Vanguard Balanced Index, Admiral Shares
for period ending March 31, 2019
This portfolio is provided by Vanguard.
VBIAX is the ticker for this portfolio. This ticker appears in the scatterplots below and on the Summary Page showing all portfolios. You can invest in this portfolio using the ticker "VBIAX" at
FolioInvesting.com or your favorite brokerage. See
How to Invest (below) for more details on how buy this portfolio.
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Risk vs. return for VBIAX: The scatterplots below show the best portfolios as dots closest to the green smiley the at top left of each scatterplot. The yellow dot shows the total return and risk for this portfolio. The risk is measured by maximum loss over each period. Any dot closer to the top left corner has shown better performance using this metric.
For more metrics (
Total Return,
Risk and Volatility,
Correlation) scroll down on this page. The Summary Page compares all portfolios.
Maximum Drawdown vs. Annual Return
●VBIAX●Peer group recipes●All other recipes●S&P 500 (SPY)●U.S. Bonds (BND)●Balanced (60% Equity / 40% Bonds)
The location of
●VBIAX and the identities of all the
● portfolios on the 3, 5, 7, and 10 year graphs are available to subscribers only.
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Description Vanguard Balanced Index, Admiral Shares gives investors access to a risk-driven portfolio portfolio that uses a variety of securities to achieve a targeted risk level. This portfolio is a mutual fund and implements a particular asset allocation approach that is directed by the fund manager.
Category Tactical: Managed
Ingredients used This portfolio invests in a variety of securities to achieve a targeted risk level.
Peer Group Tactical: Managed. See
How to Invest, below. You can see how this portfolio has performed compared to its peers by clicking on any "Rank: Group" link in the Compare sections, below.
Methodology This portfolio is a mutual fund and its holdings are determined by the fund's manager, Vanguard. The investment seeks to track the performance of a broad, market-weighted bond index and 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. You may consult investor.vanguard.com for details on how this manager chooses particular assets for inclusion in this fund.
Cost- Since this is a mutual fund, you can purchase this directly through your broker using the ticker VBIAX. A flat-rate broker like FolioInvesting.com can minimize your brokerage fees. See How to Invest, below.
- Fund fees. The manager of this fund charges a percentage of assets under management as its fee.
- Additional fees. If a financial adviser purchases this fund on your behalf, they may also charge a fee.
You can invest in this portfolio by buying the ticker symbol "VBIAX" at
FolioInvesting.com or your favorite brokerage. The full set of risk and return metrics for this recipe are available to VizMetrics subscribers.
Upgrade your subscription for full access. Only $15 per month. Cancel anytime.
You do not need to adjust the composition of this portfolio. While the underlying assets in this portfolio may change, the portfolio manager handles the details of buying and selling these underlying asset ingredients.
for period ending March 31, 2019
Downside Deviation vs. Annual Return
●VBIAX●Peer group recipes●All other recipes●S&P 500 (SPY)●U.S. Bonds (BND)●Balanced (60% Equity / 40% Bonds)
The location of
●VBIAX and the identities of all the
● portfolios on the 3, 5, 7, and 10 year graphs are available to subscribers only.
Upgrade your subscription. Only $15 per month. Cancel anytime.
Standard Deviation vs. Annual Return
●VBIAX●Peer group recipes●All other recipes●S&P 500 (SPY)●U.S. Bonds (BND)●Balanced (60% Equity / 40% Bonds)
The location of
●VBIAX and the identities of all the
● portfolios on the 3, 5, 7, and 10 year graphs are available to subscribers only.
Upgrade your subscription. Only $15 per month. Cancel anytime.
for period ending March 31, 2019
5-year graph ●VBIAX●Global equities (ACWI)●U.S. equities (SPY)●U.S. bonds (BND)●60% Equity / 40% Bonds (s.6040)
for period ending March 31, 2019
for period ending March 31, 2019
| | 1 year | 3 year | 5 year | 7 year | 10 year |
| to Global Stocks (ACWI) | 0.97 | 0.94 | 0.94 | 0.93 | 0.95 |
| to S&P500 (SPY) | 0.99 | 0.98 | 0.98 | 0.98 | 0.99 |
| to U.S. Bonds (BND) | 0.17 | 0.13 | 0.11 | 0.10 | 0.00 |
| to Commodities (DBC) | 0.53 | 0.33 | 0.31 | 0.37 | 0.50 |
| to Gold (GLD) | -0.42 | -0.04 | -0.09 | 0.02 | 0.11 |
