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VWESX: VANGUARD LONG-TERM INVESTMENT-GRADE FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 7.65 0.03(0.39%) March 17
| Asset Class: | Long-Term Bond |
| MyPlanIQ Rating: | (83%) |
| Start Date: | 01/28/1980 |
| Last Dividend Date: | 12/31/2024 |
| 12-Mo. Yield | 4.06% |
| Expenses | 0.22% |
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Performance Analytics (As of 03/17/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/28/1980 |
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 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.6 | 1.6 | 2.3 | -3.0 | -3.4 | 1.2 | 3.9 | 4.2 | 7.5 | -2.8 | 9.3 | -25.6 | -4.5 | 11.2 | 20.4 | -6.3 | 11.9 | 7.8 | -2.2 | 18.2 | -5.8 | 11.7 | 17.2 | 10.7 | 8.7 | 2.3 | 3.7 | 2.9 | 5.2 | 8.9 | 6.3 | 13.2 | 9.5 | 11.8 | -6.2 | 9.2 | 13.8 | 1.2 | 26.4 | -5.3 | 14.4 | 9.8 | 20.9 | 6.2 | 15.2 | 9.7 | -1.2 | 14.4 | 21.7 | 14.7 | 7.0 | 28.7 | 8.5 | 7.5 |
| Sharpe Ratio | NA | 0.33 | -0.45 | -0.5 | -0.45 | -0.04 | NA | NA | 0.51 | -0.9 | 0.36 | -1.7 | -0.43 | 0.75 | 2.36 | -1.16 | 1.61 | 0.86 | -0.2 | 2.36 | -0.6 | 1.26 | 1.2 | 0.88 | 0.6 | 0.1 | 0.09 | -0.06 | 0.38 | 0.94 | 0.55 | 1.31 | 0.76 | 1.13 | -1.29 | 0.73 | 1.35 | -0.28 | 3.33 | -1.11 | 2.45 | 1.32 | 2.73 | 0.12 | 1.69 | 0.83 | -0.65 | 2.15 | 3.35 | 1.6 | 0.19 | 3.63 | -0.17 | 0.0 |
| Draw Down(%) | NA | 2.7 | 10.2 | 25.1 | 39.1 | 39.1 | NA | NA | 39.1 | 8.6 | 15.8 | 33.0 | 11.2 | 20.8 | 5.6 | 9.8 | 3.4 | 9.8 | 11.5 | 4.2 | 13.5 | 4.8 | 5.3 | 8.7 | 10.9 | 17.6 | 6.9 | 7.3 | 6.4 | 9.4 | 12.6 | 6.3 | 7.2 | 6.1 | 9.2 | 6.3 | 4.8 | 7.8 | 3.5 | 10.2 | 3.7 | 3.8 | 2.3 | 6.5 | 2.8 | 5.0 | 12.8 | 2.2 | 2.4 | 6.9 | 7.3 | 2.9 | 7.0 | 11.4 |
| Standard Deviation(%) | NA | 9.8 | 10.1 | 13.4 | 13.0 | 11.1 | NA | NA | 9.1 | 10.4 | 14.0 | 15.9 | 10.4 | 14.5 | 8.0 | 6.6 | 7.1 | 8.9 | 11.2 | 7.7 | 9.8 | 9.3 | 14.3 | 12.1 | 14.5 | 13.5 | 8.4 | 7.1 | 7.9 | 8.5 | 10.1 | 9.3 | 9.7 | 6.8 | 7.4 | 8.0 | 7.5 | 8.4 | 6.8 | 7.4 | 5.0 | 5.6 | 6.3 | 7.1 | 5.6 | 6.1 | 8.0 | 4.7 | 4.9 | 4.9 | 4.7 | 5.8 | 8.9 | 9.5 |
| Treynor Ratio | NA | 0.03 | -0.05 | -0.07 | -0.06 | -0.01 | NA | NA | 0.05 | -0.1 | 0.05 | -0.29 | -0.05 | 0.12 | 0.22 | -0.08 | 0.12 | 0.08 | -0.02 | 0.19 | -0.06 | 0.13 | 0.18 | 0.11 | 0.08 | 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 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.01 | 0.0 | 0.01 | 0.0 | 0.0 | NA | NA | 0.02 | 0.0 | 0.01 | 0.0 | -0.01 | -0.01 | 0.01 | -0.01 | 0.01 | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | -0.01 | 0.0 | 0.03 | -0.03 | -0.01 | 0.0 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.93 | 0.9 | 0.93 | 0.92 | 0.92 | NA | NA | 0.95 | 0.9 | 0.93 | 0.94 | 0.94 | 0.89 | 0.88 | 0.9 | 0.92 | 0.92 | 0.96 | 0.98 | 0.97 | 0.94 | 0.97 | 1.01 | 1.04 | 1.03 | 1.04 | 1.07 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.98 | 0.97 | 0.98 | 0.94 | 0.95 | NA | NA | 0.6 | 0.97 | 0.98 | 0.98 | 0.95 | 0.83 | 0.98 | 0.97 | 0.98 | 0.96 | 0.99 | 0.98 | 0.99 | 0.98 | 0.98 | 0.98 | 0.97 | 0.95 | 0.98 | 0.91 | 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 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 4.1 | 3.6 | 3.3 | 4.2 | 5.5 | 5.3 | N/A | 4.7 | 4.7 | 3.2 | 2.9 | 3.4 | 5.7 | 3.9 | 5.8 | 6.2 | 5.8 | 6.4 | 5.4 | 6.0 | 6.5 | 5.9 | 6.1 | 5.6 | 5.6 | 5.5 | 5.4 | 5.7 | 5.8 | 6.5 | 6.6 | 7.1 | 6.7 | 8.5 | 7.9 | 8.1 | 7.8 | 7.5 | 10.0 | 9.5 | 8.8 | 8.7 | 9.4 | 9.5 | 8.9 | 10.5 | 12.8 | 12.8 | 11.6 | 13.2 | 11.9 | 10.4 |
| Dividend Growth(%) | N/A | -100.0 | -15.5 | -16.9 | -37.2 | -18.2 | -15.3 | -28.3 | N/A | 2.7 | 6.9 | 1.5 | -8.8 | -31.8 | 33.1 | -29.9 | -5.2 | -1.0 | 0.3 | 7.8 | -6.3 | 1.8 | 15.6 | 0.2 | 1.6 | -1.5 | 0.4 | 0.8 | -1.0 | -1.1 | -5.4 | -0.4 | -2.3 | -7.0 | -22.2 | 15.3 | -10.8 | 22.8 | -8.7 | -23.1 | 6.9 | 17.6 | -0.7 | -2.6 | -1.6 | -3.6 | -12.7 | -11.7 | 0.0 | 4.7 | 0.0 | 6.1 | 10.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/28/1980
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