The Balanced Composite Index of the Vanguard Balanced Index Fund Admiral Shares is an investment index composed of roughly 60% in stocks and 40% in bonds that represent broad barometers for the U.S. equity and U.S. taxable bond markets.
Returns in % in USD, year to date (31.12.2022) and p.a.
|
|
2022 YTD (31.12.2022) |
2021 YTD |
since inception (13/11/2000) |
|---|---|---|---|
| Balanced Composite Index (Benchmark)* |
-16.41% |
14.28% |
6.10% p.a. |
*Weighted 60% Dow Jones U.S. Total Stock Market Index (formerly known as the Dow Jones Wilshire 5000 Index) and 40% Lehman Brothers U.S. Aggregate Bond Index through May 31, 2005; 60% MSCI US Broad Market Index and 40% Bloomberg Barclays U.S. Aggregate Bond Index through December 31, 2009; 60% MSCI US Broad Market Index and 40% Bloomberg Barclays U.S. Aggregate Float Adjusted Index through January 14, 2013; and 60% CRSP US Total Market Index and 40% Bloomberg Barclays U.S. Aggregate Float Adjusted Index thereafter.