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VBMPX: VANGUARD TOTAL BOND MARKET INDEX FUND INSTITUTIONAL PLUS SHARES (MUTUAL FUND)
Basic Info 9.33 0.01(0.11%) April 23
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | (35%) |
Start Date: | 02/08/2010 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 2.81% |
Expenses | 0.03% |
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Performance Analytics (As of 04/22/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 02/08/2010 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.4 | -3.1 | -0.2 | -3.5 | 0.0 | 1.2 | 2.0 | 5.7 | -13.1 | -1.8 | 7.7 | 8.7 | -0.2 | 3.6 | 2.4 | 0.4 | 5.9 | -2.1 | 4.2 | 7.7 | 4.1 |
Sharpe Ratio | NA | -2.32 | -0.58 | -0.85 | -0.27 | 0.03 | 0.27 | 0.2 | -1.89 | -0.47 | 1.52 | 2.08 | -0.54 | 1.0 | 0.62 | 0.1 | 2.09 | -0.63 | 1.5 | 1.78 | 1.09 |
Draw Down(%) | NA | 3.8 | 7.1 | 18.1 | 18.8 | 18.8 | 18.8 | 7.2 | 16.9 | 4.0 | 6.5 | 2.2 | 3.3 | 1.5 | 4.9 | 3.2 | 1.3 | 5.0 | 1.4 | 1.8 | 3.4 |
Standard Deviation(%) | NA | 6.0 | 6.8 | 6.7 | 5.9 | 4.8 | 4.5 | 7.4 | 7.7 | 3.9 | 4.9 | 3.5 | 2.9 | 3.0 | 3.6 | 4.0 | 2.8 | 3.4 | 2.8 | 4.3 | 4.1 |
Treynor Ratio | NA | -0.14 | -0.04 | -0.06 | -0.02 | 0.0 | 0.01 | 0.02 | -0.17 | -0.02 | 0.1 | 0.07 | -0.02 | 0.03 | 0.03 | 0.0 | 0.07 | -0.02 | 0.05 | 0.09 | 0.06 |
Alpha | NA | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | -0.01 |
Beta | NA | 0.96 | 0.93 | 0.91 | 0.9 | 0.9 | 0.88 | 0.94 | 0.88 | 0.93 | 0.76 | 1.0 | 0.97 | 1.0 | 0.87 | 0.92 | 0.87 | 0.87 | 0.82 | 0.84 | 0.74 |
RSquared | NA | 0.95 | 0.96 | 0.94 | 0.89 | 0.88 | 0.88 | 0.95 | 0.94 | 0.85 | 0.64 | 0.88 | 0.81 | 0.88 | 0.78 | 0.93 | 0.86 | 0.92 | 0.82 | 0.9 | 0.91 |
Yield(%) | N/A | 0.9 | 3.4 | 2.5 | 2.6 | 2.5 | N/A | 3.2 | 2.3 | 2.2 | 2.3 | 3.0 | 2.3 | 2.3 | 2.1 | 2.4 | 2.6 | 2.4 | 3.3 | 3.9 | 3.0 |
Dividend Growth(%) | N/A | -70.0 | 37.5 | 1.2 | 9.5 | N/A | N/A | 20.0 | 0.0 | -3.8 | -16.1 | 24.0 | 4.2 | 9.1 | -15.4 | -3.7 | 0.0 | -25.0 | -12.2 | 32.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/08/2010
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