Find A Portfolio/Ticker
Comparison Box
VMBS: Vanguard Mortgage-Backed Securities ETF (ETF)
Basic Info 54.03 0.03(0.06%) January 15
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (38%) |
| Start Date: | 11/23/2009 |
| Last Dividend Date: | 12/23/2020 |
| 12-Mo. Yield | 2.25% |
| Expenses | 0.12% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 01/15/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.1 | -0.1 | 3.3 | 3.7 | 2.7 | 2.8 | 3.0 | 3.8 | 6.2 | 0.9 | 2.5 | 1.3 | 1.6 | 5.9 | -1.3 | 2.3 | 6.0 | 5.4 | -1.0 |
| SR | NA | -1.16 | 0.49 | 0.65 | 0.55 | 0.75 | 0.66 | 0.54 | 2.35 | -0.17 | 0.76 | 0.45 | 0.59 | 2.35 | -0.36 | 1.29 | 1.54 | 0.65 | -3.27 |
| DD(%) | NA | 0.4 | 5.1 | 5.1 | 5.1 | 5.1 | 5.3 | 5.1 | 0.7 | 2.3 | 1.4 | 3.3 | 1.5 | 0.8 | 3.8 | 1.0 | 1.4 | 5.3 | 1.5 |
| SD(%) | NA | 1.6 | 6.5 | 4.2 | 3.6 | 3.3 | 4.0 | 6.5 | 2.0 | 2.5 | 2.4 | 2.3 | 2.6 | 2.5 | 3.6 | 1.7 | 3.9 | 8.2 | 2.8 |
| TR | NA | -0.16 | 0.12 | 0.07 | 0.05 | 0.05 | 0.06 | 0.13 | 0.1 | -0.01 | 0.02 | 0.03 | 0.03 | 0.09 | -0.02 | 0.11 | 0.16 | 0.1 | -0.19 |
| Alpha(%) | 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 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | -0.04 |
| Beta(%) | NA | 0.12 | 0.27 | 0.39 | 0.43 | 0.46 | 0.47 | 0.27 | 0.48 | 0.74 | 0.74 | 0.4 | 0.5 | 0.64 | 0.76 | 0.2 | 0.37 | 0.52 | 0.49 |
| RS | NA | 0.04 | 0.05 | 0.13 | 0.2 | 0.28 | 0.21 | 0.05 | 0.61 | 0.6 | 0.73 | 0.4 | 0.65 | 0.59 | 0.62 | 0.13 | 0.22 | 0.1 | 0.67 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/23/2009
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-Term Bond Asset Class Trend Rankings |
Top Rated Funds in Intermediate-Term Bond
Best Mutual Funds
- JSIYX (JPMorgan SmartRetirement Income R6) 0.28% (100%)
- SCPZX (Scout Core Plus Bond Instl) 0.11% (100%)
- GIBIX (Guggenheim Total Return Bond Instl) 0.17% (100%)
- LCTIX (Leader Total Return Instl) 0.0% (100%)
- DCPFX (Delaware Pooled Core Plus Fixed Income) 0.10% (99%)
- SRBFX (Columbia Intermediate Bond Z) 0.03% (99%)
- WIPIX (Wells Fargo Advantage Income Plus I) 0.07% (99%)
- SCCIX (Scout Core Bond I) 0.08% (99%)
- LSIIX (Loomis Sayles Investment Grade Bond Y) 0.09% (99%)
- GIBLX (Guggenheim Total Return P) 0.17% (99%)
Best ETFs
- VCIT (Vanguard Intermediate-Term Corp Bd ETF) 0.07% (88%)
- BOND (PIMCO Total Return Active ETF) 0.10% (77%)
- FBND (Fidelity Total Bond ETF) 0.15% (74%)
- BIV (Vanguard Intermediate-Term Bond ETF) 0.08% (71%)
- GBF (iShares Government/Credit Bond) 0.61% (50%)
- BND (Vanguard Total Bond Market ETF) 0.08% (46%)
- AGG (iShares Core US Aggregate Bond) 0.10% (43%)
- CMBS (iShares CMBS) 0.02% (43%)
- VMBS (Vanguard Mortgage-Backed Securities ETF) 0.06% (38%)
- GVI (iShares Interm Government/Credit Bd) 0.03% (35%)
Best Closed End Funds
* Day change on 01/15/2021.Latest Articles Related to VMBS
comments powered by Disqus
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
Community Comments