Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VCPAX (Vanguard Core-Plus Bond Fund Admiral Shares) | 3.40% | 5.04% | 3.56% | NA | NA | NA | NA | -0.24% |
Data as of 07/10/2025, AR inception is 10/13/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VCPAX (Vanguard Core-Plus Bond Fund Admiral Shares) | 10/13/2021 | 07/10/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.12 | 5.04 | 3.56 | NA | NA | NA | NA | -0.24 | 3.40 | 2.56 | 6.79 | -12.60 | 0.32 |
| Sharpe Ratio | NA | 0.49 | 0.01 | NA | NA | NA | NA | -0.49 | 0.73 | -0.21 | 0.47 | -2.00 | 0.41 |
| Standard Deviation(%) | NA | 4.75 | 6.06 | NA | NA | NA | NA | 6.04 | 4.95 | 4.98 | 6.78 | 7.03 | 3.48 |
| Draw Down(%) | NA | 4.19 | 9.21 | NA | NA | NA | NA | 17.25 | 2.72 | 3.44 | 6.30 | 16.60 | 1.63 |
| Yield(%) | 0.00 | 4.08 | 4.21 | 2.48 | 1.24 | 0.83 | 0.62 | 4.14 | 1.66 | 4.73 | 4.61 | 2.78 | 0.27 |
Data as of 07/10/2025, AR inception is 10/13/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VCPAX (Vanguard Core-Plus Bond Fund Admiral Shares) |
-1.45%
Dec 2021 - Dec 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VCPAX (Vanguard Core-Plus Bond Fund Admiral Shares) |
3.73%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart