Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VBLAX (Vanguard Long-Term Bond Fund) | 1.83% | 0.53% | -0.98% | -5.60% | NA | NA | NA | 0.11% |
Data as of 07/10/2025, AR inception is 02/07/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VBLAX (Vanguard Long-Term Bond Fund) | 02/07/2019 | 07/10/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.19 | 0.53 | -0.98 | -5.60 | NA | NA | NA | 0.11 | 1.83 | -4.14 | 7.55 | -27.22 | -2.64 | 16.26 | 16.43 |
| Sharpe Ratio | NA | -0.16 | -0.32 | -0.56 | NA | NA | NA | -0.13 | 0.09 | -0.68 | 0.26 | -1.72 | -0.25 | 1.08 | 1.83 |
| Standard Deviation(%) | NA | 11.27 | 13.76 | 13.06 | NA | NA | NA | 13.18 | 11.52 | 11.39 | 14.90 | 16.72 | 10.81 | 14.76 | 9.30 |
| Draw Down(%) | NA | 11.44 | 21.05 | 38.16 | NA | NA | NA | 38.16 | 7.10 | 9.79 | 17.41 | 33.80 | 11.96 | 17.78 | 5.90 |
| Yield(%) | 0.00 | 3.74 | 3.64 | 3.21 | 2.63 | 1.75 | 1.31 | 4.38 | 1.55 | 4.27 | 4.15 | 2.96 | 3.15 | 6.35 | 3.66 |
Data as of 07/10/2025, AR inception is 02/07/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VBLAX (Vanguard Long-Term Bond Fund) |
-12.67%
Oct 2020 - Oct 2023 |
-5.16%
May 2020 - May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VBLAX (Vanguard Long-Term Bond Fund) |
4.23%
Mar 2019 - Mar 2022 |
-0.65%
Mar 2019 - Mar 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart