Vanguard Balanced Index Fund Market Value
| VBAIX Fund | USD 52.11 0.16 0.31% |
| Symbol | Vanguard |
Vanguard Balanced 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Vanguard Balanced's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Vanguard Balanced.
| 11/07/2025 |
| 02/05/2026 |
If you would invest 0.00 in Vanguard Balanced on November 7, 2025 and sell it all today you would earn a total of 0.00 from holding Vanguard Balanced Index or generate 0.0% return on investment in Vanguard Balanced over 90 days. Vanguard Balanced is related to or competes with Vanguard Balanced, Vanguard Large-cap, Schwab Large, Vanguard Small, Vanguard Large, Vanguard Real, and IShares Russell. The fund employs an indexing investment approach designed to track the performance of two benchmark indexes More
Vanguard Balanced Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Vanguard Balanced's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Vanguard Balanced Index upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.5087 | |||
| Information Ratio | (0.10) | |||
| Maximum Drawdown | 2.34 | |||
| Value At Risk | (0.79) | |||
| Potential Upside | 0.7366 |
Vanguard Balanced Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Vanguard Balanced's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Vanguard Balanced's standard deviation. In reality, there are many statistical measures that can use Vanguard Balanced historical prices to predict the future Vanguard Balanced's volatility.| Risk Adjusted Performance | 0.0213 | |||
| Jensen Alpha | (0.02) | |||
| Total Risk Alpha | (0.03) | |||
| Sortino Ratio | (0.09) | |||
| Treynor Ratio | 0.0144 |
Vanguard Balanced February 5, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0213 | |||
| Market Risk Adjusted Performance | 0.0244 | |||
| Mean Deviation | 0.3475 | |||
| Semi Deviation | 0.4737 | |||
| Downside Deviation | 0.5087 | |||
| Coefficient Of Variation | 2705.71 | |||
| Standard Deviation | 0.4637 | |||
| Variance | 0.215 | |||
| Information Ratio | (0.10) | |||
| Jensen Alpha | (0.02) | |||
| Total Risk Alpha | (0.03) | |||
| Sortino Ratio | (0.09) | |||
| Treynor Ratio | 0.0144 | |||
| Maximum Drawdown | 2.34 | |||
| Value At Risk | (0.79) | |||
| Potential Upside | 0.7366 | |||
| Downside Variance | 0.2587 | |||
| Semi Variance | 0.2244 | |||
| Expected Short fall | (0.35) | |||
| Skewness | (0.51) | |||
| Kurtosis | 0.7235 |
Vanguard Balanced Index Backtested Returns
At this stage we consider Vanguard Mutual Fund to be very steady. Vanguard Balanced Index owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.0675, which indicates the fund had a 0.0675 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Vanguard Balanced Index, which you can use to evaluate the volatility of the fund. Please validate Vanguard Balanced's Coefficient Of Variation of 2705.71, risk adjusted performance of 0.0213, and Semi Deviation of 0.4737 to confirm if the risk estimate we provide is consistent with the expected return of 0.0318%. The entity has a beta of 0.5, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Vanguard Balanced's returns are expected to increase less than the market. However, during the bear market, the loss of holding Vanguard Balanced is expected to be smaller as well.
Auto-correlation | 0.38 |
Below average predictability
Vanguard Balanced Index has below average predictability. Overlapping area represents the amount of predictability between Vanguard Balanced time series from 7th of November 2025 to 22nd of December 2025 and 22nd of December 2025 to 5th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Vanguard Balanced Index price movement. The serial correlation of 0.38 indicates that just about 38.0% of current Vanguard Balanced price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.38 | |
| Spearman Rank Test | 0.17 | |
| Residual Average | 0.0 | |
| Price Variance | 0.05 |
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Vanguard Mutual Fund
Vanguard Balanced financial ratios help investors to determine whether Vanguard Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Vanguard with respect to the benefits of owning Vanguard Balanced security.
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity |