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VFITX: VANGUARD INTERMEDIATE-TERM TREASURY FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 9.6 0.03(0.31%) April 18
Asset Class: | Intermediate Government |
MyPlanIQ Rating: | (97%) |
Start Date: | 12/05/1991 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 3.38% |
Expenses | 0.20% |
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Performance Analytics (As of 04/18/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/05/1991 |
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 | 1992 | 1991 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.3 | -3.0 | -1.3 | -3.4 | 0.1 | 0.9 | 1.8 | 2.8 | 4.5 | 4.1 | -10.4 | -2.3 | 8.2 | 6.3 | 1.0 | 1.6 | 1.2 | 1.4 | 4.2 | -3.2 | 2.6 | 9.8 | 7.4 | -1.7 | 13.3 | 10.0 | 3.2 | 1.9 | 3.0 | 1.7 | 13.7 | 7.6 | 14.1 | -3.5 | 10.7 | 9.0 | 2.0 | 20.5 | -1.0 | 7.3 | 7.7 | 2.8 |
Sharpe Ratio | NA | -2.05 | -0.87 | -0.85 | -0.25 | -0.02 | NA | NA | 0.56 | -0.02 | -1.73 | -0.75 | 1.98 | 1.28 | -0.11 | 0.33 | 0.26 | 0.31 | 1.28 | -0.85 | 0.81 | 1.96 | 1.36 | -0.26 | 1.63 | 1.5 | -0.03 | -0.07 | 0.42 | 0.18 | 2.2 | 0.82 | 2.17 | -1.31 | 1.36 | 1.26 | -0.24 | 3.17 | -0.6 | 0.96 | 1.02 | 10.97 |
Draw Down(%) | NA | 3.2 | 7.0 | 15.0 | 15.5 | 15.5 | NA | NA | 15.5 | 7.0 | 13.1 | 3.1 | 2.4 | 2.3 | 2.9 | 2.3 | 5.3 | 2.9 | 1.4 | 5.4 | 2.4 | 2.5 | 5.2 | 5.7 | 4.9 | 2.9 | 2.7 | 3.1 | 5.3 | 5.8 | 3.0 | 5.4 | 3.2 | 5.5 | 3.9 | 3.1 | 6.0 | 2.6 | 8.1 | 5.1 | 4.0 | 0.2 |
Standard Deviation(%) | NA | 5.7 | 6.4 | 6.2 | 5.4 | 4.5 | NA | NA | 5.1 | 7.2 | 6.9 | 3.1 | 4.0 | 3.8 | 2.9 | 2.9 | 3.7 | 4.3 | 3.3 | 3.8 | 3.2 | 5.0 | 5.4 | 6.7 | 7.6 | 4.7 | 3.6 | 3.6 | 4.9 | 5.4 | 5.7 | 6.6 | 4.6 | 5.1 | 5.4 | 4.3 | 6.2 | 5.3 | 6.6 | 5.4 | 5.1 | 4.4 |
Treynor Ratio | NA | -0.12 | -0.06 | -0.05 | -0.01 | 0.0 | NA | NA | 0.03 | 0.0 | -0.12 | -0.02 | 0.08 | 0.05 | 0.0 | 0.01 | 0.01 | 0.01 | 0.04 | -0.03 | 0.03 | 0.1 | 0.07 | -0.02 | 0.12 | 0.07 | 0.0 | 0.0 | 0.02 | 0.01 | 0.13 | 0.05 | 0.1 | -0.07 | 0.07 | 0.05 | -0.02 | 0.17 | -0.04 | 0.05 | 0.05 | 0.48 |
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 | 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 | 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 | 1.0 |
Yield(%) | N/A | 1.0 | 3.7 | 2.1 | 2.8 | 2.6 | 3.0 | 3.6 | N/A | 3.4 | 1.7 | 1.2 | 5.2 | 2.3 | 2.2 | 2.0 | 2.8 | 2.7 | 2.2 | 1.8 | 2.4 | 6.5 | 5.0 | 6.8 | 6.0 | 4.5 | 4.4 | 4.6 | 4.1 | 5.0 | 6.4 | 5.7 | 6.4 | 5.4 | 5.7 | 6.3 | 6.1 | 7.2 | 9.2 | 5.8 | 6.8 | 0.6 |
Dividend Growth(%) | N/A | -70.6 | 60.9 | -32.7 | 15.7 | -43.9 | -41.0 | N/A | N/A | 78.9 | 35.7 | -76.3 | 136.0 | 4.2 | 9.1 | -31.2 | 3.2 | 24.0 | 19.0 | -25.0 | -61.6 | 30.4 | -30.9 | 19.1 | 41.7 | 0.0 | -7.7 | 13.0 | -20.7 | -17.1 | 12.9 | -4.6 | 8.3 | -1.6 | -7.6 | 0.0 | -4.3 | -29.6 | 60.7 | -14.1 | 1083.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/05/1991
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