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VFIDX: VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND ADMIRAL SHARES (MUTUAL FUND)
Basic Info 8.35 0.02(0.24%) April 24
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | (98%) |
Start Date: | 02/15/2001 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 3.85% |
Expenses | 0.10% |
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Performance Analytics (As of 04/24/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/15/2001 |
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(%) | -0.1 | -2.7 | 1.7 | -2.7 | 1.1 | 2.2 | 4.4 | 3.9 | 3.8 | 8.6 | -13.8 | -1.3 | 10.4 | 10.5 | -0.5 | 4.3 | 3.9 | 1.7 | 5.9 | -1.3 | 9.3 | 7.5 | 10.3 | 17.9 | -6.1 | 6.3 | 4.6 | 2.1 | 4.9 | 4.0 | 3.9 | 2.7 |
Sharpe Ratio | NA | -2.09 | -0.25 | -0.68 | -0.07 | 0.23 | NA | NA | 0.55 | 0.58 | -1.79 | -0.35 | 1.95 | 2.74 | -0.67 | 1.31 | 1.01 | 0.38 | 1.96 | -0.35 | 2.99 | 1.52 | 1.98 | 2.56 | -0.89 | 0.71 | 0.36 | -0.02 | 0.83 | 0.66 | 0.55 | 0.17 |
Draw Down(%) | NA | 3.5 | 7.0 | 20.1 | 20.1 | 20.1 | NA | NA | 20.1 | 7.0 | 18.6 | 3.7 | 9.2 | 2.1 | 3.4 | 1.3 | 4.3 | 2.8 | 1.4 | 5.7 | 1.5 | 2.8 | 4.6 | 4.4 | 14.3 | 2.9 | 2.5 | 3.0 | 5.3 | 5.1 | 3.6 | 4.8 |
Standard Deviation(%) | NA | 6.1 | 7.2 | 7.1 | 6.2 | 5.0 | NA | NA | 5.0 | 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 | 3.8 | 4.8 | 4.9 | 5.1 | 5.4 |
Treynor Ratio | NA | -0.13 | -0.02 | -0.05 | 0.0 | 0.01 | NA | NA | 0.03 | 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 | 0.03 | 0.03 | 0.01 |
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 | -0.01 | -0.02 | -0.02 |
Beta | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | NA | 0.99 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.01 | 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 | 0.94 | 0.91 | 0.85 |
RSquared | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | NA | 0.99 | 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 | 0.96 | 0.91 | 0.89 |
Yield(%) | N/A | 1.0 | 4.2 | 3.2 | 3.9 | 3.7 | 5.1 | 4.6 | N/A | 4.3 | 2.4 | 3.6 | 5.8 | 3.6 | 3.3 | 2.8 | 3.4 | 3.8 | 4.6 | 5.3 | 5.7 | 7.0 | 7.0 | 6.1 | 5.4 | 4.9 | 4.9 | 5.0 | 5.4 | 3.7 | 0.0 | 0.5 |
Dividend Growth(%) | N/A | -75.0 | 33.3 | -23.6 | 9.8 | -33.8 | N/A | N/A | N/A | 50.0 | -36.8 | -34.5 | 70.6 | 6.2 | 18.5 | -18.2 | -10.8 | -17.8 | -18.2 | -3.5 | -17.4 | 3.0 | 28.8 | -1.9 | 10.4 | 0.0 | -4.0 | -7.4 | 45.9 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/15/2001
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