VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND INVESTOR SHARES (VFICX)

  • Overview
  • Dividends
  • Performance
  • Calculator
  • Rolling Returns
  • Drawdowns

Basic Info 8.59 0.03(0.35%)
February 07

VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND INVESTOR SHARES started on 11/29/1993
VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND INVESTOR SHARES is classified as asset class Intermediate-Term Bond
VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND INVESTOR SHARES expense ratio is 0.20%
VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND INVESTOR SHARES rating is
(99%)

VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND INVESTOR SHARES (VFICX) Dividend Info

VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND INVESTOR SHARES (VFICX) dividend growth in the last 12 months is -2.97%

The trailing 12-month yield of VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND INVESTOR SHARES is 4.14%. its dividend history:

Pay Date Cash Amount
Nov 29, 2024 $0.034
Oct 31, 2024 $0.033
Sep 30, 2024 $0.033
Aug 30, 2024 $0.033
Jul 31, 2024 $0.033
Jun 28, 2024 $0.033
May 31, 2024 $0.033
Apr 30, 2024 $0.032
Mar 28, 2024 $0.032
Feb 29, 2024 $0.031
Jan 31, 2024 $0.031
Dec 29, 2023 $0.03
Nov 30, 2023 $0.029
Oct 31, 2023 $0.029
Sep 29, 2023 $0.029
Aug 31, 2023 $0.029
Jul 31, 2023 $0.028
Jun 30, 2023 $0.028
May 31, 2023 $0.027
Apr 28, 2023 $0.027
Mar 31, 2023 $0.025
Feb 28, 2023 $0.025
Jan 31, 2023 $0.025
Dec 30, 2022 $0.024
Nov 30, 2022 $0.024
Oct 31, 2022 $0.023
Sep 30, 2022 $0.022
Aug 31, 2022 $0.022
Jul 29, 2022 $0.022
Jun 30, 2022 $0.022
May 31, 2022 $0.021
Apr 29, 2022 $0.021
Mar 31, 2022 $0.019
Feb 28, 2022 $0.019
Jan 31, 2022 $0.018
Dec 31, 2021 $0.019
Nov 30, 2021 $0.019
Oct 29, 2021 $0.019
Sep 30, 2021 $0.019
Aug 31, 2021 $0.019
Jul 30, 2021 $0.019
Jun 30, 2021 $0.018
May 28, 2021 $0.018
Apr 30, 2021 $0.019
Mar 31, 2021 $0.018
Feb 26, 2021 $0.019
Jan 29, 2021 $0.019
Dec 31, 2020 $0.023
Nov 30, 2020 $0.021
Oct 30, 2020 $0.02
Sep 30, 2020 $0.02
Aug 31, 2020 $0.021
Jul 31, 2020 $0.022
Jun 30, 2020 $0.022
May 29, 2020 $0.023
Apr 30, 2020 $0.023
Mar 31, 2020 $0.023
Feb 28, 2020 $0.022
Jan 31, 2020 $0.023
Dec 31, 2019 $0.0241
Nov 29, 2019 $0.0235
Oct 31, 2019 $0.0246
Sep 30, 2019 $0.0246
Aug 30, 2019 $0.0252
Jul 31, 2019 $0.0257
Jun 28, 2019 $0.0259
May 31, 2019 $0.0267
Apr 30, 2019 $0.0264
Mar 29, 2019 $0.0269
Feb 28, 2019 $0.0243
Jan 31, 2019 $0.0265
Dec 31, 2018 $0.0279
Nov 30, 2018 $0.027
Oct 31, 2018 $0.0266
Sep 28, 2018 $0.0249
Aug 31, 2018 $0.0254
Jul 31, 2018 $0.0253
Jun 29, 2018 $0.0242
May 31, 2018 $0.025
Apr 30, 2018 $0.024
Mar 29, 2018 $0.0247
Feb 28, 2018 $0.022
Jan 31, 2018 $0.0238
Dec 29, 2017 $0.0262
Dec 13, 2017 $0.016
Nov 30, 2017 $0.0227
Oct 31, 2017 $0.0219
Sep 29, 2017 $0.0206
Aug 31, 2017 $0.0226
Jul 31, 2017 $0.0231
Jun 30, 2017 $0.023
May 31, 2017 $0.0232
Apr 28, 2017 $0.0229
Mar 31, 2017 $0.024
Feb 28, 2017 $0.021
Jan 31, 2017 $0.021
Dec 30, 2016 $0.022
Dec 23, 2016 $0.092
Nov 30, 2016 $0.021
Oct 31, 2016 $0.023
Sep 30, 2016 $0.022
Aug 31, 2016 $0.024
Jul 29, 2016 $0.024
Jun 30, 2016 $0.023
May 31, 2016 $0.024
Apr 29, 2016 $0.023
Mar 31, 2016 $0.024
Feb 29, 2016 $0.023
Jan 29, 2016 $0.024
Dec 31, 2015 $0.025
Dec 24, 2015 $0.034
Nov 30, 2015 $0.025
Oct 30, 2015 $0.026
Sep 30, 2015 $0.025
Aug 31, 2015 $0.026
Jul 31, 2015 $0.025
Jun 30, 2015 $0.024
May 29, 2015 $0.025
Apr 30, 2015 $0.024
Mar 31, 2015 $0.035
Feb 27, 2015 $0.022
Jan 30, 2015 $0.025
Dec 31, 2014 $0.026
Dec 17, 2014 $0.079
Nov 28, 2014 $0.025
Oct 31, 2014 $0.026
Sep 30, 2014 $0.025
Aug 29, 2014 $0.026
Jul 31, 2014 $0.026
Jun 30, 2014 $0.025
May 30, 2014 $0.027
Apr 30, 2014 $0.026
Mar 31, 2014 $0.035
Feb 28, 2014 $0.025
Jan 31, 2014 $0.027
Dec 31, 2013 $0.027
Dec 17, 2013 $0.11
Nov 29, 2013 $0.026
Oct 31, 2013 $0.027
Sep 30, 2013 $0.026
Aug 30, 2013 $0.027
Jul 31, 2013 $0.027
Jun 28, 2013 $0.025
May 31, 2013 $0.026
Apr 30, 2013 $0.026
Mar 28, 2013 $0.112
Feb 28, 2013 $0.025
Jan 31, 2013 $0.027
Dec 31, 2012 $0.028
Dec 28, 2012 $0.149
Nov 30, 2012 $0.028
Oct 31, 2012 $0.029
Sep 28, 2012 $0.029
Aug 31, 2012 $0.03
Jul 31, 2012 $0.031
Jun 29, 2012 $0.03
May 31, 2012 $0.032
Apr 30, 2012 $0.032
Mar 30, 2012 $0.084
Feb 29, 2012 $0.031
Jan 31, 2012 $0.034
Dec 30, 2011 $0.035
Dec 29, 2011 $0.128
Nov 30, 2011 $0.035
Oct 31, 2011 $0.036
Sep 30, 2011 $0.035
Aug 31, 2011 $0.036
Jul 29, 2011 $0.037
Jun 30, 2011 $0.035
May 31, 2011 $0.037
Apr 29, 2011 $0.036
Mar 31, 2011 $0.038
Mar 22, 2011 $0.085
Feb 28, 2011 $0.034
Jan 31, 2011 $0.038
Dec 31, 2010 $0.039
Dec 30, 2010 $0.191
Nov 30, 2010 $0.038
Oct 29, 2010 $0.04
Sep 30, 2010 $0.039
Aug 31, 2010 $0.04
Jul 30, 2010 $0.041
Jun 30, 2010 $0.04
May 28, 2010 $0.041
Apr 30, 2010 $0.025
Mar 31, 2010 $0.041
Mar 29, 2010 $0.036
Feb 26, 2010 $0.038
Jan 29, 2010 $0.038
Dec 31, 2009 $0.04
Dec 30, 2009 $0.015
Nov 30, 2009 $0.038
Oct 30, 2009 $0.042
Sep 30, 2009 $0.041
Aug 31, 2009 $0.042
Jul 31, 2009 $0.042
Jun 30, 2009 $0.04
May 29, 2009 $0.041
Apr 30, 2009 $0.039
Mar 31, 2009 $0.04
Mar 26, 2009 $0.025
Feb 27, 2009 $0.036
Jan 30, 2009 $0.04
Dec 31, 2008 $0.042
Nov 28, 2008 $0.042
Oct 31, 2008 $0.043
Sep 30, 2008 $0.042
Aug 29, 2008 $0.044
Jul 31, 2008 $0.044
Jun 30, 2008 $0.042
May 30, 2008 $0.043
Apr 30, 2008 $0.041
Mar 31, 2008 $0.043
Mar 27, 2008 $0.05
Feb 29, 2008 $0.041
Jan 31, 2008 $0.044
Dec 31, 2007 $0.043
Nov 30, 2007 $0.042
Oct 31, 2007 $0.043
Sep 28, 2007 $0.041
Aug 31, 2007 $0.042
Jul 31, 2007 $0.042
Jun 29, 2007 $0.041
May 31, 2007 $0.042
Apr 30, 2007 $0.041
Mar 30, 2007 $0.043
Feb 28, 2007 $0.038
Jan 31, 2007 $0.042
Dec 29, 2006 $0.042
Nov 30, 2006 $0.041
Oct 31, 2006 $0.042
Sep 29, 2006 $0.04
Aug 31, 2006 $0.042
Jul 31, 2006 $0.042
Jun 30, 2006 $0.04
May 31, 2006 $0.041
Apr 28, 2006 $0.04
Mar 31, 2006 $0.041
Feb 28, 2006 $0.037
Jan 31, 2006 $0.04
Dec 30, 2005 $0.04
Nov 30, 2005 $0.039
Oct 31, 2005 $0.04
Sep 30, 2005 $0.039
Aug 31, 2005 $0.039
Jul 29, 2005 $0.039
Jun 30, 2005 $0.038
May 31, 2005 $0.039
Apr 29, 2005 $0.038
Mar 31, 2005 $0.058
Feb 28, 2005 $0.036
Jan 31, 2005 $0.04
Dec 31, 2004 $0.069
Nov 30, 2004 $0.039
Oct 29, 2004 $0.04
Sep 30, 2004 $0.038
Aug 31, 2004 $0.039
Jul 30, 2004 $0.04
Jun 30, 2004 $0.039
May 28, 2004 $0.041
Apr 30, 2004 $0.039
Mar 31, 2004 $0.067
Feb 27, 2004 $0.038
Jan 30, 2004 $0.04
Dec 31, 2003 $0.119
Nov 28, 2003 $0.04
Oct 31, 2003 $0.043
Sep 30, 2003 $0.039
Aug 29, 2003 $0.033
Jul 31, 2003 $0.045
Jun 30, 2003 $0.052
May 30, 2003 $0.048
Apr 30, 2003 $0.047
Mar 31, 2003 $0.048
Feb 28, 2003 $0.042
Jan 31, 2003 $0.047
Dec 31, 2002 $0.045
Nov 29, 2002 $0.045
Oct 31, 2002 $0.047
Sep 30, 2002 $0.045
Aug 30, 2002 $0.047
Jul 31, 2002 $0.048
Jun 28, 2002 $0.052
May 31, 2002 $0.044
Apr 30, 2002 $0.042
Mar 28, 2002 $0.051
Feb 28, 2002 $0.048
Jan 31, 2002 $0.053
Dec 31, 2001 $0.054
Nov 30, 2001 $0.051
Oct 31, 2001 $0.052
Sep 28, 2001 $0.052
Aug 31, 2001 $0.055
Jul 31, 2001 $0.054
Jun 29, 2001 $0.052
May 31, 2001 $0.055
Apr 30, 2001 $0.053
Mar 30, 2001 $0.055
Feb 28, 2001 $0.05
Jan 31, 2001 $0.057
Dec 29, 2000 $0.057
Nov 30, 2000 $0.055
Oct 31, 2000 $0.056
Sep 29, 2000 $0.054
Aug 31, 2000 $0.056
Jul 31, 2000 $0.056
Jun 30, 2000 $0.054
May 31, 2000 $0.056
Apr 28, 2000 $0.054
Mar 31, 2000 $0.056
Feb 29, 2000 $0.052
Jan 31, 2000 $0.054
Dec 31, 1999 $0.054
Nov 30, 1999 $0.052
Oct 29, 1999 $0.054
Sep 30, 1999 $0.052
Aug 31, 1999 $0.054
Jul 30, 1999 $0.053
Jun 30, 1999 $0.051
May 28, 1999 $0.052
Apr 30, 1999 $0.05
Mar 31, 1999 $0.098
Feb 26, 1999 $0.047
Jan 29, 1999 $0.052
Dec 31, 1998 $0.12
Nov 30, 1998 $0.051
Oct 30, 1998 $0.053
Sep 30, 1998 $0.051
Aug 31, 1998 $0.053
Jul 31, 1998 $0.053
Jun 30, 1998 $0.052
May 29, 1998 $0.054
Apr 30, 1998 $0.052
Mar 31, 1998 $0.07
Feb 27, 1998 $0.049
Jan 30, 1998 $0.054
Dec 31, 1997 $0.066
Nov 28, 1997 $0.053
Oct 31, 1997 $0.054
Sep 30, 1997 $0.052
Aug 29, 1997 $0.054
Jul 31, 1997 $0.054
Jun 30, 1997 $0.052
May 30, 1997 $0.054
Apr 30, 1997 $0.052
Mar 31, 1997 $0.055
Feb 28, 1997 $0.049
Jan 31, 1997 $0.055
Dec 31, 1996 $0.055
Nov 29, 1996 $0.053
Oct 31, 1996 $0.055
Sep 30, 1996 $0.052
Aug 30, 1996 $0.054
Jul 31, 1996 $0.054
Jun 28, 1996 $0.052
May 31, 1996 $0.054
Apr 30, 1996 $0.052
Mar 29, 1996 $0.054
Feb 29, 1996 $0.05
Jan 31, 1996 $0.054
Dec 29, 1995 $0.056
Nov 30, 1995 $0.054
Oct 31, 1995 $0.056
Sep 29, 1995 $0.054
Aug 31, 1995 $0.056
Jul 31, 1995 $0.056
Jun 30, 1995 $0.055
May 31, 1995 $0.056
Apr 28, 1995 $0.054
Mar 31, 1995 $0.057
Feb 28, 1995 $0.052
Jan 31, 1995 $0.055
Dec 30, 1994 $0.053
Nov 30, 1994 $0.052
Oct 31, 1994 $0.052
Sep 30, 1994 $0.051
Aug 31, 1994 $0.049
Jul 29, 1994 $0.048
Jun 30, 1994 $0.047
May 31, 1994 $0.046
Apr 29, 1994 $0.045
Mar 31, 1994 $0.045
Feb 28, 1994 $0.045
Jan 31, 1994 $0.044
Dec 31, 1993 $0.042
Nov 30, 1993 $0.039

Dividend Growth History for VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND INVESTOR SHARES (VFICX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2024
2024 $0.358 4.15% 8.16% -
2023 $0.331 3.96% 28.79% 8.16%
2022 $0.257 2.60% 14.22% 18.03%
2021 $0.225 2.15% -14.45% 16.74%
2020 $0.263 2.61% -13.60% 8.01%
2019 $0.3044 3.24% 1.20% 3.30%
2018 $0.3008 3.09% 4.37% 2.94%
2017 $0.2882 2.99% -21.90% 3.15%
2016 $0.369 3.82% 8.21% -0.38%
2015 $0.341 3.46% -14.32% 0.54%
2014 $0.398 4.11% -22.11% -1.05%
2013 $0.511 4.96% -9.88% -3.18%
2012 $0.567 5.69% -12.09% -3.76%
2011 $0.645 6.52% -6.11% -4.43%
2010 $0.687 7.13% 31.86% -4.55%
2009 $0.521 6.07% -7.13% -2.47%
2008 $0.561 5.68% 12.20% -2.77%
2007 $0.5 5.14% 2.46% -1.95%
2006 $0.488 4.98% 0.62% -1.71%
2005 $0.485 4.82% -8.32% -1.59%
2004 $0.529 5.25% -12.27% -1.93%
2003 $0.603 6.02% 6.35% -2.45%
2002 $0.567 5.85% -11.41% -2.07%
2001 $0.64 6.67% -3.03% -2.49%
2000 $0.66 7.21% -1.35% -2.52%
1999 $0.669 6.68% -6.04% -2.47%
1998 $0.712 7.13% 9.54% -2.61%
1997 $0.65 6.71% 1.72% -2.18%
1996 $0.639 6.30% -3.33% -2.05%
1995 $0.661 7.40% 14.56% -2.09%
1994 $0.577 5.83% 612.35% -1.58%
1993 $0.081 0.81% - 4.91%

Dividend Growth Chart for VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND INVESTOR SHARES (VFICX)

VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND INVESTOR SHARES (VFICX) Dividend Calculator

$
Total Dividend Accrued
$ 1,460.00
Annualized Dividend Yield
10.68 %

VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND INVESTOR SHARES (VFICX) Historical Returns And Risk Info

From 11/29/1993 to 02/07/2025, the compound annualized total return (dividend reinvested) of VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND INVESTOR SHARES (VFICX) is 4.721%. Its cumulative total return (dividend reinvested) is 321.053%.

From 11/29/1993 to 02/07/2025, the Maximum Drawdown of VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND INVESTOR SHARES (VFICX) is 22.7%.

From 11/29/1993 to 02/07/2025, the Sharpe Ratio of VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND INVESTOR SHARES (VFICX) is 0.57.

From 11/29/1993 to 02/07/2025, the Annualized Standard Deviation of VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND INVESTOR SHARES (VFICX) is 5.1%.

From 11/29/1993 to 02/07/2025, the Beta of VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND INVESTOR SHARES (VFICX) is 1.0.

Last 1 Week* YTD*(2025) 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Since
11/29/1993
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
Annualized Return(%) 0.1 0.5 3.8 -0.3 -0.3 1.7 3.1 3.6 4.7 2.8 8.5 -13.9 -2.8 6.8 10.4 -0.6 4.2 3.8 1.5 5.8 -1.4 9.1 7.4 10.4 17.7 -6.1 6.1 4.4 2.0 4.8 6.3 10.1 9.5 10.7 -1.5 8.3 8.9 2.6 21.4 -4.2 0.4
Sharpe Ratio NA -0.02 -0.64 -0.61 -0.44 0.0 NA NA 0.57 -0.69 0.56 -1.8 -0.7 1.15 2.72 -0.71 1.27 0.99 0.36 1.93 -0.38 2.96 1.51 2.0 2.55 -0.9 0.69 0.33 -0.05 0.8 1.09 1.68 1.18 1.37 -0.92 0.91 1.23 -0.15 3.34 -1.31 0.68
Draw Down(%) NA 1.5 5.0 16.7 22.7 22.7 NA NA 22.7 3.7 7.0 18.7 4.2 9.2 2.1 3.5 1.3 4.3 2.8 1.4 5.7 1.5 2.8 4.6 4.4 14.3 3.0 2.6 3.0 5.4 5.1 3.6 4.4 4.4 5.3 4.1 2.9 5.9 2.5 7.6 0.9
Standard Deviation(%) NA 5.5 5.5 7.4 6.5 5.2 NA NA 5.1 5.5 7.7 8.5 4.1 5.7 3.3 2.7 2.8 3.7 4.2 3.0 3.8 3.1 4.9 5.2 6.9 7.8 4.6 3.6 3.7 4.8 5.2 5.3 6.1 4.8 5.2 5.5 4.4 6.1 5.3 5.5 3.7
Treynor Ratio NA 0.0 -0.03 -0.04 -0.03 0.0 NA NA 0.03 -0.04 0.04 -0.15 -0.03 0.07 0.09 -0.02 0.04 0.04 0.02 0.06 -0.01 0.09 0.07 0.1 0.18 -0.07 0.03 0.01 0.0 0.04 0.06 0.09 0.07 0.07 -0.05 0.05 0.05 -0.01 0.18 -0.07 0.02
Alpha NA 0.0 0.0 0.0 0.0 0.0 NA NA 0.0 0.0 0.0 0.0 0.0 0.0 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 0.0
Beta NA 1.0 1.0 1.0 1.0 1.0 NA NA 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0
RSquare NA 1.0 1.0 1.0 1.0 1.0 NA NA 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0
Yield(%) N/A 0.0 3.8 3.2 2.8 3.0 3.9 4.1 N/A 4.1 4.0 2.6 2.1 2.6 3.2 3.1 3.0 3.8 3.5 4.1 5.0 5.7 6.5 7.1 6.1 5.7 5.1 5.0 4.8 5.2 6.0 5.9 6.7 7.2 6.7 7.1 6.7 6.3 7.4 5.8 0.8
Dividend Growth(%) N/A -100.0 -3.0 18.4 -11.9 -43.7 -34.5 N/A N/A 8.2 28.8 14.2 -14.4 -13.6 1.2 4.4 -21.9 8.2 -14.3 -22.1 -9.9 -12.1 -6.1 31.9 -7.1 12.2 2.5 0.6 -8.3 -12.3 6.3 -11.4 -3.0 -1.3 -6.0 9.5 1.7 -3.3 14.6 612.3 N/A

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VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND INVESTOR SHARES (VFICX) Historical Return Chart


VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND INVESTOR SHARES (VFICX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 11/29/1993 to 02/07/2025, the worst annualized return of 3-year rolling returns for VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND INVESTOR SHARES (VFICX) is -6.37%.
From 11/29/1993 to 02/07/2025, the worst annualized return of 5-year rolling returns for VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND INVESTOR SHARES (VFICX) is -1.15%.
From 11/29/1993 to 02/07/2025, the worst annualized return of 10-year rolling returns for VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND INVESTOR SHARES (VFICX) is 0.8%.
From 11/29/1993 to 02/07/2025, the worst annualized return of 20-year rolling returns for VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND INVESTOR SHARES (VFICX) is 3.27%.

VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND INVESTOR SHARES (VFICX) Maximum Drawdown



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