CPUIX vs. VSTBX
CPUIX (AAM/Insight Select Income Fund) and VSTBX (Vanguard Short-Term Corporate Bond Index Fund Institutional Shares) are both Corporate Bonds funds. Over the past 10 years, CPUIX returned 2.77%/yr vs 2.99%/yr for VSTBX. A 0.76 correlation means they provide meaningful diversification when combined. CPUIX charges 0.57%/yr vs 0.05%/yr for VSTBX.
Performance
CPUIX vs. VSTBX - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with CPUIX having a 0.76% return and VSTBX slightly lower at 0.73%. Over the past 10 years, CPUIX has underperformed VSTBX with an annualized return of 2.77%, while VSTBX has yielded a comparatively higher 2.99% annualized return.
CPUIX
- 1D
- 0.11%
- 1M
- 1.16%
- YTD
- 0.76%
- 6M
- 1.11%
- 1Y
- 5.54%
- 3Y*
- 5.05%
- 5Y*
- 0.08%
- 10Y*
- 2.77%
VSTBX
- 1D
- 0.15%
- 1M
- 0.34%
- YTD
- 0.73%
- 6M
- 0.88%
- 1Y
- 4.27%
- 3Y*
- 5.73%
- 5Y*
- 2.45%
- 10Y*
- 2.99%
CPUIX vs. VSTBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CPUIX AAM/Insight Select Income Fund | 0.76% | 6.59% | 2.61% | 8.40% | -16.27% | -0.12% | 10.20% | 14.81% | -3.01% | 6.86% |
VSTBX Vanguard Short-Term Corporate Bond Index Fund Institutional Shares | 0.73% | 6.75% | 5.37% | 6.17% | -5.73% | -0.41% | 5.07% | 9.68% | 0.92% | 2.48% |
Correlation
The correlation between CPUIX and VSTBX is 0.78, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.78 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.84 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.81 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.77 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2014 | 0.76 |
The correlation between CPUIX and VSTBX has been stable across timeframes, ranging from 0.76 to 0.84 - a consistent structural relationship.
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Return for Risk
CPUIX vs. VSTBX — Risk / Return Rank
CPUIX
VSTBX
CPUIX vs. VSTBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AAM/Insight Select Income Fund (CPUIX) and Vanguard Short-Term Corporate Bond Index Fund Institutional Shares (VSTBX). 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 | VSTBX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.09 | ||
| Sortino ratioReturn per unit of downside risk | -1.74 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.49 | -0.25 |
| Calmar ratioReturn relative to maximum drawdown | 1.76 | 3.35 | -1.59 |
| Martin ratioReturn relative to average drawdown | 5.49 | 13.18 | -7.69 |
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Drawdowns
CPUIX vs. VSTBX - Drawdown Comparison
The maximum CPUIX drawdown since its inception was -22.37%, which is greater than VSTBX's maximum drawdown of -9.34%. Use the drawdown chart below to compare losses from any high point for CPUIX and VSTBX.
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Drawdown Indicators
| CPUIX | VSTBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.37% | -9.34% | -13.03% |
Max Drawdown (1Y)Largest decline over 1 year | -3.22% | -1.31% | -1.91% |
Max Drawdown (3Y)Largest decline over 3 years | -6.03% | -1.31% | -4.72% |
Max Drawdown (5Y)Largest decline over 5 years | -22.37% | -9.34% | -13.03% |
Max Drawdown (10Y)Largest decline over 10 years | -22.37% | -9.34% | -13.03% |
Current DrawdownCurrent decline from peak | -1.46% | -0.24% | -1.22% |
Average DrawdownAverage peak-to-trough decline | -4.46% | -0.95% | -3.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.03% | 0.33% | +0.70% |
Volatility
CPUIX vs. VSTBX - Volatility Comparison
AAM/Insight Select Income Fund (CPUIX) has a higher volatility of 1.11% compared to Vanguard Short-Term Corporate Bond Index Fund Institutional Shares (VSTBX) at 0.66%. This indicates that CPUIX's price experiences larger fluctuations and is considered to be riskier than VSTBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CPUIX | VSTBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.11% | 0.66% | +0.45% |
Volatility (6M)Calculated over the trailing 6-month period | 3.07% | 1.34% | +1.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.11% | 1.78% | +2.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.98% | 2.72% | +3.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.52% | 2.38% | +3.14% |
CPUIX vs. VSTBX - Expense Ratio Comparison
CPUIX has a 0.57% expense ratio, which is higher than VSTBX's 0.05% expense ratio.
Dividends
CPUIX vs. VSTBX - Dividend Comparison
CPUIX's dividend yield for the trailing twelve months is around 4.78%, more than VSTBX's 4.44% yield.
| Position | 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% |
VSTBX Vanguard Short-Term Corporate Bond Index Fund Institutional Shares | 4.44% | 4.34% | 4.29% | 3.09% | 2.00% | 1.80% | 2.27% | 5.40% | 2.67% | 2.27% | 1.96% | 2.25% |
Frequently Asked Questions
CPUIX and VSTBX have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CPUIX has higher volatility (1.11%) compared to VSTBX (0.66%). In terms of maximum drawdown, CPUIX dropped -22.37% vs VSTBX's -9.34%.
VSTBX currently has the higher Sharpe Ratio (2.48 vs 1.38), 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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