Vanguard Balanced Index Fund Admiral Shares

 (MUTF:VBIAX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.13%
   
1 week   +1.88%
   
4 week   +2.85%
   
3 month   +1.17%
   
YTD   +9.10%
   
1 year   +8.32%
   
3 years*   +6.98%
   
5 years*   +10.00%
   
*annualized
Best 3 month return+16.88%  
Worst 3 month return-19.71%  

Morningstar statistics

Morningstar category: Allocation--50% to 70% Equity
  Return Risk Rating
3 years High Below Average
5 years Above Average Below Average
10 years Above Average Below Average
Overall Above Average Below Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets29.95B 
Front load-  
Deferred load-  
Expense ratio0.08%  
Management fee-  
Fund familyVanguard 

Asset allocation

Cash1.99%  
Stocks58.62%  
Bonds39.37%  
Convertible0.01%  
Other0.01%  

Purchase information

Initial$10,000  
Additional$1  
31.45+0.05(0.16%)
Dec 8, 7:00PM EST Overall Morningstar RatingTM

Description

The investment seeks to track the performance of a benchmark index that measures the investment return of the overall U.S. stock market. 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 U.S. Total Market Index. With approximately 40% of its assets, the fund seeks to track the investment performance of the Barclays U.S. Aggregate Float Adjusted Index.
Fund filings (PDF) »
Asset managers:
Joshua Barrickman (Started: Feb 22, 2013)
William Coleman (Started: Apr 26, 2016)
Christopher Wrazen (Started: Jul 7, 2015)
Gerard O’Reilly (Started: Apr 26, 2016)
Advisor Company:
Vanguard Group Inc
Fund family reports on Morningstar »
Vanguard, 100 Vanguard Boulevard, Malvern, PA 19355, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* 0.67 2.76 2.80 1.33
Beta* 0.93 0.95 0.90 0.95
Mean annual return 0.50 0.53 0.78 0.55
R-squared* 94.07 92.21 92.37 96.20
Standard deviation 6.85 6.54 6.33 9.54
Sharpe ratio 0.84 0.96 1.46 0.61
* Against standard index

Top 10 holdings

Security Net Assets  
Apple Inc (AAPL) 1.54%  
Microsoft Corp (MSFT) 1.17%  
Exxon Mobil Corp (XOM) 0.91%  
Amazon.com Inc (AMZN) 0.84%  
Johnson & Johnson (JNJ) 0.84%  
Facebook Inc A (FB) 0.81%  
General Electric Co (GE) 0.69%  
Berkshire Hathaway Inc B (BRK.B) 0.67%  
JPMorgan Chase & Co (JPM) 0.66%  
Alphabet Inc A (GOOGL) 0.63%