Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/02/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BIV (Vanguard Intermediate-Term Bond ETF) | 2.20% | 6.29% | 2.19% | -0.58% | 1.77% | 3.00% | NA | 3.69% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BIV (Vanguard Intermediate-Term Bond ETF) | 04/10/2007 | 05/02/2025 |
The return data shown below all have the same latest date: 05/02/2025.
AR inception is since 04/10/2007.
AR inception is since 04/10/2007.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.55 | 6.29 | 2.19 | -0.58 | 1.77 | 3.00 | NA | 3.69 | 2.20 | 1.57 | 6.07 | -13.20 | -2.41 | 9.67 | 10.34 | 0.04 | 3.55 | 2.35 | 1.04 | 7.27 | -3.58 | 6.39 | 11.13 | 9.14 | 3.88 | 7.77 | 6.32 |
| Sharpe Ratio | NA | -0.01 | -0.30 | -0.51 | 0.01 | NA | NA | 0.43 | 0.65 | -0.90 | 0.23 | -1.72 | -0.58 | 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 |
| Standard Deviation(%) | NA | 5.48 | 7.26 | 6.30 | 5.52 | NA | NA | 6.02 | 5.86 | 5.59 | 7.82 | 8.51 | 4.17 | 6.55 | 3.96 | 2.99 | 3.46 | 4.18 | 4.76 | 3.51 | 4.77 | 3.77 | 5.73 | 5.78 | 8.21 | 11.58 | 5.79 |
| Draw Down(%) | NA | 5.21 | 10.02 | 18.95 | 18.95 | NA | NA | 18.95 | 2.68 | 4.31 | 7.67 | 16.89 | 4.26 | 9.16 | 2.46 | 3.54 | 1.88 | 6.13 | 3.59 | 1.59 | 7.66 | 2.17 | 2.77 | 6.02 | 5.59 | 13.63 | 3.14 |
| Yield(%) | 0.00 | 2.97 | 2.91 | 2.68 | 2.80 | 3.51 | 3.51 | 3.91 | 0.34 | 3.73 | 3.16 | 2.06 | 3.23 | 3.14 | 2.94 | 3.02 | 2.62 | 2.38 | 2.96 | 3.54 | 3.90 | 4.84 | 5.46 | 4.72 | 4.43 | 4.53 | 3.18 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BIV (Vanguard Intermediate-Term Bond ETF) |
-5.66%
Oct 2020 - Oct 2023 |
-0.36%
Jan 2020 - Jan 2025 |
0.98%
Oct 2012 - Oct 2022 |
2.99%
Jan 2010 - Jan 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BIV (Vanguard Intermediate-Term Bond ETF) |
12.30%
Oct 2008 - Oct 2011 |
8.74%
Jul 2007 - Jul 2012 |
5.49%
Jun 2007 - Jun 2017 |
4.17%
Jul 2007 - Jul 2022 |
Annualized Rolling Returns Comparison Chart