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Personal Investments • Understanding Return on VBTLX

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It shows right above the ‘Product Summary’ as ‘YTD returns -1.86% as of 4/8.’

Does -1.86 refer to the NAV only?

Is there a metric that shows yield AND +- Nav change?

I want to compare keeping $$ in the settlement fund which is 5.27 currently, to moving $$ to VBTLX which is 4.52 with a significant drop in the NAV in 2024.

Why would I put $$ in VBTLX as some have suggested, when there are higher yielding options with less risk?

Basically I’m looking for one metric that makes this comparison.

Statistics: Posted by oakbluffs — Tue Apr 09, 2024 12:52 am — Replies 2 — Views 122



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