Find A Portfolio/Ticker
Comparison Box
VMBS: Vanguard Mortgage-Backed Securities ETF (ETF)
Basic Info 53.43 0.07(0.13%) September 16
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (34%) |
| Start Date: | 11/23/2009 |
| Last Dividend Date: | 09/01/2021 |
| 12-Mo. Yield | 1.91% |
| Expenses | 0.12% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 09/15/2021)
Not up-to-date? Try| 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 | -0.5 | -0.2 | 3.8 | 2.1 | 2.3 | 2.8 | 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 | -0.44 | -0.19 | 0.73 | 0.39 | 0.6 | 0.62 | 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 | 1.4 | 1.4 | 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 | 1.7 | 1.6 | 4.1 | 3.5 | 3.1 | 3.9 | 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 | -0.02 | -0.01 | 0.08 | 0.03 | 0.04 | 0.05 | 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 | 0.38 | 0.35 | 0.36 | 0.45 | 0.47 | 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 | 0.63 | 0.5 | 0.12 | 0.21 | 0.3 | 0.22 | 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
- VBMFX (Vanguard Total Bond Market Index Inv) 0.18% (100%)
- VBIIX (Vanguard Interm-Term Bond Index Inv) 0.24% (100%)
- CMFCX (American Funds Mortgage 529C) 0.10% (99%)
- INCMX (FundX Flexible Income) 0.0% (99%)
- VFICX (Vanguard Interm-Term Invmt-Grade Inv) 0.19% (99%)
- VFIDX (Vanguard Interm-Term Investment-Grade Ad) 0.19% (98%)
- GPBFX (GMO Core Plus Bond IV) 0.20% (98%)
- SAMIX (RidgeWorth Intermediate Bond I) 0.16% (98%)
- OWFIX (Old Westbury Fixed Income) 0.09% (98%)
- TAIBX (Target Intermediate-Term Bond T) 0.19% (98%)
Best ETFs
- AGG (iShares Core US Aggregate Bond) 0.17% (100%)
- BIV (Vanguard Intermediate-Term Bond ETF) 0.24% (99%)
- BND (Vanguard Total Bond Market ETF) 0.18% (99%)
- GBF (iShares Government/Credit Bond) 0.01% (99%)
- GVI (iShares Interm Government/Credit Bd) 0.12% (99%)
- MBB (iShares MBS) 0.12% (98%)
- VCIT (Vanguard Intermediate-Term Corp Bd ETF) 0.17% (34%)
- VMBS (Vanguard Mortgage-Backed Securities ETF) 0.13% (34%)
- SCHZ (Schwab US Aggregate Bond ETF) 0.22% (30%)
- MBG (SPDR Barclays Mortgage Backed Bond ETF) (30%)
Best Closed End Funds
* Day change on 09/16/2021.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