VBISX: VANGUARD SHORT-TERM BOND INDEX FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 10 0.01(0.10%) May 20
Asset Class: | Short-Term Bond |
MyPlanIQ Rating: | (100%) |
Start Date: | 02/28/1994 |
Last Dividend Date: | 04/30/2024 |
12-Mo. Yield | 2.71% |
Expenses | 0.07% |
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Performance Analytics (As of 05/20/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/28/1994 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.1 | 0.0 | 2.9 | -0.6 | 1.0 | 0.8 | 0.7 | 0.6 | 0.4 | 4.8 | -5.6 | -1.2 | 4.6 | 4.8 | 1.3 | 0.9 | 0.0 | -0.5 | -0.1 | -1.3 | 0.2 | 0.6 | 1.2 | 1.4 | 1.5 | 2.4 | -0.3 | -2.2 | -1.4 | -0.4 | 1.3 | 2.2 | 2.5 | -3.7 | 1.0 | 0.8 | -1.5 | 6.0 | -5.0 |
Sharpe Ratio | NA | -1.2 | -0.35 | -0.92 | -0.22 | -0.12 | NA | NA | -0.52 | 0.14 | -2.0 | -0.91 | 2.38 | 1.72 | -0.03 | 0.16 | -0.13 | -0.28 | -0.08 | -0.99 | 0.12 | 0.3 | 0.56 | 0.46 | 0.14 | -0.25 | -2.21 | -2.42 | -0.95 | -0.4 | 0.06 | -0.04 | -0.9 | -3.4 | -0.94 | -1.4 | -1.94 | 0.88 | -3.46 |
Draw Down(%) | NA | 1.4 | 1.4 | 8.7 | 8.7 | 8.7 | NA | NA | 8.7 | 2.1 | 7.5 | 1.4 | 1.9 | 1.0 | 1.2 | 1.0 | 2.4 | 1.5 | 1.1 | 1.9 | 0.8 | 1.4 | 2.4 | 1.7 | 4.3 | 1.6 | 1.9 | 2.6 | 3.5 | 2.9 | 2.2 | 2.7 | 1.6 | 3.8 | 1.8 | 1.6 | 3.6 | 1.5 | 5.1 |
Standard Deviation(%) | NA | 2.8 | 3.0 | 3.2 | 2.7 | 2.2 | NA | NA | 2.3 | 3.8 | 3.5 | 1.3 | 1.8 | 2.0 | 1.5 | 1.4 | 1.6 | 1.8 | 1.4 | 1.4 | 1.1 | 1.8 | 2.1 | 2.7 | 3.9 | 2.3 | 1.6 | 1.8 | 2.4 | 2.7 | 2.7 | 2.9 | 1.8 | 2.0 | 2.5 | 1.9 | 2.5 | 2.4 | 2.6 |
Treynor Ratio | NA | -0.04 | -0.01 | -0.03 | -0.01 | 0.0 | NA | NA | -0.02 | 0.01 | -0.08 | -0.02 | 0.1 | 0.03 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.02 | 0.0 | 0.01 | 0.01 | 0.02 | 0.01 | -0.01 | -0.07 | -0.06 | -0.03 | -0.01 | 0.0 | 0.0 | -0.04 | -0.13 | -0.05 | -0.06 | -0.07 | 0.03 | -0.13 |
Alpha | NA | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | NA | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | -0.01 | -0.01 | 0.0 | -0.01 | -0.03 | 0.02 | -0.01 | -0.02 | -0.02 | -0.01 | -0.02 | -0.01 | -0.01 | -0.01 | -0.03 | -0.01 | -0.02 | -0.02 | -0.01 | -0.03 |
Beta | NA | 0.95 | 0.91 | 0.94 | 0.84 | 0.83 | NA | NA | 0.71 | 0.99 | 0.91 | 0.69 | 0.43 | 0.98 | 0.86 | 0.84 | 0.71 | 0.89 | 0.7 | 0.71 | 0.49 | 0.77 | 0.79 | 0.74 | 0.81 | 0.68 | 0.51 | 0.75 | 0.88 | 0.85 | 0.69 | 0.61 | 0.4 | 0.51 | 0.45 | 0.44 | 0.67 | 0.64 | 0.69 |
RSquared | NA | 0.86 | 0.89 | 0.88 | 0.78 | 0.74 | NA | NA | 0.56 | 0.89 | 0.92 | 0.55 | 0.46 | 0.75 | 0.61 | 0.56 | 0.56 | 0.66 | 0.48 | 0.5 | 0.3 | 0.43 | 0.57 | 0.58 | 0.68 | 0.55 | 0.32 | 0.43 | 0.56 | 0.49 | 0.49 | 0.45 | 0.33 | 0.41 | 0.26 | 0.32 | 0.61 | 0.53 | 0.58 |
Yield(%) | N/A | 1.0 | 2.7 | 1.8 | 1.8 | 1.3 | 0.9 | 0.7 | N/A | 2.3 | 1.1 | 1.4 | 1.8 | 2.3 | 2.2 | 1.1 | 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 |
Dividend Growth(%) | N/A | -56.5 | 65.3 | -3.5 | 131.2 | N/A | N/A | N/A | N/A | 91.7 | -20.0 | -21.1 | -20.8 | 4.3 | 109.1 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/28/1994
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