Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
BSV (Vanguard Short-Term Bond ETF) 0.11% 3.38% 4.32% 1.57% 1.78% 1.14% NA
Data as of 06/05/2026, Common starting date is 04/10/2007
More Performance Analytics Comparison
Name Start Date End Date
BSV (Vanguard Short-Term Bond ETF) 04/10/2007 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Annualized Return (%) -0.35 3.38 4.32 1.57 1.78 1.14 NA 0.11 6.00 3.78 4.90 -5.49 -1.19 4.70 4.98 1.49 0.54 -0.15 -0.48 0.03 -1.31 0.19 0.47 1.16 -1.25 4.54 2.75
Sharpe Ratio NA 0.40 0.46 -0.36 0.06 NA NA -1.19 1.54 0.07 0.36 -1.97 -1.01 1.29 2.12 0.09 -0.09 -0.23 -0.30 0.01 -0.93 0.11 0.23 0.50 -0.27 0.42 0.29
Standard Deviation(%) NA 1.81 2.34 2.73 2.38 NA NA 1.90 2.03 2.39 3.50 3.52 1.21 3.44 1.66 1.19 1.22 1.62 1.68 1.32 1.44 1.24 1.88 2.12 4.92 8.46 2.82
Draw Down(%) NA 1.29 1.53 8.62 8.62 NA NA 1.29 0.97 1.53 2.14 7.43 1.42 4.65 0.91 0.83 0.96 2.32 1.50 1.20 1.85 0.77 1.34 2.26 3.25 8.36 1.38
Yield(%) 0.34 3.98 3.58 2.58 2.09 1.38 1.12 1.65 3.91 3.40 2.51 1.40 1.33 1.84 2.34 2.13 0.99 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/05/2026, Common starting date is 04/10/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BSV (Vanguard Short-Term Bond ETF) -1.70%
Sep 2020 – Sep 2023
-0.43%
Oct 2010 – Oct 2015
0.03%
Feb 2008 – Feb 2018
0.34%
Feb 2008 – Feb 2023
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BSV (Vanguard Short-Term Bond ETF) 5.20%
Feb 2023 – Feb 2026
2.29%
Dec 2015 – Dec 2020
1.90%
Dec 2015 – Dec 2025
1.25%
Feb 2011 – Feb 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return