Vanguard Long-Term Bond Index Fund Institutional Plus (VBLIX)
Fund Info
| ISIN | US9219377440 |
|---|---|
| CUSIP | 921937744 |
| Issuer | Vanguard |
| Inception Date | Oct 6, 2011 |
| Category | Total Bond Market |
| Min. Investment | $100,000,000 |
| Home Page | advisors.vanguard.com |
| Asset Class | Bond |
Expense Ratio
VBLIX has an expense ratio of 0.04%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
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Popular comparisons: VBLIX vs. VWLTX, VBLIX vs. VBMPX, VBLIX vs. SWRSX, VBLIX vs. VEMBX, VBLIX vs. BND, VBLIX vs. VOO, VBLIX vs. VWUSX, VBLIX vs. COWZ, VBLIX vs. SWAGX, VBLIX vs. VGSH
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Vanguard Long-Term Bond Index Fund Institutional Plus, 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 Long-Term Bond Index Fund Institutional Plus had a return of -2.10% year-to-date (YTD) and 10.73% in the last 12 months. Over the past 10 years, Vanguard Long-Term Bond Index Fund Institutional Plus had an annualized return of 1.18%, while the S&P 500 had an annualized return of 11.39%, indicating that Vanguard Long-Term Bond Index Fund Institutional Plus did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -2.10% | 25.45% |
| 1 month | -2.36% | 2.91% |
| 6 months | 3.22% | 14.05% |
| 1 year | 10.73% | 35.64% |
| 5 years (annualized) | -3.43% | 14.13% |
| 10 years (annualized) | 1.18% | 11.39% |
Monthly Returns
The table below presents the monthly returns of VBLIX, 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 | -1.41% | -2.44% | 1.40% | -5.32% | 2.83% | 1.12% | 3.40% | 2.01% | 2.33% | -4.66% | -2.10% | ||
| 2023 | 7.09% | -4.99% | 4.41% | 0.77% | -2.76% | 0.79% | -1.06% | -2.33% | -6.19% | -4.54% | 9.96% | 7.77% | 7.59% |
| 2022 | -4.61% | -2.52% | -4.09% | -9.26% | -0.34% | -2.92% | 3.71% | -4.35% | -8.35% | -3.70% | 8.12% | -1.89% | -27.29% |
| 2021 | -2.89% | -4.23% | -4.03% | 2.22% | 0.59% | 3.83% | 2.74% | -0.26% | -2.35% | 1.60% | 1.38% | -1.34% | -3.11% |
| 2020 | 5.76% | 3.82% | -3.42% | 4.20% | 0.20% | 1.87% | 5.29% | -4.17% | 0.24% | -1.83% | 3.67% | -2.68% | 13.00% |
| 2019 | 1.93% | -0.51% | 4.84% | -0.47% | 4.31% | 2.46% | 0.79% | 8.10% | -1.99% | -0.23% | 0.21% | -1.46% | 18.96% |
| 2018 | -2.04% | -3.12% | 1.29% | -2.01% | 0.93% | -0.27% | 0.34% | 0.63% | -1.39% | -3.06% | 0.42% | 3.88% | -4.53% |
| 2017 | 0.64% | 1.79% | -0.61% | 1.50% | 1.92% | 0.96% | 0.32% | 2.10% | -1.02% | 0.39% | 0.52% | 1.94% | 10.90% |
| 2016 | 2.33% | 1.96% | 2.98% | 1.32% | 0.11% | 5.13% | 2.61% | -0.09% | -1.03% | -2.98% | -6.22% | 0.57% | 6.36% |
| 2015 | 6.65% | -3.60% | 0.47% | -2.36% | -2.12% | -3.49% | 2.69% | -1.48% | 1.17% | 0.57% | -0.47% | -1.21% | -3.58% |
| 2014 | 4.75% | 1.43% | 0.69% | 2.12% | 2.54% | 0.13% | 0.36% | 3.52% | -2.51% | 2.04% | 1.86% | 1.55% | 19.90% |
| 2013 | -2.39% | 0.97% | -0.29% | 3.73% | -5.23% | -4.59% | -0.24% | -1.49% | 0.77% | 2.06% | -1.57% | -0.89% | -9.12% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of VBLIX is 6, indicating that it is in the bottom 6% 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.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Vanguard Long-Term Bond Index Fund Institutional Plus (VBLIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Vanguard Long-Term Bond Index Fund Institutional Plus provided a 4.49% dividend yield over the last twelve months, with an annual payout of $0.48 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.48 | $0.47 | $0.44 | $0.45 | $0.50 | $0.53 | $0.53 | $0.54 | $0.55 | $0.56 | $0.58 | $0.58 |
Dividend yield | 4.49% | 4.11% | 4.00% | 2.88% | 2.98% | 3.47% | 4.01% | 3.71% | 4.03% | 4.26% | 4.05% | 4.66% |
Monthly Dividends
The table displays the monthly dividend distributions for Vanguard Long-Term Bond Index Fund Institutional Plus. 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 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.00 | $0.40 | |
| 2023 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.47 |
| 2022 | $0.04 | $0.03 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.44 |
| 2021 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.45 |
| 2020 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.50 |
| 2019 | $0.05 | $0.04 | $0.05 | $0.04 | $0.05 | $0.04 | $0.05 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.53 |
| 2018 | $0.05 | $0.04 | $0.05 | $0.04 | $0.05 | $0.04 | $0.05 | $0.05 | $0.04 | $0.05 | $0.04 | $0.05 | $0.53 |
| 2017 | $0.05 | $0.04 | $0.05 | $0.04 | $0.05 | $0.04 | $0.05 | $0.05 | $0.04 | $0.05 | $0.04 | $0.05 | $0.54 |
| 2016 | $0.05 | $0.04 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.04 | $0.05 | $0.04 | $0.05 | $0.55 |
| 2015 | $0.05 | $0.04 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.56 |
| 2014 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.58 |
| 2013 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.58 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Vanguard Long-Term Bond Index Fund Institutional Plus. 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 Long-Term Bond Index Fund Institutional Plus was 40.07%, occurring on Oct 19, 2023. The portfolio has not yet recovered.
The current Vanguard Long-Term Bond Index Fund Institutional Plus drawdown is 29.67%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -40.07% | Aug 7, 2020 | 806 | Oct 19, 2023 | — | — | — |
| -17.78% | Mar 9, 2020 | 9 | Mar 19, 2020 | 77 | Jul 9, 2020 | 86 |
| -15.23% | Nov 14, 2012 | 193 | Aug 21, 2013 | 247 | Aug 14, 2014 | 440 |
| -12.12% | Feb 2, 2015 | 102 | Jun 26, 2015 | 236 | Jun 3, 2016 | 338 |
| -11.98% | Jul 11, 2016 | 111 | Dec 14, 2016 | 253 | Dec 15, 2017 | 364 |
Volatility
Volatility Chart
The current Vanguard Long-Term Bond Index Fund Institutional Plus volatility is 4.27%, 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.