Vanguard Short-Term Bond Index Fund Admiral Shares (VBIRX)
Fund Info
ISIN | US9219377028 |
---|---|
CUSIP | 921937702 |
Issuer | Vanguard |
Inception Date | Nov 12, 2001 |
Category | Total Bond Market |
Home Page | advisors.vanguard.com |
Asset Class | Bond |
Expense Ratio
VBIRX has an expense ratio of 0.07% which is considered to be low.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Vanguard Short-Term Bond Index Fund Admiral Shares, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Vanguard Short-Term Bond Index Fund Admiral Shares had a return of -0.06% year-to-date (YTD) and 2.03% in the last 12 months. Over the past 10 years, Vanguard Short-Term Bond Index Fund Admiral Shares had an annualized return of 1.25%, while the S&P 500 had an annualized return of 10.67%, indicating that Vanguard Short-Term Bond Index Fund Admiral Shares did not perform as well as the benchmark.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | -0.06% | 9.49% |
1 month | 0.67% | 1.20% |
6 months | 2.87% | 18.29% |
1 year | 2.03% | 26.44% |
5 years (annualized) | 1.09% | 12.64% |
10 years (annualized) | 1.25% | 10.67% |
Monthly Returns
The table below presents the monthly returns of VBIRX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 0.35% | -0.65% | 0.47% | -0.83% | -0.06% | ||||||||
2023 | 1.28% | -1.25% | 1.91% | 0.48% | -0.51% | -0.61% | 0.31% | 0.22% | -0.38% | 0.04% | 1.77% | 1.56% | 4.87% |
2022 | -1.04% | -0.59% | -1.90% | -0.98% | 0.70% | -0.87% | 1.02% | -1.35% | -1.77% | -0.26% | 1.38% | -0.04% | -5.62% |
2021 | 0.03% | -0.36% | -0.26% | 0.29% | 0.19% | -0.18% | 0.37% | -0.10% | -0.28% | -0.47% | -0.10% | -0.11% | -0.99% |
2020 | 0.94% | 1.01% | 0.27% | 0.82% | 0.53% | 0.42% | 0.33% | -0.04% | 0.04% | -0.06% | 0.21% | 0.12% | 4.70% |
2019 | 0.48% | 0.18% | 0.97% | 0.19% | 0.96% | 0.66% | 0.00% | 1.05% | -0.10% | 0.28% | -0.01% | 0.09% | 4.86% |
2018 | -0.52% | -0.25% | 0.26% | -0.33% | 0.46% | 0.07% | -0.02% | 0.47% | -0.21% | 0.09% | 0.28% | 1.07% | 1.35% |
2017 | 0.23% | 0.22% | -0.09% | 0.42% | 0.23% | -0.06% | 0.33% | 0.33% | -0.24% | -0.05% | -0.34% | 0.05% | 1.04% |
2016 | 0.88% | 0.21% | 0.50% | 0.11% | -0.16% | 0.98% | 0.12% | -0.25% | 0.22% | -0.26% | -0.92% | 0.05% | 1.49% |
2015 | 1.06% | -0.47% | 0.31% | 0.01% | 0.11% | -0.18% | 0.21% | -0.08% | 0.50% | -0.17% | -0.18% | -0.30% | 0.82% |
2014 | 0.48% | 0.18% | -0.36% | 0.29% | 0.39% | -0.09% | -0.18% | 0.30% | -0.18% | 0.49% | 0.20% | -0.34% | 1.16% |
2013 | -0.07% | 0.20% | -0.03% | 0.29% | -0.46% | -0.57% | 0.29% | -0.29% | 0.57% | 0.38% | 0.10% | -0.34% | 0.06% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of VBIRX is 21, indicating that it is in the bottom 21% of mutual funds on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
VBIRX (Vanguard Short-Term Bond Index Fund Admiral Shares)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Vanguard Short-Term Bond Index Fund Admiral Shares (VBIRX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Vanguard Short-Term Bond Index Fund Admiral Shares granted a 2.79% dividend yield in the last twelve months. The annual payout for that period amounted to $0.28 per share.
Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend | $0.28 | $0.24 | $0.14 | $0.15 | $0.19 | $0.24 | $0.21 | $0.16 | $0.16 | $0.14 | $0.13 | $0.15 |
Dividend yield | 2.79% | 2.41% | 1.46% | 1.45% | 1.78% | 2.24% | 2.01% | 1.53% | 1.49% | 1.30% | 1.25% | 1.39% |
Monthly Dividends
The table displays the monthly dividend distributions for Vanguard Short-Term Bond Index Fund Admiral Shares. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | $0.03 | $0.02 | $0.03 | $0.03 | $0.00 | $0.10 | |||||||
2023 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.03 | $0.24 |
2022 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.02 | $0.14 |
2021 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.04 | $0.15 |
2020 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.01 | $0.01 | $0.01 | $0.01 | $0.19 |
2019 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.24 |
2018 | $0.02 | $0.01 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.21 |
2017 | $0.01 | $0.01 | $0.00 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.02 | $0.01 | $0.02 | $0.16 |
2016 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.02 | $0.16 |
2015 | $0.01 | $0.01 | $0.00 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.02 | $0.14 |
2014 | $0.01 | $0.01 | $0.00 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.02 | $0.13 |
2013 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.03 | $0.15 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Vanguard Short-Term Bond Index Fund Admiral Shares. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Vanguard Short-Term Bond Index Fund Admiral Shares was 8.64%, occurring on Oct 20, 2022. The portfolio has not yet recovered.
The current Vanguard Short-Term Bond Index Fund Admiral Shares drawdown is 2.23%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-8.64% | Aug 4, 2021 | 307 | Oct 20, 2022 | — | — | — |
-3.08% | Nov 13, 2001 | 90 | Mar 25, 2002 | 234 | Feb 28, 2003 | 324 |
-2.92% | Mar 17, 2004 | 61 | Jun 14, 2004 | 86 | Oct 14, 2004 | 147 |
-2.44% | Sep 16, 2008 | 20 | Oct 13, 2008 | 33 | Nov 28, 2008 | 53 |
-2.3% | Mar 4, 2008 | 72 | Jun 13, 2008 | 55 | Sep 3, 2008 | 127 |
Volatility
Volatility Chart
The current Vanguard Short-Term Bond Index Fund Admiral Shares volatility is 0.75%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.