BFFAX vs. QDVBX
Compare and contrast key facts about American Funds The Bond Fund of America Class F-3 (BFFAX) and Fisher Investments Institutional Group ESG Fixed Income Fund for Retirement Plans (QDVBX).
BFFAX is managed by American Funds. It was launched on May 28, 1974. QDVBX is managed by T. Rowe Price. It was launched on Dec 13, 2019.
Performance
BFFAX vs. QDVBX - Performance Comparison
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BFFAX vs. QDVBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
BFFAX American Funds The Bond Fund of America Class F-3 | -0.53% | 7.54% | 1.54% | 4.39% | -13.00% | -0.97% | 11.12% | -0.10% |
QDVBX Fisher Investments Institutional Group ESG Fixed Income Fund for Retirement Plans | -0.00% | 7.64% | 1.62% | 6.37% | -14.31% | -0.37% | 6.70% | -0.10% |
Returns By Period
BFFAX
- 1D
- 0.27%
- 1M
- -1.74%
- YTD
- -0.53%
- 6M
- 0.32%
- 1Y
- 3.72%
- 3Y*
- 3.29%
- 5Y*
- 0.06%
- 10Y*
- —
QDVBX
- 1D
- 0.11%
- 1M
- -1.23%
- YTD
- -0.00%
- 6M
- 0.88%
- 1Y
- 4.09%
- 3Y*
- 4.16%
- 5Y*
- 0.24%
- 10Y*
- —
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BFFAX vs. QDVBX - Expense Ratio Comparison
BFFAX has a 0.20% expense ratio, which is higher than QDVBX's 0.04% 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
BFFAX vs. QDVBX — Risk / Return Rank
BFFAX
QDVBX
BFFAX vs. QDVBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds The Bond Fund of America Class F-3 (BFFAX) and Fisher Investments Institutional Group ESG Fixed Income Fund for Retirement Plans (QDVBX). 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.
| BFFAX | QDVBX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 1.04 | -0.12 |
Sortino ratioReturn per unit of downside risk | 1.32 | 1.52 | -0.19 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.19 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.56 | 1.80 | -0.24 |
Martin ratioReturn relative to average drawdown | 4.48 | 5.17 | -0.70 |
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
| BFFAX | QDVBX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 1.04 | -0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.01 | 0.04 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.15 | +0.28 |
Correlation
The correlation between BFFAX and QDVBX is 0.91, 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
BFFAX vs. QDVBX - Dividend Comparison
BFFAX's dividend yield for the trailing twelve months is around 4.12%, more than QDVBX's 3.51% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BFFAX American Funds The Bond Fund of America Class F-3 | 4.12% | 4.48% | 4.67% | 3.28% | 2.46% | 1.98% | 5.38% | 3.80% | 2.72% | 2.01% |
QDVBX Fisher Investments Institutional Group ESG Fixed Income Fund for Retirement Plans | 3.51% | 3.51% | 3.52% | 3.66% | 2.56% | 1.70% | 3.28% | 0.00% | 0.00% | 0.00% |
Drawdowns
BFFAX vs. QDVBX - Drawdown Comparison
The maximum BFFAX drawdown since its inception was -17.74%, smaller than the maximum QDVBX drawdown of -19.86%. Use the drawdown chart below to compare losses from any high point for BFFAX and QDVBX.
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Drawdown Indicators
| BFFAX | QDVBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.74% | -19.86% | +2.12% |
Max Drawdown (1Y)Largest decline over 1 year | -2.94% | -2.60% | -0.34% |
Max Drawdown (5Y)Largest decline over 5 years | -17.74% | -19.86% | +2.12% |
Current DrawdownCurrent decline from peak | -2.32% | -2.09% | -0.23% |
Average DrawdownAverage peak-to-trough decline | -4.74% | -6.80% | +2.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.02% | 0.91% | +0.11% |
Volatility
BFFAX vs. QDVBX - Volatility Comparison
American Funds The Bond Fund of America Class F-3 (BFFAX) has a higher volatility of 1.49% compared to Fisher Investments Institutional Group ESG Fixed Income Fund for Retirement Plans (QDVBX) at 1.41%. This indicates that BFFAX's price experiences larger fluctuations and is considered to be riskier than QDVBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BFFAX | QDVBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.49% | 1.41% | +0.08% |
Volatility (6M)Calculated over the trailing 6-month period | 2.49% | 2.54% | -0.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.40% | 4.40% | 0.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.92% | 6.59% | -0.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.00% | 6.29% | -1.29% |