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VBIMX: VANGUARD INTERMEDIATE-TERM BOND INDEX FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 10.04 0.05(0.50%) May 03
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | (92%) |
Start Date: | 02/01/2006 |
Last Dividend Date: | 04/30/2024 |
12-Mo. Yield | 3.31% |
Expenses | 0.07% |
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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 | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.2 | -2.2 | -1.2 | -3.2 | 0.5 | 1.7 | 3.4 | 3.7 | 6.1 | -13.3 | -2.5 | 9.8 | 10.2 | -0.2 | 3.9 | 2.8 | 1.3 | 7.0 | -3.4 | 7.1 | 10.8 | 9.1 | 6.9 | 5.1 | 7.7 | 4.1 |
Sharpe Ratio | NA | -1.63 | -0.72 | -0.77 | -0.17 | 0.12 | NA | 0.48 | 0.24 | -1.78 | -0.62 | 1.81 | 2.13 | -0.45 | 0.92 | 0.62 | 0.25 | 1.82 | -0.7 | 1.78 | 1.75 | 1.45 | 0.86 | 0.5 | 0.96 | 0.3 |
Draw Down(%) | NA | 4.1 | 7.8 | 18.8 | 19.1 | 19.1 | NA | 19.1 | 7.8 | 17.0 | 4.4 | 7.4 | 2.6 | 3.9 | 1.8 | 5.8 | 3.6 | 1.7 | 7.4 | 2.2 | 2.6 | 6.0 | 4.3 | 9.1 | 3.2 | 2.9 |
Standard Deviation(%) | NA | 6.1 | 7.0 | 7.2 | 6.3 | 5.3 | NA | 5.6 | 7.8 | 8.3 | 4.1 | 5.3 | 4.1 | 3.2 | 3.6 | 4.3 | 5.2 | 3.8 | 4.9 | 4.0 | 6.2 | 6.2 | 8.0 | 8.3 | 5.0 | 4.0 |
Treynor Ratio | NA | -0.1 | -0.05 | -0.06 | -0.01 | 0.01 | NA | 0.03 | 0.02 | -0.16 | -0.02 | 0.11 | 0.07 | -0.01 | 0.03 | 0.03 | 0.01 | 0.06 | -0.03 | 0.06 | 0.09 | 0.08 | 0.06 | 0.04 | 0.05 | 0.01 |
Alpha | NA | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | NA | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.01 | -0.01 | -0.05 | 0.04 | 0.01 | 0.0 |
Beta | NA | 0.99 | 0.97 | 0.97 | 0.97 | 1.01 | NA | 1.06 | 0.99 | 0.95 | 1.04 | 0.89 | 1.2 | 1.11 | 1.21 | 1.05 | 1.2 | 1.24 | 1.26 | 1.21 | 1.21 | 1.17 | 1.11 | 1.0 | 1.05 | 1.06 |
RSquared | NA | 0.96 | 0.96 | 0.95 | 0.92 | 0.9 | NA | 0.91 | 0.95 | 0.95 | 0.92 | 0.77 | 0.92 | 0.84 | 0.91 | 0.79 | 0.96 | 0.93 | 0.94 | 0.89 | 0.93 | 0.94 | 0.94 | 0.89 | 0.95 | 0.92 |
Yield(%) | N/A | 1.2 | N/A | N/A | N/A | N/A | N/A | N/A | 3.4 | 2.0 | 3.1 | 3.0 | 3.3 | 3.1 | 2.7 | 2.8 | 3.3 | 3.8 | 4.1 | 5.3 | 5.9 | 4.7 | 4.6 | 4.5 | 4.7 | 3.9 |
Dividend Growth(%) | N/A | -64.7 | N/A | N/A | N/A | N/A | N/A | N/A | 41.7 | -38.5 | 8.3 | 0.0 | 2.9 | 16.7 | -6.2 | -15.8 | -9.5 | -14.3 | -21.0 | -6.1 | 32.0 | 4.2 | 0.0 | 0.0 | 20.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/30/2006
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