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
VTBSX: VANGUARD TOTAL BOND MARKET INDEX FUND INSTITUTIONAL SELECT SHARES (MUTUAL FUND)
Basic Info 9.64 0.01(0.10%) June 04
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: | (1%) |
| Start Date: | 03/30/2016 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 4.04% |
| Expenses | 0.03% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/01/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.1 | -0.0 | 4.2 | 3.7 | 0.1 | 1.7 | 1.7 | 7.2 | 1.3 | 5.8 | -13.1 | -1.6 | 7.8 | 8.8 | 0.0 | 3.6 | -0.7 |
| Sharpe Ratio | NA | -0.49 | 0.68 | 0.2 | -0.39 | 0.02 | 0.01 | 0.95 | -0.43 | 0.29 | -1.89 | -0.43 | 1.52 | 2.06 | -0.47 | 1.0 | -0.31 |
| Draw Down(%) | NA | 2.9 | 2.9 | 6.0 | 18.1 | 18.6 | 18.6 | 2.6 | 4.1 | 7.2 | 16.9 | 4.0 | 6.5 | 2.2 | 3.1 | 1.5 | 4.7 |
| Standard Deviation(%) | NA | 4.2 | 4.0 | 5.4 | 6.0 | 5.0 | 5.0 | 4.6 | 5.5 | 7.4 | 7.7 | 3.8 | 4.9 | 3.5 | 2.9 | 3.0 | 3.6 |
| Treynor Ratio | NA | -0.15 | 0.24 | 0.09 | -0.27 | 0.03 | 0.03 | 1.09 | -0.17 | 0.17 | -1.46 | 0.27 | -15.94 | -0.65 | 0.22 | -1.02 | 0.25 |
| Alpha | NA | -0.02 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | -0.06 | 0.0 | 0.03 | 0.04 | -0.01 | 0.01 | 0.0 |
| Beta | NA | 0.14 | 0.11 | 0.11 | 0.09 | 0.03 | 0.03 | 0.04 | 0.13 | 0.13 | 0.1 | -0.06 | 0.0 | -0.11 | -0.06 | -0.03 | -0.04 |
| RSquared | NA | 0.33 | 0.16 | 0.09 | 0.05 | 0.01 | 0.01 | 0.02 | 0.09 | 0.05 | 0.08 | 0.04 | 0.0 | 0.11 | 0.08 | 0.01 | 0.04 |
| Yield(%) | N/A | 1.3 | N/A | N/A | N/A | N/A | N/A | 4.0 | 3.6 | 3.2 | 2.3 | 2.1 | 2.5 | 2.9 | 2.8 | 2.6 | 1.5 |
| Dividend Growth(%) | N/A | -66.3 | N/A | N/A | N/A | N/A | N/A | 8.3 | 15.8 | 20.7 | 4.1 | -14.5 | -8.1 | 3.2 | 5.9 | 74.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/29/2016
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 Foreign Large Blend Asset Class Trend Rankings |
Top Rated Funds in Foreign Large Blend
Best Mutual Funds
- OAKIX (OAKMARK INTERNATIONAL FUND INVESTOR CLASS) (100%)
- HAINX (HARBOR INTERNATIONAL FUND INSTITUTIONAL CLASS) (99%)
- DODFX (DODGE & COX INTERNATIONAL STOCK FUND DODGE & COX INTERNATIONAL STOCK FUND) (99%)
- PIPDX (PIMCO INTERNATIONAL STOCKSPLUS TR STRATEGY FUND (U.S. DOLLAR-HEDGED) D) (99%)
- FDIVX (FIDELITY DIVERSIFIED INTERNATIONAL FUND FIDELITY DIVERSIFIED INTERNATIONAL FUND) (98%)
- VTMGX (VANGUARD DEVELOPED MARKETS INDEX FUND ADMIRAL SHARES) (98%)
- LLINX (LONGLEAF PARTNERS INTERNATIONAL FUND LONGLEAF PARTNERS INTERNATIONAL FUND) (96%)
- SGOIX (FIRST EAGLE OVERSEAS FUND CLASS I) (96%)
- EXOSX (OVERSEAS SERIES CLASS I) (96%)
- BISIX (BLACKROCK INTERNATIONAL DIVIDEND FUND INSTITUTIONAL) (96%)
Best ETFs
- EFA (iShares MSCI EAFE ETF) (100%)
- PID (Invesco International Dividend Achievers ETF) (99%)
- ACWX (iShares MSCI ACWI ex U.S. ETF) (98%)
- CWI (SPDR MSCI ACWI ex-US ETF) (97%)
- VEA (Vanguard FTSE Developed Markets ETF) (97%)
- VEU (Vanguard FTSE All-World ex-US Index Fund) (97%)
- SCHF (Schwab International Equity ETF) (33%)
- VXUS (Vanguard Total International Stock ETF) (29%)
- DBEF (Xtrackers MSCI EAFE Hedged Equity ETF) (27%)
- EFAV (iShares MSCI EAFE Min Vol Factor ETF) (27%)
Best Closed End Funds
* Day change on 06/04/2026.Latest Articles Related to VTBSX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
