Nasdaq - Delayed Quote USD
Vanguard Balanced Index Fund (VBAIX)
48.32
+0.04
+(0.08%)
At close: May 30 at 8:04:24 PM EDT
Fund Summary
The fund employs an indexing investment approach designed to track the performance of two benchmark indexes. With approximately 60% of its assets, the fund seeks to track the investment performance of the CRSP US Total Market Index. With approximately 40% of its assets, the fund seeks to track the investment performance of the Bloomberg U.S. Aggregate Float Adjusted Index.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 21.79% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 19 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | 1.55% |
| 5y Average Return | 8.78% |
| Rank in Category (ytd) | 64 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.98 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| VBAIX | Category Average | VBAIX | Category Average | VBAIX | Category Average | |
| Alpha | 1.42 | -0.01 | 1.19 | -0.01 | 1.62 | -0 |
| BETA | 0.98 | 0.01 | 1 | 0.01 | 1.01 | 0.01 |
| Mean Annual Return | 0.69 | 0.01 | 0.76 | 0.01 | 0.67 | 0.01 |
| R-squared | 92.96 | 0.93 | 93.6 | 0.92 | 94.41 | 0.92 |
| Standard Deviation | 12.24 | 0.13 | 11.65 | 0.1 | 10.45 | 0.09 |
| Sharpe Ratio | 0.3 | 0.01 | 0.54 | 0.01 | 0.58 | 0.01 |
| Treynor Ratio | 3.11 | 0.09 | 5.89 | 0.09 | 5.72 | 0.07 |
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