BCV vs. BND
Compare and contrast key facts about Bancroft Fund Ltd. (BCV) and Vanguard Total Bond Market ETF (BND).
BND is a passively managed fund by Vanguard that tracks the performance of the Barclays Capital U.S. Aggregate Bond Index. It was launched on Apr 3, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BCV or BND.
Key characteristics
| BCV | BND | |
|---|---|---|
| YTD Return | -4.58% | -3.21% |
| 1Y Return | -0.97% | -1.42% |
| 3Y Return (Ann) | -14.20% | -3.66% |
| 5Y Return (Ann) | 2.30% | -0.22% |
| 10Y Return (Ann) | 5.28% | 1.17% |
| Sharpe Ratio | -0.08 | -0.26 |
| Daily Std Dev | 15.77% | 6.75% |
| Max Drawdown | -54.52% | -18.84% |
| Current Drawdown | -43.57% | -13.46% |
Correlation
The correlation between BCV and BND is -0.02. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
BCV vs. BND - Performance Comparison
In the year-to-date period, BCV achieves a -4.58% return, which is significantly lower than BND's -3.21% return. Over the past 10 years, BCV has outperformed BND with an annualized return of 5.28%, while BND has yielded a comparatively lower 1.17% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
BCV vs. BND - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bancroft Fund Ltd. (BCV) 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.
Dividends
BCV vs. BND - Dividend Comparison
BCV's dividend yield for the trailing twelve months is around 8.57%, more than BND's 3.37% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCV Bancroft Fund Ltd. | 8.57% | 8.01% | 7.81% | 15.72% | 10.35% | 6.59% | 12.88% | 5.33% | 6.27% | 5.45% | 2.50% | 3.01% |
BND Vanguard Total Bond Market ETF | 3.37% | 3.09% | 2.60% | 1.97% | 2.22% | 2.72% | 2.81% | 2.54% | 2.51% | 2.57% | 2.79% | 2.78% |
Drawdowns
BCV vs. BND - Drawdown Comparison
The maximum BCV drawdown since its inception was -54.52%, which is greater than BND's maximum drawdown of -18.84%. Use the drawdown chart below to compare losses from any high point for BCV and BND. For additional features, visit the drawdowns tool.
Volatility
BCV vs. BND - Volatility Comparison
Bancroft Fund Ltd. (BCV) has a higher volatility of 4.70% compared to Vanguard Total Bond Market ETF (BND) at 1.84%. This indicates that BCV'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.