Find A Portfolio/Ticker
Comparison Box
VFITX: Vanguard Interm-Term Treasury Inv (MUTUAL FUND)
Basic Info 10 0(0.0%) June 05
| Asset Class: | Intermediate Government |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 12/05/1991 |
| Last Dividend Date: | 05/31/2023 |
| 12-Mo. Yield | 2.55% |
| Expenses | 0.20% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/02/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.8 | 2.8 | -0.4 | -3.0 | 1.5 | 1.1 | 2.6 | 4.7 | -9.7 | -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 |
| SR | NA | 0.25 | -0.46 | -0.77 | 0.05 | 0.09 | NA | 0.61 | -1.62 | -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 |
| DD(%) | NA | 3.7 | 8.2 | 15.4 | 15.4 | 15.4 | NA | 15.4 | 13.0 | 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 |
| SD(%) | NA | 8.4 | 7.9 | 5.4 | 4.9 | 4.3 | NA | 5.0 | 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 |
| TR | NA | 0.02 | -0.04 | -0.04 | 0.0 | 0.0 | NA | 0.03 | -0.11 | -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 | 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 | 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 |
| RS | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/05/1991
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Intermediate Government Asset Class Trend Rankings |
Top Rated Funds in Intermediate Government
Best Mutual Funds
- VFIIX (Vanguard GNMA Inv) 0.0% (98%)
- VFITX (Vanguard Interm-Term Treasury Inv) 0.0% (97%)
- FSTGX (Fidelity Intermediate Government Inc) 0.10% (97%)
- BBGPX (BlackRock GNMA BlackRock) 0.0% (96%)
- FTRGX (Federated Total Return Govt Bd Instl) 0.0% (95%)
- CPTNX (American Century Government Bond Inv) 0.0% (94%)
- MGSIX (MFS Government Securities I) 0.0% (93%)
- AGOIX (Invesco US Government Institutional) 0.0% (93%)
- PDMIX (PIMCO GNMA Instl) 0.11% (92%)
- PRTIX (T. Rowe Price US Treasury Interm) 0.0% (92%)
Best ETFs
- AGZ (iShares Agency Bond) 0.03% (99%)
- IEI (iShares 3-7 Year Treasury Bond) 0.03% (98%)
- VGIT (Vanguard Intermediate-Term Govt Bd ETF) 0.02% (17%)
- SCHR (Schwab Intermediate-Term US Trs ETF) 0.02% (16%)
- GOVT (iShares Core US Treasury Bond) 0.0% (15%)
- GNMA (iShares Core GNMA Bond) 0.25% (14%)
Best Closed End Funds
* Day change on 06/05/2023.Latest Articles Related to VFITX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
