Vanguard Short-Term Bond Index Fund Investor Shares (VBISX)

10.25
Net Asset Value
+0.10%
1 Day
-1.25%
Year-to-Date
Overall Morningstar Rating
Short-term bond
Style or Category
No Load
Sales Expenses
0.15%
Expense Ratio
Average
Morningstar Risk Rating™
Investment Objective The investment seeks to track the performance of Bloomberg Barclays U.S. 1-5 Year Government/Credit Float Adjusted Index. Bloomberg Barclays U.S. 1-5 Year Government/Credit Float Adjusted Index includes all medium and larger issues of U.S. government- investment-grade corporate- and investment-grade international dollar-denominated bonds that have maturities between 1 and 5 years and are publicly issued. All of its investments will be selected through the sampling process- and at least 80% of its assets will be invested in bonds held in the index.

Performance

1 month+0.35% 3 years+0.64%
3 months+0.15% 5 years+0.77%
1 year-0.53% Since inception+3.99%
Data through --

Peer Comparisonvs. Short-term bond

 VBISXCategory
Performance 5-yr return+0.77%+1.00%
Expense ratio0.15%0.75%
Risk 5 year sharpe ratio0.190.39
Net assets$49.6B$2.3B
Average market cap--$41.1B
Average P/E--16.2
Portfolio turnover50%50%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyVanguard
Fund manager & tenureJoshua Barrickman / 5 Years
Minimal initial investment$3,000.00
Minimum IRA investment--

Holdings

Fixed income99.16%
Cash0.84%
U.S. stock0.00%
International stock0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Consumer goods 100.00%
Business service 0.00%
Consumer service 0.00%
Energy 0.00%
Financial service 0.00%
Top 10 Holdings
Portfolio weighting
-- 1.83%
-- 1.81%
-- 1.74%
-- 1.25%
-- 1.24%
-- 1.23%
-- 1.23%
-- 1.21%
-- 1.21%
-- 1.20%