Vanguard Balanced Index Fund Quote

VBIAX Fund  USD 46.66  0.32  0.69%   

Performance

12 of 100

 
Low
 
High
Good

Odds Of Distress

Less than 37

 
100  
 
Zero
Below Average
Vanguard Balanced is trading at 46.66 as of the 28th of March 2024; that is 0.69 percent up since the beginning of the trading day. The fund's open price was 46.34. Vanguard Balanced has about a 37 percent probability of financial distress in the next few years of operation but had a somewhat good performance during the last 90 days. Equity ratings for Vanguard Balanced Index are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of February 2024 and ending today, the 28th of March 2024. Click here to learn more.
The fund employs an indexing investment approach designed to track the performance of two benchmark indexes. With approximately 60 percent of its assets, the fund seeks to track the investment performance of the CRSP US Total Market Index. With approximately 40 percent of its assets, the fund seeks to track the investment performance of the Bloomberg U.S. More on Vanguard Balanced Index

Moving together with Vanguard Mutual Fund

  0.77VMIAX Vanguard Materials IndexPairCorr
  0.66VMLUX Vanguard Limited-termPairCorr
  0.65VMLTX Vanguard Limited-termPairCorr
  0.95VMNVX Vanguard Global MinimumPairCorr
  0.95VVIAX Vanguard Value IndexPairCorr
  0.78VMMSX Vanguard Emerging MarketsPairCorr
  0.74VMNIX Vanguard Market NeutralPairCorr

Moving against Vanguard Mutual Fund

  0.5VEDTX Vanguard ExtendedPairCorr
  0.5VEDIX Vanguard ExtendedPairCorr

Vanguard Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Vanguard Balanced's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Vanguard Balanced or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationVanguard Funds, Large Growth Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Vanguard (View all Sectors)
Update Date31st of March 2024
Expense Ratio Date28th of April 2023
Fiscal Year EndDecember
Vanguard Balanced Index [VBIAX] is traded in USA and was established 28th of March 2024. Vanguard Balanced is listed under Vanguard category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Vanguard family. This fund at this time has accumulated 49.83 B in net assets with no minimum investment requirementsVanguard Balanced Index is currently producing year-to-date (YTD) return of 4.94% with the current yeild of 0.02%, while the total return for the last 3 years was 4.57%.
Check Vanguard Balanced Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Vanguard Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Vanguard Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Vanguard Balanced Index Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Vanguard Balanced Index Mutual Fund Constituents

AAPLApple IncStockInformation Technology
AMZNAmazon IncStockConsumer Discretionary
FBMeta PlatformsStockInternet Content & Information
GOOGAlphabet Class CStockCommunication Services
GOOGLAlphabet Class AStockCommunication Services
JNJJohnson JohnsonStockHealth Care
JPMJPMorgan Chase CoStockFinancials
More Details

Vanguard Balanced Target Price Odds Analysis

Based on a normal probability distribution, the odds of Vanguard Balanced jumping above the current price in 90 days from now is roughly 2.67%. The Vanguard Balanced Index probability density function shows the probability of Vanguard Balanced mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Vanguard Balanced Index has a beta of -0.0342. This entails as returns on benchmark increase, returns on holding Vanguard Balanced are expected to decrease at a much lower rate. During the bear market, however, Vanguard Balanced Index is likely to outperform the market. Additionally, vanguard Balanced Index has an alpha of 0.085, implying that it can generate a 0.085 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 46.66HorizonTargetOdds Above 46.66
97.24%90 days
 46.66 
2.67%
Based on a normal probability distribution, the odds of Vanguard Balanced to move above the current price in 90 days from now is roughly 2.67 (This Vanguard Balanced Index probability density function shows the probability of Vanguard Mutual Fund to fall within a particular range of prices over 90 days) .

Vanguard Balanced Index Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Vanguard Balanced market risk premium is the additional return an investor will receive from holding Vanguard Balanced long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Vanguard Balanced. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Vanguard Balanced's alpha and beta are two of the key measurements used to evaluate Vanguard Balanced's performance over the market, the standard measures of volatility play an important role as well.

Vanguard Balanced Against Markets

Picking the right benchmark for Vanguard Balanced mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Vanguard Balanced mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Vanguard Balanced is critical whether you are bullish or bearish towards Vanguard Balanced Index at a given time. Please also check how Vanguard Balanced's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Vanguard Balanced without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy Vanguard Mutual Fund?

Before investing in Vanguard Balanced, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Vanguard Balanced. To buy Vanguard Balanced fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Vanguard Balanced. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Vanguard Balanced fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Vanguard Balanced Index fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Vanguard Balanced Index fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Vanguard Balanced Index, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Vanguard Balanced Index?

The danger of trading Vanguard Balanced Index is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Vanguard Balanced is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Vanguard Balanced. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Vanguard Balanced Index is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Vanguard Balanced Index. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in nation.
Note that the Vanguard Balanced Index information on this page should be used as a complementary analysis to other Vanguard Balanced's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Stock Tickers module to use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites.

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Please note, there is a significant difference between Vanguard Balanced's value and its price as these two are different measures arrived at by different means. Investors typically determine if Vanguard Balanced is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Vanguard Balanced's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.