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- VBTLX (Total Bond Market Index Fund ) - Bogleheads. org
I see a lot of different performance measures listed on the Vanguard site Yield to maturity, Average Coupon, Since Inception Return, Distribution Yield, etc If I needed to input VBTLX's average return in a financial calculator, would I currently use a Return of 3 28%? Do I need to concern myself with withdraw timing based on bond lifecycles?
- Is it prudent to ride things out in VBTLX? - Bogleheads. org
Vanguard says that VBTLX is in "risk category 2" and that that such funds may be appropriate for planned holding periods of 4 to 10 years I don't know if VBTLX is the best choice or even a great choice but I think it is a perfectly prudent choice
- I want to verify if FXNAX is the Fidelity Equivalent of Vanguards VBTLX
Yes, FXNAX is the equivalent of VBTLX They hold slightly different portfolios of bonds, but we're talking differences that are not going to be material to the performance Portfoliovisualizer shows that since FXNAX launched, it has had a 3 bps difference in performance and similarly small difference in volatility compared to VBTLX
- Retired (time for VBTLX) - Bogleheads. org
Although it does not apply to the OP's situation, it has not be mentioned that holding the same fund, in this case VBTLX, in both brokerage accounts and tax deferred accounts can be a problem If you sell in a brokerage account for a loss, any purchase in tax deferred accounts within 30 days, even just dividend reinvestments, would create a
- Is VTSAX and VBTLX always best choice? - Bogleheads. org
VTSAX VBTLX may not always be the best choice and one MAY see somewhat high returns if you just invest in the 4 most important asset classes separately, using large cap growth index admiral, large cap value index admiral, small cap growth index admiral and small cap value index admiral
- VBTLX, wheres the upside? [Vanguard Total Bond Market Index]
Wellington Fund (VWENX) only holds about 19 3% of its bonds in Government issues while VBTLX (Total Bond Market Index Fund) holds 63 5% in Government - too much for my liking What I wanted was an intermediate term bond fun with somewhere around 30% Government and the rest leaning toward corporate but I did not find a "single fund" Vanguard
- VBTLX for shorter term needs [Vanguard Total Bond Market Index Fund]
VBTLX is still at a loss at the moment, and I’m doubtful that it makes sense to stay invested in it when we’ll start pulling from that IRA next year I’ve finally broken free from subscribing to sunk cost fallacy (I’m learning…) and decided I need to invest those funds where it makes sense right now
- Vanguard Total Bond BND vs VBTLX (etf vs fund)?
VBTLX: Dividend paid on at close of market on last market day of month Reinvested that day at that NAV if auto reinvest is on Dividend is accrued daily and paid monthly If you sell or buy shares during the month, those shares get pro-rated dividend BND: Goes ex-dividend on first trading day of the month
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