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 |
|---|---|---|---|---|---|---|---|---|
| BSV (Vanguard Short-Term Bond ETF) | 1.38% | 5.95% | 2.80% | 0.92% | 1.33% | 0.94% | NA | 1.14% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BSV (Vanguard Short-Term Bond 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 (%) | -0.05 | 5.95 | 2.80 | 0.92 | 1.33 | 0.94 | NA | 1.14 | 1.38 | 3.78 | 4.89 | -5.49 | -1.11 | 4.70 | 4.98 | 1.49 | 0.54 | -0.15 | -0.48 | 0.03 | -1.31 | 0.19 | 0.47 | 1.16 | -1.25 | 4.54 | 2.75 |
| Sharpe Ratio | NA | -40.57 | -52.65 | -66.26 | -15.58 | NA | NA | 0.19 | 18.53 | -117.42 | 18.52 | -196.04 | -94.09 | 129.29 | 216.11 | 15.04 | -7.13 | -22.02 | -30.05 | 0.70 | -93.09 | 10.75 | 23.50 | 50.42 | -27.42 | 42.60 | 33.73 |
| Standard Deviation(%) | NA | 2.27 | 3.13 | 2.61 | 2.36 | NA | NA | 3.09 | 2.41 | 2.39 | 3.50 | 3.52 | 1.20 | 3.44 | 1.66 | 1.19 | 1.22 | 1.62 | 1.68 | 1.32 | 1.44 | 1.24 | 1.88 | 2.12 | 4.92 | 8.46 | 2.82 |
| Draw Down(%) | NA | 1.53 | 4.14 | 8.55 | 8.55 | NA | NA | 8.55 | 0.92 | 1.53 | 2.14 | 7.43 | 1.42 | 4.65 | 0.91 | 0.83 | 0.96 | 2.32 | 1.50 | 1.20 | 1.85 | 0.77 | 1.34 | 2.26 | 3.25 | 8.36 | 1.38 |
| Yield(%) | 0.00 | 2.99 | 2.43 | 1.96 | 1.59 | 1.07 | 0.86 | 0.95 | 0.32 | 3.40 | 2.51 | 1.40 | 1.42 | 1.84 | 2.34 | 2.13 | 0.99 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSV (Vanguard Short-Term Bond ETF) |
-1.67%
Sep 2020 - Sep 2023 |
-0.43%
Oct 2010 - Oct 2015 |
0.03%
Feb 2008 - Feb 2018 |
0.34%
Feb 2008 - Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSV (Vanguard Short-Term Bond ETF) |
3.81%
Jan 2018 - Jan 2021 |
2.29%
Dec 2015 - Dec 2020 |
1.37%
Feb 2015 - Feb 2025 |
0.95%
Mar 2010 - Mar 2025 |
Annualized Rolling Returns Comparison Chart