Find A Portfolio/Ticker
Comparison Box
VBLTX: VANGUARD LONG-TERM BOND INDEX FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info
Asset Class: | Long-Term Bond |
MyPlanIQ Rating: | Not Rated |
Start Date: | 03/30/1994 |
Last Dividend Date: | 10/31/2019 |
12-Mo. Yield | 3.31% |
Expenses | 0.15% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 11/11/2019)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/21/1996 |
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(%) | -1.6 | 21.8 | 7.1 | 5.7 | 7.1 | 6.6 | 7.3 | 7.5 | 17.0 | -4.8 | 10.8 | 6.4 | -3.5 | 19.7 | -9.1 | 8.5 | 22.1 | 10.0 | 1.7 | 8.7 | 6.6 | 2.7 | 5.3 | 8.4 | 5.1 | 14.1 | 8.2 | 16.7 | -7.9 | 12.0 | 14.3 | -0.4 | 29.4 | -1.1 |
Sharpe Ratio | NA | 2.31 | 0.76 | 0.55 | 0.67 | NA | NA | 0.6 | 2.03 | -0.86 | 1.34 | 0.66 | -0.3 | 2.54 | -0.91 | 0.87 | 1.5 | 0.83 | 0.12 | 0.61 | 0.45 | -0.09 | 0.43 | 0.86 | 0.43 | 1.44 | 0.6 | 1.63 | -1.29 | 0.99 | 1.37 | -0.39 | 3.13 | -0.47 |
Draw Down(%) | NA | 5.9 | 9.8 | 12.1 | 14.5 | NA | NA | 14.5 | 5.9 | 9.5 | 3.6 | 12.0 | 12.1 | 4.3 | 14.5 | 5.6 | 6.0 | 9.9 | 9.9 | 13.2 | 6.1 | 7.0 | 6.1 | 9.8 | 12.9 | 5.5 | 7.7 | 6.4 | 10.1 | 6.7 | 5.0 | 9.9 | 4.3 | 5.8 |
Standard Deviation(%) | NA | 8.8 | 8.0 | 9.1 | 10.1 | NA | NA | 9.7 | 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 | 7.4 | 8.7 | 10.3 | 9.0 | 9.8 | 7.7 | 8.6 | 8.7 | 7.8 | 9.7 | 8.2 | 9.8 |
Treynor Ratio | NA | 0.2 | 0.06 | 0.05 | 0.07 | NA | NA | 0.06 | 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 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.02 | 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 | 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 |
RSquared | NA | 1.0 | 1.0 | 1.0 | 1.0 | NA | NA | 0.61 | 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 | 0.93 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 3.7 | 3.5 | 3.7 | 5.0 | 5.1 | 6.1 | N/A | 3.0 | 3.2 | 3.5 | 3.9 | 4.0 | 4.6 | 4.2 | 6.0 | 5.9 | 5.8 | 5.1 | 5.1 | 5.2 | 5.1 | 5.1 | 5.3 | 6.5 | 5.8 | 6.5 | 7.3 | 6.2 | 6.9 | 7.1 | 6.6 | 8.0 | 6.2 |
Dividend Growth(%) | N/A | 4.3 | -13.8 | -25.4 | -7.4 | N/A | N/A | N/A | -13.0 | -4.2 | -7.7 | -10.3 | 1.8 | -5.0 | -27.7 | 16.9 | 6.0 | 11.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -18.9 | 19.4 | -11.4 | -1.4 | 1.4 | -6.7 | 5.6 | 0.0 | 0.0 | 18.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Long-Term Bond Asset Class Trend Rankings |
Top Rated Funds in Long-Term Bond
Best Mutual Funds
- STICX (RIDGEWORTH SEIX CORPORATE BOND FUND I SHARES) (85%)
- VWESX (VANGUARD LONG-TERM INVESTMENT-GRADE FUND INVESTOR SHARES) (83%)
- SEACX (STEWARD SELECT BOND FUND INSTITUTIONAL CLASS) (81%)
- VWETX (VANGUARD LONG-TERM INVESTMENT-GRADE FUND ADMIRAL SHARES) (80%)
- DEEIX (DELAWARE EXTENDED DURATION BOND FUND INSTITUTIONAL CLASS) (79%)
- LSIGX (LOOMIS SAYLES INVESTMENT GRADE FIXED INCOME FUND INSTITUTIONAL CLASS) (78%)
- PBBBX (PIA BBB BOND FUND MANAGED ACCOUNT COMPLETION SHARES) (76%)
- PRPIX (T. ROWE PRICE CORPORATE INCOME FUND INC. T. ROWE PRICE CORPORATE INCOME FUND INC.) (75%)
- SIGYX (WESTERN ASSET CORPORATE BOND FUND CLASS I) (74%)
- PPSIX (PREFERRED SECURITIES FUND INSTITUTIONAL CLASS) (73%)
Best ETFs
- BLV (Vanguard Long-Term Bond Index Fund ETF Shares) (84%)
- BAB (Invesco Taxable Municipal Bond ETF) (38%)
- ILTB (iShares Core 10+ Year USD Bond ETF) (1%)
Best Closed End Funds
- BHK (BlackRock Core Bond Closed Fund) (100%)
- BTZ (BlackRock Credit Allocation Income Trust) (99%)
- PFD (Flaherty & Crumrine Preferred Income Fund Inc) (98%)
- PFO (Flaherty & Crumrine Preferred Inc Oppty Fund Inc) (96%)
- FFC (Flaherty & Crumrine Preferred Securities Income Fd) (95%)
- FLC (Flaherty & Crumrine Total Return Fund Inc) (94%)
- HPS (John Hancock Preferred Income III Closed Fund) (93%)
- HPI (John Hancock Preferred Income Closed Fund) (91%)
- HPF (John Hancock Preferred Income II Closed Fund) (90%)
- JPC (Nuveen Preferred Income Opportunities Closed Fund) (89%)