Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Vanguard Brokerage Total Return Bond | 0.84% | 3.34% | 1.97% | 2.07% | 2.36% | 4.33% | 5.77% | 6.18% |
Data as of 03/31/2025, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Vanguard Brokerage Total Return Bond | 12/31/2000 | 06/18/2025 |
| 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.25 | 3.34 | 1.97 | 2.07 | 2.36 | 4.33 | 5.77 | 6.18 | 0.84 | 2.75 | 0.99 | -3.13 | 2.36 | 0.24 | 9.43 | -0.83 | 7.19 | 7.47 | -1.34 | 5.34 | 3.29 | 16.14 | 6.56 | 15.88 | 23.04 | -1.67 | 8.69 | 11.00 | 4.01 | 7.60 | 28.84 | 4.14 | -3.92 |
| Sharpe Ratio | NA | 0.29 | -0.27 | -0.06 | 0.31 | NA | NA | 0.97 | 0.06 | -0.19 | -0.52 | -2.33 | 0.77 | 0.00 | 2.24 | -1.26 | 2.78 | 2.02 | -0.42 | 1.77 | 0.98 | 5.21 | 1.67 | 3.16 | 4.25 | -0.37 | 1.27 | 2.19 | 0.56 | 0.94 | 5.30 | 0.70 | -0.50 |
| Standard Deviation(%) | NA | 4.26 | 4.19 | 3.73 | 4.16 | NA | NA | 5.06 | 3.53 | 4.57 | 5.12 | 1.96 | 3.02 | 8.30 | 3.56 | 1.76 | 2.35 | 3.59 | 3.29 | 3.01 | 3.31 | 3.09 | 3.91 | 5.00 | 5.39 | 7.13 | 4.37 | 3.46 | 3.12 | 7.07 | 5.31 | 4.26 | 12.64 |
| Draw Down(%) | NA | 4.69 | 8.06 | 8.06 | 16.36 | NA | NA | 16.36 | 3.02 | 3.60 | 8.06 | 4.43 | 2.29 | 16.36 | 2.06 | 1.76 | 0.92 | 3.38 | 3.64 | 3.41 | 5.09 | 2.93 | 3.60 | 4.17 | 2.17 | 7.29 | 3.09 | 2.91 | 2.81 | 7.56 | 6.18 | 5.11 | 11.05 |
| Yield(%) | NA | 4.80 | 3.36 | 3.24 | 3.67 | NA | NA | 5.16 | NA | 1.48 | 4.61 | 1.91 | 2.93 | 2.78 | 3.48 | 3.05 | 4.60 | 3.52 | 4.17 | 5.29 | 4.93 | 7.55 | 6.40 | 6.32 | 5.40 | 4.96 | 6.11 | 5.52 | 5.98 | 6.75 | 7.24 | 6.04 | 7.56 |
Data as of 03/31/2025, AR inception is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Vanguard Brokerage Total Return Bond |
-0.87%
Jun 2021 - Jun 2024 |
0.19%
Jan 2020 - Jan 2025 |
1.99%
Jun 2014 - Jun 2024 |
4.16%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Vanguard Brokerage Total Return Bond |
15.75%
Feb 2009 - Feb 2012 |
13.00%
Feb 2009 - Feb 2014 |
11.80%
Nov 2002 - Nov 2012 |
9.47%
Jul 2002 - Jul 2017 |
Annualized Rolling Returns Comparison Chart