VBAIX vs. TORIX
Compare and contrast key facts about Vanguard Balanced Index Fund Institutional Shares (VBAIX) and Tortoise MLP & Pipeline Fund (TORIX).
VBAIX is managed by Vanguard. It was launched on Dec 1, 2000. TORIX is managed by Tortoise. It was launched on May 30, 2011.
Performance
VBAIX vs. TORIX - Performance Comparison
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VBAIX vs. TORIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VBAIX Vanguard Balanced Index Fund Institutional Shares | -2.42% | 13.60% | 17.78% | 17.55% | -16.87% | 14.20% | 16.40% | 21.79% | -2.83% | 13.86% |
TORIX Tortoise MLP & Pipeline Fund | 21.71% | 4.94% | 42.91% | 14.18% | 22.20% | 40.84% | -29.47% | 18.33% | -15.14% | -1.04% |
Returns By Period
In the year-to-date period, VBAIX achieves a -2.42% return, which is significantly lower than TORIX's 21.71% return. Over the past 10 years, VBAIX has underperformed TORIX with an annualized return of 9.28%, while TORIX has yielded a comparatively higher 13.14% annualized return.
VBAIX
- 1D
- 1.84%
- 1M
- -3.63%
- YTD
- -2.42%
- 6M
- -0.90%
- 1Y
- 12.54%
- 3Y*
- 13.28%
- 5Y*
- 7.12%
- 10Y*
- 9.28%
TORIX
- 1D
- -0.90%
- 1M
- 1.00%
- YTD
- 21.71%
- 6M
- 21.62%
- 1Y
- 18.64%
- 3Y*
- 27.56%
- 5Y*
- 24.34%
- 10Y*
- 13.14%
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VBAIX vs. TORIX - Expense Ratio Comparison
VBAIX has a 0.06% expense ratio, which is lower than TORIX's 0.93% expense ratio.
Return for Risk
VBAIX vs. TORIX — Risk / Return Rank
VBAIX
TORIX
VBAIX vs. TORIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Balanced Index Fund Institutional Shares (VBAIX) and Tortoise MLP & Pipeline Fund (TORIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| VBAIX | TORIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.14 | 1.06 | +0.08 |
Sortino ratioReturn per unit of downside risk | 1.70 | 1.40 | +0.30 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.22 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.71 | 1.30 | +0.40 |
Martin ratioReturn relative to average drawdown | 8.02 | 3.58 | +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. | |||
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Sharpe Ratios by Period
| VBAIX | TORIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.14 | 1.06 | +0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 1.25 | -0.60 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.83 | 0.53 | +0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.42 | +0.20 |
Correlation
The correlation between VBAIX and TORIX is 0.56, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
VBAIX vs. TORIX - Dividend Comparison
VBAIX's dividend yield for the trailing twelve months is around 5.75%, more than TORIX's 4.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBAIX Vanguard Balanced Index Fund Institutional Shares | 5.75% | 6.01% | 8.01% | 4.36% | 2.84% | 3.20% | 2.65% | 2.29% | 2.33% | 1.96% | 2.10% | 2.10% |
TORIX Tortoise MLP & Pipeline Fund | 4.17% | 5.03% | 4.92% | 4.36% | 5.28% | 4.29% | 5.63% | 4.39% | 4.22% | 2.92% | 1.87% | 5.96% |
Drawdowns
VBAIX vs. TORIX - Drawdown Comparison
The maximum VBAIX drawdown since its inception was -35.82%, smaller than the maximum TORIX drawdown of -68.58%. Use the drawdown chart below to compare losses from any high point for VBAIX and TORIX.
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Drawdown Indicators
| VBAIX | TORIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.82% | -68.58% | +32.76% |
Max Drawdown (1Y)Largest decline over 1 year | -7.80% | -15.10% | +7.30% |
Max Drawdown (5Y)Largest decline over 5 years | -21.52% | -19.75% | -1.77% |
Max Drawdown (10Y)Largest decline over 10 years | -22.77% | -63.04% | +40.27% |
Current DrawdownCurrent decline from peak | -4.11% | -1.78% | -2.33% |
Average DrawdownAverage peak-to-trough decline | -4.45% | -14.95% | +10.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.66% | 5.50% | -3.84% |
Volatility
VBAIX vs. TORIX - Volatility Comparison
Vanguard Balanced Index Fund Institutional Shares (VBAIX) and Tortoise MLP & Pipeline Fund (TORIX) have volatilities of 3.71% and 3.84%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VBAIX | TORIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.71% | 3.84% | -0.13% |
Volatility (6M)Calculated over the trailing 6-month period | 6.20% | 9.72% | -3.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.39% | 18.36% | -6.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.09% | 19.59% | -8.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.21% | 24.98% | -13.77% |