VFSIX | VANGUARD SHORT-TERM INVESTMENT-GRADE FUND INSTITUTIONAL SHARES

Basic Info 10.17 0.01(0.10%)
May 17

VANGUARD SHORT-TERM INVESTMENT-GRADE FUND INSTITUTIONAL SHARES started on 10/16/1997

VANGUARD SHORT-TERM INVESTMENT-GRADE FUND INSTITUTIONAL SHARES is classified as asset class Short-Term Bond

VANGUARD SHORT-TERM INVESTMENT-GRADE FUND INSTITUTIONAL SHARES expense ratio is 0.20%

VANGUARD SHORT-TERM INVESTMENT-GRADE FUND INSTITUTIONAL SHARES rating is

(84%)

VANGUARD SHORT-TERM INVESTMENT-GRADE FUND INSTITUTIONAL SHARES (VFSIX) Dividend Info

VANGUARD SHORT-TERM INVESTMENT-GRADE FUND INSTITUTIONAL SHARES (VFSIX) dividend growth in the last 12 months is 53.07%

The trailing 12-month yield of VANGUARD SHORT-TERM INVESTMENT-GRADE FUND INSTITUTIONAL SHARES is 3.62%. its dividend history:

Date	Dividend
04/30/2024	0.0345
03/28/2024	0.034
02/29/2024	0.0329
01/31/2024	0.0319
12/29/2023	0.0311
11/30/2023	0.0303
10/31/2023	0.0303
09/29/2023	0.0294
08/31/2023	0.0291
07/31/2023	0.0284
06/30/2023	0.0277
05/31/2023	0.0264
04/28/2023	0.025
03/31/2023	0.0234
02/28/2023	0.0227
01/31/2023	0.0215
12/30/2022	0.0208
11/30/2022	0.0201
10/31/2022	0.0188
09/30/2022	0.0184
08/31/2022	0.0176
07/29/2022	0.0174
06/30/2022	0.0172
05/31/2022	0.0162
04/29/2022	0.0159
03/31/2022	0.0143
02/28/2022	0.0146
01/31/2022	0.0137
12/31/2021	0.0151
12/29/2021	0.0394
11/30/2021	0.0157
10/29/2021	0.0155
09/30/2021	0.0158
08/31/2021	0.0159
07/30/2021	0.015
06/30/2021	0.0145
05/28/2021	0.0152
04/30/2021	0.0158
03/31/2021	0.0158
02/26/2021	0.0169
01/29/2021	0.0166
12/31/2020	0.0197
11/30/2020	0.019
10/30/2020	0.0192
09/30/2020	0.0197
08/31/2020	0.021
07/31/2020	0.0221
06/30/2020	0.0223
05/29/2020	0.0233
04/30/2020	0.023
03/31/2020	0.024
02/28/2020	0.023
01/31/2020	0.0245
12/31/2019	0.0267
11/29/2019	0.0259
10/31/2019	0.0259
09/30/2019	0.0254
08/30/2019	0.0253
07/31/2019	0.0264
06/28/2019	0.0275
05/31/2019	0.0284
04/30/2019	0.0274
03/29/2019	0.0271
02/28/2019	0.0245
01/31/2019	0.0262
12/31/2018	0.0272
11/30/2018	0.0262
10/31/2018	0.0264
09/28/2018	0.0247
08/31/2018	0.0252
07/31/2018	0.025
06/29/2018	0.0239
05/31/2018	0.0241
04/30/2018	0.0235
03/29/2018	0.0242
02/28/2018	0.0207
01/31/2018	0.0215
12/29/2017	0.0214
11/30/2017	0.017
10/31/2017	0.018
09/29/2017	0.015
08/31/2017	0.019
07/31/2017	0.02
06/30/2017	0.02
04/28/2017	0.02
03/31/2017	0.023
02/28/2017	0.017
01/31/2017	0.018
12/30/2016	0.017
12/23/2016	0.011
11/30/2016	0.018
10/31/2016	0.017
09/30/2016	0.014
08/31/2016	0.019
07/29/2016	0.019
06/30/2016	0.02
05/31/2016	0.021
04/29/2016	0.019
03/31/2016	0.02
02/29/2016	0.018
01/29/2016	0.019
12/31/2015	0.02
12/24/2015	0.002
11/30/2015	0.019
10/30/2015	0.02
09/30/2015	0.019
08/31/2015	0.02
07/31/2015	0.019
06/30/2015	0.018
05/29/2015	0.018
04/30/2015	0.017
03/31/2015	0.018
02/27/2015	0.016
01/30/2015	0.017
12/31/2014	0.017
12/17/2014	0.023
11/28/2014	0.017
10/31/2014	0.017
09/30/2014	0.018
08/29/2014	0.018
07/31/2014	0.018
06/30/2014	0.018
05/30/2014	0.019
04/30/2014	0.018
03/31/2014	0.022
02/28/2014	0.017
01/31/2014	0.019
12/31/2013	0.019
12/17/2013	0.019
11/29/2013	0.018
10/31/2013	0.019
09/30/2013	0.018
08/30/2013	0.018
07/31/2013	0.017
06/28/2013	0.016
05/31/2013	0.016
04/30/2013	0.016
03/28/2013	0.039
02/28/2013	0.016
01/31/2013	0.018
12/31/2012	0.019
12/28/2012	0.046
11/30/2012	0.019
10/31/2012	0.02
09/28/2012	0.02
08/31/2012	0.021
07/31/2012	0.021
06/29/2012	0.021
05/31/2012	0.022
04/30/2012	0.022
03/30/2012	0.023
02/29/2012	0.023
01/31/2012	0.025
12/30/2011	0.025
11/30/2011	0.024
10/31/2011	0.025
09/30/2011	0.024
08/31/2011	0.026
07/29/2011	0.026
06/30/2011	0.025
05/31/2011	0.027
04/29/2011	0.027
03/31/2011	0.028
03/22/2011	0.039
02/28/2011	0.026
01/31/2011	0.029
12/31/2010	0.029
12/30/2010	0.006
11/30/2010	0.029
10/29/2010	0.031
09/30/2010	0.031
08/31/2010	0.032
07/30/2010	0.032
06/30/2010	0.032
05/28/2010	0.033
03/31/2010	0.033
02/26/2010	0.03
01/29/2010	0.033
12/31/2009	0.033
11/30/2009	0.032
10/30/2009	0.034
09/30/2009	0.032
08/31/2009	0.035
07/31/2009	0.036
06/30/2009	0.036
05/29/2009	0.037
04/30/2009	0.036
03/31/2009	0.039
02/27/2009	0.037
01/30/2009	0.042
12/31/2008	0.041
11/28/2008	0.042
10/31/2008	0.043
09/30/2008	0.041
08/29/2008	0.043
07/31/2008	0.043
06/30/2008	0.041
05/30/2008	0.042
04/30/2008	0.041
03/31/2008	0.043
02/29/2008	0.043
01/31/2008	0.045
12/31/2007	0.045
11/30/2007	0.044
10/31/2007	0.045
09/28/2007	0.044
08/31/2007	0.045
07/31/2007	0.045
06/29/2007	0.044
05/31/2007	0.045
04/30/2007	0.044
03/30/2007	0.045
02/28/2007	0.04
01/31/2007	0.043
12/29/2006	0.044
11/30/2006	0.042
10/31/2006	0.043
09/29/2006	0.041
08/31/2006	0.042
07/31/2006	0.041
06/30/2006	0.039
05/31/2006	0.04
04/28/2006	0.038
03/31/2006	0.038
02/28/2006	0.034
01/31/2006	0.036
12/30/2005	0.036
11/30/2005	0.034
10/31/2005	0.035
09/30/2005	0.033
08/31/2005	0.033
07/29/2005	0.033
06/30/2005	0.032
05/31/2005	0.033
04/29/2005	0.032
03/31/2005	0.032
02/28/2005	0.029
01/31/2005	0.031
12/31/2004	0.032
11/30/2004	0.031
10/29/2004	0.031
09/30/2004	0.03
08/31/2004	0.031
07/30/2004	0.031
06/30/2004	0.03
05/28/2004	0.031
04/30/2004	0.031
03/31/2004	0.033
02/27/2004	0.031
01/30/2004	0.034
12/31/2003	0.034
11/28/2003	0.033
10/31/2003	0.035
09/30/2003	0.035
08/29/2003	0.033
07/31/2003	0.037
06/30/2003	0.038
11/01/2001	0.062
05/02/2001	0.058

Dividend Growth History for VANGUARD SHORT-TERM INVESTMENT-GRADE FUND INSTITUTIONAL SHARES (VFSIX)

Year	Payout Amount	Year Start Yield	Annual Payout Growth (YoY)	CAGR to 2023
2023	$0.3253	3.27%	58.68%	-
2022	$0.205	1.91%	-9.77%	58.68%
2021	$0.2272	2.06%	-12.88%	19.66%
2020	$0.2608	2.43%	-17.65%	7.64%
2019	$0.3167	3.03%	8.24%	0.67%
2018	$0.2926	2.75%	40.40%	2.14%
2017	$0.2084	1.96%	-10.17%	7.70%
2016	$0.232	2.19%	4.04%	4.95%
2015	$0.223	2.09%	-7.47%	4.83%
2014	$0.241	2.25%	-3.21%	3.39%
2013	$0.249	2.30%	-17.55%	2.71%
2012	$0.302	2.84%	-13.96%	0.68%
2011	$0.351	3.26%	0.00%	-0.63%
2010	$0.351	3.31%	-18.18%	-0.58%
2009	$0.429	4.45%	-15.55%	-1.96%
2008	$0.508	4.75%	-3.97%	-2.93%
2007	$0.529	5.00%	10.67%	-2.99%
2006	$0.478	4.54%	21.63%	-2.24%
2005	$0.393	3.69%	4.52%	-1.04%
2004	$0.376	3.49%	53.47%	-0.76%
2003	$0.245	2.28%	-	1.43%
2001	$0.12	1.12%	-	4.64%

Dividend Growth Chart for VANGUARD SHORT-TERM INVESTMENT-GRADE FUND INSTITUTIONAL SHARES (VFSIX)

VANGUARD SHORT-TERM INVESTMENT-GRADE FUND INSTITUTIONAL SHARES (VFSIX) Historical Returns And Risk Info

From 10/08/1997 to 05/17/2024, the compound annualized total return (dividend reinvested) of VANGUARD SHORT-TERM INVESTMENT-GRADE FUND INSTITUTIONAL SHARES (VFSIX) is 2.295%. Its cumulative total return (dividend reinvested) is 82.606%.

From 10/08/1997 to 05/17/2024, the Maximum Drawdown of VANGUARD SHORT-TERM INVESTMENT-GRADE FUND INSTITUTIONAL SHARES (VFSIX) is 9.2%.

From 10/08/1997 to 05/17/2024, the Sharpe Ratio of VANGUARD SHORT-TERM INVESTMENT-GRADE FUND INSTITUTIONAL SHARES (VFSIX) is 0.41.

From 10/08/1997 to 05/17/2024, the Annualized Standard Deviation of VANGUARD SHORT-TERM INVESTMENT-GRADE FUND INSTITUTIONAL SHARES (VFSIX) is 2.2%.

From 10/08/1997 to 05/17/2024, the Beta of VANGUARD SHORT-TERM INVESTMENT-GRADE FUND INSTITUTIONAL SHARES (VFSIX) is 0.88.

	Last 1 Week*	YTD*(2024)	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	20 Yr	Inception**	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004	2003	2002	2001	2000	1999	1998	1997
Annualized Return(%)	0.2	0.7	4.7	0.2	1.8	1.9	2.7	2.9	2.3	6.2	-5.7	-0.3	5.3	5.9	1.0	2.0	2.9	1.2	1.9	1.1	4.7	2.1	5.1	14.2	-4.6	6.0	5.1	2.3	2.2	2.4	-0.3	2.7	1.1	-2.9	0.3	0.2
Sharpe Ratio	NA	-0.64	0.29	-0.68	0.06	0.36	NA	NA	0.41	0.55	-1.94	-0.23	1.74	2.56	-0.23	1.02	1.61	0.67	1.34	0.78	3.7	1.29	2.51	4.95	-1.38	1.22	1.02	0.1	0.62	0.85	-0.61	0.16	-1.8	-3.32	-1.53	-1.67
Draw Down(%)	NA	1.1	1.2	9.2	9.2	9.2	NA	NA	9.2	2.0	8.4	1.4	6.1	0.9	1.0	0.7	1.4	0.8	0.8	1.7	0.5	1.2	1.3	1.7	8.2	1.0	0.6	0.9	2.0	1.5	2.8	2.4	2.0	3.0	2.0	0.6
Standard Deviation(%)	NA	2.8	3.1	3.2	2.9	2.3	NA	NA	2.2	3.6	3.7	1.4	2.9	1.7	1.4	1.3	1.7	1.7	1.4	1.4	1.3	1.6	2.0	2.8	4.0	2.5	1.8	1.6	2.1	2.0	2.3	2.5	1.6	1.8	2.0	1.6
Treynor Ratio	NA	-0.02	0.01	-0.02	0.0	0.01	NA	NA	0.01	0.02	-0.07	0.0	0.05	0.04	0.0	0.01	0.03	0.01	0.02	0.01	0.05	0.02	0.05	0.14	-0.06	0.03	0.02	0.0	0.01	0.02	-0.02	0.01	-0.07	-0.12	-0.05	-0.07
Alpha	NA	0.0	0.0	0.0	0.0	0.0	NA	NA	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	-0.02	-0.01	-0.02	-0.02	-0.02	-0.02
Beta	NA	1.01	1.0	1.0	1.0	1.0	NA	NA	0.88	1.0	1.0	1.01	1.0	1.0	1.02	1.01	1.0	1.01	1.02	1.01	1.02	1.02	0.98	1.01	1.0	1.01	1.02	1.01	0.98	0.85	0.68	0.62	0.43	0.53	0.56	0.4
RSquare	NA	1.0	1.0	1.0	1.0	1.0	NA	NA	0.88	1.0	1.0	0.99	0.99	0.99	1.0	0.96	0.99	1.0	0.98	0.99	1.0	1.0	0.96	1.0	1.0	1.0	1.0	1.0	0.96	0.89	0.69	0.63	0.45	0.53	0.63	0.44
Yield(%)	N/A	1.2	N/A	N/A	N/A	N/A	N/A	N/A	N/A	3.3	2.0	2.4	2.2	3.3	2.6	2.1	2.3	2.2	2.4	2.6	2.7	3.2	3.2	4.6	4.5	4.5	4.5	3.6	3.3	2.3	0.0	1.1	0.0	0.0	0.0	0.0
Dividend Growth(%)	N/A	-63.6	N/A	N/A	N/A	N/A	N/A	N/A	N/A	57.1	-22.2	12.5	-31.4	25.0	27.3	-8.3	0.0	-7.7	-7.1	-3.4	-17.1	2.9	-22.7	-8.3	0.0	2.1	23.7	5.6	44.0	N/A	-100.0	N/A	N/A	N/A	N/A	N/A

Return Calculator for VANGUARD SHORT-TERM INVESTMENT-GRADE FUND INSTITUTIONAL SHARES (VFSIX)

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VANGUARD SHORT-TERM INVESTMENT-GRADE FUND INSTITUTIONAL SHARES (VFSIX) Historical Return Chart

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VANGUARD SHORT-TERM INVESTMENT-GRADE FUND INSTITUTIONAL SHARES (VFSIX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 10/08/1997 to 05/17/2024, the worst annualized return of 3-year rolling returns for VANGUARD SHORT-TERM INVESTMENT-GRADE FUND INSTITUTIONAL SHARES (VFSIX) is -1.08%.

From 10/08/1997 to 05/17/2024, the worst annualized return of 5-year rolling returns for VANGUARD SHORT-TERM INVESTMENT-GRADE FUND INSTITUTIONAL SHARES (VFSIX) is 0.02%.

From 10/08/1997 to 05/17/2024, the worst annualized return of 10-year rolling returns for VANGUARD SHORT-TERM INVESTMENT-GRADE FUND INSTITUTIONAL SHARES (VFSIX) is 1.24%.

From 10/08/1997 to 05/17/2024, the worst annualized return of 20-year rolling returns for VANGUARD SHORT-TERM INVESTMENT-GRADE FUND INSTITUTIONAL SHARES (VFSIX) is 2.36%.

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