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VTBSX: VANGUARD TOTAL BOND MARKET INDEX FUND INSTITUTIONAL SELECT SHARES (MUTUAL FUND)
Basic Info 9.31 0.02(0.21%) April 24
Asset Class: | Foreign Large Blend |
MyPlanIQ Rating: | (1%) |
Start Date: | 03/30/2016 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 3.09% |
Expenses | 0.03% |
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Performance Analytics (As of 04/24/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 07/09/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.3 | -3.3 | -0.9 | -3.5 | 0.0 | 0.7 | 5.8 | -13.0 | -1.6 | 7.8 | 8.8 | 0.0 | 3.6 | -0.7 |
Sharpe Ratio | NA | -2.32 | -0.58 | -0.84 | -0.26 | -0.12 | 0.21 | -1.86 | -0.43 | 1.52 | 2.08 | -0.44 | 1.01 | -0.3 |
Draw Down(%) | NA | 3.8 | 7.1 | 18.0 | 18.5 | 18.5 | 7.2 | 16.8 | 4.0 | 6.5 | 2.2 | 3.1 | 1.5 | 4.7 |
Standard Deviation(%) | NA | 6.0 | 6.8 | 6.7 | 5.9 | 5.0 | 7.4 | 7.7 | 3.8 | 4.9 | 3.5 | 2.9 | 3.0 | 3.6 |
Treynor Ratio | NA | -0.53 | -0.21 | -0.63 | -0.84 | -1.64 | 0.12 | -1.44 | 0.28 | -2.65 | -0.66 | 0.21 | -1.03 | 0.25 |
Alpha | NA | -0.06 | -0.02 | -0.02 | -0.01 | 0.0 | 0.0 | -0.05 | 0.0 | 0.03 | 0.04 | -0.01 | 0.01 | 0.0 |
Beta | NA | 0.26 | 0.19 | 0.09 | 0.02 | 0.0 | 0.13 | 0.1 | -0.06 | -0.03 | -0.11 | -0.06 | -0.03 | -0.04 |
RSquared | NA | 0.21 | 0.11 | 0.05 | 0.0 | 0.0 | 0.05 | 0.08 | 0.04 | 0.03 | 0.11 | 0.08 | 0.01 | 0.04 |
Yield(%) | N/A | 0.9 | 3.4 | 2.5 | 2.6 | N/A | 3.2 | 2.3 | 2.3 | 2.3 | 3.0 | 2.6 | 2.3 | 1.3 |
Dividend Growth(%) | N/A | -70.0 | 37.5 | N/A | N/A | N/A | 20.0 | -7.4 | 3.8 | -16.1 | 10.7 | 16.7 | 71.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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