AGEPX vs. VTAPX
Compare and contrast key facts about American Beacon Frontier Markets Income Fund (AGEPX) and Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares (VTAPX).
AGEPX is managed by American Beacon. It was launched on Feb 24, 2014. VTAPX is managed by Vanguard. It was launched on Oct 16, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AGEPX or VTAPX.
Correlation
The correlation between AGEPX and VTAPX is 0.14, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
AGEPX vs. VTAPX - Performance Comparison
Key characteristics
AGEPX:
4.17
VTAPX:
2.51
AGEPX:
6.09
VTAPX:
3.74
AGEPX:
1.98
VTAPX:
1.52
AGEPX:
4.18
VTAPX:
5.63
AGEPX:
28.50
VTAPX:
15.56
AGEPX:
0.51%
VTAPX:
0.29%
AGEPX:
3.46%
VTAPX:
1.79%
AGEPX:
-21.26%
VTAPX:
-5.33%
AGEPX:
-0.70%
VTAPX:
-0.55%
Returns By Period
In the year-to-date period, AGEPX achieves a 14.28% return, which is significantly higher than VTAPX's 4.50% return. Over the past 10 years, AGEPX has outperformed VTAPX with an annualized return of 5.20%, while VTAPX has yielded a comparatively lower 2.51% annualized return.
AGEPX
14.28%
0.14%
6.03%
14.41%
4.58%
5.20%
VTAPX
4.50%
-0.08%
2.34%
4.50%
3.32%
2.51%
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AGEPX vs. VTAPX - Expense Ratio Comparison
AGEPX has a 1.38% expense ratio, which is higher than VTAPX's 0.06% expense ratio.
Risk-Adjusted Performance
AGEPX vs. VTAPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Beacon Frontier Markets Income Fund (AGEPX) and Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares (VTAPX). 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.
Dividends
AGEPX vs. VTAPX - Dividend Comparison
AGEPX's dividend yield for the trailing twelve months is around 10.63%, more than VTAPX's 1.58% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
American Beacon Frontier Markets Income Fund | 10.63% | 9.40% | 8.76% | 7.66% | 7.08% | 8.40% | 9.57% | 7.08% | 7.84% | 7.43% | 2.96% | 0.00% |
Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares | 1.58% | 2.84% | 6.82% | 4.68% | 1.19% | 1.94% | 2.45% | 1.52% | 0.76% | 0.00% | 0.82% | 0.06% |
Drawdowns
AGEPX vs. VTAPX - Drawdown Comparison
The maximum AGEPX drawdown since its inception was -21.26%, which is greater than VTAPX's maximum drawdown of -5.33%. Use the drawdown chart below to compare losses from any high point for AGEPX and VTAPX. For additional features, visit the drawdowns tool.
Volatility
AGEPX vs. VTAPX - Volatility Comparison
American Beacon Frontier Markets Income Fund (AGEPX) has a higher volatility of 1.30% compared to Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares (VTAPX) at 0.43%. This indicates that AGEPX's price experiences larger fluctuations and is considered to be riskier than VTAPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.