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VBIIX: VANGUARD INTERMEDIATE-TERM BOND INDEX FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 10.33 0.01(0.10%) March 21
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 03/30/1994 |
| Last Dividend Date: | 11/29/2024 |
| 12-Mo. Yield | 2.80% |
| Expenses | 0.07% |
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Performance Analytics (As of 03/21/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/30/1994 |
2024 | 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(%) | 0.6 | 2.0 | 4.6 | 0.3 | -0.1 | 1.4 | 2.9 | 3.6 | 4.8 | 1.1 | 6.0 | -13.4 | -3.8 | 9.0 | 10.1 | -0.3 | 3.8 | 2.7 | 1.2 | 6.8 | -3.5 | 6.9 | 10.6 | 9.0 | 6.8 | 4.9 | 7.6 | 3.9 | 1.7 | 5.2 | 5.7 | 9.8 | 9.3 | 12.8 | -3.1 | 10.2 | 9.4 | 2.5 | 20.7 | -0.3 |
| Sharpe Ratio | NA | 1.31 | -0.33 | -0.55 | -0.42 | -0.04 | NA | NA | 0.55 | -0.98 | 0.22 | -1.79 | -0.91 | 1.64 | 2.1 | -0.49 | 0.89 | 0.59 | 0.23 | 1.78 | -0.73 | 1.75 | 1.72 | 1.43 | 0.84 | 0.48 | 0.94 | 0.16 | -0.1 | 0.74 | 0.76 | 1.42 | 1.08 | 1.77 | -1.19 | 1.25 | 1.28 | -0.16 | 3.15 | -0.56 |
| Draw Down(%) | NA | 1.4 | 5.5 | 11.6 | 20.8 | 20.8 | NA | NA | 20.8 | 4.5 | 7.9 | 17.1 | 4.6 | 7.4 | 2.6 | 3.9 | 1.9 | 5.8 | 3.6 | 1.7 | 7.4 | 2.2 | 2.6 | 6.0 | 4.4 | 9.1 | 3.2 | 3.3 | 3.7 | 6.5 | 7.3 | 3.9 | 4.7 | 3.9 | 5.6 | 3.7 | 3.1 | 5.7 | 2.7 | 3.3 |
| Standard Deviation(%) | NA | 4.9 | 5.4 | 7.2 | 6.2 | 5.4 | NA | NA | 5.6 | 5.6 | 7.8 | 8.3 | 4.2 | 5.3 | 4.1 | 3.2 | 3.5 | 4.3 | 5.2 | 3.8 | 4.9 | 4.0 | 6.1 | 6.2 | 7.9 | 8.3 | 5.0 | 4.0 | 4.3 | 5.8 | 6.6 | 6.1 | 6.6 | 4.9 | 5.3 | 5.5 | 4.6 | 6.2 | 5.3 | 6.4 |
| Treynor Ratio | NA | 0.06 | -0.02 | -0.04 | -0.03 | 0.0 | NA | NA | 0.03 | -0.05 | 0.02 | -0.16 | -0.04 | 0.1 | 0.07 | -0.01 | 0.03 | 0.02 | 0.01 | 0.06 | -0.03 | 0.06 | 0.09 | 0.08 | 0.06 | 0.04 | 0.04 | 0.01 | 0.0 | 0.04 | 0.04 | 0.08 | 0.07 | 0.09 | -0.06 | 0.07 | 0.06 | -0.01 | 0.17 | -0.03 |
| Alpha | NA | 0.01 | 0.0 | -0.01 | -0.01 | 0.0 | NA | NA | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.02 | 0.01 | -0.01 | -0.05 | 0.04 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 |
| Beta | NA | 1.0 | 0.99 | 0.98 | 0.93 | 0.97 | NA | NA | 1.05 | 1.01 | 0.99 | 0.95 | 1.04 | 0.89 | 1.2 | 1.11 | 1.21 | 1.04 | 1.2 | 1.23 | 1.26 | 1.21 | 1.21 | 1.16 | 1.11 | 1.0 | 1.05 | 1.08 | 1.12 | 1.2 | 1.26 | 1.1 | 1.04 | 0.99 | 1.0 | 0.99 | 1.01 | 0.99 | 0.99 | 1.1 |
| RSquared | NA | 0.96 | 0.95 | 0.95 | 0.89 | 0.88 | NA | NA | 0.91 | 0.95 | 0.94 | 0.95 | 0.87 | 0.75 | 0.92 | 0.83 | 0.91 | 0.79 | 0.96 | 0.93 | 0.94 | 0.89 | 0.93 | 0.93 | 0.94 | 0.89 | 0.95 | 0.93 | 0.93 | 0.96 | 0.96 | 0.93 | 0.96 | 0.93 | 0.96 | 0.95 | 0.93 | 0.97 | 0.95 | 0.96 |
| Yield(%) | N/A | 0.0 | 2.8 | 2.5 | 2.2 | 2.5 | 3.3 | 3.8 | N/A | 3.3 | 3.1 | 1.9 | 1.7 | 2.3 | 2.8 | 2.7 | 2.7 | 3.0 | 3.0 | 3.4 | 3.8 | 5.2 | 5.4 | 4.4 | 4.6 | 4.7 | 4.9 | 4.8 | 4.7 | 5.2 | 6.2 | 4.9 | 6.4 | 6.9 | 6.3 | 7.0 | 6.7 | 6.3 | 7.2 | 5.5 |
| Dividend Growth(%) | N/A | -100.0 | -12.6 | 7.6 | -16.9 | -41.3 | -38.6 | N/A | N/A | 10.0 | 35.2 | 4.5 | -19.4 | -12.8 | 2.4 | 1.5 | -9.8 | -2.1 | -10.7 | -16.0 | -25.9 | 1.7 | 29.1 | -1.3 | -5.0 | -1.8 | 1.8 | -0.6 | -9.7 | -16.1 | 31.8 | -22.6 | -0.6 | -1.4 | -8.2 | 9.1 | 2.0 | -1.4 | 23.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/30/1994
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