Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BIV (Vanguard Intermediate-Term Bond ETF) | -0.62% | 4.09% | 4.16% | 0.19% | 1.83% | 2.70% | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/10/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BIV (Vanguard Intermediate-Term Bond ETF) | 04/10/2007 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.68 | 4.09 | 4.16 | 0.19 | 1.83 | 2.70 | NA | … | … | -0.62 | 8.52 | 1.57 | 6.07 | -13.20 | -2.41 | 9.67 | 10.34 | 0.04 | 3.55 | 2.35 | 1.04 | 7.27 | -3.58 | 6.39 | 11.13 | 9.14 | 3.88 | 7.77 | 6.32 |
| Sharpe Ratio | NA | 0.35 | 0.16 | -0.37 | 0.03 | NA | NA | … | … | -0.91 | 1.21 | -0.37 | 0.31 | -1.73 | -0.58 | 1.43 | 2.24 | -0.45 | 0.84 | 0.51 | 0.21 | 2.07 | -0.76 | 1.69 | 1.94 | 1.57 | 0.46 | 0.58 | 1.00 |
| Standard Deviation(%) | NA | 4.05 | 5.57 | 6.40 | 5.50 | NA | NA | … | … | 4.35 | 4.69 | 5.59 | 7.82 | 8.51 | 4.17 | 6.55 | 3.96 | 2.99 | 3.46 | 4.18 | 4.76 | 3.51 | 4.77 | 3.77 | 5.73 | 5.78 | 8.21 | 11.58 | 5.79 |
| Draw Down(%) | NA | 3.18 | 6.06 | 18.74 | 18.95 | NA | NA | … | … | 3.18 | 2.68 | 4.31 | 7.67 | 16.89 | 4.26 | 9.16 | 2.46 | 3.54 | 1.88 | 6.13 | 3.59 | 1.59 | 7.66 | 2.17 | 2.77 | 6.02 | 5.59 | 13.63 | 3.14 |
| Yield(%) | 0.37 | 4.23 | 3.87 | 3.00 | 2.93 | 3.32 | 3.80 | … | … | 1.75 | 4.18 | 3.72 | 3.16 | 2.06 | 3.23 | 3.14 | 2.94 | 3.02 | 2.62 | 2.38 | 2.96 | 3.54 | 3.90 | 4.84 | 5.46 | 4.72 | 4.43 | 4.53 | 3.18 |
Data as of 06/05/2026, Common starting date is 04/10/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BIV (Vanguard Intermediate-Term Bond ETF) |
-5.66%
Oct 2020 – Oct 2023 |
-0.80%
Jul 2020 – Jul 2025 |
0.98%
Oct 2012 – Oct 2022 |
2.75%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BIV (Vanguard Intermediate-Term Bond ETF) |
12.30%
Oct 2008 – Oct 2011 |
8.74%
Jul 2007 – Jul 2012 |
5.49%
Jun 2007 – Jun 2017 |
4.17%
Jul 2007 – Jul 2022 |
Annualized Rolling Returns Comparison Chart