VFICX: VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 8.45 0.04(0.48%) May 03
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | (99%) |
Start Date: | 11/29/1993 |
Last Dividend Date: | 04/30/2024 |
12-Mo. Yield | 4.04% |
Expenses | 0.20% |
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Performance Analytics (As of 05/03/2024)
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 | 1996 | 1995 | 1994 | 1993 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.2 | -1.6 | 1.8 | -2.4 | 1.2 | 2.1 | 4.3 | 3.9 | 4.8 | 8.5 | -13.9 | -1.4 | 10.3 | 10.4 | -0.6 | 4.2 | 3.8 | 1.5 | 5.8 | -1.4 | 9.1 | 7.4 | 10.4 | 17.7 | -6.1 | 6.1 | 4.4 | 2.0 | 4.8 | 6.3 | 10.1 | 9.5 | 10.7 | -1.5 | 8.3 | 8.9 | 2.6 | 21.4 | -4.2 | 0.4 |
Sharpe Ratio | NA | -1.35 | -0.29 | -0.65 | -0.06 | 0.21 | NA | NA | 0.63 | 0.56 | -1.8 | -0.38 | 1.93 | 2.72 | -0.71 | 1.27 | 0.99 | 0.36 | 1.93 | -0.38 | 2.96 | 1.51 | 2.0 | 2.55 | -0.9 | 0.69 | 0.33 | -0.05 | 0.8 | 1.09 | 1.68 | 1.18 | 1.37 | -0.92 | 0.91 | 1.23 | -0.15 | 3.34 | -1.31 | 0.68 |
Draw Down(%) | NA | 3.5 | 7.0 | 20.2 | 20.2 | 20.2 | NA | NA | 20.2 | 7.0 | 18.7 | 3.8 | 9.2 | 2.1 | 3.5 | 1.3 | 4.3 | 2.8 | 1.4 | 5.7 | 1.5 | 2.8 | 4.6 | 4.4 | 14.3 | 3.0 | 2.6 | 3.0 | 5.4 | 5.1 | 3.6 | 4.4 | 4.4 | 5.3 | 4.1 | 2.9 | 5.9 | 2.5 | 7.6 | 0.9 |
Standard Deviation(%) | NA | 6.1 | 7.0 | 7.1 | 6.2 | 5.0 | NA | NA | 5.1 | 7.7 | 8.5 | 3.8 | 5.2 | 3.3 | 2.7 | 2.8 | 3.7 | 4.2 | 3.0 | 3.8 | 3.1 | 4.9 | 5.2 | 6.9 | 7.8 | 4.6 | 3.6 | 3.7 | 4.8 | 5.2 | 5.3 | 6.1 | 4.8 | 5.2 | 5.5 | 4.4 | 6.1 | 5.3 | 5.5 | 3.7 |
Treynor Ratio | NA | -0.08 | -0.02 | -0.05 | 0.0 | 0.01 | NA | NA | 0.03 | 0.04 | -0.15 | -0.01 | 0.1 | 0.09 | -0.02 | 0.04 | 0.04 | 0.02 | 0.06 | -0.01 | 0.09 | 0.07 | 0.1 | 0.18 | -0.07 | 0.03 | 0.01 | 0.0 | 0.04 | 0.06 | 0.09 | 0.07 | 0.07 | -0.05 | 0.05 | 0.05 | -0.01 | 0.18 | -0.07 | 0.02 |
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 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Beta | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 |
RSquared | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 |
Yield(%) | N/A | 1.4 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 4.1 | 2.4 | 3.6 | 5.8 | 3.3 | 3.0 | 2.8 | 3.4 | 3.1 | 4.2 | 5.1 | 5.6 | 6.9 | 7.2 | 6.1 | 5.4 | 4.9 | 4.9 | 5.0 | 5.4 | 6.0 | 5.7 | 6.7 | 7.3 | 6.5 | 6.9 | 6.6 | 6.1 | 7.6 | 5.7 | 0.8 |
Dividend Growth(%) | N/A | -64.7 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 41.7 | -36.8 | -34.5 | 87.1 | 6.9 | 7.4 | -18.2 | 6.5 | -24.4 | -22.6 | -5.4 | -17.6 | -1.4 | 32.7 | -1.9 | 10.4 | 0.0 | -4.0 | -7.4 | -10.0 | 9.1 | -14.1 | -4.5 | 3.1 | -5.8 | 7.8 | 3.2 | -8.8 | 21.4 | 600.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/22/1993
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