APIMX vs. VBISX
Compare and contrast key facts about Yorktown Short Term Bond Fund (APIMX) and Vanguard Short-Term Bond Index Fund (VBISX).
APIMX is managed by Yorktown Funds. It was launched on Jul 2, 1997. VBISX is managed by Vanguard. It was launched on Mar 1, 1994.
Performance
APIMX vs. VBISX - Performance Comparison
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APIMX vs. VBISX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
APIMX Yorktown Short Term Bond Fund | 0.16% | 5.59% | 4.48% | 6.09% | -4.92% | 0.24% | 3.12% | 5.36% | 0.36% | 4.72% |
VBISX Vanguard Short-Term Bond Index Fund | -0.34% | 5.67% | 3.66% | 4.54% | -5.61% | -1.35% | 4.63% | 4.78% | 1.27% | 1.10% |
Returns By Period
In the year-to-date period, APIMX achieves a 0.16% return, which is significantly higher than VBISX's -0.34% return. Over the past 10 years, APIMX has outperformed VBISX with an annualized return of 2.90%, while VBISX has yielded a comparatively lower 1.76% annualized return.
APIMX
- 1D
- 0.32%
- 1M
- -0.70%
- YTD
- 0.16%
- 6M
- 1.36%
- 1Y
- 4.37%
- 3Y*
- 4.84%
- 5Y*
- 2.26%
- 10Y*
- 2.90%
VBISX
- 1D
- 0.20%
- 1M
- -1.25%
- YTD
- -0.34%
- 6M
- 0.83%
- 1Y
- 3.56%
- 3Y*
- 3.85%
- 5Y*
- 1.39%
- 10Y*
- 1.76%
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APIMX vs. VBISX - Expense Ratio Comparison
APIMX has a 0.84% expense ratio, which is higher than VBISX's 0.15% expense ratio.
Return for Risk
APIMX vs. VBISX — Risk / Return Rank
APIMX
VBISX
APIMX vs. VBISX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Yorktown Short Term Bond Fund (APIMX) and Vanguard Short-Term Bond Index Fund (VBISX). 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.
| APIMX | VBISX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.69 | 1.64 | +0.04 |
Sortino ratioReturn per unit of downside risk | 2.57 | 2.70 | -0.13 |
Omega ratioGain probability vs. loss probability | 1.42 | 1.33 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 3.46 | 2.72 | +0.74 |
Martin ratioReturn relative to average drawdown | 13.88 | 9.96 | +3.91 |
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
| APIMX | VBISX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.69 | 1.64 | +0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.84 | 0.48 | +0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.22 | 0.74 | +0.47 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.07 | 1.34 | -1.28 |
Correlation
The correlation between APIMX and VBISX is -0.03. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
APIMX vs. VBISX - Dividend Comparison
APIMX's dividend yield for the trailing twelve months is around 3.77%, more than VBISX's 3.52% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APIMX Yorktown Short Term Bond Fund | 3.77% | 3.36% | 3.07% | 2.65% | 1.82% | 1.51% | 2.02% | 2.91% | 2.97% | 2.83% | 2.41% | 13.39% |
VBISX Vanguard Short-Term Bond Index Fund | 3.52% | 3.44% | 3.29% | 2.10% | 1.38% | 1.16% | 1.72% | 2.16% | 1.92% | 1.58% | 1.42% | 1.34% |
Drawdowns
APIMX vs. VBISX - Drawdown Comparison
The maximum APIMX drawdown since its inception was -76.75%, which is greater than VBISX's maximum drawdown of -8.79%. Use the drawdown chart below to compare losses from any high point for APIMX and VBISX.
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Drawdown Indicators
| APIMX | VBISX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.75% | -8.79% | -67.96% |
Max Drawdown (1Y)Largest decline over 1 year | -1.28% | -1.54% | +0.26% |
Max Drawdown (5Y)Largest decline over 5 years | -7.48% | -8.72% | +1.24% |
Max Drawdown (10Y)Largest decline over 10 years | -7.50% | -8.79% | +1.29% |
Current DrawdownCurrent decline from peak | -0.71% | -1.25% | +0.54% |
Average DrawdownAverage peak-to-trough decline | -26.36% | -0.87% | -25.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.32% | 0.42% | -0.10% |
Volatility
APIMX vs. VBISX - Volatility Comparison
Yorktown Short Term Bond Fund (APIMX) has a higher volatility of 0.95% compared to Vanguard Short-Term Bond Index Fund (VBISX) at 0.74%. This indicates that APIMX's price experiences larger fluctuations and is considered to be riskier than VBISX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| APIMX | VBISX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.95% | 0.74% | +0.21% |
Volatility (6M)Calculated over the trailing 6-month period | 1.68% | 1.50% | +0.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.61% | 2.44% | +0.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.70% | 2.91% | -0.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.39% | 2.37% | +0.02% |