Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VFSIX (VANGUARD SHORT-TERM INVESTMENT-GRADE FUND INSTITUTIONAL SHARES) | 3.10% | 6.09% | 4.67% | 1.94% | 2.48% | 2.52% | 3.09% | 2.53% |
Data as of 07/07/2025, AR inception is 10/16/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VFSIX (VANGUARD SHORT-TERM INVESTMENT-GRADE FUND INSTITUTIONAL SHARES) | 10/16/1997 | 07/07/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.38 | 6.09 | 4.67 | 1.94 | 2.48 | 2.52 | 3.09 | 2.53 | 3.10 | 5.11 | 6.20 | -5.72 | -0.31 | 5.29 | 5.87 | 0.99 | 1.97 | 2.87 | 1.15 | 1.89 | 1.11 | 4.67 | 2.07 | 5.06 | 14.21 | -4.62 | 6.01 | 5.14 | 2.33 | 2.22 | 2.38 | -0.28 | 2.72 | 1.14 | -2.86 | 0.28 | 0.19 |
| Sharpe Ratio | NA | 1.17 | 0.40 | -0.03 | 0.45 | NA | NA | 0.44 | 1.20 | 0.54 | 0.71 | -1.95 | -0.23 | 1.73 | 2.52 | -0.28 | 1.00 | 1.60 | 0.67 | 1.34 | 0.78 | 3.70 | 1.29 | 2.50 | 4.95 | -1.39 | 1.15 | 0.94 | 0.04 | 0.60 | 0.83 | -0.63 | 0.11 | -1.88 | -3.40 | -1.61 | -1.81 |
| Standard Deviation(%) | NA | 2.80 | 3.25 | 2.86 | 2.44 | NA | NA | 2.25 | 2.87 | 2.74 | 3.61 | 3.68 | 1.41 | 2.90 | 1.74 | 1.40 | 1.32 | 1.65 | 1.67 | 1.40 | 1.38 | 1.26 | 1.58 | 1.98 | 2.85 | 4.01 | 2.49 | 1.85 | 1.59 | 2.05 | 2.00 | 2.26 | 2.54 | 1.64 | 1.83 | 1.98 | 1.57 |
| Draw Down(%) | NA | 1.44 | 4.36 | 9.22 | 9.22 | NA | NA | 9.22 | 1.44 | 1.34 | 2.05 | 8.36 | 1.39 | 6.14 | 0.93 | 1.04 | 0.65 | 1.41 | 0.84 | 0.77 | 1.70 | 0.46 | 1.21 | 1.29 | 1.66 | 8.21 | 1.03 | 0.57 | 0.95 | 2.01 | 1.51 | 2.85 | 2.36 | 1.99 | 3.04 | 2.00 | 0.55 |
| Yield(%) | 0.00 | 4.12 | 3.51 | 2.75 | 2.64 | 2.64 | 3.10 | 2.57 | 1.91 | 4.22 | 3.25 | 1.91 | 2.08 | 2.43 | 3.03 | 2.75 | 1.96 | 2.19 | 2.09 | 2.25 | 2.30 | 2.84 | 3.26 | 3.31 | 4.45 | 4.75 | 5.00 | 4.54 | 3.69 | 3.49 | 2.28 | 0.00 | 1.12 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/07/2025, AR inception is 10/16/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VFSIX (VANGUARD SHORT-TERM INVESTMENT-GRADE FUND INSTITUTIONAL SHARES) |
-1.08%
Oct 2020 - Oct 2023 |
0.02%
Nov 1997 - Nov 2002 |
1.24%
Nov 1998 - Nov 2008 |
2.23%
Feb 2008 - Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VFSIX (VANGUARD SHORT-TERM INVESTMENT-GRADE FUND INSTITUTIONAL SHARES) |
7.33%
Oct 2008 - Oct 2011 |
5.61%
Nov 2008 - Nov 2013 |
3.95%
Nov 2002 - Nov 2012 |
3.52%
Jul 2005 - Jul 2020 |
Annualized Rolling Returns Comparison Chart