Find A Portfolio/Ticker
Comparison Box
BIV: Vanguard Intermediate-Term Bond ETF (ETF)
Basic Info 89.1 0.26(0.29%) April 16
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (57%) |
| Start Date: | 04/10/2007 |
| Last Dividend Date: | 04/01/2021 |
| 12-Mo. Yield | 2.98% |
| Expenses | 0.10% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 04/16/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.3 | -3.2 | 0.8 | 6.2 | 3.5 | 4.3 | 5.0 | 9.7 | 10.3 | 0.0 | 3.6 | 2.4 | 1.0 | 7.3 | -3.6 | 6.4 | 11.1 | 9.1 | 3.9 | 7.8 | 6.3 |
| SR | NA | -2.29 | 0.21 | 1.08 | 0.61 | 0.86 | 0.79 | 1.44 | 2.26 | -0.43 | 0.85 | 0.51 | 0.21 | 2.07 | -0.76 | 1.69 | 1.94 | 1.57 | 0.46 | 0.59 | 1.02 |
| DD(%) | NA | 4.3 | 4.3 | 9.2 | 9.2 | 9.2 | 13.6 | 9.2 | 2.5 | 3.5 | 1.9 | 6.1 | 3.6 | 1.6 | 7.7 | 2.2 | 2.8 | 6.0 | 5.6 | 13.6 | 3.1 |
| SD(%) | NA | 4.7 | 3.5 | 4.9 | 4.5 | 4.5 | 5.8 | 6.5 | 4.0 | 3.0 | 3.5 | 4.2 | 4.8 | 3.5 | 4.8 | 3.8 | 5.7 | 5.8 | 8.2 | 11.6 | 5.8 |
| TR | NA | -0.1 | 0.01 | 0.05 | 0.03 | 0.04 | 0.04 | 0.09 | 0.08 | -0.01 | 0.03 | 0.02 | 0.01 | 0.07 | -0.03 | 0.06 | 0.11 | 0.09 | 0.04 | 0.06 | 0.06 |
| Alpha(%) | NA | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | -0.01 | 0.01 | 0.0 | -0.05 | 0.06 | 0.01 |
| Beta(%) | NA | 1.13 | 0.98 | 1.02 | 1.04 | 1.04 | 1.03 | 0.99 | 1.09 | 0.94 | 1.12 | 0.96 | 1.05 | 1.04 | 1.16 | 1.02 | 1.05 | 1.0 | 0.98 | 1.07 | 1.02 |
| RS | NA | 0.92 | 0.72 | 0.69 | 0.73 | 0.75 | 0.68 | 0.61 | 0.82 | 0.71 | 0.81 | 0.71 | 0.88 | 0.79 | 0.83 | 0.7 | 0.8 | 0.8 | 0.69 | 0.52 | 0.77 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/10/2007
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Intermediate-Term Bond Asset Class Trend Rankings |
Top Rated Funds in Intermediate-Term Bond
Best Mutual Funds
- JSIYX (JPMorgan SmartRetirement Income R6) 0.11% (100%)
- SRBFX (Columbia Intermediate Bond Z) 0.16% (100%)
- LCTIX (Leader Total Return Instl) 0.0% (100%)
- UIITX (USAA Intermediate-Term Bond Instl) 0.09% (100%)
- DCPFX (Delaware Pooled Core Plus Fixed Income) 0.10% (99%)
- WIPIX (Wells Fargo Advantage Income Plus I) 0.15% (99%)
- USIBX (USAA Intermediate-Term Bond) 0.18% (99%)
- LSIIX (Loomis Sayles Investment Grade Bond Y) 0.09% (99%)
- SAMIX (RidgeWorth Intermediate Bond I) 0.33% (99%)
- AVEFX (Ave Maria Bond) 0.08% (99%)
Best ETFs
- BOND (PIMCO Total Return Active ETF) 0.08% (88%)
- VCIT (Vanguard Intermediate-Term Corp Bd ETF) 0.40% (85%)
- UITB (VictoryShares USAA Cor Intmdt-Trm Bond ETF) 0.28% (81%)
- FBND (Fidelity Total Bond ETF) 0.23% (73%)
- CMBS (iShares CMBS) 0.09% (72%)
- BIV (Vanguard Intermediate-Term Bond ETF) 0.29% (57%)
- VMBS (Vanguard Mortgage-Backed Securities ETF) 0.07% (47%)
- GVI (iShares Interm Government/Credit Bd) 0.41% (39%)
- BND (Vanguard Total Bond Market ETF) 0.27% (39%)
- AGG (iShares Core US Aggregate Bond) 0.26% (38%)
Best Closed End Funds
* Day change on 04/16/2021.Latest Articles Related to BIV
comments powered by Disqus
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
Community Comments