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BLV: Vanguard Long-Term Bond ETF (ETF)
Basic Info 70.35 0.15(0.21%) March 18
Asset Class: | Long-Term Bond |
MyPlanIQ Rating: | (84%) |
Start Date: | 04/10/2007 |
Last Dividend Date: | 02/03/2025 |
12-Mo. Yield | 4.14% |
Expenses | 0.04% |
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Performance Analytics (As of 03/14/2025)
Not up-to-date? TryLast 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(%) | 0.5 | 3.2 | 3.0 | -4.0 | -3.4 | 0.9 | 3.6 | 4.1 | -4.0 | 7.3 | -26.9 | -2.9 | 15.8 | 19.0 | -4.2 | 8.5 | 6.0 | -4.0 | 20.3 | -8.9 | 7.2 | 22.9 | 10.0 | 0.1 | 10.3 | 6.3 |
Sharpe Ratio | NA | 1.06 | -0.36 | -0.58 | -0.43 | -0.07 | NA | 0.25 | -0.93 | 0.21 | -1.68 | -0.27 | 0.88 | 2.04 | -0.78 | 1.06 | 0.63 | -0.37 | 2.79 | -0.95 | 0.78 | 1.67 | 0.89 | 0.0 | 0.64 | 0.71 |
Draw Down(%) | NA | 2.7 | 11.4 | 27.3 | 38.3 | 38.3 | NA | 38.3 | 9.6 | 17.5 | 33.3 | 11.8 | 20.0 | 6.0 | 9.1 | 3.8 | 12.4 | 12.4 | 4.3 | 14.5 | 5.8 | 5.8 | 10.2 | 10.3 | 12.7 | 5.6 |
Standard Deviation(%) | NA | 10.4 | 11.1 | 14.4 | 14.2 | 12.1 | NA | 11.7 | 11.4 | 15.0 | 17.0 | 10.9 | 17.6 | 8.6 | 7.1 | 7.5 | 9.3 | 11.0 | 7.3 | 9.4 | 9.2 | 13.7 | 11.2 | 12.8 | 14.6 | 8.3 |
Treynor Ratio | NA | 0.11 | -0.04 | -0.08 | -0.06 | -0.01 | NA | 0.03 | -0.11 | 0.03 | -0.29 | -0.03 | 0.15 | 0.2 | -0.06 | 0.08 | 0.06 | -0.04 | 0.23 | -0.1 | 0.08 | 0.25 | 0.11 | 0.0 | 0.1 | 0.07 |
Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | -0.01 | 0.01 | 0.0 |
Beta | NA | 1.0 | 0.99 | 0.99 | 0.99 | 0.97 | NA | 0.93 | 0.98 | 0.99 | 0.99 | 0.98 | 1.0 | 0.89 | 0.94 | 0.94 | 0.91 | 0.91 | 0.87 | 0.89 | 0.9 | 0.9 | 0.89 | 0.78 | 0.93 | 0.87 |
RSquared | NA | 0.98 | 0.97 | 0.96 | 0.91 | 0.89 | NA | 0.86 | 0.97 | 0.97 | 0.94 | 0.94 | 0.73 | 0.88 | 0.91 | 0.92 | 0.87 | 0.93 | 0.87 | 0.89 | 0.91 | 0.93 | 0.9 | 0.69 | 0.66 | 0.82 |
Yield(%) | N/A | 0.4 | 4.2 | 3.3 | 4.1 | 3.7 | 4.9 | N/A | 4.3 | 4.1 | 3.0 | 3.2 | 6.3 | 4.1 | 3.8 | 3.9 | 3.4 | 4.0 | 4.5 | 4.3 | 5.1 | 5.9 | 6.1 | 5.1 | 5.2 | 3.7 |
Dividend Growth(%) | N/A | -91.6 | -4.3 | -32.1 | 8.9 | N/A | N/A | N/A | 5.7 | 0.4 | -12.9 | -45.8 | 78.7 | 1.1 | 2.5 | 16.1 | -21.5 | 3.7 | -7.7 | -15.0 | -0.8 | 1.5 | 15.6 | 0.0 | 46.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/10/2007
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