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   Asset Management - Indices

Vanguard Balanced Index Fund Admiral Shares
Balanced Composite Index Returns

 

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 and p.a.

 

2019 Q1

 2018

since inception (13/11/2000)

Balanced Composite Index*

 9.58%

 -2.86%

 6.30%

 


*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.

 

 

Vanguard, 2019

26.04.2019