All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 2014-10-09? to Tue 2025-06-24 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
MUB × |
−2.85%
2025-06-24 |
1.085 TRR
2025-06-24 |
||||
iShares National Muni Bond ETF Exchange-Traded Fund | ||||||
BSV × |
+1.20%
2025-06-24 |
1 TRR
2025-06-24 |
||||
Vanguard Short-Term Bond Index Fund ETF Shares Exchange-Traded Fund | ||||||
SHY × |
+0.53%
2025-06-24 |
0.866 TRR
2025-06-24 |
||||
iShares 1-3 Year Treasury Bond ETF NASDAQ Exchange-Traded Fund | ||||||
VGSH × |
+0.58%
2025-06-24 |
0.822 TRR
2025-06-24 |
||||
Vanguard Short-Term Treasury Index Fund ETF Shares NASDAQ Exchange-Traded Fund | ||||||
SCHO × |
+0.91%
2025-06-24 |
0.8132 TRR
2025-06-24 |
||||
Schwab Short-Term U.S. Treasury ETF Exchange-Traded Fund | ||||||
FLTB × |
+1.45%
2025-06-24 |
0.94 TRR
2025-06-24 |
||||
Fidelity Limited Term Bond ETF Exchange-Traded Fund | ||||||
Thu 2014-10-09? to Tue 2025-06-24 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
MUB × |
−9.75%
−0.95%/yr |
−1.21%/yr
(R2=0.316) |
||||
iShares National Muni Bond ETF Exchange-Traded Fund | ||||||
BSV × |
−10.54%
−1.03%/yr |
−1.73%/yr
(R2=0.568) |
||||
Vanguard Short-Term Bond Index Fund ETF Shares Exchange-Traded Fund | ||||||
SHY × |
−14.31%
−1.43%/yr |
−2.08%/yr
(R2=0.731) |
||||
iShares 1-3 Year Treasury Bond ETF NASDAQ Exchange-Traded Fund | ||||||
VGSH × |
−13.53%
−1.35%/yr |
−1.99%/yr
(R2=0.715) |
||||
Vanguard Short-Term Treasury Index Fund ETF Shares NASDAQ Exchange-Traded Fund | ||||||
SCHO × |
−13.66%
−1.36%/yr |
−2.00%/yr
(R2=0.717) |
||||
Schwab Short-Term U.S. Treasury ETF Exchange-Traded Fund | ||||||
FLTB × |
−6.00%
−0.58%/yr |
−1.34%/yr
(R2=0.427) |
||||
Fidelity Limited Term Bond ETF Exchange-Traded Fund | ||||||
Thu 2014-10-09? to Tue 2025-06-24 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
MUB × |
$10,000.00
2014-10-09 |
$9,024.85
2025-06-24 |
||||
iShares National Muni Bond ETF Exchange-Traded Fund | ||||||
BSV × |
$10,000.00
2014-10-09 |
$8,946.35
2025-06-24 |
||||
Vanguard Short-Term Bond Index Fund ETF Shares Exchange-Traded Fund | ||||||
SHY × |
$10,000.00
2014-10-09 |
$8,569.36
2025-06-24 |
||||
iShares 1-3 Year Treasury Bond ETF NASDAQ Exchange-Traded Fund | ||||||
VGSH × |
$10,000.00
2014-10-09 |
$8,647.21
2025-06-24 |
||||
Vanguard Short-Term Treasury Index Fund ETF Shares NASDAQ Exchange-Traded Fund | ||||||
SCHO × |
$10,000.00
2014-10-09 |
$8,633.78
2025-06-24 |
||||
Schwab Short-Term U.S. Treasury ETF Exchange-Traded Fund | ||||||
FLTB × |
$10,000.00
2014-10-09 |
$9,400.04
2025-06-24 |
||||
Fidelity Limited Term Bond ETF Exchange-Traded Fund | ||||||
Year | MUB | BSV | SHY | VGSH | SCHO | FLTB |
---|---|---|---|---|---|---|
2025 (YTD) | −2.85% | +1.20% | +0.53% | +0.58% | +0.91% | +1.45% |
2024 | −1.57% | +0.88% | +1.01% | +1.09% | +0.75% | +2.20% |
2023 | +2.14% | +1.49% | +0.79% | +0.93% | +0.93% | +2.51% |
2022 | −12.97% | −11.22% | −9.72% | −9.70% | −9.71% | −11.59% |
2021 | −5.63% | −7.68% | −7.26% | −7.13% | −7.18% | −7.70% |
2020 | +3.71% | +3.29% | +1.64% | +1.65% | +1.69% | +4.15% |
2019 | +4.66% | +2.64% | +1.07% | +1.21% | +1.16% | +3.50% |
2018 | −0.96% | −0.56% | −0.43% | −0.35% | −0.33% | −0.85% |
2017 | +2.55% | −0.89% | −1.81% | −2.03% | −1.75% | +0.00% |
2016 | −2.19% | −0.72% | −1.22% | −0.95% | −1.27% | +0.06% |
2015 | +2.16% | +0.18% | −0.31% | −0.22% | −0.35% | +0.13% |
2014 | +8.53% | +0.72% | −0.31% | −0.30% | −0.21% | +1.21% |
2013 | −4.88% | −1.33% | −1.26% | −1.16% | −1.07% | — |
2012 | +3.40% | +0.29% | −1.44% | −1.33% | −1.53% | — |
2011 | +9.72% | −0.01% | −1.48% | −1.46% | −1.48% | — |
2010 | −1.38% | +2.36% | +0.77% | +0.79% | −0.40% | — |
2009 | +4.24% | −1.17% | −2.30% | −0.36% | — | — |
2008 | +1.07% | +8.39% | +6.52% | — | — | — |
2007 | +0.83% | +3.71% | +3.14% | — | — | — |
2006 | — | — | +1.35% | — | — | — |
2005 | — | — | −1.83% | — | — | — |
2004 | — | — | −2.52% | — | — | — |
2003 | — | — | +0.34% | — | — | — |
2002 | — | — | +1.56% | — | — | — |
Thu 2014-10-09? to Tue 2025-06-24 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
MUB × | −19.85% |
−22.73%
2023-10-25 |
||||
iShares National Muni Bond ETF Exchange-Traded Fund | ||||||
BSV × | −15.62% |
−20.75%
2023-10-18 |
||||
Vanguard Short-Term Bond Index Fund ETF Shares Exchange-Traded Fund | ||||||
SHY × | −16.16% |
−19.86%
2023-10-03 |
||||
iShares 1-3 Year Treasury Bond ETF NASDAQ Exchange-Traded Fund | ||||||
VGSH × | −15.36% |
−19.26%
2023-09-27 |
||||
Vanguard Short-Term Treasury Index Fund ETF Shares NASDAQ Exchange-Traded Fund | ||||||
SCHO × | −15.52% |
−19.38%
2023-09-20 |
||||
Schwab Short-Term U.S. Treasury ETF Exchange-Traded Fund | ||||||
FLTB × | −13.27% |
−20.63%
2022-10-20 |
||||
Fidelity Limited Term Bond ETF Exchange-Traded Fund | ||||||