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VBTSX: Vanguard Total Bond Market Index Signal (MUTUAL FUND)
Basic Info
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | Not Rated |
Start Date: | 08/29/2006 |
Last Dividend Date: | 09/30/2014 |
12-Mo. Yield | 2.96% |
Expenses | 0.10% |
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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 08/29/2006 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.3 | 4.4 | 2.9 | 4.2 | 4.9 | 5.2 | -2.1 | 4.1 | 7.7 | 6.2 | 6.0 | 5.2 | 7.0 | 1.2 |
Sharpe Ratio | NA | 1.54 | 0.94 | 1.17 | 1.03 | 2.24 | -0.64 | 1.48 | 1.76 | 1.51 | 1.29 | 0.67 | 1.02 | 0.11 |
Draw Down(%) | NA | 1.3 | 5.0 | 5.0 | 5.4 | 1.3 | 5.0 | 1.4 | 1.7 | 3.4 | 2.2 | 5.4 | 2.5 | 1.2 |
Standard Deviation(%) | NA | 2.8 | 3.1 | 3.6 | 4.1 | 2.8 | 3.4 | 2.8 | 4.3 | 4.1 | 4.6 | 6.3 | 4.0 | 3.0 |
Treynor Ratio | NA | 0.05 | 0.03 | 0.05 | 0.06 | 0.07 | -0.03 | 0.05 | 0.09 | 0.08 | 0.09 | 0.06 | 0.05 | 0.0 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | -0.01 | -0.02 | 0.04 | 0.01 | -0.02 |
Beta | NA | 0.88 | 0.85 | 0.81 | 0.74 | 0.89 | 0.87 | 0.82 | 0.83 | 0.75 | 0.63 | 0.7 | 0.82 | 0.69 |
RSquared | NA | 0.86 | 0.87 | 0.89 | 0.84 | 0.85 | 0.92 | 0.82 | 0.9 | 0.92 | 0.9 | 0.76 | 0.91 | 0.78 |
Yield(%) | N/A | 2.3 | 2.9 | 3.2 | N/A | 1.7 | 2.4 | 3.2 | 3.9 | 3.7 | 4.3 | 4.7 | 4.8 | 0.4 |
Dividend Growth(%) | N/A | -21.9 | -22.3 | N/A | N/A | -33.3 | -22.9 | -14.6 | 7.9 | -13.6 | -8.3 | 0.0 | 1100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/29/2006
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