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Vanguard Intermediate-Term Bond ETF (BIV)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISIN

US9219378190

CUSIP

921937819

Issuer

Vanguard

Inception Date

Apr 3, 2007

Region

North America (U.S.)

Leveraged

1x

Index Tracked

Barclays U.S. 5

Asset Class

Bond

Expense Ratio

BIV has an expense ratio of 0.04%, which is considered low compared to other funds.


Expense ratio chart for BIV: current value at 0.04% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.04%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
BIV vs. BND BIV vs. BLV BIV vs. BNDX BIV vs. SCHP BIV vs. VTIP BIV vs. VGSH BIV vs. AGG BIV vs. VOO BIV vs. IVV BIV vs. UPRO
Popular comparisons:
BIV vs. BND BIV vs. BLV BIV vs. BNDX BIV vs. SCHP BIV vs. VTIP BIV vs. VGSH BIV vs. AGG BIV vs. VOO BIV vs. IVV BIV vs. UPRO

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Vanguard Intermediate-Term Bond ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-5.00%0.00%5.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
2.19%
10.27%
BIV (Vanguard Intermediate-Term Bond ETF)
Benchmark (^GSPC)

Returns By Period

Vanguard Intermediate-Term Bond ETF had a return of 2.44% year-to-date (YTD) and 3.20% in the last 12 months. Over the past 10 years, Vanguard Intermediate-Term Bond ETF had an annualized return of 1.85%, while the S&P 500 had an annualized return of 11.35%, indicating that Vanguard Intermediate-Term Bond ETF did not perform as well as the benchmark.


BIV

YTD

2.44%

1M

0.78%

6M

2.19%

1Y

3.20%

5Y (annualized)

0.25%

10Y (annualized)

1.85%

^GSPC (Benchmark)

YTD

26.85%

1M

3.07%

6M

10.27%

1Y

27.63%

5Y (annualized)

13.60%

10Y (annualized)

11.35%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20240.04%-1.61%0.87%-2.52%1.86%0.98%2.62%1.50%1.43%-2.86%1.09%2.44%
20233.39%-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%
20202.51%1.92%-1.55%2.42%1.38%1.10%1.30%-0.43%0.00%-0.68%1.18%0.20%9.67%
20191.61%-0.09%2.20%0.11%2.13%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%
20170.33%0.74%0.00%1.16%0.83%-0.23%0.64%1.07%-0.89%0.01%-0.27%0.24%3.65%
20161.83%1.12%1.30%0.30%-0.20%2.63%0.51%-0.52%0.16%-0.96%-3.30%-0.45%2.33%
20153.08%-1.41%0.60%-0.26%-0.44%-1.35%0.93%-0.19%1.09%0.06%-0.40%-0.60%1.04%
20142.20%0.78%-0.47%1.00%1.41%-0.02%-0.31%1.50%-0.98%1.12%0.86%0.52%7.85%
2013-1.12%1.00%0.35%1.42%-2.79%-2.73%0.45%-1.10%1.45%1.31%-0.54%-1.21%-3.58%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of BIV is 21, indicating that it is in the bottom 21% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of BIV is 2121
Overall Rank
The Sharpe Ratio Rank of BIV is 2424
Sharpe Ratio Rank
The Sortino Ratio Rank of BIV is 2222
Sortino Ratio Rank
The Omega Ratio Rank of BIV is 2121
Omega Ratio Rank
The Calmar Ratio Rank of BIV is 1717
Calmar Ratio Rank
The Martin Ratio Rank of BIV is 2020
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Vanguard Intermediate-Term Bond ETF (BIV) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for BIV, currently valued at 0.54, compared to the broader market0.002.004.000.542.31
The chart of Sortino ratio for BIV, currently valued at 0.80, compared to the broader market-2.000.002.004.006.008.0010.000.803.11
The chart of Omega ratio for BIV, currently valued at 1.09, compared to the broader market0.501.001.502.002.503.001.091.43
The chart of Calmar ratio for BIV, currently valued at 0.23, compared to the broader market0.005.0010.0015.000.233.33
The chart of Martin ratio for BIV, currently valued at 1.51, compared to the broader market0.0020.0040.0060.0080.00100.001.5114.75
BIV
^GSPC

The current Vanguard Intermediate-Term Bond ETF Sharpe ratio is 0.54. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Vanguard Intermediate-Term Bond ETF with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00JulyAugustSeptemberOctoberNovemberDecember
0.54
2.31
BIV (Vanguard Intermediate-Term Bond ETF)
Benchmark (^GSPC)

Dividends

Dividend History

Vanguard Intermediate-Term Bond ETF provided a 3.71% dividend yield over the last twelve months, with an annual payout of $2.81 per share.


2.50%3.00%3.50%4.00%$0.00$0.50$1.00$1.50$2.00$2.50$3.00$3.5020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$2.81$2.36$1.79$3.00$2.74$2.40$2.34$2.25$1.98$2.51$3.36$3.44

Dividend yield

3.71%3.10%2.41%3.42%2.96%2.75%2.87%2.69%2.38%3.02%3.96%4.21%

Monthly Dividends

The table displays the monthly dividend distributions for Vanguard Intermediate-Term Bond ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.23$0.21$0.23$0.23$0.24$0.23$0.24$0.24$0.24$0.25$0.24$2.58
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$0.00$0.24$0.19$0.24$0.19$0.20$0.20$0.20$0.20$0.19$0.20$1.30$3.36
2013$0.21$0.20$0.55$0.20$0.21$0.21$0.22$0.21$0.21$0.21$1.01$3.44

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.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-8.02%
-0.65%
BIV (Vanguard Intermediate-Term Bond ETF)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Vanguard Intermediate-Term Bond ETF. 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 Vanguard Intermediate-Term Bond ETF was 18.94%, occurring on Oct 20, 2022. The portfolio has not yet recovered.

The current Vanguard Intermediate-Term Bond ETF drawdown is 8.02%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-18.94%Aug 7, 2020556Oct 20, 2022
-13.63%Sep 16, 200819Oct 10, 200846Dec 16, 200865
-9.16%Mar 9, 20209Mar 19, 202045May 22, 202054
-7.66%May 2, 201388Sep 5, 2013236Aug 13, 2014324
-6.14%Jul 11, 2016119Dec 27, 2016550Mar 7, 2019669

Volatility

Volatility Chart

The current Vanguard Intermediate-Term Bond ETF volatility is 1.34%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


1.00%2.00%3.00%4.00%5.00%6.00%JulyAugustSeptemberOctoberNovemberDecember
1.34%
1.89%
BIV (Vanguard Intermediate-Term Bond ETF)
Benchmark (^GSPC)
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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