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Vanguard Balanced Index Fund: (MF: VBINX)
(NASDAQ Mutual Funds) As of Jul 23, 2024 08:00 PM ET
$48.27 USD
-0.01 (-0.02%)
Zacks MF Rank
NA
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 7.82 | 44 |
| 3 months | 2.02 | 35 |
| 6 months | 7.82 | 44 |
| 1 Year | 14.72 | 36 |
| 3 Year | 3.34 | 49 |
| 5 Year | 8.26 | 29 |
| 10 Year | 7.76 | 22 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 73.96 |
| Bear Market (10/07 - 2/09) | -32.57 |
| Bull Market (2/09 - 3/21) | 367.48 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 14.72 |
| 5 Year | 8.26 |
| 10 Year | 7.76 |
| Since Inception | 8.13 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 5.68 | 2.02 | NA | NA |
| 2023 | 5.53 | 4.60 | -3.24 | 9.95 |
| 2022 | -6.02 | -12.16 | -4.51 | 4.89 |
| 2021 | 2.34 | 5.76 | -0.06 | 5.47 |
| 2020 | -11.62 | 14.23 | 5.71 | 8.93 |
| 2019 | 9.53 | 3.70 | 1.66 | 5.35 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 7.82 | 17.44 | -17.32 | 14.08 | 16.26 | 21.67 | -2.96 | 13.74 | 8.62 | 0.35 | 9.79 |
| % Total Return Rel to Index | -7.47 | -8.80 | 0.87 | -14.59 | -2.14 | -9.81 | 1.42 | -8.05 | -3.31 | -1.03 | -3.84 |
| % Total Return Rel to Peer | 0.67 | 3.48 | -3.57 | 0.90 | 4.98 | 2.90 | 2.60 | 0.59 | 2.27 | 2.68 | 4.37 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 5.00 | 3.00 | 1.00 | 2.00 | 1.00 | 3.00 | 1.00 | 1.00 | 1.00 |
| % Dividends | 0.48 | 0.86 | 0.71 | 0.62 | 0.68 | 0.79 | 0.72 | 0.63 | 0.61 | 0.57 | 0.53 |
| % Yield | 0.99 | 1.92 | 1.75 | 1.22 | 1.50 | 1.97 | 2.14 | 1.79 | 1.92 | 1.91 | 1.74 |
| Capital Gains ($) | 0.19 | 1.03 | 0.16 | 0.88 | 0.44 | 0.06 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.00 | 0.18 | 0.18 | 0.18 | 0.18 | 0.18 | 0.18 | 0.19 | 0.19 | 0.22 | 0.23 |
* 1 = Top 20%, 5 = Bottom 20%