Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BLV (Vanguard Long-Term Bond ETF) | 1.12% | -1.90% | -1.39% | -5.99% | 1.23% | 2.96% | NA | 3.94% |
Data as of 07/17/2025, AR inception is 04/10/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BLV (Vanguard Long-Term Bond ETF) | 04/10/2007 | 07/17/2025 |
| 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 (%) | -1.63 | -1.90 | -1.39 | -5.99 | 1.23 | 2.96 | NA | 3.94 | 1.12 | -4.04 | 7.35 | -26.95 | -2.89 | 15.79 | 18.99 | -4.20 | 8.54 | 6.00 | -4.00 | 20.27 | -8.95 | 7.21 | 22.93 | 10.01 | 0.06 | 10.28 | 6.27 |
| Sharpe Ratio | NA | -0.34 | -0.32 | -0.59 | 0.00 | NA | NA | 0.25 | 0.00 | -0.67 | 0.25 | -1.68 | -0.27 | 0.88 | 2.03 | -0.79 | 1.06 | 0.62 | -0.37 | 2.79 | -0.95 | 0.78 | 1.67 | 0.89 | 0.00 | 0.64 | 0.69 |
| Standard Deviation(%) | NA | 11.61 | 13.94 | 13.24 | 12.06 | NA | NA | 11.71 | 12.02 | 11.38 | 15.01 | 16.97 | 10.88 | 17.64 | 8.64 | 7.05 | 7.49 | 9.25 | 10.97 | 7.27 | 9.44 | 9.22 | 13.73 | 11.15 | 12.79 | 14.58 | 8.30 |
| Draw Down(%) | NA | 11.40 | 20.81 | 38.29 | 38.29 | NA | NA | 38.29 | 6.94 | 9.61 | 17.50 | 33.27 | 11.83 | 20.04 | 5.97 | 9.13 | 3.83 | 12.39 | 12.37 | 4.33 | 14.49 | 5.84 | 5.82 | 10.17 | 10.28 | 12.71 | 5.61 |
| Yield(%) | 0.00 | 4.45 | 3.87 | 3.27 | 4.11 | 4.69 | 4.70 | 5.22 | 2.35 | 4.32 | 4.13 | 2.99 | 3.17 | 6.34 | 4.08 | 3.76 | 3.86 | 3.42 | 3.99 | 4.47 | 4.26 | 5.10 | 5.94 | 6.05 | 5.11 | 5.16 | 3.66 |
Data as of 07/17/2025, AR inception is 04/10/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLV (Vanguard Long-Term Bond ETF) |
-12.67%
Oct 2020 - Oct 2023 |
-5.16%
May 2020 - May 2025 |
0.05%
Jan 2015 - Jan 2025 |
3.10%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLV (Vanguard Long-Term Bond ETF) |
17.45%
Oct 2008 - Oct 2011 |
11.84%
Jul 2007 - Jul 2012 |
7.86%
Feb 2010 - Feb 2020 |
5.32%
Jul 2007 - Jul 2022 |
Annualized Rolling Returns Comparison Chart