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VLGIx: Vanguard Long-Term Govt Bond Idx Instl (MUTUAL FUND)
Basic Info 23.61 0.03(0.13%) May 09
Asset Class: | LONG GOVERNMENT |
MyPlanIQ Rating: | (17%) |
Start Date: | 11/23/2009 |
Last Dividend Date: | 11/29/2024 |
12-Mo. Yield | 2.56% |
Expenses | 0.04% |
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Performance Analytics (As of 05/07/2025)
Not up-to-date? TryLast 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 11/23/2009 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.7 | -0.1 | 0.0 | -5.0 | -8.9 | -0.6 | 2.0 | 2.1 | -6.8 | 3.7 | -29.5 | -5.0 | 17.4 | 14.3 | -1.6 | 8.7 | 1.1 | -1.3 | 25.1 | -12.7 | 3.6 | 26.8 | 7.5 | -3.7 |
Sharpe Ratio | NA | -0.09 | -0.32 | -0.6 | -0.79 | -0.17 | NA | 0.08 | -1.04 | -0.04 | -1.64 | -0.39 | 0.89 | 1.12 | -0.33 | 0.88 | 0.08 | -0.1 | 2.66 | -1.11 | 0.3 | 1.61 | 0.58 | -3.01 |
Draw Down(%) | NA | 6.8 | 13.7 | 26.3 | 46.4 | 46.4 | NA | 46.4 | 12.0 | 20.8 | 34.8 | 14.5 | 14.1 | 8.0 | 9.4 | 4.8 | 17.0 | 14.2 | 4.5 | 15.4 | 8.5 | 9.3 | 13.2 | 5.8 |
Standard Deviation(%) | NA | 13.5 | 13.1 | 15.9 | 15.0 | 14.0 | NA | 13.6 | 12.9 | 16.8 | 18.9 | 12.9 | 19.2 | 11.5 | 8.9 | 9.2 | 11.9 | 14.1 | 9.4 | 11.5 | 11.9 | 16.7 | 12.9 | 10.1 |
Treynor Ratio | NA | -0.01 | -0.04 | -0.1 | -0.13 | -0.02 | NA | 0.01 | -0.14 | -0.01 | -0.31 | -0.05 | 0.19 | 0.13 | -0.03 | 0.08 | 0.01 | -0.01 | 0.26 | -0.13 | 0.04 | 0.27 | 0.08 | -0.33 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 |
Beta | NA | 0.96 | 0.98 | 0.99 | 0.95 | 0.96 | NA | 0.96 | 0.98 | 0.99 | 1.0 | 0.96 | 0.88 | 0.99 | 0.98 | 0.98 | 0.99 | 0.97 | 0.97 | 0.96 | 0.97 | 0.98 | 0.96 | 0.93 |
RSquared | NA | 0.96 | 0.98 | 0.99 | 0.95 | 0.97 | NA | 0.97 | 0.99 | 0.99 | 1.0 | 0.95 | 0.88 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.97 |
Yield(%) | N/A | 0.0 | 2.5 | 2.6 | 1.8 | 2.5 | 3.1 | N/A | 3.6 | 3.3 | 2.0 | 1.7 | 2.1 | 2.7 | 2.6 | 2.7 | 2.4 | 2.7 | 3.4 | 2.8 | 3.1 | 2.3 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -33.8 | 2.9 | -12.7 | N/A | N/A | N/A | 6.9 | 17.7 | 7.2 | -8.4 | -13.9 | 0.5 | 1.9 | 9.7 | -13.3 | -2.8 | 4.5 | -9.9 | 67.7 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/23/2009
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