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ASDVX vs. VISTX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

ASDVX vs. VISTX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Century Short Duration Strategic Income Fund (ASDVX) and Vanguard Institutional Short-Term Bond Fund (VISTX). The values are adjusted to include any dividend payments, if applicable.

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ASDVX vs. VISTX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ASDVX
American Century Short Duration Strategic Income Fund
-0.42%6.30%5.60%5.78%-6.48%1.86%5.47%5.23%0.27%2.81%
VISTX
Vanguard Institutional Short-Term Bond Fund
0.25%5.68%5.56%4.98%-3.73%-0.04%3.92%4.20%1.83%1.42%

Returns By Period

In the year-to-date period, ASDVX achieves a -0.42% return, which is significantly lower than VISTX's 0.25% return. Over the past 10 years, ASDVX has outperformed VISTX with an annualized return of 3.05%, while VISTX has yielded a comparatively lower 2.43% annualized return.


ASDVX

1D
0.11%
1M
-1.32%
YTD
-0.42%
6M
0.88%
1Y
4.17%
3Y*
5.21%
5Y*
2.34%
10Y*
3.05%

VISTX

1D
0.15%
1M
-0.64%
YTD
0.25%
6M
1.45%
1Y
4.26%
3Y*
4.94%
5Y*
2.45%
10Y*
2.43%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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ASDVX vs. VISTX - Expense Ratio Comparison

ASDVX has a 0.53% expense ratio, which is higher than VISTX's 0.02% expense ratio.


Return for Risk

ASDVX vs. VISTX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ASDVX
ASDVX Risk / Return Rank: 9595
Overall Rank
ASDVX Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
ASDVX Sortino Ratio Rank: 9696
Sortino Ratio Rank
ASDVX Omega Ratio Rank: 9595
Omega Ratio Rank
ASDVX Calmar Ratio Rank: 9595
Calmar Ratio Rank
ASDVX Martin Ratio Rank: 9595
Martin Ratio Rank

VISTX
VISTX Risk / Return Rank: 9898
Overall Rank
VISTX Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
VISTX Sortino Ratio Rank: 9898
Sortino Ratio Rank
VISTX Omega Ratio Rank: 9797
Omega Ratio Rank
VISTX Calmar Ratio Rank: 9898
Calmar Ratio Rank
VISTX Martin Ratio Rank: 9898
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ASDVX vs. VISTX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Century Short Duration Strategic Income Fund (ASDVX) and Vanguard Institutional Short-Term Bond Fund (VISTX). 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.


ASDVXVISTXDifference

Sharpe ratio

Return per unit of total volatility

2.04

3.01

-0.98

Sortino ratio

Return per unit of downside risk

3.55

4.73

-1.18

Omega ratio

Gain probability vs. loss probability

1.51

1.68

-0.18

Calmar ratio

Return relative to maximum drawdown

3.31

5.24

-1.93

Martin ratio

Return relative to average drawdown

13.15

21.26

-8.11

ASDVX vs. VISTX - Sharpe Ratio Comparison

The current ASDVX Sharpe Ratio is 2.04, which is lower than the VISTX Sharpe Ratio of 3.01. The chart below compares the historical Sharpe Ratios of ASDVX and VISTX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


ASDVXVISTXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.04

3.01

-0.98

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.01

1.33

-0.32

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.41

1.66

-0.25

Sharpe Ratio (All Time)

Calculated using the full available price history

1.15

1.70

-0.55

Correlation

The correlation between ASDVX and VISTX is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

ASDVX vs. VISTX - Dividend Comparison

ASDVX's dividend yield for the trailing twelve months is around 4.46%, more than VISTX's 4.11% yield.


TTM20252024202320222021202020192018201720162015
ASDVX
American Century Short Duration Strategic Income Fund
4.46%4.86%5.09%4.78%2.42%3.20%2.59%2.86%2.84%2.36%2.72%3.50%
VISTX
Vanguard Institutional Short-Term Bond Fund
4.11%4.53%5.03%3.91%1.76%1.85%2.33%2.72%2.32%1.78%1.51%0.00%

Drawdowns

ASDVX vs. VISTX - Drawdown Comparison

The maximum ASDVX drawdown since its inception was -8.41%, which is greater than VISTX's maximum drawdown of -5.64%. Use the drawdown chart below to compare losses from any high point for ASDVX and VISTX.


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Drawdown Indicators


ASDVXVISTXDifference

Max Drawdown

Largest peak-to-trough decline

-8.41%

-5.64%

-2.77%

Max Drawdown (1Y)

Largest decline over 1 year

-1.43%

-0.86%

-0.57%

Max Drawdown (5Y)

Largest decline over 5 years

-8.41%

-5.64%

-2.77%

Max Drawdown (10Y)

Largest decline over 10 years

-8.41%

-5.64%

-2.77%

Current Drawdown

Current decline from peak

-1.32%

-0.64%

-0.68%

Average Drawdown

Average peak-to-trough decline

-1.25%

-0.69%

-0.56%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.36%

0.21%

+0.15%

Volatility

ASDVX vs. VISTX - Volatility Comparison

American Century Short Duration Strategic Income Fund (ASDVX) has a higher volatility of 0.57% compared to Vanguard Institutional Short-Term Bond Fund (VISTX) at 0.47%. This indicates that ASDVX's price experiences larger fluctuations and is considered to be riskier than VISTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ASDVXVISTXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.57%

0.47%

+0.10%

Volatility (6M)

Calculated over the trailing 6-month period

1.35%

0.85%

+0.50%

Volatility (1Y)

Calculated over the trailing 1-year period

2.28%

1.45%

+0.83%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

2.33%

1.85%

+0.48%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

2.17%

1.47%

+0.70%