Vanguard Balanced ETF Portfolio
Data as of: April 1, 2026
| Period | Return |
|---|---|
| 1 Month | 2.76% |
| 3 Months | 3.05% |
| 6 Months | — |
| YTD | 4.05% |
| 1 Year | 14.89% |
| 3 Years | 48.53% |
| 5 Years | 49.09% |
| 10 Years | — |
| Since Inception | 82.72% |
| Period | Return |
|---|---|
| 1 Year | 14.89% |
| 2 Years | — |
| 3 Years | 14.10% |
| 5 Years | 8.31% |
| 10 Years | — |
| Since Inception | 7.73% |
Annualized returns represent the average annual return over the period.
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|
| 13.27% | 15.79% | 12.49% | -11.37% | 10.27% | 10.24% | 14.91% |
TWR = Time-Weighted Return (measures fund performance). MWRR = Money-Weighted Return (measures your personal return including contribution timing). Past performance does not guarantee future results.
| # | Name | Ticker | Weight |
|---|---|---|---|
|
1
|
N
NVIDIA Corp
Technology
|
NVDA |
1.62%
|
|
2
|
A
Apple Inc
Technology
|
AAPL |
1.55%
|
|
3
|
R
Royal Bank of Canada
Financials
|
RY |
1.29%
|
|
4
|
M
Microsoft Corp
Technology
|
MSFT |
1.16%
|
|
5
|
T
Toronto-Dominion Bank/The
Financials
|
TD |
0.90%
|
|
6
|
A
Amazon.com Inc
Consumer Discretionary
|
AMZN |
0.80%
|
|
7
|
S
Shopify Inc
Technology
|
SHOP |
0.79%
|
|
8
|
A
Alphabet Inc
Technology
|
GOOGL |
0.72%
|
|
9
|
A
Agnico Eagle Mines Ltd
Basic Materials
|
AEM |
0.68%
|
|
10
|
E
Enbridge Inc
Energy
|
ENB |
0.63%
|
|
11
|
B
Broadcom Inc
Technology
|
AVGO |
0.60%
|
|
12
|
T
Taiwan Semiconductor Manufact…
Technology
|
2330 |
0.58%
|
|
13
|
A
Alphabet Inc
Technology
|
GOOG |
0.57%
|
|
14
|
B
Bank of Montreal
Financials
|
BMO |
0.56%
|
|
15
|
M
Meta Platforms Inc
Technology
|
META |
0.56%
|
Showing top 15 holdings