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^FVX vs. BND
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between ^FVX and BND is -0.78. 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.


-0.50.00.51.0-0.8

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.

-20.00%-15.00%-10.00%-5.00%0.00%5.00%JulyAugustSeptemberOctoberNovemberDecember
2.55%
1.10%
^FVX
BND

Key characteristics

Sharpe Ratio

^FVX:

0.57

BND:

0.31

Sortino Ratio

^FVX:

1.01

BND:

0.46

Omega Ratio

^FVX:

1.12

BND:

1.05

Calmar Ratio

^FVX:

0.24

BND:

0.12

Martin Ratio

^FVX:

1.08

BND:

0.89

Ulcer Index

^FVX:

12.87%

BND:

1.89%

Daily Std Dev

^FVX:

23.96%

BND:

5.43%

Max Drawdown

^FVX:

-97.53%

BND:

-18.84%

Current Drawdown

^FVX:

-44.53%

BND:

-9.55%

Returns By Period

In the year-to-date period, ^FVX achieves a 14.06% return, which is significantly higher than BND's 1.17% return. Over the past 10 years, ^FVX has outperformed BND with an annualized return of 10.20%, while BND has yielded a comparatively lower 1.29% annualized return.


^FVX

YTD

14.06%

1M

3.16%

6M

2.67%

1Y

13.06%

5Y*

20.39%

10Y*

10.20%

BND

YTD

1.17%

1M

-0.65%

6M

1.13%

1Y

1.35%

5Y*

-0.41%

10Y*

1.29%

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Risk-Adjusted Performance

^FVX vs. BND - Risk-Adjusted Performance 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.


Sharpe ratio
The chart of Sharpe ratio for ^FVX, currently valued at 0.58, compared to the broader market-1.000.001.002.000.580.22
The chart of Sortino ratio for ^FVX, currently valued at 1.02, compared to the broader market-1.000.001.002.003.001.020.33
The chart of Omega ratio for ^FVX, currently valued at 1.12, compared to the broader market0.800.901.001.101.201.301.401.121.04
The chart of Calmar ratio for ^FVX, currently valued at 0.41, compared to the broader market0.001.002.003.004.000.410.09
The chart of Martin ratio for ^FVX, currently valued at 1.09, compared to the broader market0.005.0010.0015.001.090.63
^FVX
BND

The current ^FVX Sharpe Ratio is 0.57, which is higher than the BND Sharpe Ratio of 0.31. The chart below compares the historical Sharpe Ratios of ^FVX and BND, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.00JulyAugustSeptemberOctoberNovemberDecember
0.58
0.22
^FVX
BND

Drawdowns

^FVX vs. BND - Drawdown Comparison

The maximum ^FVX drawdown since its inception was -97.53%, which is greater than BND's maximum drawdown of -18.84%. Use the drawdown chart below to compare losses from any high point for ^FVX and BND. For additional features, visit the drawdowns tool.


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%JulyAugustSeptemberOctoberNovemberDecember
-15.02%
-9.55%
^FVX
BND

Volatility

^FVX vs. BND - Volatility Comparison

Treasury Yield 5 Years (^FVX) has a higher volatility of 5.96% compared to Vanguard Total Bond Market ETF (BND) at 1.62%. 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.


0.00%2.00%4.00%6.00%8.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
5.96%
1.62%
^FVX
BND
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Disclaimer

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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