Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
BLV (Vanguard Long-Term Bond ETF) -0.16% 4.87% 1.83% -3.44% 0.65% 3.00% NA
Data as of 06/05/2026, Common starting date is 04/10/2007
More Performance Analytics Comparison
Name Start Date End Date
BLV (Vanguard Long-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 (%) -0.61 4.87 1.83 -3.44 0.65 3.00 NA -0.16 6.43 -4.04 7.35 -26.95 -2.89 15.79 18.99 -4.20 8.54 6.00 -4.00 20.27 -8.95 7.21 22.93 10.01 0.06 10.28 6.27
Sharpe Ratio NA 0.27 -0.12 -0.47 -0.09 NA NA -0.35 0.35 -0.67 0.25 -1.68 -0.27 0.88 2.03 -0.79 1.06 0.62 -0.37 2.79 -0.95 0.78 1.67 0.89 0.00 0.64 0.69
Standard Deviation(%) NA 8.09 11.50 12.96 12.02 NA NA 8.35 10.05 11.38 15.01 16.97 10.88 17.64 8.64 7.05 7.49 9.25 10.97 7.27 9.44 9.22 13.73 11.15 12.79 14.58 8.30
Draw Down(%) NA 5.73 15.16 36.27 38.29 NA NA 5.73 6.94 9.61 17.50 33.27 11.83 20.04 5.97 9.13 3.83 12.39 12.37 4.33 14.49 5.84 5.82 10.17 10.28 12.71 5.61
Yield(%) 0.41 4.82 4.34 3.16 3.81 4.63 4.90 1.97 4.74 4.32 4.13 2.98 3.17 6.34 4.08 3.76 3.86 3.42 3.99 4.47 4.26 5.10 5.94 6.05 5.11 5.16 3.66
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
BLV (Vanguard Long-Term Bond ETF) -12.67%
Oct 2020 – Oct 2023
-6.01%
Jul 2020 – Jul 2025
0.05%
Jan 2015 – Jan 2025
2.65%
Aug 2010 – Aug 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BLV (Vanguard Long-Term Bond ETF) 17.45%
Oct 2008 – Oct 2011
11.84%
Jul 2007 – Jul 2012
7.86%
Feb 2010 – Feb 2020
5.32%
Jul 2007 – Jul 2022
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return