Vanguard Total Bond Market Index Fund Institutional Shares (VBTIX)
Fund Info
| ISIN | US9219375048 |
|---|---|
| CUSIP | 921937504 |
| Issuer | Vanguard |
| Inception Date | Sep 18, 1995 |
| Category | Total Bond Market |
| Min. Investment | $5,000,000 |
| Home Page | advisors.vanguard.com |
| Asset Class | Bond |
Expense Ratio
VBTIX has an expense ratio of 0.04% 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 Total Bond Market Index Fund Institutional 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 Total Bond Market Index Fund Institutional Shares had a return of -2.46% year-to-date (YTD) and -1.00% in the last 12 months. Over the past 10 years, Vanguard Total Bond Market Index Fund Institutional Shares had an annualized return of 1.22%, while the S&P 500 had an annualized return of 10.41%, indicating that Vanguard Total Bond Market Index Fund Institutional Shares did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -2.46% | 6.17% |
| 1 month | -0.86% | -2.72% |
| 6 months | 4.21% | 17.29% |
| 1 year | -1.00% | 23.80% |
| 5 years (annualized) | 0.06% | 11.47% |
| 10 years (annualized) | 1.22% | 10.41% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.22% | -1.38% | 0.83% | -2.43% | ||||||||
| 2023 | -1.56% | 4.51% | 3.70% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of VBTIX is 7, indicating that it is in the bottom 7% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Vanguard Total Bond Market Index Fund Institutional Shares(VBTIX)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Vanguard Total Bond Market Index Fund Institutional Shares (VBTIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Vanguard Total Bond Market Index Fund Institutional Shares granted a 3.41% dividend yield in the last twelve months. The annual payout for that period amounted to $0.32 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.32 | $0.30 | $0.25 | $0.24 | $0.28 | $0.30 | $0.27 | $0.28 | $0.27 | $0.25 | $0.28 | $0.27 |
Dividend yield | 3.41% | 3.10% | 2.61% | 2.12% | 2.41% | 2.75% | 2.58% | 2.57% | 2.53% | 2.39% | 2.61% | 2.59% |
Monthly Dividends
The table displays the monthly dividend distributions for Vanguard Total Bond Market Index Fund Institutional 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.03 | $0.03 | $0.03 | $0.03 | ||||||||
| 2023 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 |
| 2022 | $0.02 | $0.02 | $0.03 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 |
| 2021 | $0.02 | $0.02 | $0.03 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.04 |
| 2020 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.04 |
| 2019 | $0.03 | $0.02 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.02 | $0.02 | $0.02 | $0.02 |
| 2018 | $0.02 | $0.02 | $0.00 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.03 | $0.03 | $0.03 |
| 2017 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.03 |
| 2016 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.03 |
| 2015 | $0.02 | $0.02 | $0.00 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.03 |
| 2014 | $0.02 | $0.02 | $0.00 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.05 |
| 2013 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.03 |
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 Total Bond Market Index Fund Institutional 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 Total Bond Market Index Fund Institutional Shares was 18.66%, occurring on Oct 24, 2022. The portfolio has not yet recovered.
The current Vanguard Total Bond Market Index Fund Institutional Shares drawdown is 12.28%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -18.66% | Aug 7, 2020 | 558 | Oct 24, 2022 | — | — | — |
| -6.53% | Mar 9, 2020 | 9 | Mar 19, 2020 | 57 | Jun 10, 2020 | 66 |
| -5.42% | Sep 10, 2008 | 37 | Oct 30, 2008 | 32 | Dec 16, 2008 | 69 |
| -4.98% | May 2, 2013 | 86 | Sep 5, 2013 | 182 | May 28, 2014 | 268 |
| -4.92% | Mar 18, 2004 | 40 | May 13, 2004 | 86 | Sep 16, 2004 | 126 |
Volatility
Volatility Chart
The current Vanguard Total Bond Market Index Fund Institutional Shares volatility is 1.81%, 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.