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VMBIX: VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 25.12 0.12(0.48%) June 05
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (4%) |
| Start Date: | 11/24/2009 |
| Last Dividend Date: | 05/01/2026 |
| 12-Mo. Yield | 4.27% |
| Expenses | 0.04% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.0 | -0.0 | 5.7 | 4.3 | 0.3 | 1.3 | 1.7 | 2.0 | 8.4 | 1.5 | 5.0 | -11.6 | -1.3 | 3.6 | 6.2 | 0.9 | 2.4 | 1.3 | 1.4 | 5.9 | -1.4 | 2.4 | 6.0 | 5.4 | -1.2 |
| Sharpe Ratio | NA | -0.62 | 0.81 | 0.18 | -0.35 | -0.08 | NA | 0.24 | 1.25 | -0.37 | 0.16 | -1.56 | -0.69 | 1.19 | 2.49 | -0.21 | 0.76 | 0.55 | 0.59 | 2.5 | -0.44 | 1.64 | 2.29 | 2.15 | -5.27 |
| Draw Down(%) | NA | 2.6 | 2.6 | 7.5 | 17.1 | 17.5 | NA | 17.5 | 2.6 | 4.0 | 8.7 | 16.2 | 1.9 | 2.5 | 0.7 | 2.4 | 1.4 | 3.3 | 1.4 | 0.9 | 3.7 | 0.9 | 1.3 | 2.2 | 1.4 |
| Standard Deviation(%) | NA | 4.2 | 3.8 | 5.8 | 6.4 | 4.8 | NA | 4.0 | 4.5 | 5.9 | 8.3 | 8.3 | 1.9 | 2.8 | 1.9 | 2.5 | 2.3 | 2.1 | 2.4 | 2.3 | 3.3 | 1.5 | 2.6 | 2.5 | 2.2 |
| Treynor Ratio | NA | -0.03 | 0.04 | 0.01 | -0.02 | -0.01 | NA | 0.01 | 0.07 | -0.02 | 0.01 | -0.15 | -0.03 | 0.15 | 0.1 | -0.01 | 0.02 | 0.03 | 0.03 | 0.09 | -0.02 | 0.09 | 0.14 | 0.15 | -0.31 |
| Alpha | NA | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | NA | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | -0.04 |
| Beta | NA | 0.78 | 0.77 | 0.94 | 0.91 | 0.79 | NA | 0.69 | 0.83 | 0.97 | 1.01 | 0.9 | 0.4 | 0.22 | 0.46 | 0.74 | 0.71 | 0.4 | 0.5 | 0.66 | 0.74 | 0.26 | 0.42 | 0.34 | 0.39 |
| RSquared | NA | 0.77 | 0.75 | 0.83 | 0.83 | 0.73 | NA | 0.67 | 0.82 | 0.83 | 0.87 | 0.83 | 0.62 | 0.16 | 0.64 | 0.64 | 0.77 | 0.49 | 0.79 | 0.71 | 0.71 | 0.31 | 0.6 | 0.52 | 0.66 |
| Yield(%) | N/A | 1.4 | N/A | N/A | N/A | N/A | N/A | N/A | 4.4 | 3.9 | 3.3 | 2.0 | 1.0 | 1.8 | 2.8 | 2.7 | 2.2 | 2.0 | 2.0 | 2.0 | 0.2 | 1.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -67.3 | N/A | N/A | N/A | N/A | N/A | N/A | 10.7 | 16.6 | 43.8 | 99.0 | -45.4 | -33.3 | 4.1 | 23.4 | 9.5 | -2.7 | 6.0 | 1043.7 | -82.1 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/23/2009
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