FCBYX vs. VFIDX
Compare and contrast key facts about Nuveen Strategic Income Fund (FCBYX) and Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares (VFIDX).
FCBYX is managed by Nuveen. It was launched on Jan 31, 2000. VFIDX is managed by Vanguard. It was launched on Feb 12, 2001.
Performance
FCBYX vs. VFIDX - Performance Comparison
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FCBYX vs. VFIDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FCBYX Nuveen Strategic Income Fund | -0.67% | 8.55% | 6.86% | 9.14% | -10.36% | 1.47% | 8.45% | 13.18% | -3.07% | 5.54% |
VFIDX Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares | -1.43% | 9.67% | 3.29% | 8.63% | -13.77% | -1.51% | 10.44% | 10.50% | -0.44% | 4.28% |
Returns By Period
In the year-to-date period, FCBYX achieves a -0.67% return, which is significantly higher than VFIDX's -1.43% return. Over the past 10 years, FCBYX has outperformed VFIDX with an annualized return of 4.42%, while VFIDX has yielded a comparatively lower 2.74% annualized return.
FCBYX
- 1D
- 0.20%
- 1M
- -2.19%
- YTD
- -0.67%
- 6M
- 0.76%
- 1Y
- 5.49%
- 3Y*
- 6.88%
- 5Y*
- 2.97%
- 10Y*
- 4.42%
VFIDX
- 1D
- 0.46%
- 1M
- -2.89%
- YTD
- -1.43%
- 6M
- -0.20%
- 1Y
- 5.19%
- 3Y*
- 5.32%
- 5Y*
- 1.39%
- 10Y*
- 2.74%
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FCBYX vs. VFIDX - Expense Ratio Comparison
FCBYX has a 0.59% expense ratio, which is higher than VFIDX's 0.10% expense ratio.
Return for Risk
FCBYX vs. VFIDX — Risk / Return Rank
FCBYX
VFIDX
FCBYX vs. VFIDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Strategic Income Fund (FCBYX) and Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares (VFIDX). 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.
| FCBYX | VFIDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.97 | 1.23 | +0.74 |
Sortino ratioReturn per unit of downside risk | 3.09 | 1.77 | +1.32 |
Omega ratioGain probability vs. loss probability | 1.43 | 1.23 | +0.20 |
Calmar ratioReturn relative to maximum drawdown | 2.55 | 1.87 | +0.68 |
Martin ratioReturn relative to average drawdown | 9.27 | 6.78 | +2.49 |
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
| FCBYX | VFIDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.97 | 1.23 | +0.74 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | 0.22 | +0.51 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.05 | 0.53 | +0.52 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.07 | 0.87 | +0.20 |
Correlation
The correlation between FCBYX and VFIDX is 0.73, 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
FCBYX vs. VFIDX - Dividend Comparison
FCBYX's dividend yield for the trailing twelve months is around 5.59%, more than VFIDX's 4.66% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCBYX Nuveen Strategic Income Fund | 5.59% | 6.22% | 6.44% | 5.59% | 4.71% | 3.08% | 3.58% | 3.69% | 3.91% | 4.92% | 5.28% | 5.53% |
VFIDX Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares | 4.66% | 4.91% | 4.65% | 3.90% | 3.20% | 3.61% | 5.80% | 3.13% | 3.32% | 3.06% | 3.94% | 3.64% |
Drawdowns
FCBYX vs. VFIDX - Drawdown Comparison
The maximum FCBYX drawdown since its inception was -24.49%, which is greater than VFIDX's maximum drawdown of -20.14%. Use the drawdown chart below to compare losses from any high point for FCBYX and VFIDX.
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Drawdown Indicators
| FCBYX | VFIDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.49% | -20.14% | -4.35% |
Max Drawdown (1Y)Largest decline over 1 year | -2.43% | -3.34% | +0.91% |
Max Drawdown (5Y)Largest decline over 5 years | -15.74% | -20.14% | +4.40% |
Max Drawdown (10Y)Largest decline over 10 years | -15.93% | -20.14% | +4.21% |
Current DrawdownCurrent decline from peak | -2.19% | -2.89% | +0.70% |
Average DrawdownAverage peak-to-trough decline | -2.41% | -2.61% | +0.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.67% | 0.92% | -0.25% |
Volatility
FCBYX vs. VFIDX - Volatility Comparison
The current volatility for Nuveen Strategic Income Fund (FCBYX) is 0.89%, while Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares (VFIDX) has a volatility of 1.70%. This indicates that FCBYX experiences smaller price fluctuations and is considered to be less risky than VFIDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FCBYX | VFIDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.89% | 1.70% | -0.81% |
Volatility (6M)Calculated over the trailing 6-month period | 1.80% | 2.67% | -0.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.13% | 4.70% | -1.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.10% | 6.35% | -2.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.21% | 5.17% | -0.96% |