Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
VCPAX (Vanguard Core-Plus Bond Fund Admiral Shares) 0.26% 5.23% 5.09% NA NA NA NA
Data as of 06/05/2026, Common starting date is 10/13/2021
More Performance Analytics Comparison
Name Start Date End Date
VCPAX (Vanguard Core-Plus Bond Fund Admiral Shares) 10/13/2021 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021
Annualized Return (%) -0.53 5.23 5.09 NA NA NA NA 0.26 8.07 2.56 6.79 -12.60 0.32
Sharpe Ratio NA 0.73 0.37 NA NA NA NA -0.49 1.25 -0.21 0.47 -2.00 0.41
Standard Deviation(%) NA 3.56 5.01 NA NA NA NA 3.92 4.16 4.98 6.78 7.03 3.48
Draw Down(%) NA 2.65 5.71 NA NA NA NA 2.65 2.72 3.44 6.30 16.60 1.63
Yield(%) 0.40 4.89 4.86 3.39 1.69 1.13 0.85 1.93 5.01 4.73 4.61 2.78 0.27
Data as of 06/05/2026, Common starting date is 10/13/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
VCPAX (Vanguard Core-Plus Bond Fund Admiral Shares) -1.45%
Dec 2021 – Dec 2024
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
VCPAX (Vanguard Core-Plus Bond Fund Admiral Shares) 6.84%
Oct 2022 – Oct 2025
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return