Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/15/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BND (Vanguard Total Bond Market ETF) | 1.94% | 6.54% | 1.34% | -1.01% | 1.30% | 2.30% | NA | 2.93% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BND (Vanguard Total Bond Market ETF) | 04/10/2007 | 04/15/2025 |
The return data shown below all have the same latest date: 04/15/2025.
AR inception is since 04/10/2007.
AR inception is since 04/10/2007.
| 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.14 | 6.54 | 1.34 | -1.01 | 1.30 | 2.30 | NA | 2.93 | 1.94 | 1.38 | 5.65 | -13.11 | -2.01 | 7.54 | 8.84 | -0.12 | 3.57 | 2.52 | 0.56 | 5.82 | -2.11 | 3.89 | 7.93 | 6.20 | 3.63 | 6.87 | 6.10 |
| Sharpe Ratio | NA | -22.15 | -50.21 | -63.17 | -7.69 | NA | NA | 33.69 | 20.18 | -96.15 | 19.26 | -182.94 | -55.00 | 78.29 | 220.51 | -54.08 | 105.24 | 70.96 | 14.26 | 219.73 | -60.42 | 151.99 | 199.39 | 169.18 | 68.44 | 59.00 | 129.99 |
| Standard Deviation(%) | NA | 5.28 | 6.87 | 5.90 | 5.49 | NA | NA | 5.28 | 5.52 | 5.42 | 7.33 | 7.95 | 3.70 | 9.29 | 3.37 | 2.65 | 2.80 | 3.27 | 3.73 | 2.64 | 3.54 | 2.54 | 3.96 | 3.61 | 5.17 | 10.03 | 4.32 |
| Draw Down(%) | NA | 4.74 | 9.60 | 18.84 | 18.84 | NA | NA | 18.84 | 2.44 | 3.97 | 7.18 | 16.67 | 4.05 | 8.67 | 2.17 | 3.10 | 1.60 | 4.75 | 3.13 | 1.14 | 5.18 | 1.39 | 1.50 | 3.59 | 3.15 | 9.31 | 2.32 |
| Yield(%) | 0.00 | 3.82 | 3.04 | 2.41 | 2.55 | 2.90 | 2.94 | 3.26 | 0.97 | 3.60 | 3.14 | 2.22 | 1.89 | 2.33 | 2.87 | 2.74 | 2.57 | 2.52 | 2.52 | 2.86 | 2.66 | 3.27 | 3.72 | 4.00 | 4.02 | 4.56 | 3.12 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BND (Vanguard Total Bond Market ETF) |
-5.61%
Oct 2020 - Oct 2023 |
-0.66%
Jan 2020 - Jan 2025 |
0.69%
Oct 2012 - Oct 2022 |
2.24%
Jan 2010 - Jan 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BND (Vanguard Total Bond Market ETF) |
8.68%
Oct 2008 - Oct 2011 |
6.85%
Jul 2007 - Jul 2012 |
4.42%
Jun 2007 - Jun 2017 |
3.29%
Jul 2007 - Jul 2022 |
Annualized Rolling Returns Comparison Chart