Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VTEB (Vanguard Tax-Exempt Bond ETF) | -0.73% | 0.78% | 2.14% | 0.46% | NA | NA | NA | 2.21% |
Data as of 07/03/2025, AR inception is 08/25/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VTEB (Vanguard Tax-Exempt Bond ETF) | 08/25/2015 | 07/03/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.26 | 0.78 | 2.14 | 0.46 | NA | NA | NA | 2.21 | -0.73 | 1.31 | 6.15 | -7.98 | 1.10 | 5.20 | 7.34 | 1.05 | 4.69 | 0.18 | 2.44 |
| Sharpe Ratio | NA | -0.53 | -0.26 | -0.42 | NA | NA | NA | 0.11 | -0.85 | -0.61 | 0.56 | -2.18 | 0.61 | 0.37 | 3.11 | -0.16 | 1.79 | -0.01 | 2.59 |
| Standard Deviation(%) | NA | 4.66 | 4.45 | 3.80 | NA | NA | NA | 5.30 | 5.30 | 3.81 | 4.52 | 4.33 | 1.75 | 13.38 | 1.89 | 2.04 | 2.26 | 3.34 | 2.70 |
| Draw Down(%) | NA | 4.75 | 6.76 | 12.65 | NA | NA | NA | 17.00 | 4.47 | 2.35 | 5.91 | 12.24 | 2.04 | 17.00 | 1.57 | 2.01 | 1.14 | 5.82 | 0.82 |
| Yield(%) | 0.28 | 3.20 | 2.92 | 2.32 | 2.25 | 1.50 | 1.13 | 2.50 | 1.62 | 3.09 | 2.87 | 1.88 | 1.64 | 2.05 | 2.41 | 2.23 | 1.84 | 1.63 | 0.59 |
Data as of 07/03/2025, AR inception is 08/25/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTEB (Vanguard Tax-Exempt Bond ETF) |
-2.29%
Oct 2020 - Oct 2023 |
0.34%
Oct 2017 - Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTEB (Vanguard Tax-Exempt Bond ETF) |
5.15%
Apr 2018 - Apr 2021 |
4.14%
Nov 2016 - Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart