VTBSX: VANGUARD TOTAL BOND MARKET INDEX FUND INSTITUTIONAL SELECT SHARES (MUTUAL FUND)
Basic Info 9.64 0.03(0.31%) June 24
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: | (1%) |
| Start Date: | 03/30/2016 |
| Last Dividend Date: | 05/30/2025 |
| 12-Mo. Yield | 3.83% |
| Expenses | 0.03% |
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Performance Analytics (As of 06/20/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | Since 03/30/2016 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.9 | 3.3 | 5.0 | 2.8 | -0.8 | 1.4 | 1.3 | 5.8 | -13.1 | -1.6 | 7.8 | 8.8 | 0.0 | 3.6 | -0.7 |
| Sharpe Ratio | NA | 0.56 | 0.22 | -0.1 | -0.49 | -0.03 | -0.43 | 0.29 | -1.89 | -0.43 | 1.52 | 2.06 | -0.47 | 1.0 | -0.31 |
| Draw Down(%) | NA | 2.6 | 4.7 | 9.8 | 18.6 | 18.6 | 4.1 | 7.2 | 16.9 | 4.0 | 6.5 | 2.2 | 3.1 | 1.5 | 4.7 |
| Standard Deviation(%) | NA | 5.4 | 5.3 | 6.6 | 5.9 | 5.1 | 5.5 | 7.4 | 7.7 | 3.8 | 4.9 | 3.5 | 2.9 | 3.0 | 3.6 |
| Treynor Ratio | NA | 1.21 | 0.26 | -0.06 | -0.47 | -0.07 | -0.17 | 0.17 | -1.46 | 0.27 | -15.94 | -0.65 | 0.22 | -1.02 | 0.25 |
| Alpha | NA | 0.01 | 0.0 | -0.01 | -0.01 | 0.0 | -0.01 | 0.0 | -0.06 | 0.0 | 0.03 | 0.04 | -0.01 | 0.01 | 0.0 |
| Beta | NA | 0.03 | 0.04 | 0.11 | 0.06 | 0.02 | 0.13 | 0.13 | 0.1 | -0.06 | 0.0 | -0.11 | -0.06 | -0.03 | -0.04 |
| RSquared | NA | 0.01 | 0.02 | 0.07 | 0.03 | 0.0 | 0.09 | 0.05 | 0.08 | 0.04 | 0.0 | 0.11 | 0.08 | 0.01 | 0.04 |
| Yield(%) | N/A | 1.6 | 3.8 | 3.2 | 2.5 | N/A | 3.6 | 3.2 | 2.3 | 2.1 | 2.5 | 2.9 | 2.8 | 2.6 | 1.5 |
| Dividend Growth(%) | N/A | -55.8 | 12.0 | 19.9 | N/A | N/A | 15.8 | 20.7 | 4.1 | -14.5 | -8.1 | 3.2 | 5.9 | 74.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/30/2016
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