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VBTLX: Vanguard Total Bond Market Index Fund Admiral Shares (MUTUAL FUND)
Basic Info
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | (94%) |
Start Date: | 11/14/2001 |
Last Dividend Date: | 02/29/2024 |
12-Mo. Yield | 3.25% |
Expenses | 0.15% |
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Performance Analytics (As of 03/22/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.6 | -1.2 | 1.4 | -2.6 | 0.4 | 1.5 | 2.5 | 2.9 | 2.8 | 5.7 | -13.2 | -1.8 | 7.7 | 8.7 | -0.3 | 3.5 | 2.6 | 0.4 | 5.9 | -2.1 | 4.1 | 7.7 | 6.2 | 6.0 | 5.2 | 7.0 | 4.4 | 2.5 | 4.3 | 1.9 | 2.4 | -2.2 |
Sharpe Ratio | NA | -1.52 | -0.35 | -0.71 | -0.2 | 0.1 | NA | NA | 0.41 | 0.2 | -1.9 | -0.48 | 1.52 | 2.07 | -0.54 | 0.98 | 0.67 | 0.09 | 2.08 | -0.64 | 1.48 | 1.77 | 1.52 | 1.29 | 0.67 | 1.02 | 0.33 | 0.1 | 0.79 | 0.28 | 0.32 | -2.93 |
Draw Down(%) | NA | 2.7 | 7.2 | 18.1 | 18.8 | 18.8 | NA | NA | 18.8 | 7.2 | 16.9 | 4.0 | 6.5 | 2.2 | 3.3 | 1.5 | 4.7 | 3.2 | 1.3 | 5.0 | 1.4 | 1.8 | 3.4 | 2.2 | 5.4 | 2.5 | 2.2 | 2.6 | 4.6 | 4.7 | 2.6 | 2.8 |
Standard Deviation(%) | NA | 5.8 | 6.8 | 6.6 | 5.8 | 4.7 | NA | NA | 4.4 | 7.3 | 7.7 | 3.8 | 4.9 | 3.5 | 2.9 | 3.0 | 3.6 | 4.0 | 2.8 | 3.4 | 2.8 | 4.3 | 4.0 | 4.6 | 6.3 | 4.0 | 3.4 | 3.3 | 4.3 | 4.4 | 3.9 | 6.1 |
Treynor Ratio | NA | -0.09 | -0.03 | -0.05 | -0.01 | 0.01 | NA | NA | 0.02 | 0.02 | -0.17 | -0.02 | 0.1 | 0.07 | -0.02 | 0.03 | 0.03 | 0.0 | 0.07 | -0.03 | 0.05 | 0.09 | 0.08 | 0.09 | 0.06 | 0.05 | 0.01 | 0.0 | 0.04 | 0.02 | 0.02 | -0.26 |
Alpha | NA | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | NA | NA | 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 | -0.02 | 0.04 | 0.01 | 0.0 | 0.0 | 0.0 | -0.01 | -0.02 | -0.04 |
Beta | NA | 0.97 | 0.93 | 0.91 | 0.89 | 0.9 | NA | NA | 0.82 | 0.93 | 0.88 | 0.93 | 0.76 | 1.0 | 0.97 | 1.0 | 0.87 | 0.92 | 0.87 | 0.87 | 0.82 | 0.84 | 0.75 | 0.63 | 0.7 | 0.82 | 0.89 | 0.84 | 0.88 | 0.81 | 0.67 | 0.69 |
RSquared | NA | 0.95 | 0.95 | 0.94 | 0.88 | 0.88 | NA | NA | 0.86 | 0.95 | 0.94 | 0.84 | 0.64 | 0.88 | 0.81 | 0.88 | 0.79 | 0.93 | 0.86 | 0.92 | 0.82 | 0.9 | 0.93 | 0.9 | 0.76 | 0.91 | 0.92 | 0.92 | 0.95 | 0.89 | 0.83 | 0.92 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/12/2001
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