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VBLLX: VANGUARD LONG-TERM BOND INDEX FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 10.72 0.13(1.23%) May 15
Asset Class: | Long-Term Bond |
MyPlanIQ Rating: | (63%) |
Start Date: | 02/02/2006 |
Last Dividend Date: | 04/30/2024 |
12-Mo. Yield | 4.14% |
Expenses | 0.04% |
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Performance Analytics (As of 05/10/2024)
Not up-to-date? TryLast 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(%) | 1.7 | -4.0 | -0.9 | -6.7 | -1.0 | 1.8 | 4.4 | 4.2 | 7.6 | -27.2 | -2.9 | 16.2 | 19.1 | -4.7 | 10.9 | 6.5 | -3.4 | 19.9 | -9.0 | 8.6 | 22.2 | 10.0 | 1.8 | 8.9 | 6.7 | 3.5 |
Sharpe Ratio | NA | -1.64 | -0.54 | -0.69 | -0.21 | 0.05 | NA | 0.28 | 0.22 | -1.72 | -0.27 | 1.08 | 1.95 | -0.84 | 1.35 | 0.67 | -0.29 | 2.56 | -0.9 | 0.88 | 1.51 | 0.83 | 0.13 | 0.62 | 0.47 | 0.08 |
Draw Down(%) | NA | 8.5 | 15.3 | 36.3 | 38.3 | 38.3 | NA | 38.3 | 17.4 | 33.8 | 12.0 | 17.8 | 5.9 | 9.4 | 3.6 | 12.0 | 12.0 | 4.3 | 14.5 | 5.6 | 6.0 | 9.8 | 9.8 | 13.2 | 6.1 | 6.7 |
Standard Deviation(%) | NA | 11.4 | 13.6 | 14.4 | 13.8 | 11.6 | NA | 11.4 | 14.9 | 16.7 | 10.8 | 14.7 | 9.1 | 7.2 | 7.6 | 9.5 | 11.6 | 7.8 | 10.0 | 9.8 | 14.7 | 11.9 | 13.7 | 12.7 | 8.0 | 6.6 |
Treynor Ratio | NA | -0.19 | -0.07 | -0.1 | -0.03 | 0.01 | NA | 0.03 | 0.03 | -0.29 | -0.03 | 0.16 | 0.18 | -0.06 | 0.1 | 0.06 | -0.03 | 0.2 | -0.09 | 0.09 | 0.22 | 0.1 | 0.02 | 0.08 | 0.04 | 0.01 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 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 |
Beta | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 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 |
RSquared | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 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 |
Yield(%) | N/A | 1.4 | N/A | N/A | N/A | N/A | N/A | N/A | 4.3 | 3.1 | 3.1 | 6.3 | 4.0 | 3.4 | 3.8 | 4.2 | 4.2 | 4.7 | 4.3 | 6.0 | 6.0 | 5.6 | 5.1 | 5.1 | 5.2 | 4.3 |
Dividend Growth(%) | N/A | -66.7 | N/A | N/A | N/A | N/A | N/A | N/A | 0.0 | -7.7 | -46.4 | 83.0 | 10.4 | -5.9 | -8.9 | -8.2 | 3.4 | -3.3 | -26.5 | 15.3 | 10.8 | 8.3 | 0.0 | 0.0 | 20.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/30/2006
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