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VFICX: VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 8.44 0.01(0.12%) January 14
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | (99%) |
Start Date: | 11/29/1993 |
Last Dividend Date: | 10/31/2024 |
12-Mo. Yield | 3.77% |
Expenses | 0.20% |
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Performance Analytics (As of 01/10/2025)
Not up-to-date? TryLast 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/29/1993 |
2024 | 2023 | 2022 | 2021 | 2020 | 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 | 1993 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.7 | -1.4 | 1.3 | -1.3 | 0.4 | 2.1 | 3.4 | 3.8 | 4.8 | 2.2 | 8.5 | -13.9 | -1.4 | 10.3 | 10.4 | -0.6 | 4.2 | 3.8 | 1.5 | 5.8 | -1.4 | 9.1 | 7.4 | 10.4 | 17.7 | -6.1 | 6.1 | 4.4 | 2.0 | 4.8 | 6.3 | 10.1 | 9.5 | 10.7 | -1.5 | 8.3 | 8.9 | 2.6 | 21.4 | -4.2 | 0.4 |
Sharpe Ratio | NA | -8.65 | -0.81 | -0.73 | -0.32 | 0.09 | NA | NA | 0.6 | -0.81 | 0.56 | -1.8 | -0.38 | 1.93 | 2.72 | -0.71 | 1.27 | 0.99 | 0.36 | 1.93 | -0.38 | 2.96 | 1.51 | 2.0 | 2.55 | -0.9 | 0.69 | 0.33 | -0.05 | 0.8 | 1.09 | 1.68 | 1.18 | 1.37 | -0.92 | 0.91 | 1.23 | -0.15 | 3.34 | -1.31 | 0.68 |
Draw Down(%) | NA | 1.3 | 5.1 | 17.5 | 20.2 | 20.2 | NA | NA | 20.2 | 4.1 | 7.0 | 18.7 | 3.8 | 9.2 | 2.1 | 3.5 | 1.3 | 4.3 | 2.8 | 1.4 | 5.7 | 1.5 | 2.8 | 4.6 | 4.4 | 14.3 | 3.0 | 2.6 | 3.0 | 5.4 | 5.1 | 3.6 | 4.4 | 4.4 | 5.3 | 4.1 | 2.9 | 5.9 | 2.5 | 7.6 | 0.9 |
Standard Deviation(%) | NA | 4.6 | 5.5 | 7.3 | 6.4 | 5.1 | NA | NA | 5.1 | 5.5 | 7.7 | 8.5 | 3.8 | 5.2 | 3.3 | 2.7 | 2.8 | 3.7 | 4.2 | 3.0 | 3.8 | 3.1 | 4.9 | 5.2 | 6.9 | 7.8 | 4.6 | 3.6 | 3.7 | 4.8 | 5.2 | 5.3 | 6.1 | 4.8 | 5.2 | 5.5 | 4.4 | 6.1 | 5.3 | 5.5 | 3.7 |
Treynor Ratio | NA | -0.4 | -0.04 | -0.05 | -0.02 | 0.0 | NA | NA | 0.03 | -0.04 | 0.04 | -0.15 | -0.01 | 0.1 | 0.09 | -0.02 | 0.04 | 0.04 | 0.02 | 0.06 | -0.01 | 0.09 | 0.07 | 0.1 | 0.18 | -0.07 | 0.03 | 0.01 | 0.0 | 0.04 | 0.06 | 0.09 | 0.07 | 0.07 | -0.05 | 0.05 | 0.05 | -0.01 | 0.18 | -0.07 | 0.02 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 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 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Beta | NA | 1.0 | 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 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 |
RSquared | NA | 1.0 | 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 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 |
Yield(%) | N/A | 0.0 | 3.8 | 3.1 | 3.7 | 3.5 | 4.3 | 4.4 | N/A | 3.8 | 4.0 | 2.6 | 3.5 | 5.9 | 3.2 | 3.1 | 3.0 | 3.8 | 3.5 | 4.1 | 5.0 | 5.7 | 6.5 | 7.1 | 6.1 | 5.7 | 5.1 | 5.0 | 4.8 | 5.2 | 6.0 | 5.9 | 6.7 | 7.2 | 6.7 | 7.1 | 6.7 | 6.3 | 7.4 | 5.8 | 0.8 |
Dividend Growth(%) | N/A | -100.0 | -2.1 | -28.3 | 17.3 | -35.0 | -29.2 | N/A | N/A | -2.1 | 28.6 | -30.4 | -38.1 | 96.4 | 1.2 | 4.4 | -21.9 | 8.2 | -14.3 | -22.1 | -9.9 | -12.1 | -6.1 | 31.9 | -7.1 | 12.2 | 2.5 | 0.6 | -8.3 | -12.3 | 6.3 | -11.4 | -3.0 | -1.3 | -6.0 | 9.5 | 1.7 | -3.3 | 14.6 | 612.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/29/1993
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