Find A Portfolio/Ticker
Comparison Box
VFSTX: Vanguard Short-Term Investment-Grade Inv (MUTUAL FUND)
Basic Info 10.07 0.03(0.30%) March 31
Asset Class: | Short-Term Bond |
MyPlanIQ Rating: | (99%) |
Start Date: | 02/03/1983 |
Last Dividend Date: | 02/28/2023 |
12-Mo. Yield | 1.85% |
Expenses | 0.20% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 03/30/2023)
Not up-to-date? TryLast 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 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
AR(%) | -0.2 | 2.1 | 1.7 | 1.3 | 1.9 | 1.7 | 2.4 | 5.3 | -4.5 | -0.6 | 5.1 | 5.7 | 0.9 | 1.8 | 2.7 | 1.0 | 1.6 | 0.8 | 4.5 | 1.9 | 5.2 | 14.0 | -4.7 | 5.9 | 5.0 | 2.2 | 2.1 | 4.0 | 5.1 | 8.2 | 8.2 | 3.3 | 6.6 | 7.0 | 4.8 | 12.7 | 0.5 | 6.4 | 6.0 | 13.1 | 9.2 | 11.5 | 7.0 | 2.7 | 11.4 | 14.9 | 14.2 | 8.0 |
SR | NA | 1.04 | -0.21 | 0.46 | 0.34 | 0.49 | NA | 1.12 | -1.56 | -0.42 | 1.7 | 2.5 | -0.33 | 0.94 | 1.55 | 0.61 | 1.17 | 0.59 | 3.66 | 1.21 | 2.6 | 4.93 | -1.41 | 1.17 | 0.96 | 0.03 | 0.57 | 1.52 | 1.45 | 1.84 | 1.59 | 0.03 | 1.17 | 1.39 | 0.43 | 3.2 | -0.87 | 1.89 | 1.19 | 3.38 | 1.3 | 1.74 | 0.78 | -0.4 | 2.23 | 2.5 | 1.98 | 0.74 |
DD(%) | NA | 1.9 | 4.1 | 8.4 | 8.4 | 8.4 | NA | 8.4 | 7.3 | 1.4 | 6.1 | 0.9 | 1.1 | 0.7 | 1.4 | 0.9 | 0.8 | 1.7 | 0.5 | 1.2 | 1.3 | 1.7 | 8.3 | 1.0 | 0.6 | 1.0 | 2.0 | 1.5 | 1.9 | 1.9 | 1.4 | 1.1 | 1.5 | 1.0 | 1.8 | 0.9 | 3.1 | 0.9 | 2.5 | 0.7 | 1.1 | 1.8 | 0.9 | 3.3 | 1.1 | 1.4 | 2.3 | 3.0 |
SD(%) | NA | 4.3 | 4.0 | 2.8 | 2.6 | 2.1 | NA | 2.7 | 3.8 | 1.4 | 2.9 | 1.7 | 1.4 | 1.3 | 1.6 | 1.7 | 1.4 | 1.4 | 1.2 | 1.6 | 2.0 | 2.8 | 4.0 | 2.5 | 1.8 | 1.6 | 2.0 | 2.2 | 2.7 | 3.2 | 2.6 | 2.5 | 2.8 | 2.5 | 3.0 | 2.8 | 2.8 | 2.3 | 3.0 | 2.8 | 3.0 | 3.3 | 2.9 | 3.3 | 3.2 | 3.9 | 3.8 | 3.8 |
TR | NA | 0.05 | -0.01 | 0.01 | 0.01 | 0.01 | NA | 0.03 | -0.06 | -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 | 0.03 | 0.04 | 0.06 | 0.04 | 0.0 | 0.03 | 0.03 | 0.01 | 0.09 | -0.02 | 0.04 | 0.04 | 0.09 | 0.04 | 0.06 | 0.02 | -0.01 | 0.07 | 0.1 | 0.07 | 0.03 |
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 | 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 | 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 | 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 02/03/1983
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 Short-Term Bond Asset Class Trend Rankings |
Top Rated Funds in Short-Term Bond
Best Mutual Funds
- FSHBX (Fidelity Short-Term Bond) (100%)
- VBISX (Vanguard Short-Term Bond Index Inv) (100%)
- VFSTX (Vanguard Short-Term Investment-Grade Inv) (99%)
- ASDIX (AAM/HIMCO Short Duration I) (99%)
- MSTIX (MainStay Short-Term Bond I) (98%)
- DFCFX (LWAS/DFA Two-Year Fixed Income Portfolio) (98%)
- JSDUX (JPMorgan Short Duration Bond R6) (97%)
- BBSGX (Sterling Capital Short-Term Bond I) (97%)
- JASBX (Janus Short-Term Bond T) (96%)
- MIIBX (Madison Mosaic Institutional Bond Y) (96%)
Best ETFs
- BSV (Vanguard Short-Term Bond ETF) 0.29% (99%)
- VCSH (Vanguard Short-Term Corporate Bond ETF) 0.41% (34%)
- FLRN (SPDR® Barclays Investment Grd Fl Rt ETF) 0.03% (31%)
- ISTB (iShares Core Short-Term USD Bond) 0.28% (3%)