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 |
|---|---|---|---|---|---|---|---|---|
| BSV (Vanguard Short-Term Bond ETF) | 2.39% | 6.50% | 3.33% | 1.12% | 1.47% | 1.00% | NA | 1.19% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BSV (Vanguard Short-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 (%) | -0.08 | 6.50 | 3.33 | 1.12 | 1.47 | 1.00 | NA | 1.19 | 2.39 | 3.78 | 4.89 | -5.49 | -1.11 | 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 | 0.07 | -0.33 | -0.57 | -0.09 | NA | NA | 0.02 | 1.82 | -1.17 | 0.19 | -1.96 | -0.94 | 1.29 | 2.16 | 0.15 | -0.07 | -0.22 | -0.30 | 0.01 | -0.93 | 0.11 | 0.23 | 0.50 | -0.27 | 0.43 | 0.34 |
| Standard Deviation(%) | NA | 2.29 | 3.11 | 2.62 | 2.36 | NA | NA | 3.08 | 2.41 | 2.39 | 3.50 | 3.52 | 1.20 | 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 | 1.53 | 4.14 | 8.55 | 8.55 | NA | NA | 8.55 | 0.92 | 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(%) | 0.30 | 3.65 | 2.75 | 2.10 | 1.69 | 1.13 | 0.90 | 1.00 | 1.24 | 3.40 | 2.51 | 1.40 | 1.42 | 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 |
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) |
-1.67%
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) |
3.81%
Jan 2018 - Jan 2021 |
2.29%
Dec 2015 - Dec 2020 |
1.50%
Apr 2015 - Apr 2025 |
1.01%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison Chart