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CBYYX vs. VBILX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

CBYYX vs. VBILX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Victory Pioneer Cat Bond Fund Class Y (CBYYX) and Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX). The values are adjusted to include any dividend payments, if applicable.

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CBYYX vs. VBILX - Yearly Performance Comparison


2026 (YTD)202520242023
CBYYX
Victory Pioneer Cat Bond Fund Class Y
1.27%11.09%15.69%3.43%
VBILX
Vanguard Intermediate-Term Bond Index Fund Admiral Shares
-0.94%8.57%1.54%5.55%

Returns By Period

In the year-to-date period, CBYYX achieves a 1.27% return, which is significantly higher than VBILX's -0.94% return.


CBYYX

1D
0.09%
1M
0.36%
YTD
1.27%
6M
3.33%
1Y
10.77%
3Y*
5Y*
10Y*

VBILX

1D
0.48%
1M
-2.72%
YTD
-0.94%
6M
0.18%
1Y
4.23%
3Y*
3.80%
5Y*
0.40%
10Y*
1.94%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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CBYYX vs. VBILX - Expense Ratio Comparison

CBYYX has a 1.46% expense ratio, which is higher than VBILX's 0.07% expense ratio.


Return for Risk

CBYYX vs. VBILX — Risk / Return Rank

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

CBYYX
CBYYX Risk / Return Rank: 100100
Overall Rank
CBYYX Sharpe Ratio Rank: 100100
Sharpe Ratio Rank
CBYYX Sortino Ratio Rank: 100100
Sortino Ratio Rank
CBYYX Omega Ratio Rank: 100100
Omega Ratio Rank
CBYYX Calmar Ratio Rank: 100100
Calmar Ratio Rank
CBYYX Martin Ratio Rank: 100100
Martin Ratio Rank

VBILX
VBILX Risk / Return Rank: 6060
Overall Rank
VBILX Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
VBILX Sortino Ratio Rank: 6161
Sortino Ratio Rank
VBILX Omega Ratio Rank: 4444
Omega Ratio Rank
VBILX Calmar Ratio Rank: 7474
Calmar Ratio Rank
VBILX Martin Ratio Rank: 6060
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.

CBYYX vs. VBILX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Victory Pioneer Cat Bond Fund Class Y (CBYYX) and Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX). 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.


CBYYXVBILXDifference

Sharpe ratio

Return per unit of total volatility

8.54

1.05

+7.49

Sortino ratio

Return per unit of downside risk

25.47

1.53

+23.94

Omega ratio

Gain probability vs. loss probability

6.68

1.19

+5.50

Calmar ratio

Return relative to maximum drawdown

59.32

1.70

+57.63

Martin ratio

Return relative to average drawdown

312.31

5.69

+306.61

CBYYX vs. VBILX - Sharpe Ratio Comparison

The current CBYYX Sharpe Ratio is 8.54, which is higher than the VBILX Sharpe Ratio of 1.05. The chart below compares the historical Sharpe Ratios of CBYYX and VBILX, 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


CBYYXVBILXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

8.54

1.05

+7.49

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.06

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.36

Sharpe Ratio (All Time)

Calculated using the full available price history

1.46

0.67

+0.79

Correlation

The correlation between CBYYX and VBILX is 0.00, 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

CBYYX vs. VBILX - Dividend Comparison

CBYYX's dividend yield for the trailing twelve months is around 9.02%, more than VBILX's 3.79% yield.


TTM20252024202320222021202020192018201720162015
CBYYX
Victory Pioneer Cat Bond Fund Class Y
9.02%9.14%10.33%9.41%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VBILX
Vanguard Intermediate-Term Bond Index Fund Admiral Shares
3.79%4.01%3.80%3.09%1.99%3.39%2.94%2.73%2.87%2.73%3.06%3.09%

Drawdowns

CBYYX vs. VBILX - Drawdown Comparison

The maximum CBYYX drawdown since its inception was -8.72%, smaller than the maximum VBILX drawdown of -19.26%. Use the drawdown chart below to compare losses from any high point for CBYYX and VBILX.


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Drawdown Indicators


CBYYXVBILXDifference

Max Drawdown

Largest peak-to-trough decline

-8.72%

-19.26%

+10.54%

Max Drawdown (1Y)

Largest decline over 1 year

-0.18%

-3.18%

+3.00%

Max Drawdown (5Y)

Largest decline over 5 years

-19.15%

Max Drawdown (10Y)

Largest decline over 10 years

-19.26%

Current Drawdown

Current decline from peak

0.00%

-2.72%

+2.72%

Average Drawdown

Average peak-to-trough decline

-1.40%

-3.16%

+1.76%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.03%

0.95%

-0.92%

Volatility

CBYYX vs. VBILX - Volatility Comparison

The current volatility for Victory Pioneer Cat Bond Fund Class Y (CBYYX) is 0.28%, while Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX) has a volatility of 1.64%. This indicates that CBYYX experiences smaller price fluctuations and is considered to be less risky than VBILX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CBYYXVBILXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.28%

1.64%

-1.36%

Volatility (6M)

Calculated over the trailing 6-month period

0.63%

2.74%

-2.11%

Volatility (1Y)

Calculated over the trailing 1-year period

1.27%

4.59%

-3.32%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

8.49%

6.36%

+2.13%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

8.49%

5.35%

+3.14%