It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
VSBIx: Vanguard Short-Term Govt Bd Idx Instl (MUTUAL FUND)
Basic Info 24.32 0.05(0.21%) June 05
| Asset Class: | SHORT GOVERNMENT |
| MyPlanIQ Rating: | (18%) |
| Start Date: | 11/23/2009 |
| Last Dividend Date: | 05/01/2026 |
| 12-Mo. Yield | 3.53% |
| Expenses | 0.04% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 11/23/2009 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.5 | 0.0 | 2.9 | 4.0 | 1.7 | 1.6 | 1.3 | 1.3 | 5.1 | 4.0 | 4.3 | -3.9 | -1.0 | 2.5 | 3.5 | 1.5 | 0.4 | 0.8 | 0.5 | 0.6 | 0.3 | 0.4 | 1.5 | 2.3 | -0.5 |
| Sharpe Ratio | NA | -1.7 | 0.19 | 0.45 | -0.45 | -0.04 | NA | 0.24 | 1.57 | 0.23 | 0.24 | -2.29 | -1.35 | 1.87 | 1.62 | 0.16 | -0.34 | 0.58 | 0.5 | 0.77 | 0.46 | 0.75 | 1.67 | 1.95 | -3.5 |
| Draw Down(%) | NA | 0.8 | 0.8 | 1.0 | 6.0 | 6.5 | NA | 6.5 | 0.6 | 1.0 | 1.5 | 5.0 | 1.1 | 0.6 | 0.7 | 0.5 | 0.7 | 1.0 | 0.7 | 0.5 | 0.4 | 0.3 | 0.5 | 0.7 | 0.8 |
| Standard Deviation(%) | NA | 1.4 | 1.3 | 1.6 | 2.0 | 1.5 | NA | 1.3 | 1.4 | 1.7 | 2.7 | 2.3 | 0.7 | 1.2 | 1.3 | 0.8 | 0.8 | 0.9 | 1.0 | 0.7 | 0.6 | 0.5 | 0.9 | 1.1 | 1.4 |
| Treynor Ratio | NA | -0.05 | 0.01 | 0.01 | -0.01 | 0.0 | NA | 0.01 | 0.04 | 0.01 | 0.01 | -0.07 | -0.02 | 0.04 | 0.04 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.03 | 0.07 | -0.08 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 |
| Beta | NA | 0.47 | 0.49 | 0.55 | 0.64 | 0.62 | NA | 0.57 | 0.51 | 0.56 | 0.69 | 0.75 | 0.4 | 0.62 | 0.56 | 0.46 | 0.56 | 0.58 | 0.55 | 0.5 | 0.4 | 0.27 | 0.45 | 0.32 | 0.6 |
| RSquared | NA | 0.54 | 0.57 | 0.68 | 0.76 | 0.71 | NA | 0.67 | 0.66 | 0.7 | 0.82 | 0.87 | 0.33 | 0.5 | 0.63 | 0.49 | 0.57 | 0.7 | 0.72 | 0.59 | 0.5 | 0.35 | 0.59 | 0.41 | 0.79 |
| Yield(%) | N/A | 1.2 | 3.5 | 3.9 | 2.7 | 2.0 | 1.6 | N/A | 4.0 | 4.2 | 3.3 | 1.1 | 0.3 | 1.2 | 2.3 | 1.8 | 1.1 | 0.8 | 0.7 | 0.5 | 0.4 | 0.6 | 0.8 | 0.2 | 0.0 |
| Dividend Growth(%) | N/A | -69.4 | -15.4 | 265.2 | 93.3 | N/A | N/A | N/A | -3.4 | 26.0 | 192.1 | 211.2 | -69.8 | -49.1 | 26.8 | 62.6 | 38.5 | 8.0 | 49.2 | 32.6 | -33.1 | -31.4 | 245.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/23/2009
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See SHORT GOVERNMENT Asset Class Trend Rankings |
Top Rated Funds in SHORT GOVERNMENT
Best Mutual Funds
- VFISX (VANGUARD SHORT-TERM TREASURY FUND INVESTOR SHARES) (100%)
- VSGBX (VANGUARD SHORT-TERM FEDERAL FUND INVESTOR SHARES) (95%)
- GSTGX (GOLDMAN SACHS SHORT DURATION GOVERNMENT FUND INSTITUTIONAL) (94%)
- VFIRX (VANGUARD SHORT-TERM TREASURY FUND ADMIRAL SHARES) (93%)
- FSGVX (FEDERATED U S GOVERNMENT SECURITIES FUND 1-3 YEARS INSTITUTIONAL SHARES) (91%)
- VSGDX (VANGUARD SHORT-TERM FEDERAL FUND ADMIRAL SHARES) (90%)
- WSGIX (WELLS FARGO SHORT DURATION GOVERNMENT BOND FUND INSTITUTIONAL CLASS) (89%)
- MPSUX (BNY MELLON SHORT-TERM U.S. GOVERNMENT SECURITIES FUND CLASS M SHARES) (88%)
- FFXSX (FIDELITY LIMITED TERM GOVERNMENT FUND FIDELITY LIMITED TERM GOVERNMENT FUND) (87%)
- PYUSX (PAYDEN U.S. GOVERNMENT FUND PAYDEN U.S. GOVERNMENT FUND (INVESTOR CLASS)) (85%)
Best ETFs
- SHY (iShares 1-3 Year Treasury Bond ETF) 0.21% (98%)
- SHV (iShares Short Treasury Bond ETF) 0.03% (96%)
- VGSH (Vanguard Short-Term Treasury ETF) 0.17% (21%)
- SCHO (Schwab Short-Term US Treasury ETF) 0.21% (17%)
Best Closed End Funds
* Day change on 06/05/2026.Latest Articles Related to VSBIx
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
