Vanguard Balanced Index Inv (VBINX)

43.20 -0.10 (-0.23%) USD  |  Aug 11 2022

VBINX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of August 10, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
Vanguard Balanced Index Inv
11.33%
17.91%
9.84%
0.37%
8.63%
13.75%
-2.97%
21.67%
16.26%
14.09%
-10.60%
S&P 500 Total Return
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-10.85%
BNY Mellon Asset Allocation Inv
11.91%
15.15%
5.67%
-1.80%
5.88%
16.72%
-7.20%
19.92%
14.49%
15.75%
-10.73%
Transamerica Balanced II R
12.80%
17.65%
10.35%
-0.08%
7.69%
13.64%
-4.00%
21.34%
15.11%
16.46%
-9.98%
ALPS/Smith Balanced Opportunity Inv
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15.51%
-10.55%
Hennessy Equity and Income Investor
8.82%
15.03%
11.26%
-2.62%
5.73%
13.51%
-4.33%
15.99%
8.97%
16.71%
-10.11%
As of August 10, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Vanguard Balanced Index Inv
5.97%
4.47%
-5.71%
-7.36%
8.22%
8.32%
8.68%
7.21%
7.78%
8.15%
S&P 500 Total Return
8.08%
5.68%
-5.80%
-3.69%
14.87%
13.54%
13.79%
9.55%
10.13%
10.14%
BNY Mellon Asset Allocation Inv
5.79%
4.09%
-6.56%
-7.58%
8.22%
7.30%
7.25%
5.59%
6.53%
5.28%
Transamerica Balanced II R
5.89%
3.87%
-5.79%
-5.70%
9.01%
8.34%
8.58%
6.71%
7.05%
7.23%
ALPS/Smith Balanced Opportunity Inv
6.75%
3.06%
-7.13%
-7.50%
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5.95%
Hennessy Equity and Income Investor
5.09%
3.48%
-4.79%
-6.06%
6.54%
6.38%
6.77%
6.21%
7.97%
6.68%
As of August 10, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of July 31, 2022