GLIFX vs. VISTX
Compare and contrast key facts about Lazard Global Listed Infrastructure Portfolio Institutional Shares (GLIFX) and Vanguard Institutional Short-Term Bond Fund (VISTX).
GLIFX is managed by Lazard. VISTX is managed by Vanguard. It was launched on Jun 19, 2015.
Performance
GLIFX vs. VISTX - Performance Comparison
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GLIFX vs. VISTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GLIFX Lazard Global Listed Infrastructure Portfolio Institutional Shares | 6.94% | 23.85% | 6.71% | 10.89% | -1.33% | 19.91% | -4.51% | 22.27% | -3.82% | 20.77% |
VISTX Vanguard Institutional Short-Term Bond Fund | 0.32% | 5.68% | 5.56% | 4.98% | -3.73% | -0.04% | 3.92% | 4.20% | 1.83% | 1.42% |
Returns By Period
In the year-to-date period, GLIFX achieves a 6.94% return, which is significantly higher than VISTX's 0.32% return. Over the past 10 years, GLIFX has outperformed VISTX with an annualized return of 9.98%, while VISTX has yielded a comparatively lower 2.44% annualized return.
GLIFX
- 1D
- 0.99%
- 1M
- -6.04%
- YTD
- 6.94%
- 6M
- 12.52%
- 1Y
- 24.17%
- 3Y*
- 14.47%
- 5Y*
- 12.27%
- 10Y*
- 9.98%
VISTX
- 1D
- 0.08%
- 1M
- -0.38%
- YTD
- 0.32%
- 6M
- 1.37%
- 1Y
- 4.33%
- 3Y*
- 4.97%
- 5Y*
- 2.45%
- 10Y*
- 2.44%
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GLIFX vs. VISTX - Expense Ratio Comparison
GLIFX has a 0.97% expense ratio, which is higher than VISTX's 0.02% expense ratio.
Return for Risk
GLIFX vs. VISTX — Risk / Return Rank
GLIFX
VISTX
GLIFX vs. VISTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lazard Global Listed Infrastructure Portfolio Institutional Shares (GLIFX) and Vanguard Institutional Short-Term Bond Fund (VISTX). 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.
| GLIFX | VISTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.28 | 3.00 | -0.72 |
Sortino ratioReturn per unit of downside risk | 2.90 | 4.71 | -1.81 |
Omega ratioGain probability vs. loss probability | 1.44 | 1.68 | -0.25 |
Calmar ratioReturn relative to maximum drawdown | 2.78 | 5.15 | -2.37 |
Martin ratioReturn relative to average drawdown | 11.41 | 20.61 | -9.19 |
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
| GLIFX | VISTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.28 | 3.00 | -0.72 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.15 | 1.33 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 1.67 | -0.91 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.85 | 1.70 | -0.85 |
Correlation
The correlation between GLIFX and VISTX is 0.09, 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
GLIFX vs. VISTX - Dividend Comparison
GLIFX's dividend yield for the trailing twelve months is around 6.31%, more than VISTX's 4.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GLIFX Lazard Global Listed Infrastructure Portfolio Institutional Shares | 6.31% | 6.22% | 4.26% | 2.95% | 14.81% | 6.21% | 2.59% | 4.44% | 14.29% | 6.94% | 1.91% | 11.33% |
VISTX Vanguard Institutional Short-Term Bond Fund | 4.10% | 4.53% | 5.03% | 3.91% | 1.76% | 1.85% | 2.33% | 2.72% | 2.32% | 1.78% | 1.51% | 0.00% |
Drawdowns
GLIFX vs. VISTX - Drawdown Comparison
The maximum GLIFX drawdown since its inception was -29.65%, which is greater than VISTX's maximum drawdown of -5.64%. Use the drawdown chart below to compare losses from any high point for GLIFX and VISTX.
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Drawdown Indicators
| GLIFX | VISTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.65% | -5.64% | -24.01% |
Max Drawdown (1Y)Largest decline over 1 year | -9.00% | -0.86% | -8.14% |
Max Drawdown (5Y)Largest decline over 5 years | -17.15% | -5.64% | -11.51% |
Max Drawdown (10Y)Largest decline over 10 years | -29.65% | -5.64% | -24.01% |
Current DrawdownCurrent decline from peak | -6.13% | -0.56% | -5.57% |
Average DrawdownAverage peak-to-trough decline | -3.35% | -0.69% | -2.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.19% | 0.22% | +1.97% |
Volatility
GLIFX vs. VISTX - Volatility Comparison
Lazard Global Listed Infrastructure Portfolio Institutional Shares (GLIFX) has a higher volatility of 4.77% compared to Vanguard Institutional Short-Term Bond Fund (VISTX) at 0.45%. This indicates that GLIFX's price experiences larger fluctuations and is considered to be riskier than VISTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GLIFX | VISTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.77% | 0.45% | +4.32% |
Volatility (6M)Calculated over the trailing 6-month period | 7.40% | 0.85% | +6.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.73% | 1.45% | +9.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.71% | 1.85% | +8.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.25% | 1.47% | +11.78% |