PortfoliosLab logo
Vanguard Institutional Short-Term Bond Fund (VISTX...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US9220208626

Issuer

Vanguard

Inception Date

Jun 19, 2015

Min. Investment

$10,000,000

Asset Class

Bond

Expense Ratio

VISTX has an expense ratio of 0.02%, which is considered low.


Share Price Chart


Loading data...

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


Loading data...

Returns By Period

Vanguard Institutional Short-Term Bond Fund (VISTX) returned 1.84% year-to-date (YTD) and 5.97% over the past 12 months.


VISTX

YTD

1.84%

1M

0.53%

6M

2.55%

1Y

5.97%

5Y*

1.83%

10Y*

N/A

^GSPC (Benchmark)

YTD

-3.77%

1M

3.72%

6M

-5.60%

1Y

8.55%

5Y*

14.11%

10Y*

10.45%

*Annualized

Monthly Returns

The table below presents the monthly returns of VISTX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20250.46%0.74%0.39%0.60%-0.38%1.84%
20240.46%-0.24%0.47%-0.23%0.72%0.55%1.26%0.93%0.82%-0.44%0.46%0.24%5.10%
20230.95%-0.67%1.30%0.38%-0.21%-0.37%0.58%0.27%-0.12%0.22%1.31%1.34%5.06%
2022-0.72%-0.51%-1.23%-0.73%0.56%-0.61%0.53%-0.66%-1.13%-0.32%0.75%0.31%-3.73%
20210.11%-0.05%-0.11%0.16%0.16%-0.06%0.16%0.01%-0.06%-0.35%-0.06%-0.71%-0.82%
20200.64%0.70%-1.23%1.28%0.91%0.67%0.31%0.16%0.07%0.06%0.11%-0.16%3.55%
20190.36%0.28%0.69%0.23%0.68%0.52%0.09%0.73%-0.01%0.25%0.06%0.23%4.19%
2018-0.21%-0.15%0.12%-0.04%0.41%0.04%0.13%0.42%-0.04%0.16%0.29%0.70%1.84%
20170.19%0.21%0.14%0.14%0.21%0.08%0.22%0.30%-0.07%0.09%-0.14%0.04%1.42%
20160.55%0.04%0.41%0.19%-0.04%0.62%0.04%-0.02%0.18%-0.02%-0.38%0.00%1.58%
2015-0.11%-0.11%-0.22%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 98, VISTX is among the top 2% 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 VISTX is 9898
Overall Rank
The Sharpe Ratio Rank of VISTX is 9999
Sharpe Ratio Rank
The Sortino Ratio Rank of VISTX is 9898
Sortino Ratio Rank
The Omega Ratio Rank of VISTX is 9898
Omega Ratio Rank
The Calmar Ratio Rank of VISTX is 9999
Calmar Ratio Rank
The Martin Ratio Rank of VISTX is 9898
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 Institutional Short-Term Bond Fund (VISTX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Vanguard Institutional Short-Term Bond Fund Sharpe ratios as of May 10, 2025 (values are recalculated daily):

  • 1-Year: 3.68
  • 5-Year: 1.01
  • All Time: 1.39

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Vanguard Institutional Short-Term Bond Fund compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


Loading data...

Dividends

Dividend History

Vanguard Institutional Short-Term Bond Fund provided a 4.65% dividend yield over the last twelve months, with an annual payout of $0.62 per share. The fund has been increasing its distributions for 3 consecutive years.


0.00%1.00%2.00%3.00%4.00%5.00%$0.00$0.10$0.20$0.30$0.40$0.50$0.602015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM2024202320222021202020192018201720162015
Dividend$0.62$0.62$0.51$0.23$0.15$0.28$0.37$0.32$0.24$0.20$0.05

Dividend yield

4.65%4.67%3.91%1.75%1.07%1.98%2.71%2.33%1.78%1.43%0.33%

Monthly Dividends

The table displays the monthly dividend distributions for Vanguard Institutional Short-Term Bond Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.05$0.05$0.05$0.05$0.00$0.20
2024$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.62
2023$0.03$0.03$0.04$0.04$0.04$0.04$0.05$0.05$0.05$0.05$0.05$0.05$0.51
2022$0.01$0.01$0.01$0.01$0.01$0.02$0.02$0.02$0.02$0.03$0.03$0.03$0.23
2021$0.02$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.15
2020$0.03$0.03$0.03$0.03$0.03$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.28
2019$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.04$0.03$0.03$0.37
2018$0.02$0.02$0.03$0.02$0.03$0.03$0.03$0.03$0.02$0.03$0.03$0.03$0.32
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$0.24
2016$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
2015$0.02$0.02$0.02$0.05

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.


Loading data...

Worst Drawdowns

The table below displays the maximum drawdowns of the Vanguard Institutional Short-Term Bond Fund. 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 Institutional Short-Term Bond Fund was 6.24%, occurring on Nov 3, 2022. Recovery took 297 trading sessions.

The current Vanguard Institutional Short-Term Bond Fund drawdown is 0.38%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-6.24%Oct 5, 2021274Nov 3, 2022297Jan 11, 2024571
-2.71%Mar 10, 202012Mar 25, 202038May 19, 202050
-0.74%Nov 7, 201628Dec 15, 201672Mar 31, 2017100
-0.68%Sep 30, 20248Oct 9, 202439Dec 4, 202447
-0.61%Feb 2, 20248Feb 13, 202417Mar 8, 202425

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading data...