AIBAX vs. VBTLX
Compare and contrast key facts about American Funds Intermediate Bond Fund of America (AIBAX) and Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX).
AIBAX is managed by American Funds. It was launched on Feb 19, 1988. VBTLX is managed by Vanguard. It was launched on Nov 12, 2001.
Performance
AIBAX vs. VBTLX - Performance Comparison
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AIBAX vs. VBTLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AIBAX American Funds Intermediate Bond Fund of America | -0.59% | 6.83% | 2.91% | 4.09% | -8.02% | -0.89% | 7.36% | 4.40% | 0.92% | 1.06% |
VBTLX Vanguard Total Bond Market Index Fund Admiral Shares | -0.49% | 7.17% | 1.26% | 5.74% | -13.16% | -1.81% | 7.72% | 8.73% | -0.25% | 3.56% |
Returns By Period
In the year-to-date period, AIBAX achieves a -0.59% return, which is significantly lower than VBTLX's -0.49% return. Both investments have delivered pretty close results over the past 10 years, with AIBAX having a 1.65% annualized return and VBTLX not far behind at 1.60%.
AIBAX
- 1D
- 0.32%
- 1M
- -1.72%
- YTD
- -0.59%
- 6M
- 0.60%
- 1Y
- 3.58%
- 3Y*
- 3.58%
- 5Y*
- 0.96%
- 10Y*
- 1.65%
VBTLX
- 1D
- 0.52%
- 1M
- -2.23%
- YTD
- -0.49%
- 6M
- 0.50%
- 1Y
- 3.77%
- 3Y*
- 3.44%
- 5Y*
- 0.23%
- 10Y*
- 1.60%
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AIBAX vs. VBTLX - Expense Ratio Comparison
AIBAX has a 0.63% expense ratio, which is higher than VBTLX's 0.05% expense ratio.
Return for Risk
AIBAX vs. VBTLX — Risk / Return Rank
AIBAX
VBTLX
AIBAX vs. VBTLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Intermediate Bond Fund of America (AIBAX) and Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX). 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.
| AIBAX | VBTLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 1.00 | +0.23 |
Sortino ratioReturn per unit of downside risk | 1.87 | 1.44 | +0.43 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.18 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 2.02 | 1.78 | +0.24 |
Martin ratioReturn relative to average drawdown | 6.87 | 5.08 | +1.78 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AIBAX | VBTLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 1.00 | +0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.04 | +0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.32 | +0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.26 | 0.76 | +0.50 |
Correlation
The correlation between AIBAX and VBTLX is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
AIBAX vs. VBTLX - Dividend Comparison
AIBAX's dividend yield for the trailing twelve months is around 3.54%, less than VBTLX's 3.61% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIBAX American Funds Intermediate Bond Fund of America | 3.54% | 3.87% | 4.00% | 3.01% | 1.63% | 0.91% | 3.25% | 2.59% | 1.66% | 1.21% | 1.72% | 1.85% |
VBTLX Vanguard Total Bond Market Index Fund Admiral Shares | 3.61% | 3.87% | 3.69% | 3.10% | 2.59% | 1.96% | 2.39% | 2.74% | 2.57% | 2.56% | 2.53% | 2.82% |
Drawdowns
AIBAX vs. VBTLX - Drawdown Comparison
The maximum AIBAX drawdown since its inception was -11.42%, smaller than the maximum VBTLX drawdown of -18.81%. Use the drawdown chart below to compare losses from any high point for AIBAX and VBTLX.
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Drawdown Indicators
| AIBAX | VBTLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -11.42% | -18.81% | +7.39% |
Max Drawdown (1Y)Largest decline over 1 year | -2.18% | -2.73% | +0.55% |
Max Drawdown (5Y)Largest decline over 5 years | -11.33% | -18.14% | +6.81% |
Max Drawdown (10Y)Largest decline over 10 years | -11.42% | -18.81% | +7.39% |
Current DrawdownCurrent decline from peak | -1.72% | -3.06% | +1.34% |
Average DrawdownAverage peak-to-trough decline | -1.19% | -2.67% | +1.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.64% | 0.96% | -0.32% |
Volatility
AIBAX vs. VBTLX - Volatility Comparison
The current volatility for American Funds Intermediate Bond Fund of America (AIBAX) is 1.07%, while Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) has a volatility of 1.55%. This indicates that AIBAX experiences smaller price fluctuations and is considered to be less risky than VBTLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AIBAX | VBTLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.07% | 1.55% | -0.48% |
Volatility (6M)Calculated over the trailing 6-month period | 1.75% | 2.59% | -0.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.31% | 4.37% | -1.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.15% | 5.98% | -1.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.27% | 4.97% | -1.70% |