Vanguard Balanced Index Fund Institutional Shares(VBAIX)總覽

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報酬與風險分析

分析 Vanguard Balanced Index Fund Institutional Shares(VBAIX) 的平均報酬與風險。

統計區間	年化報酬率	夏普比率	最大跌幅

基本資料

Vanguard Balanced Index Fund Institutional Shares (VBAIX) 的基本資料。

發行資料


ETF全名	Vanguard Balanced Index Fund Institutional Shares
上市日期	2000-01-12

ETF說明


本投資基金旨在追蹤一個基準指數的表現,該指數衡量整體美國股票市場的投資回報,佔其資產的60%。該基金亦旨在追蹤一個廣泛的市值加權債券指數的表現,佔其資產的40%。該基金採用指數投資方法,旨在追蹤兩個基準指數的表現。約60%的資產旨在追蹤CRSP美國總市場指數的投資表現,而約40%的資產則旨在追蹤彭博巴克萊美國綜合浮動調整指數的投資表現。
This index fund offers investors an easy, low-cost way to gain exposure to stocks and bonds. The fund invests roughly 60% in stocks and 40% in bonds by tracking two indexes that represent broad barometers for the U.S. equity and U.S. taxable bond markets. The fund’s broad diversification is important, because one or two holdings should not have a sizeable impact on the fund. Investors with a long-term time horizon who want growth and some income—and who are willing to accept stock and bond market volatility—may wish to consider this as a core holding in their portfolio.

本投資基金旨在追蹤一個基準指數的表現,該指數衡量整體美國股票市場的投資回報,佔其資產的60%。該基金亦旨在追蹤一個廣泛的市值加權債券指數的表現,佔其資產的40%。該基金採用指數投資方法,旨在追蹤兩個基準指數的表現。約60%的資產旨在追蹤CRSP美國總市場指數的投資表現,而約40%的資產則旨在追蹤彭博巴克萊美國綜合浮動調整指數的投資表現。

This index fund offers investors an easy, low-cost way to gain exposure to stocks and bonds. The fund invests roughly 60% in stocks and 40% in bonds by tracking two indexes that represent broad barometers for the U.S. equity and U.S. taxable bond markets. The fund’s broad diversification is important, because one or two holdings should not have a sizeable impact on the fund. Investors with a long-term time horizon who want growth and some income—and who are willing to accept stock and bond market volatility—may wish to consider this as a core holding in their portfolio.

警語

1. 資料僅供參考，不做任何獲利保證及特定股票與點位推薦建議。

2. 資料並不完整，需要完整資料請至相關網站索取。

3. 任何股市數據分析皆存在倖存者偏差。