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VSGBX: VANGUARD SHORT-TERM FEDERAL FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 10.26 0.03(0.29%) May 02
| Asset Class: | SHORT GOVERNMENT |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 02/27/1990 |
| Last Dividend Date: | 11/29/2024 |
| 12-Mo. Yield | 2.05% |
| Expenses | 0.10% |
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Performance Analytics (As of 05/02/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/27/1990 |
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 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.1 | 1.1 | 4.9 | 2.4 | 0.6 | 1.3 | 1.4 | 2.2 | 4.0 | 3.9 | 3.8 | -5.3 | -1.5 | 4.0 | 4.1 | 1.3 | 0.7 | 1.1 | 0.7 | 1.2 | -0.3 | 1.4 | 2.8 | 3.1 | 2.8 | 7.1 | 7.4 | 4.3 | 1.8 | 1.3 | 2.2 | 7.9 | 8.6 | 9.2 | 2.1 | 7.2 | 6.5 | 4.8 | 12.3 | -0.9 | 7.0 | 6.2 | 12.2 | 9.7 |
| Sharpe Ratio | NA | 0.15 | -0.61 | -0.66 | -0.82 | -0.19 | NA | NA | 0.86 | -1.09 | -0.12 | -2.22 | -1.13 | 2.18 | 1.48 | -0.04 | 0.05 | 0.69 | 0.46 | 0.98 | -0.3 | 1.37 | 1.75 | 1.61 | 1.06 | 1.82 | 1.85 | 0.55 | -0.21 | 0.2 | 0.68 | 2.55 | 1.97 | 2.06 | -0.49 | 1.43 | 1.16 | 0.44 | 3.1 | -1.39 | 2.04 | 1.14 | 2.91 | 2.13 |
| Draw Down(%) | NA | 0.8 | 1.2 | 3.7 | 8.4 | 8.4 | NA | NA | 8.4 | 1.2 | 1.9 | 6.6 | 1.8 | 0.9 | 1.0 | 0.8 | 0.8 | 1.3 | 0.9 | 0.5 | 1.5 | 0.6 | 0.7 | 1.8 | 1.2 | 2.2 | 0.9 | 0.7 | 1.0 | 2.1 | 1.7 | 1.3 | 2.1 | 0.8 | 1.2 | 1.0 | 1.0 | 1.7 | 1.0 | 3.4 | 1.0 | 2.2 | 0.8 | 1.0 |
| Standard Deviation(%) | NA | 2.3 | 2.4 | 3.0 | 2.5 | 2.1 | NA | NA | 2.4 | 2.5 | 3.5 | 3.0 | 1.4 | 1.7 | 1.8 | 1.3 | 1.2 | 1.4 | 1.5 | 1.2 | 1.2 | 1.0 | 1.6 | 1.9 | 2.6 | 3.4 | 2.4 | 1.9 | 1.7 | 2.0 | 2.3 | 2.7 | 3.2 | 2.5 | 2.4 | 2.7 | 2.5 | 2.9 | 2.7 | 2.8 | 2.4 | 3.3 | 2.9 | 3.0 |
| Treynor Ratio | NA | 0.0 | -0.02 | -0.02 | -0.02 | 0.0 | NA | NA | 0.02 | -0.03 | 0.0 | -0.07 | -0.02 | 0.07 | 0.03 | 0.0 | 0.0 | 0.01 | 0.01 | 0.02 | 0.0 | 0.02 | 0.04 | 0.05 | 0.03 | 0.07 | 0.05 | 0.01 | 0.0 | 0.0 | 0.02 | 0.08 | 0.07 | 0.05 | -0.01 | 0.04 | 0.03 | 0.01 | 0.1 | -0.04 | 0.05 | 0.04 | 0.08 | 0.0 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.01 | 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 | 0.01 | 0.0 | 0.04 | NA |
| Beta | NA | 0.84 | 0.87 | 0.93 | 0.88 | 0.87 | NA | NA | 0.9 | 0.89 | 0.92 | 0.98 | 0.79 | 0.54 | 0.88 | 0.76 | 0.82 | 0.79 | 0.84 | 0.76 | 0.91 | 0.59 | 0.78 | 0.6 | 1.0 | 0.89 | 0.88 | 0.87 | 0.85 | 0.9 | 0.9 | 0.88 | 0.94 | 0.93 | 0.9 | 0.94 | 1.01 | 0.89 | 0.87 | 0.96 | 1.0 | 0.98 | 1.06 | NA |
| RSquared | NA | 0.75 | 0.78 | 0.87 | 0.79 | 0.75 | NA | NA | 0.72 | 0.83 | 0.89 | 0.88 | 0.38 | 0.38 | 0.75 | 0.56 | 0.51 | 0.61 | 0.65 | 0.51 | 0.56 | 0.35 | 0.55 | 0.5 | 0.79 | 0.75 | 0.82 | 0.79 | 0.67 | 0.84 | 0.83 | 0.83 | 0.87 | 0.83 | 0.85 | 0.85 | 0.86 | 0.88 | 0.88 | 0.88 | 0.77 | 0.71 | 0.15 | 0.0 |
| Yield(%) | N/A | 0.0 | 2.1 | 2.6 | 1.7 | 1.7 | 1.6 | 2.3 | N/A | 3.2 | 3.3 | 1.6 | 0.5 | 1.3 | 2.3 | 1.9 | 1.3 | 1.3 | 1.2 | 0.6 | 0.6 | 1.8 | 2.0 | 2.8 | 4.1 | 3.9 | 4.5 | 4.0 | 3.2 | 2.9 | 3.3 | 5.7 | 5.4 | 6.2 | 5.5 | 5.7 | 6.1 | 6.0 | 6.2 | 5.4 | 6.2 | 7.5 | 8.0 | 7.5 |
| Dividend Growth(%) | N/A | -100.0 | -41.6 | 109.1 | 5.0 | -35.0 | -64.1 | N/A | N/A | -3.3 | 100.6 | 221.2 | -63.6 | -42.3 | 22.8 | 40.1 | 1.4 | 10.9 | 93.9 | 3.1 | -67.2 | -9.7 | -28.2 | -31.7 | 5.5 | -10.1 | 12.3 | 24.0 | 7.4 | -12.9 | -39.8 | 8.0 | -9.7 | 7.6 | -2.9 | -5.4 | 0.3 | 2.0 | 8.5 | -12.9 | -18.4 | -3.7 | 9.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/27/1990
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See SHORT GOVERNMENT Asset Class Trend Rankings |
Top Rated Funds in SHORT GOVERNMENT
Best Mutual Funds
- VFISX (VANGUARD SHORT-TERM TREASURY FUND INVESTOR SHARES) 0.30% (100%)
- VSGBX (VANGUARD SHORT-TERM FEDERAL FUND INVESTOR SHARES) 0.29% (95%)
- GSTGX (GOLDMAN SACHS SHORT DURATION GOVERNMENT FUND INSTITUTIONAL) 0.21% (94%)
- VFIRX (VANGUARD SHORT-TERM TREASURY FUND ADMIRAL SHARES) 0.30% (93%)
- FSGVX (FEDERATED U S GOVERNMENT SECURITIES FUND 1-3 YEARS INSTITUTIONAL SHARES) 0.21% (91%)
- VSGDX (VANGUARD SHORT-TERM FEDERAL FUND ADMIRAL SHARES) 0.29% (90%)
- WSGIX (WELLS FARGO SHORT DURATION GOVERNMENT BOND FUND INSTITUTIONAL CLASS) 0.22% (89%)
- MPSUX (BNY MELLON SHORT-TERM U.S. GOVERNMENT SECURITIES FUND CLASS M SHARES) 0.18% (88%)
- FFXSX (FIDELITY LIMITED TERM GOVERNMENT FUND FIDELITY LIMITED TERM GOVERNMENT FUND) 0.31% (87%)
- PYUSX (PAYDEN U.S. GOVERNMENT FUND PAYDEN U.S. GOVERNMENT FUND (INVESTOR CLASS)) 0.21% (85%)
Best ETFs
- SHY (iShares 1-3 Year Treasury Bond ETF) 0.19% (98%)
- SHV (iShares Short Treasury Bond ETF) 0.02% (96%)
- VGSH (Vanguard Short-Term Treasury ETF) 0.20% (21%)
- SCHO (Schwab Short-Term US Treasury ETF) 0.21% (17%)
Best Closed End Funds
* Day change on 05/02/2025.Latest Articles Related to VSGBX
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