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VBIPX: VANGUARD SHORT-TERM BOND INDEX FUND INSTITUTIONAL PLUS SHARES (MUTUAL FUND)
Basic Info 10 0.03(0.30%) May 03
Asset Class: | Short-Term Bond |
MyPlanIQ Rating: | (4%) |
Start Date: | 09/28/2011 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 2.35% |
Expenses | 0.04% |
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Performance Analytics (As of 05/02/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 09/28/2011 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.6 | -0.2 | 1.8 | -0.5 | 1.2 | 1.3 | 1.3 | 4.9 | -5.6 | -0.7 | 4.7 | 4.9 | 1.4 | 1.1 | 1.4 | 1.0 | 1.3 | 0.2 | 2.1 | 0.3 |
Sharpe Ratio | NA | -2.11 | -0.67 | -0.92 | -0.18 | 0.09 | 0.19 | 0.17 | -1.97 | -0.53 | 2.43 | 1.77 | 0.04 | 0.31 | 0.72 | 0.5 | 0.9 | 0.14 | 1.69 | 0.77 |
Draw Down(%) | NA | 1.4 | 2.1 | 8.4 | 8.4 | 8.4 | 8.4 | 2.1 | 7.6 | 1.2 | 1.9 | 1.0 | 1.1 | 1.0 | 2.0 | 1.0 | 0.8 | 1.5 | 0.7 | 0.5 |
Standard Deviation(%) | NA | 2.9 | 3.2 | 3.2 | 2.8 | 2.3 | 2.1 | 3.8 | 3.6 | 1.4 | 1.8 | 2.0 | 1.5 | 1.5 | 1.7 | 1.9 | 1.5 | 1.4 | 1.2 | 1.5 |
Treynor Ratio | NA | -0.06 | -0.02 | -0.03 | -0.01 | 0.0 | 0.0 | 0.01 | -0.08 | -0.01 | 0.1 | 0.04 | 0.0 | 0.01 | 0.01 | 0.01 | 0.02 | 0.0 | 0.03 | 0.02 |
Alpha | NA | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Beta | NA | 0.99 | 0.95 | 0.95 | 0.85 | 0.85 | 0.85 | 0.99 | 0.92 | 0.73 | 0.43 | 0.99 | 0.88 | 0.86 | 0.82 | 0.98 | 0.83 | 0.79 | 0.72 | 0.63 |
RSquared | NA | 0.9 | 0.9 | 0.89 | 0.79 | 0.75 | 0.74 | 0.89 | 0.92 | 0.56 | 0.46 | 0.75 | 0.61 | 0.58 | 0.67 | 0.73 | 0.6 | 0.61 | 0.52 | 0.48 |
Yield(%) | N/A | 0.8 | 2.5 | 1.8 | 1.9 | 1.7 | N/A | 2.5 | 1.2 | 1.4 | 1.9 | 2.3 | 2.2 | 1.7 | 1.1 | 1.3 | 1.2 | 1.4 | 1.9 | 0.8 |
Dividend Growth(%) | N/A | -68.0 | 47.1 | -10.9 | 16.9 | N/A | N/A | 92.3 | -13.3 | -25.0 | -16.7 | 4.3 | 27.8 | 63.6 | -21.4 | 7.7 | -13.3 | -25.0 | 122.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/28/2011
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