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BAR vs. VICSX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

BAR vs. VICSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in GraniteShares Gold Trust (BAR) and Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares (VICSX). The values are adjusted to include any dividend payments, if applicable.

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BAR vs. VICSX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BAR
GraniteShares Gold Trust
8.57%64.12%26.97%12.96%-0.55%-3.92%25.02%18.16%-1.87%-1.15%
VICSX
Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares
-0.94%9.36%3.66%8.88%-14.09%-1.56%9.52%13.99%-1.73%0.05%

Returns By Period

In the year-to-date period, BAR achieves a 8.57% return, which is significantly higher than VICSX's -0.94% return.


BAR

1D
3.76%
1M
-11.05%
YTD
8.57%
6M
21.20%
1Y
49.58%
3Y*
33.22%
5Y*
21.84%
10Y*

VICSX

1D
0.54%
1M
-2.45%
YTD
-0.94%
6M
0.27%
1Y
5.56%
3Y*
5.58%
5Y*
1.50%
10Y*
3.05%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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BAR vs. VICSX - Expense Ratio Comparison

BAR has a 0.17% expense ratio, which is higher than VICSX's 0.07% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Return for Risk

BAR vs. VICSX — Risk / Return Rank

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

BAR
BAR Risk / Return Rank: 8787
Overall Rank
BAR Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
BAR Sortino Ratio Rank: 8686
Sortino Ratio Rank
BAR Omega Ratio Rank: 8686
Omega Ratio Rank
BAR Calmar Ratio Rank: 8888
Calmar Ratio Rank
BAR Martin Ratio Rank: 8787
Martin Ratio Rank

VICSX
VICSX Risk / Return Rank: 7575
Overall Rank
VICSX Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
VICSX Sortino Ratio Rank: 7676
Sortino Ratio Rank
VICSX Omega Ratio Rank: 6565
Omega Ratio Rank
VICSX Calmar Ratio Rank: 8383
Calmar Ratio Rank
VICSX Martin Ratio Rank: 7777
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.

BAR vs. VICSX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for GraniteShares Gold Trust (BAR) and Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares (VICSX). 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.


BARVICSXDifference

Sharpe ratio

Return per unit of total volatility

1.80

1.32

+0.49

Sortino ratio

Return per unit of downside risk

2.24

1.86

+0.38

Omega ratio

Gain probability vs. loss probability

1.33

1.24

+0.09

Calmar ratio

Return relative to maximum drawdown

2.70

2.04

+0.66

Martin ratio

Return relative to average drawdown

9.99

7.46

+2.53

BAR vs. VICSX - Sharpe Ratio Comparison

The current BAR Sharpe Ratio is 1.80, which is higher than the VICSX Sharpe Ratio of 1.32. The chart below compares the historical Sharpe Ratios of BAR and VICSX, 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


BARVICSXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.80

1.32

+0.49

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.24

0.25

+1.00

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.57

Sharpe Ratio (All Time)

Calculated using the full available price history

0.97

0.84

+0.12

Correlation

The correlation between BAR and VICSX is 0.34, 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.


Dividends

BAR vs. VICSX - Dividend Comparison

BAR has not paid dividends to shareholders, while VICSX's dividend yield for the trailing twelve months is around 4.32%.


TTM20252024202320222021202020192018201720162015
BAR
GraniteShares Gold Trust
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VICSX
Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares
4.32%4.59%4.77%3.70%3.00%2.76%2.77%3.35%3.62%3.22%3.03%3.36%

Drawdowns

BAR vs. VICSX - Drawdown Comparison

The maximum BAR drawdown since its inception was -21.53%, roughly equal to the maximum VICSX drawdown of -20.53%. Use the drawdown chart below to compare losses from any high point for BAR and VICSX.


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Drawdown Indicators


BARVICSXDifference

Max Drawdown

Largest peak-to-trough decline

-21.53%

-20.53%

-1.00%

Max Drawdown (1Y)

Largest decline over 1 year

-19.19%

-3.07%

-16.12%

Max Drawdown (5Y)

Largest decline over 5 years

-20.91%

-20.53%

-0.38%

Max Drawdown (10Y)

Largest decline over 10 years

-20.53%

Current Drawdown

Current decline from peak

-13.22%

-2.45%

-10.77%

Average Drawdown

Average peak-to-trough decline

-6.29%

-3.18%

-3.11%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.19%

0.84%

+4.35%

Volatility

BAR vs. VICSX - Volatility Comparison

GraniteShares Gold Trust (BAR) has a higher volatility of 11.01% compared to Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares (VICSX) at 1.81%. This indicates that BAR's price experiences larger fluctuations and is considered to be riskier than VICSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BARVICSXDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.01%

1.81%

+9.20%

Volatility (6M)

Calculated over the trailing 6-month period

24.13%

2.65%

+21.48%

Volatility (1Y)

Calculated over the trailing 1-year period

27.63%

4.38%

+23.25%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.65%

6.14%

+11.51%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.30%

5.33%

+10.97%