CPUIX vs. VICSX
CPUIX (AAM/Insight Select Income Fund) and VICSX (Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares) are both Corporate Bonds funds. Over the past 10 years, CPUIX returned 2.35%/yr vs 2.66%/yr for VICSX. Their correlation of 0.88 means they have usually moved in the same direction. CPUIX charges 0.57%/yr vs 0.06%/yr for VICSX.
Performance
CPUIX vs. VICSX - Performance Comparison
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Returns By Period
In the year-to-date period, CPUIX achieves a -0.82% return, which is significantly lower than VICSX's -0.51% return. Over the past 10 years, CPUIX has underperformed VICSX with an annualized return of 2.35%, while VICSX has yielded a comparatively higher 2.66% annualized return.
CPUIX
- 1D
- -0.12%
- 1M
- -1.43%
- 6M
- -1.15%
- YTD
- -0.82%
- 1Y
- 1.99%
- 3Y*
- 4.23%
- 5Y*
- -0.47%
- 10Y*
- 2.35%
- ALL TIME*
- 3.15%
VICSX
- 1D
- 0.14%
- 1M
- -1.04%
- 6M
- -0.68%
- YTD
- -0.51%
- 1Y
- 2.40%
- 3Y*
- 5.76%
- 5Y*
- 0.73%
- 10Y*
- 2.66%
- ALL TIME*
- 4.26%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
CPUIX vs. VICSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CPUIX AAM/Insight Select Income Fund | -0.82% | 6.59% | 2.61% | 8.40% | -16.27% | -0.12% | 10.20% | 14.81% | -3.01% | 6.86% |
VICSX Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares | -0.51% | 9.36% | 3.66% | 8.88% | -14.09% | -1.56% | 9.52% | 13.99% | -1.73% | 5.47% |
Correlation
The correlation between CPUIX and VICSX is 0.89, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.89 |
Correlation (3Y) Balances recent behavior with more history. | 0.93 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.92 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.90 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2014 | 0.88 |
The correlation between CPUIX and VICSX has been stable across timeframes, ranging from 0.88 to 0.93 - a consistent structural relationship.
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Return for Risk
CPUIX vs. VICSX — Risk / Return Rank
CPUIX
VICSX
CPUIX vs. VICSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AAM/Insight Select Income Fund (CPUIX) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CPUIX | VICSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.15 | ||
| Sortino ratioReturn per unit of downside risk | -0.19 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 1.14 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 0.86 | 1.09 | -0.23 |
| Martin ratioReturn relative to average drawdown | 2.41 | 3.04 | -0.64 |
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Drawdowns
CPUIX vs. VICSX - Drawdown Comparison
The maximum CPUIX drawdown since its inception was -22.37%, which is greater than VICSX's maximum drawdown of -20.53%. Use the drawdown chart below to compare losses from any high point for CPUIX and VICSX.
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Drawdown Indicators
| CPUIX | VICSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.37% | -20.53% | -1.84% |
Max Drawdown (1Y)Largest decline over 1 year | -3.22% | -2.98% | -0.24% |
Max Drawdown (3Y)Largest decline over 3 years | -5.66% | -5.22% | -0.44% |
Max Drawdown (5Y)Largest decline over 5 years | -22.37% | -20.46% | -1.91% |
Max Drawdown (10Y)Largest decline over 10 years | -22.37% | -20.53% | -1.84% |
Current DrawdownCurrent decline from peak | -3.01% | -2.02% | -0.99% |
Average DrawdownAverage peak-to-trough decline | -4.43% | -3.14% | -1.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.15% | 1.07% | +0.08% |
Volatility
CPUIX vs. VICSX - Volatility Comparison
The current volatility for AAM/Insight Select Income Fund (CPUIX) is 0.96%, while Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares (VICSX) has a volatility of 1.03%. This indicates that CPUIX experiences smaller price fluctuations and is considered to be less risky 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
| CPUIX | VICSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.96% | 1.03% | -0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 3.16% | 3.11% | +0.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.07% | 3.90% | +0.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.98% | 6.17% | -0.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.53% | 5.34% | +0.19% |
CPUIX vs. VICSX - Expense Ratio Comparison
CPUIX has a 0.57% expense ratio, which is higher than VICSX's 0.06% expense ratio.
Dividends
CPUIX vs. VICSX - Dividend Comparison
CPUIX's dividend yield for the trailing twelve months is around 4.96%, more than VICSX's 4.42% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CPUIX AAM/Insight Select Income Fund | 4.96% | 3.53% | 3.81% | 3.61% | 3.98% | 3.15% | 3.83% | 3.19% | 3.80% | 3.12% | 3.21% | 3.29% |
VICSX Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares | 4.42% | 4.59% | 4.77% | 3.70% | 3.00% | 2.76% | 2.77% | 3.35% | 3.62% | 3.22% | 3.03% | 3.36% |
Frequently Asked Questions
CPUIX and VICSX have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VICSX has higher volatility (1.03%) compared to CPUIX (0.96%). In terms of maximum drawdown, CPUIX dropped -22.37% vs VICSX's -20.53%.
VICSX currently has the higher Sharpe Ratio (0.84 vs 0.68), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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