ADJEX vs. VBTIX

In the year-to-date period, ADJEX achieves a -1.31% return, which is significantly lower than VBTIX's 1.82% return. Over the past 10 years, ADJEX has outperformed VBTIX with an annualized return of 7.01%, while VBTIX has yielded a comparatively lower 1.42% annualized return.

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ADJEX has a 0.99% expense ratio, which is higher than VBTIX's 0.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Azzad Ethical Fund (ADJEX) and Vanguard Total Bond Market Index Fund Institutional Shares (VBTIX). 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.

The current ADJEX Sharpe Ratio is -0.25, which is lower than the VBTIX Sharpe Ratio of 0.95. The chart below compares the historical Sharpe Ratios of ADJEX and VBTIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ADJEX's dividend yield for the trailing twelve months is around 5.54%, more than VBTIX's 3.79% yield.

The maximum ADJEX drawdown since its inception was -55.91%, which is greater than VBTIX's maximum drawdown of -18.66%. Use the drawdown chart below to compare losses from any high point for ADJEX and VBTIX.

Azzad Ethical Fund (ADJEX) has a higher volatility of 6.14% compared to Vanguard Total Bond Market Index Fund Institutional Shares (VBTIX) at 1.43%. This indicates that ADJEX's price experiences larger fluctuations and is considered to be riskier than VBTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.