Data Source: from January 1871 to March 2024 (~153 years)
Consolidated Returns as of 31 March 2024
Live Update: Apr 18 2024
Consolidated Returns as of 31 March 2024
Live Update: Apr 18 2024
Category: Fixed Income
Vanguard Short-Term Bond (BSV) ETF
ETF • LIVE PERFORMANCE (USD currency)
0.09%
1 Day
Apr 18 2024
0.81%
Current Month
April 2024
In the last 30 Years, the Vanguard Short-Term Bond (BSV) ETF obtained a 3.58% compound annual return, with a 2.25% standard deviation.
Table of contents
The first official book of 
How to build wealth
with Lazy Portfolios and Passive Investing Strategies
with Lazy Portfolios and Passive Investing Strategies
Choose a goal
Employ the best metrics to evaluate it
Join the passive investing strategy
Employ the best metrics to evaluate it
Join the passive investing strategy
Discover new asset allocations in USD and EUR,
in addition to the lazy portfolios on the website.
in addition to the lazy portfolios on the website.
The ETF is related to the following investment themes:
- Asset Class: Bond
- Region: North America
- Country: U.S.
- Bond - Duration: Short Term
The Vanguard Short-Term Bond (BSV) ETF is part of the following Lazy Portfolios:
| Portfolio Name | Author | BSV Weight▾ | Currency |
|---|---|---|---|
| Robo Advisor 0 | Betterment | 20.00% | USD |
| Aim comfortable trip | Aim Ways | 17.00% | USD |
| Robo Advisor 10 | Betterment | 15.40% | USD |
| Robo Advisor 20 | Betterment | 10.70% | USD |
Investment Returns as of Mar 31, 2024
The Vanguard Short-Term Bond (BSV) ETF guaranteed the following returns.
Returns are calculated in USD, assuming:
- no fees or capital gain taxes.
- the reinvestment of dividends.
VANGUARD SHORT-TERM BOND (BSV) ETF
Consolidated returns as of 31 March 2024
Live Update: Apr 18 2024
Swipe left to see all data
| Chg (%) | Return (%) | Return (%) as of Mar 31, 2024 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 Day | Time ET(*) | Apr 2024 | 1M | 6M | 1Y | 5Y | 10Y | 30Y |
MAX
(~153Y) |
|||
| Vanguard Short-Term Bond (BSV) ETF | -0.09 | -0.81 | 0.42 | 3.51 | 2.95 | 1.18 | 1.34 | 3.58 | 4.51 | |||
| Returns over 1 year are annualized | Available data source: since Jan 1871 | ||||||||||||
| (*) Eastern Time (ET - America/New York) | ||||||||||||
Live update: World Markets and Indexes
In 2023, the Vanguard Short-Term Bond (BSV) ETF granted a 2.54% dividend yield. If you are interested in getting periodic income, please refer to the Vanguard Short-Term Bond (BSV) ETF: Dividend Yield page.
Capital Growth as of Mar 31, 2024
An investment of 1$, since April 1994,
now would be worth 2.87$, with a total return of 187.12% (3.58% annualized).
The Inflation Adjusted Capital now would be 1.35$, with a net total return of 35.27% (1.01% annualized).
The Inflation Adjusted Capital now would be 1.35$, with a net total return of 35.27% (1.01% annualized).
An investment of 1$, since January 1871,
now would be worth 860.67$, with a total return of 85967.10% (4.51% annualized).
The Inflation Adjusted Capital now would be 34.40$, with a net total return of 3339.74% (2.34% annualized).
The Inflation Adjusted Capital now would be 34.40$, with a net total return of 3339.74% (2.34% annualized).
Readings that may interest you
Investment Metrics as of Mar 31, 2024
Metrics of Vanguard Short-Term Bond (BSV) ETF, updated as of 31 March 2024.
Metrics are calculated based on monthly returns, assuming:
- no fees or capital gain taxes.
- the reinvestment of dividends.
VANGUARD SHORT-TERM BOND (BSV) ETF
Advanced Metrics
Data Source: 1 January 1871 - 31 March 2024 (~153 years)
Swipe left to see all data
| Metrics as of Mar 31, 2024 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | 20Y | 30Y |
MAX
(~153Y) |
|
| Investment Return (%) | 0.42 | 0.05 | 3.51 | 2.95 | -0.42 | 1.18 | 1.34 | 2.28 | 3.58 | 4.51 |
| US Inflation (%) | 0.38 | 1.13 | 1.61 | 3.48 | 5.63 | 4.19 | 2.84 | 2.59 | 2.54 | 2.12 |
| Returns / Inflation rates over 1 year are annualized. | ||||||||||
|
DRAWDOWN
|
1Y | 3Y | 5Y | 10Y | 20Y | 30Y | MAX | |||
| Deepest Drawdown Depth (%) | -1.03 | -7.84 | -7.84 | -7.84 | -7.84 | -7.84 | -12.08 | |||
| Start to Recovery (# months) details | 7 | 32* | 32* | 32* | 32* | 32* | 10 | |||
| Start (yyyy mm) | 2023 05 | 2021 08 | 2021 08 | 2021 08 | 2021 08 | 2021 08 | 1979 07 | |||
| Start to Bottom (# months) | 2 | 15 | 15 | 15 | 15 | 15 | 8 | |||
| Bottom (yyyy mm) | 2023 06 | 2022 10 | 2022 10 | 2022 10 | 2022 10 | 2022 10 | 1980 02 | |||
| Bottom to End (# months) | 5 | 17 | 17 | 17 | 17 | 17 | 2 | |||
| End (yyyy mm) | 2023 11 | - | - | - | - | - | 1980 04 | |||
| Longest Drawdown Depth (%) |
same as deepest |
same as deepest |
same as deepest |
same as deepest |
same as deepest |
same as deepest |
-7.84 | |||
| Start to Recovery (# months) details | 32* | |||||||||
| Start (yyyy mm) | 2023 05 | 2021 08 | 2021 08 | 2021 08 | 2021 08 | 2021 08 | 2021 08 | |||
| Start to Bottom (# months) | 2 | 15 | 15 | 15 | 15 | 15 | 15 | |||
| Bottom (yyyy mm) | 2023 06 | 2022 10 | 2022 10 | 2022 10 | 2022 10 | 2022 10 | 2022 10 | |||
| Bottom to End (# months) | 5 | 17 | 17 | 17 | 17 | 17 | 17 | |||
| End (yyyy mm) | 2023 11 | - | - | - | - | - | - | |||
| Longest negative period (# months) details | 7 | 36* | 50 | 50 | 50 | 50 | 50 | |||
| Period Start (yyyy mm) | 2023 04 | 2021 04 | 2019 09 | 2019 09 | 2019 09 | 2019 09 | 2019 09 | |||
| Period End (yyyy mm) | 2023 10 | 2024 03 | 2023 10 | 2023 10 | 2023 10 | 2023 10 | 2023 10 | |||
| Annualized Return (%) | -0.88 | -0.42 | -0.11 | -0.11 | -0.11 | -0.11 | -0.11 | |||
| Drawdowns / Negative periods marked with * are in progress | ||||||||||
| Deepest Drawdown Depth (%) | -2.39 | -17.81 | -20.36 | -20.36 | -20.36 | -20.36 | -46.34 | |||
| Start to Recovery (# months) details | 9 | 36* | 46* | 46* | 46* | 46* | 155 | |||
| Start (yyyy mm) | 2023 04 | 2021 04 | 2020 06 | 2020 06 | 2020 06 | 2020 06 | 1915 04 | |||
| Start to Bottom (# months) | 7 | 31 | 41 | 41 | 41 | 41 | 63 | |||
| Bottom (yyyy mm) | 2023 10 | 2023 10 | 2023 10 | 2023 10 | 2023 10 | 2023 10 | 1920 06 | |||
| Bottom to End (# months) | 2 | 5 | 5 | 5 | 5 | 5 | 92 | |||
| End (yyyy mm) | 2023 12 | - | - | - | - | - | 1928 02 | |||
| Longest Drawdown Depth (%) |
same as deepest |
same as deepest |
same as deepest |
same as deepest |
-5.66 | -5.66 | -40.90 | |||
| Start to Recovery (# months) details | 113 | 113 | 553 | |||||||
| Start (yyyy mm) | 2023 04 | 2021 04 | 2020 06 | 2020 06 | 2010 11 | 2010 11 | 1939 06 | |||
| Start to Bottom (# months) | 7 | 31 | 41 | 41 | 96 | 96 | 169 | |||
| Bottom (yyyy mm) | 2023 10 | 2023 10 | 2023 10 | 2023 10 | 2018 10 | 2018 10 | 1953 06 | |||
| Bottom to End (# months) | 2 | 5 | 5 | 5 | 17 | 17 | 384 | |||
| End (yyyy mm) | 2023 12 | - | - | - | 2020 03 | 2020 03 | 1985 06 | |||
| Longest negative period (# months) details | 12* | 36* | 60* | 120* | 240* | 270* | 621 | |||
| Period Start (yyyy mm) | 2023 04 | 2021 04 | 2019 04 | 2014 04 | 2004 04 | 2001 10 | 1932 10 | |||
| Period End (yyyy mm) | 2024 03 | 2024 03 | 2024 03 | 2024 03 | 2024 03 | 2024 03 | 1984 06 | |||
| Annualized Return (%) | -0.51 | -5.73 | -2.89 | -1.46 | -0.30 | 0.00 | -0.01 | |||
| Drawdowns / Negative periods marked with * are in progress | ||||||||||
|
RISK INDICATORS
|
1Y | 3Y | 5Y | 10Y | 20Y | 30Y | MAX | |||
| Standard Deviation (%) | 2.61 | 3.19 | 2.69 | 2.12 | 2.30 | 2.25 | 3.99 | |||
| Sharpe Ratio | -0.87 | -0.92 | -0.26 | 0.06 | 0.40 | 0.58 | 0.13 | |||
| Sortino Ratio | -1.43 | -1.34 | -0.36 | 0.08 | 0.61 | 0.87 | 0.20 | |||
| Ulcer Index | 0.56 | 4.27 | 3.33 | 2.40 | 1.74 | 1.43 | 1.47 | |||
| Ratio: Return / Standard Deviation | 1.13 | -0.13 | 0.44 | 0.63 | 0.99 | 1.59 | 1.13 | |||
| Ratio: Return / Deepest Drawdown | 2.87 | -0.05 | 0.15 | 0.17 | 0.29 | 0.46 | 0.37 | |||
| % Positive Months details | 66% | 47% | 56% | 58% | 65% | 71% | 69% | |||
| Positive Months | 8 | 17 | 34 | 70 | 158 | 256 | 1285 | |||
| Negative Months | 4 | 19 | 26 | 50 | 82 | 104 | 554 | |||
|
LONG TERM RETURNS
|
1Y | 3Y | 5Y | 10Y | 20Y | 30Y | MAX | |||
| Best 10 Years Return (%) - Annualized | 1.34 | 3.45 | 6.22 | 12.83 | ||||||
| Worst 10 Years Return (%) - Annualized | 0.74 | 0.74 | 0.74 | |||||||
| Best 10 Years Return (%) - Annualized | -1.46 | 1.48 | 3.69 | 9.26 | ||||||
| Worst 10 Years Return (%) - Annualized | -1.76 | -1.76 | -4.69 | |||||||
|
ROLLING PERIODS
|
1Y | 3Y | 5Y | 10Y | 20Y | 30Y | MAX | |||
| Over the latest 30Y | ||||||||||
| Best Rolling Return (%) - Annualized | 12.74 | 8.11 | 7.05 | 6.22 | 4.76 | 3.58 | ||||
| Worst Rolling Return (%) - Annualized | -7.30 | -1.67 | 0.46 | 0.74 | 2.21 | |||||
| % Positive Periods | 90% | 93% | 100% | 100% | 100% | 100% | ||||
| SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized | 92.73 | 29.13 | 19.06 | 9.74 | 5.28 | 4.63 | ||||
| PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized | - | - | - | - | - | 1.21 | ||||
| WR calculated based on initial capital | Monthly withdrawals adjusted for inflation | Credits: BestRetirementPortfolio.com | ||||||||||
| Best Rolling Return (%) - Annualized | 9.95 | 5.43 | 4.50 | 3.69 | 2.39 | 1.01 | ||||
| Worst Rolling Return (%) - Annualized | -14.33 | -7.00 | -3.26 | -1.76 | -0.35 | |||||
| % Positive Periods | 65% | 70% | 75% | 85% | 83% | 100% | ||||
| SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized | 92.73 | 29.13 | 19.06 | 9.74 | 5.28 | 4.63 | ||||
| PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized | - | - | - | - | - | 1.21 | ||||
| WR calculated based on initial capital | Monthly withdrawals adjusted for inflation | Credits: BestRetirementPortfolio.com | ||||||||||
| Over all the available data source (Jan 1871 - Mar 2024) | ||||||||||
| Best Rolling Return (%) - Annualized | 34.01 | 19.92 | 17.18 | 12.83 | 9.82 | 8.48 | ||||
| Worst Rolling Return (%) - Annualized | -7.30 | -1.67 | 0.46 | 0.74 | 1.38 | 2.01 | ||||
| % Positive Periods | 91% | 98% | 100% | 100% | 100% | 100% | ||||
| SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized | 88.56 | 26.68 | 14.36 | 7.66 | 3.51 | 2.38 | ||||
| PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized | - | - | - | - | - | - | ||||
| WR calculated based on initial capital | Monthly withdrawals adjusted for inflation | Credits: BestRetirementPortfolio.com | ||||||||||
| Best Rolling Return (%) - Annualized | 30.78 | 17.68 | 16.55 | 9.26 | 8.61 | 6.60 | ||||
| Worst Rolling Return (%) - Annualized | -19.79 | -12.84 | -11.52 | -4.69 | -2.33 | -0.97 | ||||
| % Positive Periods | 64% | 72% | 73% | 75% | 82% | 87% | ||||
| SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized | 88.56 | 26.68 | 14.36 | 7.66 | 3.51 | 2.38 | ||||
| PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized | - | - | - | - | - | - | ||||
| WR calculated based on initial capital | Monthly withdrawals adjusted for inflation | Credits: BestRetirementPortfolio.com | ||||||||||
- Annualized Portfolio Return: it's the annualized geometric mean return of the portfolio.
- Deepest/Longest Drawdown: a drawdown refers to the decline in value from a relative peak value to a relative trough. The deepest (or maximum) drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained. The longest drawdown is the period observed from a peak to the subsequent peak with the greatest duration.
- Longest negative period: it's the maximum period for which an overall negative return has been observed.
- Standard Deviation: it's a measure of the dispersion of returns around the mean.
- Sharpe Ratio: it's a measure of risk-adjusted performance of the portfolio. It's calculated by dividing the excess return of the portfolio over the risk-free rate by the portfolio standard deviation. The risk-free rate here considered is the 1-3 Mth T-Bill return.
- Sortino Ratio: another measure of risk-adjusted performance of the portfolio. It's a modification of the Sharpe Ratio (same formula but the denominator is the portfolio downside standard deviation).
- Ulcer Index: it's a measure of downside risk that quantifies the depth and duration of drawdowns in an investment portfolio.
- Best/Worst 10Y returns: the best and the worst 10-year return over a time frame.
- Rolling Returns: N-year returns over a time frame, calculated over all the available data source (best, worst, % of positive returns). Each rolling period, longer than the longest negative period, yielded a non-negative minimum return.
The first official book of
Correlations as of Mar 31, 2024
Correlation measures to what degree the returns of the two assets move in relation to each other.
Correlation coefficient is a numerical value between -1 and +1. If one variable goes up by a certain amount, the correlation coefficient indicates which way the other variable moves and by how much.
Asset correlations are calculated based on monthly returns.
Asset correlations are calculated based on monthly returns.
Monthly correlations of Vanguard Short-Term Bond (BSV) ETF vs the main Asset Classes, over different timeframes. Columns are sortable (click on table header to sort).
VANGUARD SHORT-TERM BOND (BSV) ETF
Monthly correlations as of 31 March 2024
Swipe left to see all data
| Correlation vs BSV | ||||||
|---|---|---|---|---|---|---|
| Asset Class | 1 Year | 5 Years | 10 Years | 30 Years | Since Jan 1992 |
|
|
VTI
|
US Total Stock Market |
0.45
|
0.34
|
0.22
|
0.08
|
0.08
|
|
SPY
|
US Large Cap |
0.44
|
0.35
|
0.23
|
0.09
|
0.10
|
|
IJR
|
US Small Cap |
0.51
|
0.23
|
0.11
|
0.02
|
0.02
|
|
VNQ
|
US REITs |
0.66
|
0.38
|
0.38
|
0.21
|
0.22
|
|
QQQ
|
US Technology |
0.34
|
0.43
|
0.30
|
0.03
|
0.03
|
|
PFF
|
Preferred Stocks |
0.66
|
0.44
|
0.43
|
0.30
|
0.30
|
|
EFA
|
EAFE Stocks |
0.59
|
0.44
|
0.32
|
0.12
|
0.13
|
|
VT
|
World All Countries |
0.50
|
0.39
|
0.27
|
0.10
|
0.11
|
|
EEM
|
Emerging Markets |
0.37
|
0.40
|
0.32
|
0.10
|
0.13
|
|
VGK
|
Europe |
0.63
|
0.42
|
0.31
|
0.14
|
0.15
|
|
VPL
|
Pacific |
0.52
|
0.46
|
0.32
|
0.12
|
0.13
|
|
FLLA
|
Latin America |
0.46
|
0.13
|
0.12
|
0.07
|
0.06
|
|
BND
|
US Total Bond Market |
0.92
|
0.91
|
0.91
|
0.89
|
0.89
|
|
TLT
|
Long Term Treasuries |
0.84
|
0.76
|
0.76
|
0.69
|
0.69
|
|
BIL
|
US Cash |
0.17
|
0.21
|
0.18
|
0.28
|
0.27
|
|
TIP
|
TIPS |
0.93
|
0.79
|
0.78
|
0.73
|
0.74
|
|
LQD
|
Invest. Grade Bonds |
0.88
|
0.82
|
0.81
|
0.75
|
0.75
|
|
HYG
|
High Yield Bonds |
0.79
|
0.54
|
0.45
|
0.33
|
0.35
|
|
CWB
|
US Convertible Bonds |
0.48
|
0.31
|
0.24
|
0.13
|
0.13
|
|
BNDX
|
International Bonds |
0.88
|
0.81
|
0.78
|
0.58
|
0.59
|
|
EMB
|
Emerg. Market Bonds |
0.71
|
0.57
|
0.57
|
0.47
|
0.47
|
|
GLD
|
Gold |
0.34
|
0.48
|
0.47
|
0.35
|
0.32
|
|
DBC
|
Commodities |
-0.11
|
-0.15
|
-0.14
|
0.03
|
0.04
|
If you want to learn more about historical correlations, you can find out here how the main asset class are correlated to each other.
Drawdowns
A drawdown refers to the decline in value from a relative peak value to a relative trough. A maximum drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained.
VANGUARD SHORT-TERM BOND (BSV) ETF
Drawdown periods
Drawdown periods - Inflation Adjusted
Data Source: 1 April 1994 - 31 March 2024 (30 Years)
Data Source: 1 January 1871 - 31 March 2024 (~153 years)
Swipe left to see all data
Swipe left to see all data
Swipe left to see all data
Swipe left to see all data
Rolling Returns
( more details)
A rolling return is a measure of investment performance that calculates the return of an investment over a set period of time, with the starting date rolling forward. This approach can provide a more accurate representation of the investment's historical performance and helps investors to evaluate the investment's consistency over time.
VANGUARD SHORT-TERM BOND (BSV) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 April 1994 - 31 March 2024 (30 Years)
Data Source: 1 January 1871 - 31 March 2024 (~153 years)
If you need a deeper detail about rolling returns, please refer to the Vanguard Short-Term Bond (BSV) ETF: Rolling Returns page.
Seasonality
In which months is it better to invest in Vanguard Short-Term Bond (BSV) ETF?
Both the Average Return and the Gain Frequency (Win %) are useful to get an idea of what happened in the past.
For further information about the seasonality, check the Asset Class Seasonality page.
For further information about the seasonality, check the Asset Class Seasonality page.
Swipe left to see all data
Swipe left to see all data
Swipe left to see all data
Monthly Returns
This section provides a visual/tabular representation of the performance variability in the Vanguard Short-Term Bond (BSV) ETF over time. It illustrates the distribution of monthly returns, showcasing the range and frequency of positive and negative returns.
VANGUARD SHORT-TERM BOND (BSV) ETF
Monthly Returns Distribution
Data Source: 1 April 1994 - 31 March 2024 (30 Years)
Data Source: 1 January 1871 - 31 March 2024 (~153 years)
256 Positive Months (71%) - 104 Negative Months (29%)
1285 Positive Months (70%) - 554 Negative Months (30%)
Swipe left to see all data
(Scroll down to see all data)
Investment Returns, up to December 2007, have been derived using the historical series of equivalent ETFs / Assets.
You can find additional information on extended Data Sources here.
You can find additional information on extended Data Sources here.
Analyze your Portfolio: Backtest Now!
Explore historical data since 1871 and fine-tune your investment strategy for better results.
Explore historical data since 1871 and fine-tune your investment strategy for better results.
The first official book of
