APIUX vs. BND
Compare and contrast key facts about Yorktown Multi-Sector Bond Fund (APIUX) and Vanguard Total Bond Market ETF (BND).
APIUX is managed by Yorktown Funds. It was launched on Jul 1, 1997. BND is a passively managed fund by Vanguard that tracks the performance of the Barclays Capital U.S. Aggregate Bond Index. It was launched on Apr 3, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: APIUX or BND.
Correlation
The correlation between APIUX and BND is 0.10, 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
APIUX vs. BND - Performance Comparison
Key characteristics
APIUX:
1.81
BND:
0.76
APIUX:
2.72
BND:
1.11
APIUX:
1.34
BND:
1.13
APIUX:
0.83
BND:
0.29
APIUX:
6.84
BND:
1.89
APIUX:
0.91%
BND:
2.07%
APIUX:
3.45%
BND:
5.17%
APIUX:
-33.38%
BND:
-18.84%
APIUX:
-1.26%
BND:
-8.49%
Returns By Period
In the year-to-date period, APIUX achieves a 1.00% return, which is significantly higher than BND's 0.95% return. Over the past 10 years, APIUX has outperformed BND with an annualized return of 2.59%, while BND has yielded a comparatively lower 1.35% annualized return.
APIUX
1.00%
1.00%
0.82%
6.23%
-0.07%
2.59%
BND
0.95%
0.90%
-1.34%
4.12%
-0.70%
1.35%
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APIUX vs. BND - Expense Ratio Comparison
APIUX has a 1.17% expense ratio, which is higher than BND's 0.03% expense ratio.
Risk-Adjusted Performance
APIUX vs. BND — Risk-Adjusted Performance Rank
APIUX
BND
APIUX vs. BND - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Yorktown Multi-Sector Bond Fund (APIUX) and Vanguard Total Bond Market ETF (BND). 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
APIUX vs. BND - Dividend Comparison
APIUX's dividend yield for the trailing twelve months is around 4.13%, more than BND's 3.68% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APIUX Yorktown Multi-Sector Bond Fund | 4.13% | 4.14% | 4.11% | 4.37% | 3.44% | 4.03% | 4.46% | 4.60% | 5.86% | 6.93% | 8.51% | 7.52% |
BND Vanguard Total Bond Market ETF | 3.68% | 3.67% | 3.09% | 2.60% | 1.97% | 2.22% | 2.72% | 2.81% | 2.54% | 2.51% | 2.57% | 2.79% |
Drawdowns
APIUX vs. BND - Drawdown Comparison
The maximum APIUX drawdown since its inception was -33.38%, which is greater than BND's maximum drawdown of -18.84%. Use the drawdown chart below to compare losses from any high point for APIUX and BND. For additional features, visit the drawdowns tool.
Volatility
APIUX vs. BND - Volatility Comparison
The current volatility for Yorktown Multi-Sector Bond Fund (APIUX) is 0.89%, while Vanguard Total Bond Market ETF (BND) has a volatility of 1.36%. This indicates that APIUX experiences smaller price fluctuations and is considered to be less risky than BND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.