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Vanguard Short-term Investment Grade Fund Investor Shrs: (MF: VFSTX)
(NASDAQ Mutual Funds) As of Aug 12, 2024 08:00 PM ET
$10.35 USD
+0.01 (0.10%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 1.57 | 48 |
| 3 months | 0.92 | 44 |
| 6 months | 1.57 | 48 |
| 1 Year | 5.91 | 42 |
| 3 Year | 0.28 | 41 |
| 5 Year | 1.53 | 44 |
| 10 Year | 1.82 | 54 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 20.60 |
| Bear Market (10/07 - 2/09) | -2.14 |
| Bull Market (2/09 - 3/21) | 54.84 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 5.91 |
| 5 Year | 1.52 |
| 10 Year | 1.82 |
| Since Inception | 5.37 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 0.64 | 0.92 | NA | NA |
| 2023 | 1.85 | -0.14 | 0.33 | 3.92 |
| 2022 | -3.82 | -1.88 | -1.89 | 1.69 |
| 2021 | -0.49 | 0.65 | 0.11 | -0.70 |
| 2020 | -1.52 | 4.81 | 0.90 | 0.95 |
| 2019 | 2.15 | 1.89 | 0.96 | 0.60 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 3.22 | 6.06 | -5.84 | -0.42 | 5.14 | 5.73 | 0.86 | 2.02 | 2.72 | 0.87 | 1.73 |
| % Total Return Rel to Index | 1.60 | 0.53 | 7.17 | 1.11 | -2.35 | -2.99 | 0.84 | -1.52 | 0.06 | 0.30 | -4.20 |
| % Total Return Rel to Peer | 0.08 | -1.11 | 4.30 | -0.48 | -1.89 | -2.51 | 1.77 | -1.57 | -0.80 | 1.85 | -1.67 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 2.00 | 3.00 | 3.00 | 4.00 | 2.00 | 4.00 | 4.00 | 1.00 | 4.00 |
| % Dividends | 0.23 | 0.31 | 0.19 | 0.17 | 0.24 | 0.30 | 0.27 | 0.21 | 0.20 | 0.19 | 0.20 |
| % Yield | 2.17 | 3.47 | 1.84 | 1.53 | 2.13 | 2.70 | 2.55 | 1.90 | 1.85 | 1.73 | 1.81 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.04 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.00 | 0.02 |
| Expense Ratio | 0.20 | 0.20 | 0.20 | 0.20 | 0.20 | 0.20 | 0.20 | 0.20 | 0.20 | 0.20 | 0.20 |
* 1 = Top 20%, 5 = Bottom 20%