Vanguard Balanced Index Fund: (MF: VBINX)
(NASDAQ Mutual Funds) As of Feb 6, 2026 05:45 PM ET
$52.45 USD
+0.67 (1.29%)
Latest Performance as of Dec 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 13.45 | 49 |
| 3 months | 1.83 | 64 |
| 6 months | 7.71 | 33 |
| 1 Year | 13.46 | 49 |
| 3 Year | 15.11 | 29 |
| 5 Year | 7.54 | 47 |
| 10 Year | 9.32 | 27 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 73.96 |
| Bear Market (10/07 - 2/09) | -32.58 |
| Bull Market (2/09 - 3/21) | 463.02 |
Load Adjusted Returns as of Dec 31, 2025
| 1 Year | 13.45 |
| 5 Year | 7.54 |
| 10 Year | 9.32 |
| Since Inception | 8.35 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -1.86 | 7.34 | 5.76 | 1.83 |
| 2024 | 5.68 | 2.02 | 5.73 | 0.39 |
| 2023 | 5.53 | 4.60 | -3.24 | 9.95 |
| 2022 | -6.02 | -12.16 | -4.51 | 4.89 |
| 2021 | 2.34 | 5.76 | -0.06 | 5.47 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 13.45 | 14.46 | 17.44 | -17.32 | 14.08 | 16.26 | 21.67 | -2.96 | 13.74 | 8.62 |
| % Total Return Rel to Index | -4.76 | -10.56 | -8.80 | 0.87 | -14.59 | -2.14 | -9.81 | 1.42 | -8.05 | -3.31 |
| % Total Return Rel to Peer | 0.28 | 2.82 | 3.48 | -3.57 | 0.90 | 4.98 | 2.90 | 2.60 | 0.59 | 2.27 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 5.00 | 3.00 | 1.00 | 2.00 | 1.00 | 3.00 | 2.00 |
| % Dividends | 1.05 | 0.97 | 0.86 | 0.71 | 0.62 | 0.68 | 0.79 | 0.72 | 0.63 | 0.61 |
| % Yield | 1.92 | 1.88 | 2.15 | 1.75 | 1.22 | 1.50 | 1.97 | 2.14 | 1.79 | 1.92 |
| Capital Gains ($) | 1.99 | 1.51 | 1.03 | 0.16 | 0.88 | 0.44 | 0.06 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.18 | 0.18 | 0.18 | 0.18 | 0.18 | 0.18 | 0.18 | 0.18 | 0.19 | 0.19 |
* 1 = Top 20%, 5 = Bottom 20%
