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BIV: Vanguard Intermediate-Term Bond ETF (ETF)
Basic Info 77.09 0.15(0.19%) June 27
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 04/10/2007 |
| Last Dividend Date: | 06/02/2025 |
| 12-Mo. Yield | 3.94% |
| Expenses | 0.07% |
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Performance Analytics (As of 06/27/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 04/10/2007 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.8 | 4.9 | 6.6 | 3.5 | -0.5 | 2.2 | 3.0 | 3.8 | 1.6 | 6.1 | -13.2 | -2.4 | 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 |
| Sharpe Ratio | NA | 1.31 | 0.63 | 0.03 | -0.4 | 0.15 | NA | 0.47 | -0.37 | 0.31 | -1.73 | -0.58 | 1.43 | 2.24 | -0.45 | 0.84 | 0.51 | 0.21 | 2.07 | -0.76 | 1.69 | 1.94 | 1.57 | 0.46 | 0.58 | 1.0 |
| Draw Down(%) | NA | 2.7 | 5.2 | 10.0 | 18.9 | 18.9 | NA | 18.9 | 4.3 | 7.7 | 16.9 | 4.3 | 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 |
| Standard Deviation(%) | NA | 5.6 | 5.4 | 7.1 | 6.3 | 5.5 | NA | 6.0 | 5.6 | 7.8 | 8.5 | 4.2 | 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 |
| Treynor Ratio | NA | 0.08 | 0.04 | 0.0 | -0.03 | 0.01 | NA | 0.03 | -0.02 | 0.02 | -0.15 | -0.02 | 0.1 | 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 | 0.01 | 0.0 | -0.01 | 0.0 | 0.0 | NA | 0.0 | -0.01 | -0.01 | 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 | 0.91 | 0.93 | 0.96 | 0.96 | 0.98 | NA | 1.0 | 0.96 | 0.98 | 0.96 | 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 |
| RSquared | NA | 0.88 | 0.87 | 0.91 | 0.9 | 0.84 | NA | 0.75 | 0.9 | 0.92 | 0.92 | 0.89 | 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 |
| Yield(%) | N/A | 1.7 | 3.9 | 3.3 | 2.8 | 2.9 | 3.4 | N/A | 3.7 | 3.2 | 2.1 | 3.2 | 3.1 | 2.9 | 3.0 | 2.6 | 2.4 | 3.0 | 3.5 | 3.9 | 4.8 | 5.5 | 4.7 | 4.4 | 4.5 | 3.2 |
| Dividend Growth(%) | N/A | -55.3 | 14.0 | -3.8 | 12.7 | N/A | N/A | N/A | 19.8 | 31.8 | -40.2 | 9.3 | 14.4 | -5.0 | 16.2 | 9.6 | -21.0 | -13.4 | -15.8 | -18.1 | -6.5 | 20.0 | 7.9 | -1.8 | 47.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/10/2007
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