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Fund Intelligence | Best Managers | VBIIX Insights | VBIIX Score | VBIIX Performance | VBIIX Manager | VBIIX News | VBIIX Allocation | VBIIX Holdings Change

Mutual Fund Insights: Vanguard Interm-Term Bond Index Fund (VBIIX)

In-depth Analysis of Vanguard Interm-Term Bond Index Fund (VBIIX)

Mutual fund chart: Vanguard Interm-Term Bond Index Fund (VBIIX)

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See Vanguard Interm-Term Bond Index Fund (VBIIX) performance details as of January 31, 2010

  

    Last Trade: $10.89 on 3/12/2010, Change: +0.02 (0.18%)

  

Fund Manager - Kenneth Volpert

Fund Manager Tenure: 16.0 years   [Similar Funds: VBILX  VBIMX ]
Fundmojo Fund Grade: B (Score: 0.63)     (What does this score mean?)
Volpert is a principal and portfolio manager of the Vanguard Group. Volpert has been working for the Vanguard Group since 1992. Volpert joined the company as an assistant vice president and senior portfolio manager. Volpert is currently the head of Vanguard?s Bond Index Group. Volpert's previous employers include Mellon Bond Associates and Investment & Capital Management Corporation. He has worked in investment management since 1981.  Get more insights on Kenneth Volpert

  

What we like about Vanguard Interm-Term Bond Index Fund (VBIIX) What we like about Vanguard Interm-Term Bond Index Fund (VBIIX)

Data for Vanguard Interm-Term Bond Index Fund (VBIIX) as of January 31, 2010

  • Vanguard Interm-Term Bond Index Fund (VBIIX) management has been with Vanguard Interm-Term Bond Index Fund for 16.0 years
  • Vanguard Interm-Term Bond Index Fund (VBIIX) has good mid-term performance (3-year return 7.25% vs 5.02% Intermediate-Term Bond category average)
  • Vanguard Interm-Term Bond Index Fund (VBIIX) has good Long-term performance (5-year return 5.28% vs 4.10% Intermediate-Term Bond category average)
  • Vanguard Interm-Term Bond Index Fund (VBIIX) ratio of up-years vs down years is greater than 2
  • Vanguard Interm-Term Bond Index Fund (VBIIX) has a Morningstar rating of 4 and above
  • Vanguard Interm-Term Bond Index Fund (VBIIX) has an annual stock turnover rate of 89.00% vs Intermediate-Term Bond average of 231.70%. It is good that Vanguard Interm-Term Bond Index management does not trade extensively for its return.
  • Vanguard Interm-Term Bond Index Fund (VBIIX) has a lower management fee than its Intermediate-Term Bond average: 0.22% vs 0.95%
  • Vanguard Interm-Term Bond Index Fund (VBIIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Vanguard Interm-Term Bond Index Fund (VBIIX) What we are cautious about Vanguard Interm-Term Bond Index Fund (VBIIX)

Data for Vanguard Interm-Term Bond Index Fund (VBIIX) as of January 31, 2010

  • Vanguard Interm-Term Bond Index Fund (VBIIX) has a less-than-ideal short-term performance (1-year return 10.43% vs 15.89% Intermediate-Term Bond category average)
  • Vanguard Interm-Term Bond Index Fund (VBIIX) is less safe compared to its Intermediate-Term Bond peers
  • Vanguard Interm-Term Bond Index Fund (VBIIX) is more volatile than its peers as it has a 3-year Standard Deviation of 6.91 that is higher than category average of 6.05
See Vanguard Interm-Term Bond Index Fund (VBIIX) performance details as of January 31, 2010

  

  

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Vanguard Interm-Term Bond Index Fund (VBIIX) Net Asset

Track net asset change of Vanguard Interm-Term Bond Index fund (VBIIX)

DateNet Asset
01/2010$3.56B
11/2009$3.58B
10/2009$3.54B
More historic net asset information on Vanguard Interm-Term Bond Index Fund (VBIIX)

  

Vanguard Interm-Term Bond Index Fund (VBIIX) Portfolio Allocation

Track portfolio allocation change of Vanguard Interm-Term Bond Index fund (VBIIX)

DateCashStockBondOther
09/20091.27%0%98.74%0%
07/20091.32%0%98.46%0.22%
06/20091.38%0%98.4%0.22%
Click here to see more historic asset allocation information on Vanguard Interm-Term Bond Index Fund (VBIIX)

  

Most Recent Top 10 Holdings in Vanguard Interm-Term Bond Index Fund (VBIIX)

Discover what Vanguard Interm-Term Bond Index Fund (VBIIX) manager is buying

30-Sep-09
US Treasury Note [2.62%]
United States Treas Nts 3.75% [2.44%]
US Treasury Note 3.5% [2.43%]
US TREASURY NOTE [2.31%]
US Treasury Note 3.125% [2.29%]
US Treasury Note 4% [2.26%]
US Treasury Note 3.63% [2.19%]
United States Treas Nts 4% [1.9%]
US Treasury Note [1.59%]
US Treasury Bond 7.5% [1.47%]

31-Jul-09
US Treasury Note 3.125% [2.72%]
US Treasury Note [2.54%]
US Treasury Note [2.39%]
US Treasury Note 3.5% [2.29%]
US Treasury Note [2.02%]
US Treasury Note 4.625% [1.97%]
US Treasury Note 4% [1.57%]
US Treasury Bond 7.5% [1.54%]
US Treasury Bond 8.75% [1.51%]
US Treasury Note 4.75% [1.45%]

30-Jun-09
US Treasury Note [2.62%]
US Treasury Note 3.125% [2.57%]
US Treasury Note [2.08%]
US Treasury Note 4.625% [2.03%]
US Treasury Bond 7.5% [1.92%]
US Treasury Note [1.92%]
US Treasury Note 3.5% [1.72%]
US Treasury Note 4.75% [1.68%]
US Treasury Note 4% [1.62%]
US Treasury Bond 8.75% [1.56%]
Click here for Stock Holding Change Map in Vanguard Interm-Term Bond Index Fund (VBIIX)

  

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