Bulletin
Investor Alert

Vanguard Balanced Index Fund;Investor

NAS: VBINX

GO
/zigman2/quotes/208139840/realtime

$

41.10

Change

-0.25 -0.60%

Sep 18, 2020

YTD return

6.04%

5 yr avg return

9.53%

Total net assets

372.40M

52 week low

52 week high

$31.49

$42.92

Yield

1.79%

Fees & Expenses

Front load

0.00%

Deferred load

0.00%

Max. redemption fee

0.00%

Total expense ratio

0.18%

12 b-1

0.01%

Turnover

37.00%

Expense Calculator

Amt Invested:

Timeframe:

Total expense ratio:

Front load:

Deferred load:

Expense projection:

Estimated Total:

* Expense Calculator results are based on the fund's past performance. Preferred load may be less. Check with your fund company for exact values.

Distributions

Income dividend

0.17

Dividend freq.

Quarterly

Capital gain (2019)

0.07

Capital gain (YTD)

n/a

Risk Measures

Alpha

0.15

Beta

0.62

Standard deviation

3.12

R. squared

0.98

Min. Investment

Standard (taxable)

n/a

IRA

n/a

Compare:
Indexes
  • Dow(INDU) INDU
  • Nasdaq (COMP) COMP
  • S&P 500 (SPX) SPX
  • Global Dow (GDOW) GDOW
1d
5d
3m
6m
1y
3y
5y
/news/latest/company/us/vbinx

MarketWatch News on VBINX

  1. The Great Portfolio Stress Test: What One Bad Day Can Tell You

    3:31 p.m. April 9, 2020

    - Barron's Online

  2. No Place to Hide: Managed Futures Funds Fall With Stocks

    9:29 a.m. Feb. 13, 2018

    - Barron's Online

  3. An easy strategy to get you to your retirement goals

    12:19 p.m. Sept. 8, 2017

    - Andrea Coombes

  4. Get Ready for Sub-5% Yearly Returns

    6:21 p.m. Oct. 27, 2016

    - Barron's Online

  5. ‘Absolute’-ly avoid these funds

    1:36 p.m. May 17, 2016

    - Shawn Langlois

  6. Why a 100% stock portfolio can ruin your retirement

    5:08 a.m. March 22, 2016

    - John Coumarianos

  7. How the fear of owning stocks can make you a stronger investor

    5:22 p.m. March 9, 2016

    - John Coumarianos

  8. Your portfolio may not be as safe as you think

    5:01 a.m. Sept. 8, 2015

    - Conrad de Aenlle

  9. 4 smart money moves to protect your portfolio now

    6:01 a.m. July 6, 2015

    - John Coumarianos

  10. How to buy stocks now if you’ve missed this massive bull market

    1:19 p.m. April 3, 2015

    - John Coumarianos

  11. Charlie Munger, Harvard and the Calpers hedge fund exit

    5:00 a.m. Sept. 18, 2014

    - Mitch Tuchman

  12. These funds buy low and sell high

    9:01 a.m. Aug. 5, 2012

    - Conrad de Aenlle

  13. These mutual funds win gold, silver and bronze

    6:08 p.m. Nov. 2, 2010

    - Jonathan Burton

  14. Loading more headlines...

Lipper Leader

Total Return: 5 Consistent Return: 5 Preservation: 4 Tax Efficiency: 5 Expense: 5

YTD Lipper Ranking: Quintile 1 (12th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)
% rank in category Quintile rank
YTD 6.04% 1.45% 4.20% 12% 1
1yr 11.27% 6.84% 12.50% 12% 1
3yr 9.34% 6.09% 12.00% 8% 1
5yr 9.53% 7.50% 13.40% 10% 1
10yr 9.67% 8.09% 13.8% 13% 1

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$35,929

Fund Comparison

Compare: Returns Risk Fees Holdings

Find Another Fund

Investment focus:

Net assets:

Return timeframe:

Fund Details

Category

Mixed-Asset Trgt Alloc Gro Fds

Fund family

VANGUARD INDEX FDS

Fund status

Closed

Fund inception

November 9, 1992

Manager

Barrickman/Coleman/O'Reily

Investment Policy

The Fund seeks to track, with respect to 60% of its assets, investment performance of the CRSP US Total Market Index, and with respect to 40% of its assets, investment performance of the Barclays U.S. Aggregate Float Adjusted Index.

/news/nonmarketwatch/company/us/vbinx

Other News on VBINX

  1. RBS 2020 Mid-Year Investment Letter

    11:15 a.m. July 17, 2020

    - Seeking Alpha

  2. Bitcoin: Speculate Like Tudor And Hold It Like Buffett

    4:00 p.m. June 8, 2020

    - Seeking Alpha

  3. Retirees: Time To Abandon 60/40

    8:00 a.m. July 11, 2019

    - Seeking Alpha

  4. Business Cycle Late Stage Portfolio

    8:37 a.m. July 2, 2018

    - Seeking Alpha

  5. Preserving Capital: Don't Neglect Risk

    1:59 p.m. Feb. 21, 2018

    - Seeking Alpha

  6. The Hidden Danger Of Adaptive Asset Allocation

    3:40 a.m. Feb. 14, 2018

    - Seeking Alpha

  7. The Earnings Growth Portfolio Strategy

    10:05 p.m. Nov. 26, 2017

    - Seeking Alpha

  8. Focus on Vanguard Balanced Index Inv Fund (VBINX)

    10:36 a.m. Nov. 21, 2017

    - Zacks.com

  9. The 10 Best Mutual Funds to Buy for 2018

    9:37 a.m. Nov. 14, 2017

    - InvestorPlace.com

  10. 4 Vanguard Funds You May Not Know About

    3:00 p.m. Aug. 15, 2017

    - InvestorPlace.com

  11. Vanguard Balanced Funds

    1:05 a.m. Aug. 7, 2017

    - InvestorPlace.com

  12. VGSTX: Is Vanguard STAR Still A Star?

    3:32 p.m. Aug. 2, 2017

    - Seeking Alpha

  13. The 7 Highest-Rated Vanguard Mutual Funds

    2:01 p.m. July 31, 2017

    - InvestorPlace.com

  14. The 10 Best Vanguard Funds for Retirement

    3:05 p.m. June 27, 2017

    - InvestorPlace.com

  15. 5 Best Low-Cost Mutual Funds for Skittish Investors

    12:10 p.m. June 15, 2017

    - Zacks.com

  16. 7 Best Vanguard Funds for the Return of Volatility

    2:57 p.m. May 11, 2017

    - InvestorPlace.com

  17. The 3 Best Mutual Funds for the Rest of Donald Trump’s Presidency

    1:50 p.m. April 26, 2017

    - InvestorPlace.com

  18. Loading more headlines...
Trending Tickers
  • /quotes/zigman/17636479/composite VUZI+15.60%
  • /quotes/zigman/237947/composite JCP-5.83%
  • /quotes/zigman/59392505/composite NUGT-2.93%
  • /quotes/zigman/59386294/composite JNUG-5.94%
  • /quotes/zigman/65801738/composite TLT+1.11%
X
Powered by StockTwits
Link to MarketWatch's Slice.