Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VMBS (Vanguard Mortgage-Backed Securities ETF) | 0.23% | 6.15% | 4.46% | 0.41% | 1.29% | 1.75% | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/23/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VMBS (Vanguard Mortgage-Backed Securities ETF) | 11/23/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.78 | 6.15 | 4.46 | 0.41 | 1.29 | 1.75 | NA | … | … | 0.23 | 8.36 | 1.70 | 5.34 | -11.90 | -1.28 | 3.55 | 6.19 | 0.91 | 2.47 | 1.26 | 1.57 | 5.89 | -1.28 | 2.26 | 5.98 | 5.44 | -1.00 |
| Sharpe Ratio | NA | 0.81 | 0.19 | -0.32 | -0.07 | NA | NA | … | … | -0.41 | 1.08 | -0.31 | 0.19 | -1.52 | -0.69 | 0.51 | 2.31 | -0.19 | 0.75 | 0.45 | 0.59 | 2.35 | -0.36 | 1.29 | 1.54 | 0.65 | -3.27 |
| Standard Deviation(%) | NA | 4.34 | 6.25 | 6.77 | 5.40 | NA | NA | … | … | 4.79 | 5.11 | 6.12 | 8.71 | 8.80 | 1.88 | 6.46 | 2.04 | 2.53 | 2.43 | 2.32 | 2.64 | 2.50 | 3.61 | 1.72 | 3.85 | 8.21 | 2.85 |
| Draw Down(%) | NA | 2.68 | 7.65 | 17.12 | 17.52 | NA | NA | … | … | 2.68 | 3.00 | 4.01 | 8.80 | 16.26 | 1.88 | 5.08 | 0.68 | 2.28 | 1.44 | 3.26 | 1.50 | 0.80 | 3.85 | 1.05 | 1.38 | 5.34 | 1.47 |
| Yield(%) | 0.35 | 4.28 | 4.01 | 2.82 | 2.50 | 2.36 | 2.06 | … | … | 1.73 | 4.37 | 3.88 | 3.34 | 2.03 | 1.00 | 1.84 | 2.85 | 2.67 | 2.17 | 2.09 | 2.11 | 1.97 | 0.97 | 1.63 | 2.73 | 3.92 | 0.20 |
Data as of 06/05/2026, Common starting date is 11/23/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VMBS (Vanguard Mortgage-Backed Securities ETF) |
-5.76%
Oct 2020 – Oct 2023 |
-1.36%
Oct 2017 – Oct 2022 |
0.24%
Oct 2012 – Oct 2022 |
1.67%
Jul 2010 – Jul 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VMBS (Vanguard Mortgage-Backed Securities ETF) |
5.96%
Oct 2022 – Oct 2025 |
3.62%
Dec 2009 – Dec 2014 |
3.17%
Mar 2010 – Mar 2020 |
2.06%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart