Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VTBSX (VANGUARD TOTAL BOND MARKET INDEX FUND INSTITUTIONAL SELECT SHARES) | 2.81% | 4.09% | 2.80% | -0.87% | NA | NA | NA | 1.42% |
Data as of 06/18/2025, AR inception is 03/30/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VTBSX (VANGUARD TOTAL BOND MARKET INDEX FUND INSTITUTIONAL SELECT SHARES) | 03/30/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.21 | 4.09 | 2.80 | -0.87 | NA | NA | NA | 1.42 | 2.81 | 1.28 | 5.76 | -13.11 | -1.62 | 7.76 | 8.76 | 0.02 | 3.61 | -0.66 |
| Sharpe Ratio | NA | 0.13 | -0.07 | -0.49 | NA | NA | NA | -0.03 | 0.51 | -0.43 | 0.29 | -1.89 | -0.43 | 1.52 | 2.06 | -0.47 | 1.00 | -0.31 |
| Standard Deviation(%) | NA | 5.32 | 6.68 | 5.93 | NA | NA | NA | 5.06 | 5.52 | 5.46 | 7.36 | 7.72 | 3.84 | 4.93 | 3.53 | 2.91 | 2.97 | 3.55 |
| Draw Down(%) | NA | 4.74 | 9.83 | 18.61 | NA | NA | NA | 18.61 | 2.57 | 4.13 | 7.19 | 16.91 | 4.00 | 6.53 | 2.23 | 3.11 | 1.49 | 4.69 |
| Yield(%) | 0.00 | 3.81 | 3.28 | 2.53 | 2.42 | 1.61 | 1.21 | 2.69 | 1.63 | 3.63 | 3.18 | 2.26 | 2.07 | 2.55 | 2.93 | 2.78 | 2.64 | 1.48 |
Data as of 06/18/2025, AR inception is 03/30/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTBSX (VANGUARD TOTAL BOND MARKET INDEX FUND INSTITUTIONAL SELECT SHARES) |
-5.47%
Oct 2020 - Oct 2023 |
-0.87%
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 |
|---|---|---|---|---|
| VTBSX (VANGUARD TOTAL BOND MARKET INDEX FUND INSTITUTIONAL SELECT SHARES) |
5.84%
Jul 2018 - Jul 2021 |
3.76%
Nov 2016 - Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart