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Vanguard Total Bond Market Index Inv (VBMFX) Fund Ranking and Research

Ranking, Research and Recommendation of Vanguard Total Bond Market Index Inv (VBMFX) Fund

    Last Trade: $10.99 on 4/24/2015, Change: +0.02 (0.18%)

 

Graph of Vanguard Total Bond Market Index Inv Fund (VBMFX) ManagerFund Manager - Joshua C. Barrickman

Fund Manager Information

Fund Manager Tenure: 2.2 years
Similar Funds: VBMPX 
Fund Family: Vanguard
Fund Category: Intermediate-Term Bond
Fund Performance: Feb 27, 2015
Fundmojo Fund Grade: C (Score: 0.52)     (What does this score mean?)
Honorable Mentioning: Money Magazine (2011),

 

Graph of Vanguard Total Bond Market Index Inv Fund (VBMFX) ProfileVanguard Total Bond Market Index Inv Fund (VBMFX) Profile

Fund Profile and Description

Vanguard Total Bond Market Index Inv Fund seeks to track the performance of a broad, market-weighted bond index. Vanguard Total Bond Market Index Inv Fund employs a “passive management”, or indexing investment approach designed to track the performance of the Barclays Capital U.S. Aggregate Float Adjusted Index. It invests by sampling the index. It invests at least 80% of assets in bonds held in the index. Vanguard Total Bond Market Index Inv Fund maintains a dollar-weighted average maturity consistent with that of the index, ranging between 5 and 10 years.

 

Vanguard Total Bond Market Index Inv (VBMFX) Fund Strength What we like about Vanguard Total Bond Market Index Inv (VBMFX) Fund

Data for Vanguard Total Bond Market Index Inv Fund (VBMFX) as of Feb 27, 2015

  • Vanguard Total Bond Market Index Inv Fund (VBMFX) is a new fund and has been performing well against its peers for both three-month and 1-year performance
  • Vanguard Total Bond Market Index Inv Fund (VBMFX) has good short-term performance (1-year return 4.90% vs 4.53% Intermediate-Term Bond category median performance)
  • Vanguard Total Bond Market Index Inv Fund (VBMFX) ratio of up-years vs down years is greater than 2
  • Vanguard Total Bond Market Index Inv Fund (VBMFX) has an annual stock turnover rate of 72.00% vs Intermediate-Term Bond average of 160.86%. It is good that Vanguard Total Bond Market Index Inv management does not trade extensively for its return.
  • Vanguard Total Bond Market Index Inv Fund (VBMFX) has a lower expense ratio than its Intermediate-Term Bond average: 0.20% vs 0.86%
  • Vanguard Total Bond Market Index Inv Fund (VBMFX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Vanguard Total Bond Market Index Inv Fund (VBMFX) Weakness What we are cautious about Vanguard Total Bond Market Index Inv (VBMFX) Fund

Data for Vanguard Total Bond Market Index Inv Fund (VBMFX) as of Feb 27, 2015

  • Vanguard Total Bond Market Index Inv Fund (VBMFX) management has been with Vanguard Total Bond Market Index Inv Fund for only 2.2 years, it is hard to judge manager's ability based on this fund's operation record
  • Vanguard Total Bond Market Index Inv Fund (VBMFX) has a less-than-ideal mid-term performance (3-year return 2.58% vs 3.23% Intermediate-Term Bond category median performance)
  • Vanguard Total Bond Market Index Inv Fund (VBMFX) has a less-than-ideal Long-term performance (5-year return 4.13% vs 4.67% Intermediate-Term Bond category median performance)
  • Vanguard Total Bond Market Index Inv Fund (VBMFX) has a Morningstar rating of 3 and below
  • Vanguard Total Bond Market Index Inv Fund (VBMFX) is less safe compared to its Intermediate-Term Bond peers
  • Vanguard Total Bond Market Index Inv Fund (VBMFX) is more volatile than its peers as it has a 3-year Standard Deviation of 3.03 that is higher than category average of 2.92
See Vanguard Total Bond Market Index Inv Fund (VBMFX) performance details as of Feb 27, 2015

 

What do you think?

 

Compare Vanguard Total Bond Market Index Inv Fund (VBMFX)Compare with other top Intermediate-Term Bond category mutual funds

Aadditional top Intermediate-Term Bond mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Vanguard Total Bond Market Index Inv1.204.902.584.13
Janus Flexible Bond D (JANFX)1.264.083.845.24Compare
ASTON/TCH Fixed Income I (CTBIX)1.354.994.616.06Compare
Cavanal Hill Intermediate Bd Inv (APFBX)0.452.534.876.54Compare

See top fund managers for Intermediate-Term Bond Category Funds

 

Compare Vanguard Total Bond Market Index Inv Fund (VBMFX)Compare with Intermediate-Term Bond category ETFs

Some Intermediate-Term Bond ETFs for your consideration

ETFYear to DateOne YearThree Year
Vanguard Intermediate-Term Bond ETF (BIV)1.63%5.84%3.41%
iShares Barclays Government/Credit Bond (GBF)1.07%5.83%2.66%
Grail McDonnell Core Taxable Bond ETF (GMTB)1.52%5.73%2.70%
iShares Barclays Aggregate Bond (AGG)1.14%5.18%2.68%
Schwab US Aggregate Bond ETF (SCHZ)1.07%5.13%2.59%

 

Graph of Vanguard Total Bond Market Index Inv Fund (VBMFX) Net Asset TrackingVanguard Total Bond Market Index Inv (VBMFX) Fund Net Asset

Track net asset change of Vanguard Total Bond Market Index Inv fund (VBMFX)

DateNet Asset
02/2015$140.86B
01/2015$141.13B
12/2014$136.67B
More historic net asset information on Vanguard Total Bond Market Index Inv Fund (VBMFX)

  

Graph of Vanguard Total Bond Market Index Inv Fund (VBMFX) Portfolio TrackingVanguard Total Bond Market Index Inv (VBMFX) Fund Portfolio Allocation

Track portfolio allocation change of Vanguard Total Bond Market Index Inv fund (VBMFX)

DateCashStockBondOther
01/20155.22%0%94.75%0%
12/20145.04%0%94.93%0%
11/20145.7%0%94.27%0%
Click here to see more historic asset allocation information on Vanguard Total Bond Market Index Inv Fund (VBMFX)

 

graph of Vanguard Total Bond Market Index Inv Fund (VBMFX) Top 10 Position TrackingTop 10 Holdings in Vanguard Total Bond Market Index Inv (VBMFX) Fund

Discover what Vanguard Total Bond Market Index Inv Fund (VBMFX) manager is buying

Jan 30, 2015
Ginnie Mae Jumbos TBA 3.5% 2045-02-01 [0.64%]
Ginnie Mae Jumbos TBA 4% 2045-02-01 [0.57%]
US Treasury Note 2.25% [0.56%]
US Treasury Note 3.625% [0.55%]
US Treasury Note 1.25% [0.53%]
FNMA 4% TBA [0.52%]
US Treasury Note 1.75% [0.48%]
US Treasury Note 0.25% [0.48%]
US Treasury Note 4.75% [0.46%]
US Treasury Note 0.5% [0.43%]

Dec 30, 2014
Govt Natl Mtg Asso 4% [0.67%]
Govt Natl Mtg Asso 3.5% [0.65%]
US Treasury Note 3.625% [0.56%]
FNMA 4% TBA [0.52%]
US Treasury Note 2.25% [0.51%]
US Treasury Note 0.25% [0.49%]
US Treasury Note 1.75% [0.47%]
US Treasury Note 4.75% [0.47%]
US Treasury Note 0.5% [0.45%]
US Treasury Note 1% [0.43%]

Nov 29, 2014
Ginnie Mae Jumbos TBA 4% 2044-12-01 [0.65%]
Ginnie Mae Jumbos TBA 3.5% 2044-12-01 [0.6%]
US Treasury Note 3.625% [0.58%]
US Treasury Note 0.25% [0.5%]
US Treasury Note 4.75% [0.49%]
US Treasury Note 1.75% [0.47%]
Fed Natl Mort Assc 4% [0.46%]
US Treasury Note 0.5% [0.46%]
US Treasury Note 1.5% [0.46%]
Click here for Stock Holding Change Map in Vanguard Total Bond Market Index Inv Fund (VBMFX)

  

Latest News on Vanguard Total Bond Market Index Inv (VBMFX) Fund

See what is happening with Vanguard Total Bond Market Index Inv Fund (VBMFX)

 

Vanguard Total Bond Market Index Inv Fund (VBMFX) Related ResourcesSee more information on Vanguard Total Bond Market Index Inv (VBMFX) Fund

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