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VFSIX: VANGUARD SHORT-TERM INVESTMENT-GRADE FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 10.38 0.03(0.29%) May 02
| Asset Class: | Short-Term Bond |
| MyPlanIQ Rating: | (84%) |
| Start Date: | 10/16/1997 |
| Last Dividend Date: | 12/31/2024 |
| 12-Mo. Yield | 3.29% |
| Expenses | 0.20% |
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Performance Analytics (As of 05/01/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/16/1997 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.2 | 0.7 | 5.7 | 3.7 | 2.0 | 2.2 | 2.4 | 3.0 | 2.4 | 5.1 | 6.2 | -5.7 | -0.7 | 5.3 | 5.9 | 1.0 | 2.0 | 2.9 | 1.2 | 1.9 | 1.1 | 4.7 | 2.1 | 5.1 | 14.2 | -4.6 | 6.0 | 5.1 | 2.3 | 2.2 | 2.4 | -0.3 | 2.7 | 1.1 | -2.9 | 0.3 | 0.2 |
| Sharpe Ratio | NA | -0.05 | 0.03 | -0.19 | -0.21 | 0.22 | NA | NA | 0.37 | -0.54 | 0.54 | -1.94 | -0.47 | 1.74 | 2.56 | -0.23 | 1.02 | 1.61 | 0.67 | 1.34 | 0.78 | 3.7 | 1.29 | 2.51 | 4.95 | -1.38 | 1.22 | 1.02 | 0.1 | 0.62 | 0.85 | -0.61 | 0.16 | -1.8 | -3.32 | -1.53 | -1.67 |
| Draw Down(%) | NA | 1.4 | 1.4 | 4.4 | 9.6 | 9.6 | NA | NA | 9.6 | 1.3 | 2.0 | 8.4 | 1.5 | 6.1 | 0.9 | 1.0 | 0.7 | 1.4 | 0.8 | 0.8 | 1.7 | 0.5 | 1.2 | 1.3 | 1.7 | 8.2 | 1.0 | 0.6 | 0.9 | 2.0 | 1.5 | 2.8 | 2.4 | 2.0 | 3.0 | 2.0 | 0.6 |
| Standard Deviation(%) | NA | 2.6 | 2.7 | 3.3 | 2.8 | 2.4 | NA | NA | 2.2 | 2.7 | 3.6 | 3.7 | 1.5 | 2.9 | 1.7 | 1.4 | 1.3 | 1.7 | 1.7 | 1.4 | 1.4 | 1.3 | 1.6 | 2.0 | 2.8 | 4.0 | 2.5 | 1.8 | 1.6 | 2.1 | 2.0 | 2.3 | 2.5 | 1.6 | 1.8 | 2.0 | 1.6 |
| Treynor Ratio | NA | 0.0 | 0.0 | -0.01 | -0.01 | 0.01 | NA | NA | 0.01 | -0.01 | 0.02 | -0.07 | -0.01 | 0.05 | 0.04 | 0.0 | 0.01 | 0.03 | 0.01 | 0.02 | 0.01 | 0.05 | 0.02 | 0.05 | 0.14 | -0.06 | 0.03 | 0.02 | 0.0 | 0.01 | 0.02 | -0.02 | 0.01 | -0.07 | -0.12 | -0.05 | -0.07 |
| 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 | -0.02 | -0.01 | -0.02 | -0.02 | -0.02 | -0.02 |
| Beta | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | NA | 0.88 | 1.0 | 1.0 | 1.0 | 1.01 | 1.0 | 1.0 | 1.02 | 1.01 | 1.0 | 1.01 | 1.02 | 1.01 | 1.02 | 1.02 | 0.98 | 1.01 | 1.0 | 1.01 | 1.02 | 1.01 | 0.98 | 0.85 | 0.68 | 0.62 | 0.43 | 0.53 | 0.56 | 0.4 |
| RSquared | NA | 1.0 | 0.98 | 1.0 | 1.0 | 0.99 | NA | NA | 0.88 | 0.98 | 1.0 | 1.0 | 0.99 | 0.99 | 0.99 | 1.0 | 0.96 | 0.99 | 1.0 | 0.98 | 0.99 | 1.0 | 1.0 | 0.96 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.96 | 0.89 | 0.69 | 0.63 | 0.45 | 0.53 | 0.63 | 0.44 |
| Yield(%) | N/A | 0.0 | 2.9 | 3.0 | 2.5 | 2.4 | 2.5 | 3.0 | N/A | 4.2 | 3.3 | 1.9 | 1.7 | 2.4 | 3.0 | 2.8 | 2.0 | 2.2 | 2.1 | 2.3 | 2.3 | 2.8 | 3.3 | 3.3 | 4.5 | 4.7 | 5.0 | 4.5 | 3.7 | 3.5 | 2.3 | 0.0 | 1.1 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -18.6 | 24.9 | 1.3 | -30.7 | N/A | N/A | N/A | 33.0 | 58.0 | 7.9 | -27.2 | -17.6 | 8.2 | 40.4 | -10.2 | 4.0 | -7.5 | -3.2 | -17.5 | -14.0 | 0.0 | -18.2 | -15.6 | -4.0 | 10.7 | 21.6 | 4.5 | 53.5 | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/16/1997
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