Vanguard Short-Term Investment-Grade Fund Investor Shares (VFSTX)
Fund Info
US9220314069
922031406
Oct 29, 1982
$3,000
Expense Ratio
VFSTX has an expense ratio of 0.20%, which is considered low.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Vanguard Short-Term Investment-Grade Fund Investor Shares (VFSTX) returned 2.17% year-to-date (YTD) and 6.31% over the past 12 months. Over the past 10 years, VFSTX returned 2.24% annually, underperforming the S&P 500 benchmark at 10.79%.
VFSTX
2.17%
0.76%
2.99%
6.31%
2.03%
2.24%
^GSPC (Benchmark)
0.60%
9.64%
-0.54%
11.47%
15.67%
10.79%
Monthly Returns
The table below presents the monthly returns of VFSTX, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.56% | 0.94% | 0.46% | 0.66% | -0.48% | 2.17% | |||||||
| 2024 | 0.40% | -0.47% | 0.72% | -0.66% | 1.04% | 0.54% | 1.63% | 1.04% | 1.02% | -0.89% | 0.64% | -0.12% | 4.98% |
| 2023 | 1.61% | -1.27% | 1.53% | 0.64% | -0.44% | -0.33% | 0.67% | 0.18% | -0.52% | -0.11% | 2.22% | 1.79% | 6.06% |
| 2022 | -1.18% | -0.81% | -1.87% | -1.31% | 0.74% | -1.31% | 1.45% | -1.31% | -2.02% | -0.33% | 1.93% | 0.10% | -5.84% |
| 2021 | 0.05% | -0.22% | -0.32% | 0.50% | 0.31% | -0.15% | 0.40% | -0.05% | -0.23% | -0.51% | -0.23% | -0.33% | -0.78% |
| 2020 | 0.87% | 0.76% | -3.11% | 2.40% | 1.32% | 1.02% | 0.74% | 0.18% | -0.01% | 0.07% | 0.53% | 0.35% | 5.16% |
| 2019 | 0.82% | 0.41% | 0.91% | 0.34% | 0.73% | 0.81% | 0.14% | 0.88% | -0.06% | 0.33% | 0.05% | 0.24% | 5.74% |
| 2018 | -0.38% | -0.28% | 0.12% | -0.27% | 0.41% | 0.03% | 0.13% | 0.52% | -0.06% | -0.14% | 0.05% | 0.73% | 0.87% |
| 2017 | 0.35% | 0.34% | 0.09% | 0.37% | 0.26% | 0.08% | 0.37% | 0.36% | -0.15% | 0.15% | -0.22% | -0.00% | 2.01% |
| 2016 | 0.55% | 0.16% | 1.03% | 0.45% | -0.00% | 0.83% | 0.45% | -0.02% | 0.12% | -0.04% | -0.86% | -0.04% | 2.65% |
| 2015 | 0.81% | -0.14% | 0.35% | 0.24% | -0.03% | -0.31% | 0.17% | -0.20% | 0.45% | 0.08% | -0.02% | -0.39% | 1.02% |
| 2014 | 0.54% | 0.33% | -0.11% | 0.35% | 0.45% | 0.06% | -0.12% | 0.25% | -0.22% | 0.34% | 0.24% | -0.60% | 1.52% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 95, VFSTX is among the top 5% of mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Vanguard Short-Term Investment-Grade Fund Investor Shares (VFSTX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Vanguard Short-Term Investment-Grade Fund Investor Shares provided a 4.25% dividend yield over the last twelve months, with an annual payout of $0.44 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.44 | $0.42 | $0.31 | $0.19 | $0.18 | $0.25 | $0.30 | $0.28 | $0.21 | $0.21 | $0.21 | $0.20 |
Dividend yield | 4.25% | 4.05% | 3.04% | 1.93% | 1.62% | 2.24% | 2.81% | 2.67% | 1.99% | 1.97% | 1.98% | 1.89% |
Monthly Dividends
The table displays the monthly dividend distributions for Vanguard Short-Term Investment-Grade Fund Investor 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.04 | $0.04 | $0.04 | $0.04 | $0.00 | $0.15 | |||||||
| 2024 | $0.03 | $0.03 | $0.03 | $0.03 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.42 |
| 2023 | $0.02 | $0.02 | $0.02 | $0.02 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.31 |
| 2022 | $0.01 | $0.01 | $0.01 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.19 |
| 2021 | $0.02 | $0.02 | $0.02 | $0.02 | $0.01 | $0.01 | $0.01 | $0.02 | $0.02 | $0.01 | $0.02 | $0.01 | $0.18 |
| 2020 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.25 |
| 2019 | $0.03 | $0.02 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.02 | $0.02 | $0.03 | $0.03 | $0.03 | $0.30 |
| 2018 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.03 | $0.03 | $0.03 | $0.28 |
| 2017 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.01 | $0.02 | $0.02 | $0.02 | $0.21 |
| 2016 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.01 | $0.02 | $0.02 | $0.02 | $0.21 |
| 2015 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.21 |
| 2014 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.20 |
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Vanguard Short-Term Investment-Grade Fund Investor 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 Investment-Grade Fund Investor Shares was 9.68%, occurring on Oct 20, 2022. Recovery took 413 trading sessions.
The current Vanguard Short-Term Investment-Grade Fund Investor Shares drawdown is 0.48%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -9.68% | Aug 5, 2021 | 306 | Oct 20, 2022 | 413 | Jun 13, 2024 | 719 |
| -8.27% | Mar 4, 2008 | 185 | Nov 24, 2008 | 127 | May 29, 2009 | 312 |
| -6.14% | Mar 9, 2020 | 12 | Mar 24, 2020 | 47 | Jun 1, 2020 | 59 |
| -3.28% | Jan 26, 1987 | 83 | May 20, 1987 | 113 | Oct 26, 1987 | 196 |
| -3.09% | Feb 1, 1994 | 70 | May 9, 1994 | 189 | Jan 27, 1995 | 259 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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