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VWETX: VANGUARD LONG-TERM INVESTMENT-GRADE FUND ADMIRAL SHARES (MUTUAL FUND)
Basic Info 7.65 0.03(0.39%) March 17
| Asset Class: | Long-Term Bond |
| MyPlanIQ Rating: | (80%) |
| Start Date: | 02/23/2001 |
| Last Dividend Date: | 11/29/2024 |
| 12-Mo. Yield | 3.70% |
| Expenses | 0.12% |
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Performance Analytics (As of 03/14/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/23/2001 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.6 | 1.6 | 1.9 | -3.0 | -3.4 | 1.2 | 4.0 | 4.2 | 4.4 | -3.1 | 9.4 | -25.5 | -4.4 | 11.3 | 20.5 | -6.2 | 12.1 | 7.9 | -2.1 | 18.3 | -5.8 | 11.8 | 17.3 | 10.3 | 8.9 | 2.4 | 3.9 | 3.0 | 5.3 | 8.6 | 3.9 | 6.3 | 2.4 |
| Sharpe Ratio | NA | 0.33 | -0.49 | -0.51 | -0.45 | -0.04 | NA | NA | 0.3 | -0.93 | 0.37 | -1.7 | -0.42 | 0.76 | 2.37 | -1.15 | 1.62 | 0.87 | -0.19 | 2.38 | -0.59 | 1.28 | 1.21 | 0.85 | 0.61 | 0.11 | 0.1 | -0.04 | 0.39 | 0.9 | 0.32 | 0.58 | 0.08 |
| Draw Down(%) | NA | 2.7 | 10.6 | 25.1 | 39.0 | 39.0 | NA | NA | 39.0 | 8.5 | 15.8 | 32.9 | 11.1 | 20.8 | 5.6 | 9.7 | 3.4 | 9.8 | 11.4 | 4.2 | 13.5 | 4.8 | 5.3 | 8.6 | 10.9 | 17.5 | 6.9 | 7.2 | 6.4 | 9.4 | 12.6 | 6.7 | 7.7 |
| Standard Deviation(%) | NA | 9.8 | 10.1 | 13.4 | 13.0 | 11.1 | NA | NA | 10.7 | 10.4 | 14.0 | 15.9 | 10.4 | 14.5 | 8.1 | 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 | 10.0 | 9.1 | 9.4 |
| Treynor Ratio | NA | 0.03 | -0.06 | -0.07 | -0.06 | 0.0 | NA | NA | 0.03 | -0.11 | 0.06 | -0.29 | -0.05 | 0.12 | 0.22 | -0.08 | 0.13 | 0.08 | -0.02 | 0.19 | -0.06 | 0.13 | 0.18 | 0.1 | 0.08 | 0.01 | 0.01 | 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 | 0.01 | 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 | -0.02 | -0.01 | 0.0 | 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 |
| RSquared | NA | 0.98 | 0.98 | 0.98 | 0.94 | 0.95 | NA | NA | 0.82 | 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 |
| Yield(%) | N/A | 0.0 | 3.7 | 3.6 | 3.4 | 4.2 | 5.5 | 5.3 | N/A | 4.4 | 4.8 | 3.3 | 3.0 | 3.5 | 5.8 | 4.0 | 5.9 | 6.3 | 5.8 | 6.5 | 5.5 | 6.1 | 6.6 | 5.5 | 6.2 | 5.7 | 5.7 | 5.6 | 5.5 | 5.3 | 3.5 | 0.0 | 0.6 |
| Dividend Growth(%) | N/A | -100.0 | -24.4 | -20.1 | -37.9 | -18.1 | N/A | N/A | N/A | -7.1 | 7.1 | 0.3 | -8.5 | -30.9 | 32.8 | -29.7 | -5.0 | -0.5 | 0.0 | 7.7 | -6.4 | 2.1 | 25.3 | -8.4 | 2.3 | -1.9 | 0.2 | 0.9 | 8.2 | 55.9 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/23/2001
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