month was Apr 2020 with a return of +5.4%, while the worst month was Mar 2020 at -8.8%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 4 months.
On a daily basis, VDBA.AX closed higher 54% of trading days. The best single day was Mar 26, 2020 with a return of +3.2%, while the worst single day was Mar 18, 2020 at -4.0%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.06% | 1.58% | -4.29% | 0.63% | -2.10% | ||||||||
| 2025 | 1.69% | -0.91% | -1.84% | 0.70% | 2.68% | 1.82% | 1.39% | 1.25% | 0.85% | 1.37% | -0.36% | 0.08% | 8.98% |
| 2024 | 1.12% | 0.97% | 2.07% | -1.99% | 0.61% | 1.62% | 2.13% | 0.59% | 1.36% | -0.20% | 2.25% | -0.23% | 10.73% |
| 2023 | 3.06% | -0.70% | 1.19% | 1.50% | -0.33% | 0.65% | 1.67% | -0.12% | -2.56% | -2.32% | 4.40% | 3.98% | 10.63% |
| 2022 | -3.21% | -2.04% | 0.94% | -2.57% | -1.31% | -4.89% | 4.51% | -1.37% | -4.94% | 3.48% | 2.62% | -2.07% | -10.82% |
| 2021 | 0.21% | -0.82% | 1.48% | 2.04% | 1.02% | 1.66% | 1.42% | 1.76% | -1.74% | -0.62% | 1.63% | 0.52% | 8.80% |
Benchmark Metrics
Vanguard Diversified Balanced Index ETF has an annualized alpha of 4.88%, beta of 0.05, and R² of 0.01 versus S&P 500 Index. Calculated based on daily prices since November 21, 2017.
- This ETF participated in 49.68% of S&P 500 Index downside but only 39.18% of its upside — more exposed to losses than it benefited from rallies.
- Beta of 0.05 may look defensive, but with R² of 0.01 this ETF is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
- R² of 0.01 means this ETF moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 4.88%
- Beta
- 0.05
- R²
- 0.01
- Upside Capture
- 39.18%
- Downside Capture
- 49.68%
Expense Ratio
VDBA.AX has an expense ratio of 0.27%, which is considered low.
Return for Risk
Risk / Return Rank
VDBA.AX ranks 50 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Vanguard Diversified Balanced Index ETF (VDBA.AX) and compare them to a chosen benchmark (S&P 500 Index).
| VDBA.AX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 0.33 | +0.68 |
Sortino ratioReturn per unit of downside risk | 1.46 | 0.56 | +0.90 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.08 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.49 | 0.53 | +0.96 |
Martin ratioReturn relative to average drawdown | 5.91 | 1.47 | +4.44 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore VDBA.AX risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
Vanguard Diversified Balanced Index ETF provided a 3.65% dividend yield over the last twelve months, with an annual payout of A$2.13 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Dividend | A$2.13 | A$1.72 | A$1.13 | A$0.83 | A$1.58 | A$5.08 | A$2.91 | A$0.98 | A$0.61 |
Dividend yield | 3.65% | 2.83% | 1.97% | 1.56% | 3.25% | 9.02% | 5.12% | 1.72% | 1.22% |
Monthly Dividends
The table displays the monthly dividend distributions for Vanguard Diversified Balanced Index ETF. 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | A$0.27 | A$0.00 | A$0.00 | A$1.12 | A$1.39 | ||||||||
| 2025 | A$0.38 | A$0.00 | A$0.00 | A$0.61 | A$0.00 | A$0.00 | A$0.53 | A$0.00 | A$0.00 | A$0.20 | A$0.00 | A$0.00 | A$1.72 |
| 2024 | A$0.12 | A$0.00 | A$0.00 | A$0.25 | A$0.00 | A$0.00 | A$0.57 | A$0.00 | A$0.00 | A$0.19 | A$0.00 | A$0.00 | A$1.13 |
| 2023 | A$0.15 | A$0.00 | A$0.00 | A$0.15 | A$0.00 | A$0.00 | A$0.28 | A$0.00 | A$0.00 | A$0.25 | A$0.00 | A$0.00 | A$0.83 |
| 2022 | A$0.21 | A$0.00 | A$0.00 | A$0.40 | A$0.00 | A$0.00 | A$0.73 | A$0.00 | A$0.00 | A$0.25 | A$0.00 | A$0.00 | A$1.58 |
| 2021 | A$1.10 | A$0.00 | A$0.00 | A$2.31 | A$0.00 | A$0.00 | A$1.46 | A$0.00 | A$0.00 | A$0.22 | A$0.00 | A$0.00 | A$5.08 |
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 Diversified Balanced Index ETF. 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 Diversified Balanced Index ETF was 18.31%, occurring on Mar 23, 2020. Recovery took 169 trading sessions.
The current Vanguard Diversified Balanced Index ETF drawdown is 3.68%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -18.31% | Feb 24, 2020 | 21 | Mar 23, 2020 | 169 | Nov 18, 2020 | 190 |
| -14.82% | Jan 5, 2022 | 185 | Sep 28, 2022 | 358 | Feb 28, 2024 | 543 |
| -6.89% | Feb 17, 2025 | 38 | Apr 9, 2025 | 26 | May 20, 2025 | 64 |
| -6.76% | Aug 31, 2018 | 82 | Dec 24, 2018 | 39 | Feb 21, 2019 | 121 |
| -5.2% | Mar 2, 2026 | 16 | Mar 23, 2026 | — | — | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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