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| Side by side | MORT | MBB | VMBS |
|---|---|---|---|
| Strategy | Bonds & Cash · Mortgage | Bonds & Cash · Mortgage | Bonds & Cash · Mortgage |
| Expense ratio | 0.43% | 0.04% | 0.03% |
| Cost per year on $10k | $43 | $4 | $3 |
| Trailing 12-mo yield | 18.51% | 4.82% | 4.70% |
| Income per year on $10k | $1,851 | $482 | $470 |
| YTD | −17.6% | −0.9% | −0.8% |
| 1 year | −13.5% | −0.1% | +0.3% |
| 3 years · per year | +5.5% | +6.0% | +6.2% |
| 5 years · per year | −6.2% | +0.1% | +0.3% |
| Worst drop · 1Y | −26.9% | −5.7% | −5.4% |
| Volatility · 1Y | 18.2% | 4.9% | 4.8% |
| Holdings | 27 | 10,833 | 344 |
| Assets | $313M | $35.8B | $17.1B |
| Leverage | None | None | None |
| Since | 2011 | 2007 | 2009 |
Highlighted = best in the row. Returns include dividends.
Holdings unavailable.
Holdings unavailable.