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VBSSX: Vanguard Short-Term Bond Index Signal (MUTUAL FUND)
Basic Info
Asset Class: | Short-Term Bond |
MyPlanIQ Rating: |
Not Rated
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Start Date: | 03/27/2007 |
Last Dividend Date: | 09/30/2014 |
12-Mo. Yield | 1.41% |
Expenses | 0.11% |
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Performance Analytics (As of 10/28/2014)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 03/27/2007 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.1 | 1.3 | 1.4 | 2.2 | 3.4 | 1.5 | 0.2 | 2.1 | 3.1 | 3.8 | 4.4 | 5.5 | 5.1 |
Sharpe Ratio | NA | 0.99 | 1.02 | 1.25 | 1.2 | 1.3 | 0.1 | 1.66 | 1.6 | 1.7 | 1.45 | 1.09 | 1.43 |
Draw Down(%) | NA | 0.6 | 1.5 | 1.9 | 2.4 | 0.6 | 1.5 | 0.7 | 0.9 | 1.9 | 1.2 | 2.4 | 1.0 |
Standard Deviation(%) | NA | 1.3 | 1.3 | 1.7 | 2.4 | 1.4 | 1.4 | 1.2 | 1.9 | 2.2 | 3.0 | 4.2 | 2.7 |
Treynor Ratio | NA | 0.02 | 0.02 | 0.02 | 0.03 | 0.02 | 0.0 | 0.03 | 0.03 | 0.04 | 0.05 | 0.05 | 0.04 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.03 | 0.04 | 0.0 |
Beta | NA | 0.75 | 0.77 | 0.89 | 0.88 | 0.8 | 0.78 | 0.71 | 0.98 | 0.98 | 0.9 | 0.89 | 0.92 |
RSquared | NA | 0.52 | 0.57 | 0.66 | 0.71 | 0.56 | 0.61 | 0.52 | 0.66 | 0.76 | 0.74 | 0.73 | 0.82 |
Yield(%) | N/A | 1.4 | 1.7 | 2.0 | N/A | 0.9 | 1.5 | 1.9 | 2.5 | 2.6 | 3.0 | 3.9 | 3.1 |
Dividend Growth(%) | N/A | -12.4 | -34.1 | N/A | N/A | -39.9 | -19.8 | -24.8 | -1.9 | -12.5 | -23.2 | 27.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/27/2007
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See Short-Term Bond Asset Class Trend Rankings |
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