CPUIX vs. VICSX
Compare and contrast key facts about AAM/Insight Select Income Fund (CPUIX) and Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares (VICSX).
CPUIX is managed by AAM. It was launched on Apr 19, 2013. VICSX is managed by Vanguard. It was launched on Mar 2, 2010.
Performance
CPUIX vs. VICSX - Performance Comparison
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CPUIX vs. VICSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CPUIX AAM/Insight Select Income Fund | -1.12% | 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 | -0.94% | 9.36% | 3.66% | 8.88% | -14.09% | -1.56% | 9.52% | 13.99% | -1.73% | 5.47% |
Returns By Period
In the year-to-date period, CPUIX achieves a -1.12% return, which is significantly lower than VICSX's -0.94% return. Over the past 10 years, CPUIX has underperformed VICSX with an annualized return of 2.85%, while VICSX has yielded a comparatively higher 3.05% annualized return.
CPUIX
- 1D
- 0.54%
- 1M
- -2.67%
- YTD
- -1.12%
- 6M
- -0.21%
- 1Y
- 4.35%
- 3Y*
- 4.22%
- 5Y*
- 0.43%
- 10Y*
- 2.85%
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%
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CPUIX vs. VICSX - Expense Ratio Comparison
CPUIX has a 0.57% expense ratio, which is higher than VICSX's 0.07% expense ratio.
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.
| CPUIX | VICSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | 1.32 | -0.39 |
Sortino ratioReturn per unit of downside risk | 1.32 | 1.86 | -0.54 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.24 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.29 | 2.04 | -0.74 |
Martin ratioReturn relative to average drawdown | 4.28 | 7.46 | -3.19 |
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
| CPUIX | VICSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 1.32 | -0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.07 | 0.25 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.57 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.84 | -0.22 |
Correlation
The correlation between CPUIX and VICSX is 0.88, 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
CPUIX vs. VICSX - Dividend Comparison
CPUIX's dividend yield for the trailing twelve months is around 4.78%, more than VICSX's 4.32% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CPUIX AAM/Insight Select Income Fund | 4.78% | 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 | 4.32% | 4.59% | 4.77% | 3.70% | 3.00% | 2.76% | 2.77% | 3.35% | 3.62% | 3.22% | 3.03% | 3.36% |
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 | -3.37% | -3.07% | -0.30% |
Max Drawdown (5Y)Largest decline over 5 years | -22.37% | -20.53% | -1.84% |
Max Drawdown (10Y)Largest decline over 10 years | -22.37% | -20.53% | -1.84% |
Current DrawdownCurrent decline from peak | -3.31% | -2.45% | -0.86% |
Average DrawdownAverage peak-to-trough decline | -4.50% | -3.18% | -1.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.02% | 0.84% | +0.18% |
Volatility
CPUIX vs. VICSX - Volatility Comparison
AAM/Insight Select Income Fund (CPUIX) and Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares (VICSX) have volatilities of 1.79% and 1.81%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. 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 | 1.79% | 1.81% | -0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 2.73% | 2.65% | +0.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.71% | 4.38% | +0.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.96% | 6.14% | -0.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.50% | 5.33% | +0.17% |