VBINX
Vanguard BalancexFd-Inv
$48.04
-0.02 (-0.04%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced |
|---|---|
| Market Cap | 54974.095M |
| 52 Week High | 48.06 |
| 52 Week Low | 38.713 |
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Key Data
| Symbol | VBINX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced |
| Price | 48.04 |
| Price Yesterday | 48.06 |
| Market Cap | 54,974.10 |
| YTD Return | 9.31% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0018 |
Overview
| 52 Week High | 48.06 |
|---|---|
| 52 Week Low | 38.71 |
| Market Cap | 54,974.10M |
| Shares Outstanding | 1,144.34M |
| Income Dividend Yield | 1.95% |
| Long Term Dividend Yield | 2.25% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 4.21% |
Returns Annualized
| One Day | -9.97% |
|---|---|
| Five Days | 111.95% |
| One Months | 43.38% |
| Three Months | 18.57% |
| Six Months | 21.39% |
| Nine Months | 27.45% |
| One Year | 17.67% |
| Three Years | 3.63% |
| Five Years | 8.52% |
| Ten Years | 7.97% |
| YTD | 18.85% |
| Since Inception | 8.25% |
Returns Total
| One Day | -0.04% |
|---|---|
| Five Days | 1.50% |
| One Month | 2.90% |
| Three Months | 4.28% |
| Six Months | 10.00% |
| Nine Months | 19.70% |
| One Year | 17.65% |
| Three Years | 11.22% |
| Five Years | 50.33% |
| Ten Years | 114.89% |
| YTD | 9.31% |
| Since Inception | 1129.59% |
Yearly Returns
| 2024 | 9.31% |
|---|---|
| 2023 | 17.44% |
| 2022 | -16.97% |
| 2021 | 14.09% |
| 2020 | 16.26% |
| 2019 | 21.67% |
| 2018 | -2.97% |
| 2017 | 13.75% |
| 2016 | 8.63% |
| 2015 | 0.37% |
Risk against SP-DA
| Alpha | -4.75% |
|---|---|
| Beta | 0.73 |
| Correlation | 98.02% |
| Downside Deviation | 2.47% |
| Coefficient of determination | 96.08% |
| Standard Deviation | 2.40% |
| Sharpe Ratio | -1.33 |
| Sortino | -4.48 |
| Treynor | 16.84 |
| Ulcer Index | 2.61 |
| Ulcer Performance Index | -4.23 |