VTBSX | VANGUARD TOTAL BOND MARKET INDEX FUND INSTITUTIONAL SELECT SHARES

Basic Info 9.45 0.01(0.11%)
May 22

VANGUARD TOTAL BOND MARKET INDEX FUND INSTITUTIONAL SELECT SHARES started on 03/30/2016

VANGUARD TOTAL BOND MARKET INDEX FUND INSTITUTIONAL SELECT SHARES is classified as asset class Foreign Large Blend

VANGUARD TOTAL BOND MARKET INDEX FUND INSTITUTIONAL SELECT SHARES expense ratio is 0.03%

VANGUARD TOTAL BOND MARKET INDEX FUND INSTITUTIONAL SELECT SHARES rating is

(1%)

VANGUARD TOTAL BOND MARKET INDEX FUND INSTITUTIONAL SELECT SHARES (VTBSX) Dividend Info

VANGUARD TOTAL BOND MARKET INDEX FUND INSTITUTIONAL SELECT SHARES (VTBSX) dividend growth in the last 12 months is 22.23%

The trailing 12-month yield of VANGUARD TOTAL BOND MARKET INDEX FUND INSTITUTIONAL SELECT SHARES is 3.33%. its dividend history:

Date	Dividend
04/30/2024	0.0284
03/28/2024	0.0289
02/29/2024	0.0263
01/31/2024	0.0282
12/29/2023	0.028
11/30/2023	0.0268
10/31/2023	0.027
09/29/2023	0.0259
08/31/2023	0.0261
07/31/2023	0.0257
06/30/2023	0.0248
05/31/2023	0.025
04/28/2023	0.024
03/31/2023	0.0244
02/28/2023	0.0221
01/31/2023	0.0235
12/30/2022	0.0231
11/30/2022	0.022
10/31/2022	0.0218
09/30/2022	0.0208
08/31/2022	0.021
07/29/2022	0.0205
06/30/2022	0.0198
05/31/2022	0.0197
04/29/2022	0.0189
03/31/2022	0.0269
02/28/2022	0.0173
01/31/2022	0.0182
12/31/2021	0.0185
12/22/2021	0.0171
11/30/2021	0.018
10/29/2021	0.0179
09/30/2021	0.0174
08/31/2021	0.0181
07/30/2021	0.0182
06/30/2021	0.0178
05/28/2021	0.0179
04/30/2021	0.0177
03/31/2021	0.0257
02/26/2021	0.0174
01/29/2021	0.0189
12/31/2020	0.0198
12/22/2020	0.0189
11/30/2020	0.019
10/30/2020	0.02
09/30/2020	0.02
08/31/2020	0.021
07/31/2020	0.022
06/30/2020	0.022
05/29/2020	0.023
04/30/2020	0.023
03/31/2020	0.024
02/28/2020	0.024
01/31/2020	0.025
12/31/2019	0.025
11/29/2019	0.024
10/31/2019	0.025
09/30/2019	0.024
08/30/2019	0.026
07/31/2019	0.026
06/28/2019	0.026
05/31/2019	0.026
04/30/2019	0.026
03/29/2019	0.027
02/28/2019	0.025
01/31/2019	0.027
12/31/2018	0.0263
11/30/2018	0.0253
10/31/2018	0.0256
09/28/2018	0.0245
08/31/2018	0.0249
07/31/2018	0.025
06/29/2018	0.024
05/31/2018	0.025
04/30/2018	0.024
03/29/2018	0.027
02/28/2018	0.022
01/31/2018	0.024
12/29/2017	0.023
12/22/2017	0.005
11/30/2017	0.023
10/31/2017	0.023
09/29/2017	0.023
08/31/2017	0.023
07/31/2017	0.023
06/30/2017	0.023
05/31/2017	0.023
04/28/2017	0.023
03/31/2017	0.024
02/28/2017	0.022
01/31/2017	0.023
12/30/2016	0.023
12/21/2016	0.005
11/30/2016	0.021
10/31/2016	0.022
09/30/2016	0.022
08/31/2016	0.023
07/29/2016	0.022
06/30/2016	0.023

Dividend Growth History for VANGUARD TOTAL BOND MARKET INDEX FUND INSTITUTIONAL SELECT SHARES (VTBSX)

Year	Payout Amount	Year Start Yield	Annual Payout Growth (YoY)	CAGR to 2023
2023	$0.3033	3.19%	21.32%	-
2022	$0.25	2.25%	3.91%	21.32%
2021	$0.2406	2.07%	-14.59%	12.28%
2020	$0.2817	2.54%	-8.24%	2.49%
2019	$0.307	2.93%	3.16%	-0.30%
2018	$0.2976	2.78%	5.91%	0.38%
2017	$0.281	2.64%	74.53%	1.28%
2016	$0.161	1.48%	-	9.47%

Dividend Growth Chart for VANGUARD TOTAL BOND MARKET INDEX FUND INSTITUTIONAL SELECT SHARES (VTBSX)

VANGUARD TOTAL BOND MARKET INDEX FUND INSTITUTIONAL SELECT SHARES (VTBSX) Historical Returns And Risk Info

From 07/09/2018 to 05/22/2024, the compound annualized total return (dividend reinvested) of VANGUARD TOTAL BOND MARKET INDEX FUND INSTITUTIONAL SELECT SHARES (VTBSX) is 1.018%. Its cumulative total return (dividend reinvested) is 6.121%.

From 07/09/2018 to 05/22/2024, the Maximum Drawdown of VANGUARD TOTAL BOND MARKET INDEX FUND INSTITUTIONAL SELECT SHARES (VTBSX) is 18.5%.

From 07/09/2018 to 05/22/2024, the Sharpe Ratio of VANGUARD TOTAL BOND MARKET INDEX FUND INSTITUTIONAL SELECT SHARES (VTBSX) is -0.08.

From 07/09/2018 to 05/22/2024, the Annualized Standard Deviation of VANGUARD TOTAL BOND MARKET INDEX FUND INSTITUTIONAL SELECT SHARES (VTBSX) is 5.0%.

From 07/09/2018 to 05/22/2024, the Beta of VANGUARD TOTAL BOND MARKET INDEX FUND INSTITUTIONAL SELECT SHARES (VTBSX) is 0.0.

	Last 1 Week*	YTD*(2024)	1 Yr	3 Yr	5 Yr	Since 07/09/2018	2023	2022	2021	2020	2019	2018	2017	2016
Annualized Return(%)	0.4	-1.5	1.4	-2.8	0.2	1.0	5.8	-13.0	-1.6	7.8	8.8	0.0	3.6	-0.7
Sharpe Ratio	NA	-1.33	-0.37	-0.76	-0.24	-0.08	0.21	-1.86	-0.43	1.52	2.08	-0.44	1.01	-0.3
Draw Down(%)	NA	3.9	6.0	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	5.7	6.6	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	-0.29	-0.11	-0.56	-0.69	-0.88	0.12	-1.44	0.28	-2.65	-0.66	0.21	-1.03	0.25
Alpha	NA	-0.05	-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	0.22	0.09	0.02	0.0	0.13	0.1	-0.06	-0.03	-0.11	-0.06	-0.03	-0.04
RSquare	NA	0.24	0.17	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	1.2	3.4	2.5	2.6	N/A	3.2	2.3	2.1	2.5	2.9	2.8	2.6	1.5
Dividend Growth(%)	N/A	-63.2	22.2	N/A	N/A	N/A	21.3	3.9	-14.6	-8.2	3.2	5.9	74.5	N/A

Return Calculator for VANGUARD TOTAL BOND MARKET INDEX FUND INSTITUTIONAL SELECT SHARES (VTBSX)

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VANGUARD TOTAL BOND MARKET INDEX FUND INSTITUTIONAL SELECT SHARES (VTBSX) Historical Return Chart

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VANGUARD TOTAL BOND MARKET INDEX FUND INSTITUTIONAL SELECT SHARES (VTBSX) 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 07/09/2018 to 05/22/2024, the worst annualized return of 3-year rolling returns for VANGUARD TOTAL BOND MARKET INDEX FUND INSTITUTIONAL SELECT SHARES (VTBSX) is -5.42%.

From 07/09/2018 to 05/22/2024, the worst annualized return of 5-year rolling returns for VANGUARD TOTAL BOND MARKET INDEX FUND INSTITUTIONAL SELECT SHARES (VTBSX) is -0.48%.

From 07/09/2018 to 05/22/2024, the worst annualized return of 10-year rolling returns for VANGUARD TOTAL BOND MARKET INDEX FUND INSTITUTIONAL SELECT SHARES (VTBSX) is NA.

From 07/09/2018 to 05/22/2024, the worst annualized return of 20-year rolling returns for VANGUARD TOTAL BOND MARKET INDEX FUND INSTITUTIONAL SELECT SHARES (VTBSX) is NA.

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