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PLUS vs. BND
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

PLUS vs. BND - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ePlus inc. (PLUS) and Vanguard Total Bond Market ETF (BND). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, PLUS achieves a -8.04% return, which is significantly lower than BND's 0.27% return. Over the past 10 years, PLUS has outperformed BND with an annualized return of 13.91%, while BND has yielded a comparatively lower 1.58% annualized return.


PLUS

1D
-4.71%
1M
-6.08%
YTD
-8.04%
6M
-8.07%
1Y
12.39%
3Y*
16.55%
5Y*
12.04%
10Y*
13.91%

BND

1D
-0.19%
1M
0.27%
YTD
0.27%
6M
0.12%
1Y
5.11%
3Y*
3.96%
5Y*
0.09%
10Y*
1.58%
*Multi-year figures are annualized to reflect compound growth (CAGR)

PLUS vs. BND - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PLUS
ePlus inc.
-8.04%19.45%-7.46%80.31%-17.82%22.52%4.34%18.43%-5.36%30.56%
BND
Vanguard Total Bond Market ETF
0.27%7.08%1.38%5.65%-13.11%-1.86%7.71%8.84%-0.12%3.57%

Correlation

The correlation between PLUS and BND is 0.19, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.19

Correlation (3Y)
Calculated over the trailing 3-year period

0.17

Correlation (5Y)
Calculated over the trailing 5-year period

0.11

Correlation (10Y)
Calculated over the trailing 10-year period

0.01

Correlation (All Time)
Calculated using the full available price history since Apr 11, 2007

-0.05

The correlation between PLUS and BND shifts across timeframes, from -0.05 (all time) to 0.19 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

PLUS vs. BND — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PLUS
PLUS Risk / Return Rank: 5252
Overall Rank
PLUS Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
PLUS Sortino Ratio Rank: 5050
Sortino Ratio Rank
PLUS Omega Ratio Rank: 4646
Omega Ratio Rank
PLUS Calmar Ratio Rank: 5454
Calmar Ratio Rank
PLUS Martin Ratio Rank: 5555
Martin Ratio Rank

BND
BND Risk / Return Rank: 3737
Overall Rank
BND Sharpe Ratio Rank: 3737
Sharpe Ratio Rank
BND Sortino Ratio Rank: 3939
Sortino Ratio Rank
BND Omega Ratio Rank: 3535
Omega Ratio Rank
BND Calmar Ratio Rank: 3838
Calmar Ratio Rank
BND Martin Ratio Rank: 3636
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PLUS vs. BND - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ePlus inc. (PLUS) 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.


PLUSBNDDifference
Sharpe ratioReturn per unit of total volatility

-1.00

Sortino ratioReturn per unit of downside risk

-1.19

Omega ratioGain probability vs. loss probability

1.09

1.24

-0.14

Calmar ratioReturn relative to maximum drawdown

0.60

1.92

-1.31

Martin ratioReturn relative to average drawdown

1.46

5.80

-4.35

PLUS vs. BND - Sharpe Ratio Comparison

The current PLUS Sharpe Ratio is 0.36, which is lower than the BND Sharpe Ratio of 1.36. The chart below compares the historical Sharpe Ratios of PLUS 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.


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Sharpe Ratios by Period


PLUSBNDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.36

1.36

-1.00

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.34

0.01

+0.33

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.38

0.29

+0.09

Sharpe Ratio (All Time)

Calculated using the full available price history

0.24

0.59

-0.35

Drawdowns

PLUS vs. BND - Drawdown Comparison

The maximum PLUS drawdown since its inception was -91.83%, which is greater than BND's maximum drawdown of -18.58%. Use the drawdown chart below to compare losses from any high point for PLUS and BND.


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Drawdown Indicators


PLUSBNDDifference

Max Drawdown

Largest peak-to-trough decline

-91.83%

-18.58%

-73.25%

Max Drawdown (1Y)

Largest decline over 1 year

-20.65%

-2.68%

-17.97%

Max Drawdown (3Y)

Largest decline over 3 years

-46.13%

-5.92%

-40.21%

Max Drawdown (5Y)

Largest decline over 5 years

-46.13%

-17.91%

-28.22%

Max Drawdown (10Y)

Largest decline over 10 years

-56.46%

-18.58%

-37.88%

Current Drawdown

Current decline from peak

-20.18%

-2.37%

-17.81%

Average Drawdown

Average peak-to-trough decline

-43.82%

-3.06%

-40.76%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.53%

0.88%

+7.65%

Volatility

PLUS vs. BND - Volatility Comparison

ePlus inc. (PLUS) has a higher volatility of 15.12% compared to Vanguard Total Bond Market ETF (BND) at 1.23%. This indicates that PLUS'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.


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Volatility by Period


PLUSBNDDifference

Volatility (1M)

Calculated over the trailing 1-month period

15.12%

1.23%

+13.89%

Volatility (6M)

Calculated over the trailing 6-month period

22.37%

2.66%

+19.71%

Volatility (1Y)

Calculated over the trailing 1-year period

34.51%

3.78%

+30.73%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

35.59%

6.02%

+29.57%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

37.19%

5.53%

+31.66%

Dividends

PLUS vs. BND - Dividend Comparison

PLUS's dividend yield for the trailing twelve months is around 0.93%, less than BND's 3.97% yield.


PositionTTM20252024202320222021202020192018201720162015
BND
Vanguard Total Bond Market ETF
3.97%3.86%3.67%3.09%2.60%2.12%2.38%2.72%2.81%2.54%2.51%2.57%
PLUS
ePlus inc.
0.93%0.57%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


PLUS and BND have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

PLUS has higher volatility (15.12%) compared to BND (1.23%). In terms of maximum drawdown, PLUS dropped -91.83% vs BND's -18.58%.

BND currently has the higher Sharpe Ratio (1.36 vs 0.36), 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 PLUS 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.

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