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Vanguard Short-Term Investment-Grade Fund Investor...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US9220314069

CUSIP

922031406

Issuer

Vanguard

Inception Date

Oct 29, 1982

Min. Investment

$3,000

Asset Class

Bond

Expense Ratio

VFSTX has an expense ratio of 0.20%, which is considered low.


Expense ratio chart for VFSTX: current value is 0.20%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
VFSTX: 0.20%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Vanguard Short-Term Investment-Grade Fund Investor Shares, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


1,000.00%2,000.00%3,000.00%4,000.00%NovemberDecember2025FebruaryMarchApril
538.73%
3,702.00%
VFSTX (Vanguard Short-Term Investment-Grade Fund Investor Shares)
Benchmark (^GSPC)

Returns By Period

Vanguard Short-Term Investment-Grade Fund Investor Shares had a return of 1.78% year-to-date (YTD) and 7.10% in the last 12 months. Over the past 10 years, Vanguard Short-Term Investment-Grade Fund Investor Shares had an annualized return of 2.21%, while the S&P 500 had an annualized return of 10.05%, indicating that Vanguard Short-Term Investment-Grade Fund Investor Shares did not perform as well as the benchmark.


VFSTX

YTD

1.78%

1M

0.37%

6M

2.38%

1Y

7.10%

5Y*

2.18%

10Y*

2.21%

^GSPC (Benchmark)

YTD

-6.75%

1M

-5.05%

6M

-5.60%

1Y

8.15%

5Y*

14.14%

10Y*

10.05%

*Annualized

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20250.56%0.94%0.46%-0.19%1.78%
20240.40%-0.47%0.72%-0.65%1.04%0.55%1.63%1.03%1.02%-0.89%0.64%-0.13%4.97%
20231.61%-1.27%1.53%0.64%-0.44%-0.33%0.68%0.18%-0.52%-0.11%2.22%1.79%6.07%
2022-1.18%-0.81%-1.87%-1.31%0.74%-1.31%1.45%-1.31%-2.01%-0.33%1.93%0.10%-5.84%
20210.05%-0.22%-0.32%0.50%0.31%-0.15%0.40%-0.05%-0.23%-0.51%-0.23%0.03%-0.43%
20200.87%0.75%-3.11%2.40%1.33%1.02%0.74%0.18%-0.01%0.07%0.53%0.35%5.15%
20190.81%0.41%0.91%0.34%0.73%0.81%0.14%0.88%-0.05%0.32%0.05%0.24%5.74%
2018-0.37%-0.29%0.12%-0.26%0.41%0.03%0.13%0.52%-0.06%-0.14%0.05%0.73%0.87%
20170.34%0.34%-0.07%0.37%0.26%0.08%0.36%0.35%-0.15%0.15%-0.22%0.00%1.83%
20160.55%0.16%1.03%0.45%0.00%0.83%0.45%-0.02%0.12%-0.04%-0.86%0.06%2.75%
20150.81%-0.14%0.35%0.24%-0.03%-0.31%0.17%-0.20%0.45%0.09%-0.02%-0.37%1.04%
20140.54%0.34%-0.25%0.34%0.45%0.07%-0.12%0.25%-0.22%0.34%0.24%-0.38%1.60%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 96, VFSTX is among the top 4% 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.


The Risk-Adjusted Performance Rank of VFSTX is 9696
Overall Rank
The Sharpe Ratio Rank of VFSTX is 9696
Sharpe Ratio Rank
The Sortino Ratio Rank of VFSTX is 9696
Sortino Ratio Rank
The Omega Ratio Rank of VFSTX is 9494
Omega Ratio Rank
The Calmar Ratio Rank of VFSTX is 9797
Calmar Ratio Rank
The Martin Ratio Rank of VFSTX is 9696
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


The chart of Sharpe ratio for VFSTX, currently valued at 2.64, compared to the broader market-1.000.001.002.003.00
VFSTX: 2.64
^GSPC: 0.49
The chart of Sortino ratio for VFSTX, currently valued at 4.30, compared to the broader market-2.000.002.004.006.008.00
VFSTX: 4.30
^GSPC: 0.81
The chart of Omega ratio for VFSTX, currently valued at 1.56, compared to the broader market0.501.001.502.002.503.00
VFSTX: 1.56
^GSPC: 1.12
The chart of Calmar ratio for VFSTX, currently valued at 4.66, compared to the broader market0.002.004.006.008.0010.00
VFSTX: 4.66
^GSPC: 0.50
The chart of Martin ratio for VFSTX, currently valued at 13.50, compared to the broader market0.0010.0020.0030.0040.0050.00
VFSTX: 13.50
^GSPC: 2.07

The current Vanguard Short-Term Investment-Grade Fund Investor Shares Sharpe ratio is 2.64. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Vanguard Short-Term Investment-Grade Fund Investor Shares with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
2.64
0.49
VFSTX (Vanguard Short-Term Investment-Grade Fund Investor Shares)
Benchmark (^GSPC)

Dividends

Dividend History

Vanguard Short-Term Investment-Grade Fund Investor Shares provided a 4.19% dividend yield over the last twelve months, with an annual payout of $0.44 per share. The fund has been increasing its distributions for 2 consecutive years.


2.00%2.50%3.00%3.50%4.00%$0.00$0.10$0.20$0.30$0.4020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.44$0.42$0.31$0.19$0.21$0.25$0.30$0.28$0.19$0.22$0.21$0.21

Dividend yield

4.19%4.05%3.05%1.93%1.98%2.23%2.82%2.68%1.82%2.06%2.00%1.97%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.04$0.04$0.04$0.00$0.11
2024$0.03$0.03$0.03$0.03$0.03$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$0.01$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.19
2021$0.02$0.02$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.05$0.21
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$0.02$0.02$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$0.00$0.02$0.02$0.02$0.02$0.02$0.01$0.02$0.02$0.02$0.19
2016$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.01$0.02$0.02$0.03$0.22
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$0.00$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.04$0.21

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.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-0.48%
-10.73%
VFSTX (Vanguard Short-Term Investment-Grade Fund Investor Shares)
Benchmark (^GSPC)

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 9.35%, occurring on Oct 20, 2022. Recovery took 403 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

-9.35%Aug 5, 2021306Oct 20, 2022403Jun 3, 2024709
-8.27%Mar 4, 2008186Nov 24, 2008127May 29, 2009313
-7.23%May 9, 1983288Jun 26, 1984221May 10, 1985509
-6.14%Mar 9, 202012Mar 24, 202047Jun 1, 202059
-3.28%Jan 26, 198781May 20, 1987110Oct 26, 1987191

Volatility

Volatility Chart

The current Vanguard Short-Term Investment-Grade Fund Investor Shares volatility is 1.16%, 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.


0.00%5.00%10.00%15.00%NovemberDecember2025FebruaryMarchApril
1.16%
14.23%
VFSTX (Vanguard Short-Term Investment-Grade Fund Investor Shares)
Benchmark (^GSPC)