VFSTX: VANGUARD SHORT-TERM INVESTMENT-GRADE FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 10.09 0.01(0.10%) April 18
Asset Class: | Short-Term Bond |
MyPlanIQ Rating: | (99%) |
Start Date: | 02/03/1983 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 3.28% |
Expenses | 0.10% |
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Performance Analytics (As of 04/18/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/03/1983 |
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 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.2 | -0.4 | 3.7 | -0.3 | 1.5 | 1.7 | 2.7 | 2.6 | 5.2 | 6.1 | -5.8 | -0.6 | 5.1 | 5.7 | 0.9 | 1.8 | 2.7 | 1.0 | 1.6 | 0.8 | 4.5 | 1.9 | 5.2 | 14.0 | -4.7 | 5.9 | 5.0 | 2.2 | 2.1 | 4.0 | 5.1 | 8.2 | 8.2 | 3.3 | 6.6 | 7.0 | 4.8 | 12.7 | 0.5 | 6.4 | 6.0 | 13.1 | 9.2 | 11.5 | 7.0 | 2.7 | 11.4 | 14.9 | 14.2 | 8.0 |
Sharpe Ratio | NA | -1.44 | -0.07 | -0.74 | 0.0 | 0.29 | NA | NA | 1.07 | 0.51 | -1.96 | -0.42 | 1.7 | 2.5 | -0.33 | 0.94 | 1.55 | 0.61 | 1.17 | 0.59 | 3.66 | 1.21 | 2.6 | 4.93 | -1.41 | 1.17 | 0.96 | 0.03 | 0.57 | 1.52 | 1.45 | 1.84 | 1.59 | 0.03 | 1.17 | 1.39 | 0.43 | 3.2 | -0.87 | 1.89 | 1.19 | 3.38 | 1.3 | 1.74 | 0.78 | -0.4 | 2.23 | 2.5 | 1.98 | 0.74 |
Draw Down(%) | NA | 1.0 | 1.6 | 9.5 | 9.5 | 9.5 | NA | NA | 9.5 | 2.1 | 8.4 | 1.4 | 6.1 | 0.9 | 1.1 | 0.7 | 1.4 | 0.9 | 0.8 | 1.7 | 0.5 | 1.2 | 1.3 | 1.7 | 8.3 | 1.0 | 0.6 | 1.0 | 2.0 | 1.5 | 1.9 | 1.9 | 1.4 | 1.1 | 1.5 | 1.0 | 1.8 | 0.9 | 3.1 | 0.9 | 2.5 | 0.7 | 1.1 | 1.8 | 0.9 | 3.3 | 1.1 | 1.4 | 2.3 | 3.0 |
Standard Deviation(%) | NA | 2.9 | 3.2 | 3.2 | 2.9 | 2.3 | NA | NA | 2.7 | 3.6 | 3.7 | 1.4 | 2.9 | 1.7 | 1.4 | 1.3 | 1.6 | 1.7 | 1.4 | 1.4 | 1.2 | 1.6 | 2.0 | 2.8 | 4.0 | 2.5 | 1.8 | 1.6 | 2.0 | 2.2 | 2.7 | 3.2 | 2.6 | 2.5 | 2.8 | 2.5 | 3.0 | 2.8 | 2.8 | 2.3 | 3.0 | 2.8 | 3.0 | 3.3 | 2.9 | 3.3 | 3.2 | 3.9 | 3.8 | 3.8 |
Treynor Ratio | NA | -0.04 | 0.0 | -0.02 | 0.0 | 0.01 | NA | NA | 0.03 | 0.02 | -0.07 | -0.01 | 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 | 0.03 | 0.04 | 0.06 | 0.04 | 0.0 | 0.03 | 0.03 | 0.01 | 0.09 | -0.02 | 0.04 | 0.04 | 0.09 | 0.04 | 0.06 | 0.02 | -0.01 | 0.07 | 0.1 | 0.07 | 0.03 |
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 | 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 | 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 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 |
Yield(%) | N/A | 0.9 | 3.5 | 2.2 | 2.4 | 2.3 | 2.7 | 2.9 | N/A | 3.2 | 1.9 | 1.5 | 2.2 | 2.9 | 2.4 | 2.0 | 2.3 | 2.2 | 2.2 | 2.4 | 2.7 | 2.8 | 3.5 | 4.4 | 4.5 | 4.5 | 4.5 | 3.5 | 3.3 | 3.9 | 5.2 | 6.4 | 6.9 | 6.4 | 6.4 | 6.5 | 6.3 | 6.8 | 6.1 | 6.0 | 6.9 | 7.7 | 8.2 | 8.9 | 8.0 | 7.0 | 8.6 | 10.1 | 10.7 | 9.1 |
Dividend Growth(%) | N/A | -71.9 | 52.2 | -6.4 | 3.3 | -34.4 | -53.2 | -58.4 | N/A | 60.0 | 17.6 | -29.2 | -20.0 | 20.0 | 19.0 | -12.5 | 0.0 | 0.0 | -7.7 | -10.3 | -3.3 | -18.9 | -11.9 | -12.5 | 0.0 | 2.1 | 27.0 | 2.8 | -14.3 | -25.0 | -18.8 | -4.2 | 4.3 | 0.0 | -1.4 | 1.4 | -1.4 | 6.1 | 1.5 | -14.5 | -6.2 | -4.7 | -6.6 | 9.6 | 9.2 | -16.5 | -10.8 | -3.8 | 16.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/03/1983
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