BIV
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
BIV Vanguard Intermediate-Term Bond ETF | Total Bond Market | 100% |
Performance
Performance Chart
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The earliest data available for this chart is Apr 10, 2007, corresponding to the inception date of BIV
Returns By Period
As of May 11, 2025, the BIV returned 2.95% Year-To-Date and 1.91% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -3.77% | 7.44% | -5.60% | 8.37% | 14.12% | 10.46% |
| BIV | 2.95% | 1.13% | 2.05% | 6.59% | -0.36% | 1.91% |
| Portfolio components: | ||||||
BIV Vanguard Intermediate-Term Bond ETF | 2.95% | 1.13% | 2.05% | 6.59% | -0.36% | 1.91% |
Monthly Returns
The table below presents the monthly returns of BIV, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.62% | 2.21% | 0.28% | 0.93% | -1.09% | 2.95% | |||||||
| 2024 | 0.04% | -1.61% | 0.87% | -2.52% | 1.86% | 0.98% | 2.62% | 1.50% | 1.43% | -2.86% | 1.09% | -1.65% | 1.58% |
| 2023 | 3.39% | -2.98% | 3.40% | 0.77% | -1.24% | -0.76% | -0.06% | -0.53% | -2.52% | -1.50% | 4.67% | 3.67% | 6.07% |
| 2022 | -2.11% | -0.87% | -3.38% | -3.92% | 0.84% | -1.59% | 3.05% | -3.49% | -4.31% | -0.71% | 3.68% | -0.89% | -13.21% |
| 2021 | -0.73% | -1.84% | -1.61% | 0.94% | 0.55% | 0.74% | 1.45% | -0.26% | -1.28% | -0.52% | 0.33% | -0.14% | -2.40% |
| 2020 | 2.51% | 1.92% | -1.55% | 2.42% | 1.38% | 1.10% | 1.30% | -0.43% | 0.00% | -0.68% | 1.18% | 0.20% | 9.67% |
| 2019 | 1.61% | -0.09% | 2.20% | 0.11% | 2.12% | 1.53% | 0.08% | 3.10% | -0.72% | 0.35% | -0.24% | -0.10% | 10.34% |
| 2018 | -1.54% | -1.02% | 0.53% | -1.04% | 0.76% | 0.02% | 0.06% | 0.76% | -0.68% | -0.49% | 0.50% | 2.00% | -0.19% |
| 2017 | 0.33% | 0.74% | 0.00% | 1.16% | 0.83% | -0.23% | 0.64% | 1.07% | -0.89% | 0.01% | -0.27% | 0.24% | 3.65% |
| 2016 | 1.83% | 1.12% | 1.30% | 0.30% | -0.20% | 2.63% | 0.51% | -0.52% | 0.16% | -0.96% | -3.30% | -0.45% | 2.33% |
| 2015 | 3.08% | -1.41% | 0.60% | -0.26% | -0.44% | -1.35% | 0.93% | -0.19% | 1.09% | 0.06% | -0.40% | -0.60% | 1.04% |
| 2014 | 2.20% | 0.78% | -0.47% | 1.00% | 1.41% | -0.02% | -0.31% | 1.50% | -0.97% | 1.12% | 0.86% | 0.52% | 7.85% |
Expense Ratio
BIV has an expense ratio of 0.04%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of BIV is 68, indicating average performance compared to other portfolios on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio | |
|---|---|---|---|---|---|
BIV Vanguard Intermediate-Term Bond ETF | 1.16 | 1.70 | 1.20 | 0.51 | 2.86 |
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Dividends
Dividend yield
BIV provided a 3.86% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 3.86% | 3.79% | 3.10% | 2.41% | 3.42% | 2.96% | 2.75% | 2.87% | 2.69% | 2.38% | 3.02% | 3.96% |
| Portfolio components: | ||||||||||||
BIV Vanguard Intermediate-Term Bond ETF | 3.86% | 3.79% | 3.10% | 2.41% | 3.42% | 2.96% | 2.75% | 2.87% | 2.69% | 2.38% | 3.02% | 3.96% |
Monthly Dividends
The table below shows the monthly dividends paid by this portfolio.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.25 | $0.23 | $0.26 | $0.25 | $1.00 | |||||||
| 2024 | $0.00 | $0.23 | $0.21 | $0.23 | $0.23 | $0.24 | $0.23 | $0.24 | $0.24 | $0.24 | $0.25 | $0.49 | $2.83 |
| 2023 | $0.00 | $0.18 | $0.16 | $0.19 | $0.18 | $0.19 | $0.19 | $0.20 | $0.21 | $0.21 | $0.22 | $0.44 | $2.36 |
| 2022 | $0.00 | $0.14 | $0.13 | $0.17 | $0.14 | $0.14 | $0.14 | $0.15 | $0.15 | $0.15 | $0.16 | $0.33 | $1.79 |
| 2021 | $0.00 | $0.15 | $0.14 | $0.46 | $0.14 | $0.15 | $0.14 | $0.15 | $0.14 | $0.14 | $0.14 | $1.25 | $3.00 |
| 2020 | $0.00 | $0.21 | $0.18 | $0.20 | $0.18 | $0.18 | $0.17 | $0.17 | $0.17 | $0.16 | $0.16 | $0.96 | $2.74 |
| 2019 | $0.00 | $0.22 | $0.19 | $0.21 | $0.20 | $0.21 | $0.20 | $0.20 | $0.20 | $0.19 | $0.20 | $0.39 | $2.40 |
| 2018 | $0.00 | $0.19 | $0.17 | $0.20 | $0.19 | $0.20 | $0.20 | $0.20 | $0.20 | $0.20 | $0.20 | $0.40 | $2.34 |
| 2017 | $0.00 | $0.18 | $0.17 | $0.19 | $0.18 | $0.18 | $0.18 | $0.18 | $0.19 | $0.18 | $0.19 | $0.45 | $2.25 |
| 2016 | $0.00 | $0.19 | $0.18 | $0.19 | $0.18 | $0.18 | $0.18 | $0.19 | $0.18 | $0.17 | $0.18 | $0.18 | $1.98 |
| 2015 | $0.00 | $0.19 | $0.18 | $0.22 | $0.19 | $0.19 | $0.19 | $0.19 | $0.18 | $0.18 | $0.18 | $0.63 | $2.51 |
| 2014 | $0.24 | $0.19 | $0.24 | $0.19 | $0.20 | $0.20 | $0.20 | $0.20 | $0.19 | $0.20 | $1.30 | $3.36 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the BIV. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the BIV was 18.94%, occurring on Oct 20, 2022. The portfolio has not yet recovered.
The current BIV drawdown is 6.10%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -18.94% | Aug 7, 2020 | 556 | Oct 20, 2022 | — | — | — |
| -13.63% | Sep 16, 2008 | 19 | Oct 10, 2008 | 46 | Dec 16, 2008 | 65 |
| -9.16% | Mar 9, 2020 | 9 | Mar 19, 2020 | 45 | May 22, 2020 | 54 |
| -7.66% | May 2, 2013 | 88 | Sep 5, 2013 | 236 | Aug 13, 2014 | 324 |
| -6.14% | Jul 11, 2016 | 119 | Dec 27, 2016 | 550 | Mar 7, 2019 | 669 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Diversification
Diversification Metrics
Number of Effective Assets
The portfolio contains 1 assets, with an effective number of assets of 1.00, reflecting the diversification based on asset allocation. This number of effective assets suggests a highly concentrated portfolio, where a few assets dominate the allocation, potentially increasing the portfolio's risk due to lack of diversification.
Asset Correlations Table
| ^GSPC | BIV | Portfolio | |
|---|---|---|---|
| ^GSPC | 1.00 | -0.18 | -0.18 |
| BIV | -0.18 | 1.00 | 1.00 |
| Portfolio | -0.18 | 1.00 | 1.00 |