PortfoliosLab logoPortfoliosLab logo
^FVX vs. BND
Performance
Return for Risk
Drawdowns
Volatility

Performance

^FVX vs. BND - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Treasury Yield 5 Years (^FVX) and Vanguard Total Bond Market ETF (BND). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, ^FVX achieves a 19.83% return, which is significantly higher than BND's -0.54% return. Over the past 10 years, ^FVX has outperformed BND with an annualized return of 15.29%, while BND has yielded a comparatively lower 1.36% annualized return.


^FVX

1D
1.94%
1M
5.44%
6M
17.46%
YTD
19.83%
1Y
18.27%
3Y*
1.63%
5Y*
44.70%
10Y*
15.29%
ALL TIME*
-1.07%

BND

1D
-0.26%
1M
-1.20%
6M
-0.75%
YTD
-0.54%
1Y
1.75%
3Y*
3.92%
5Y*
-0.42%
10Y*
1.36%
ALL TIME*
2.99%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$0.00$0.00$0.00
$451.00M$507.49M$592.68M

^FVX vs. BND - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
^FVX
Treasury Yield 5 Years
19.83%-15.02%14.06%-4.00%216.71%249.86%-78.68%-32.55%13.78%14.06%
BND
Vanguard Total Bond Market ETF
-0.54%7.08%1.38%5.65%-13.11%-1.86%7.71%8.84%-0.12%3.57%

Correlation

The correlation between ^FVX and BND is -0.86, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

-0.86

Correlation (3Y)
Balances recent behavior with more history.

-0.90

Correlation (5Y)
Shows whether the relationship held over a longer period.

-0.88

Correlation (10Y)
Provides a long-term view across more market conditions.

-0.80

Correlation (All Time)
Calculated using the full available price history since Apr 10, 2007

-0.78

The correlation between ^FVX and BND shifts across timeframes, from -0.90 (3 years) to -0.78 (all time), reflecting how their relationship changes across market environments.

Compare stocks, funds, or ETFs

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


Return for Risk

^FVX vs. BND — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

^FVX
^FVX Risk / Return Rank: 2929
Overall Rank
^FVX Sharpe Ratio Rank: 2929
Sharpe Ratio Rank
^FVX Sortino Ratio Rank: 2626
Sortino Ratio Rank
^FVX Omega Ratio Rank: 2626
Omega Ratio Rank
^FVX Calmar Ratio Rank: 3232
Calmar Ratio Rank
^FVX Martin Ratio Rank: 3131
Martin Ratio Rank

BND
BND Risk / Return Rank: 2929
Overall Rank
BND Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
BND Sortino Ratio Rank: 2828
Sortino Ratio Rank
BND Omega Ratio Rank: 2626
Omega Ratio Rank
BND Calmar Ratio Rank: 3030
Calmar Ratio Rank
BND Martin Ratio Rank: 2929
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

^FVX vs. BND - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Treasury Yield 5 Years (^FVX) and Vanguard Total Bond Market ETF (BND). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


^FVXBNDDifference
Sharpe ratioReturn per unit of total volatility

-0.01

Sortino ratioReturn per unit of downside risk

+0.03

Omega ratioGain probability vs. loss probability

1.13

1.12

0.00

Calmar ratioReturn relative to maximum drawdown

1.41

0.99

+0.43

Martin ratioReturn relative to average drawdown

3.30

2.48

+0.82

^FVX vs. BND - Sharpe Ratio Comparison

The current ^FVX Sharpe Ratio is 0.70, which is comparable to the BND Sharpe Ratio of 0.72. The chart below compares the historical Sharpe Ratios of ^FVX and BND, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

^FVX vs. BND - Drawdown Comparison

The maximum ^FVX drawdown since its inception was -98.80%, which is greater than BND's maximum drawdown of -18.58%. Use the drawdown chart below to compare losses from any high point for ^FVX and BND.


Loading charts...

Drawdown Indicators


^FVXBNDDifference

Max Drawdown

Largest peak-to-trough decline

-98.80%

-18.58%

-80.22%

Max Drawdown (1Y)

Largest decline over 1 year

-8.97%

-2.68%

-6.29%

Max Drawdown (3Y)

Largest decline over 3 years

-31.36%

-4.81%

-26.55%

Max Drawdown (5Y)

Largest decline over 5 years

-31.36%

-17.91%

-13.45%

Max Drawdown (10Y)

Largest decline over 10 years

-93.69%

-18.58%

-75.11%

Current Drawdown

Current decline from peak

-72.59%

-3.15%

-69.44%

Average Drawdown

Average peak-to-trough decline

-58.57%

-3.06%

-55.51%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.54%

1.07%

+4.47%

Volatility

^FVX vs. BND - Volatility Comparison

Treasury Yield 5 Years (^FVX) has a higher volatility of 4.47% compared to Vanguard Total Bond Market ETF (BND) at 0.98%. This indicates that ^FVX's price experiences larger fluctuations and is considered to be riskier than BND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


^FVXBNDDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.47%

0.98%

+3.49%

Volatility (6M)

Calculated over the trailing 6-month period

13.74%

2.90%

+10.84%

Volatility (1Y)

Calculated over the trailing 1-year period

18.10%

3.70%

+14.40%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

36.52%

6.03%

+30.49%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

58.13%

5.53%

+52.60%

Frequently Asked Questions


^FVX and BND have a correlation of -0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

^FVX has higher volatility (4.47%) compared to BND (0.98%). In terms of maximum drawdown, ^FVX dropped -98.80% vs BND's -18.58%.

BND currently has the higher Sharpe Ratio (0.72 vs 0.70), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for ^FVX and BND

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer