Seasonal Evaluation for Vanguard Intermediate-Term Bond ETF (BIV)
The following tables show quarterly and semi-annual reports.
In the quarterly breakdown, the first through fourth quarters correspond to spring, summer, fall, and winter, respectively.
Detailed definitions for the semi-annual periods are provided in the table headers.
| Overview | 1st Quarter Jan. - Mar. |
2nd Quarter Apr. - Jun. |
3rd Quarter Jul. - Sep. |
4th Quarter Oct. - Dec. |
|---|---|---|---|---|
| Success Rate | 72.22% | 66.67% | 78.95% | 57.89% |
| Median Return | 1.65% | 2.03% | 0.86% | 0.56% |
| Average Return | 1.73% | 2.37% | 1.38% | 2.03% |
| Maximum Gain | 4.31% | 5.35% | 5.64% | 10.35% |
| Gain Year | 2016 | 2010 | 2024 | 2008 |
| Maximum Loss | -6.24% | -4.66% | -4.84% | -4.05% |
| Loss Year | 2022 | 2022 | 2022 | 2016 |
| Based on the past 18 years (2008-2025) | ||||
| Overview | Winter Season Oct. - Mar. |
Summer Season Apr. - Sep. |
First HY Jan. - Jun. |
Second HY Jul. - Dec. |
|---|---|---|---|---|
| Success Rate | 64.86% | 72.97% | 69.44% | 68.42% |
| Median Return | 0.89% | 1.83% | 2.03% | 0.80% |
| Average Return | 1.85% | 1.76% | 2.01% | 1.61% |
| Maximum Gain | 10.35% | 5.64% | 5.35% | 10.35% |
| Gain Year | 2008 | 2024 | 2010 | 2008 |
| Maximum Loss | -6.24% | -4.84% | -6.24% | -4.84% |
| Loss Year | 2022 | 2022 | 2022 | 2022 |
| Based on the past 18 years (2008-2025) | ||||