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HBB vs. BND
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between HBB and BND is -0.01. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


-0.50.00.51.0-0.0

Performance

HBB vs. BND - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Hamilton Beach Brands Holding Company (HBB) and Vanguard Total Bond Market ETF (BND). The values are adjusted to include any dividend payments, if applicable.

-40.00%-30.00%-20.00%-10.00%0.00%10.00%20.00%SeptemberOctoberNovemberDecember2025February
-38.87%
-0.48%
HBB
BND

Key characteristics

Sharpe Ratio

HBB:

-0.14

BND:

0.94

Sortino Ratio

HBB:

0.25

BND:

1.36

Omega Ratio

HBB:

1.03

BND:

1.16

Calmar Ratio

HBB:

-0.17

BND:

0.36

Martin Ratio

HBB:

-0.35

BND:

2.36

Ulcer Index

HBB:

25.98%

BND:

2.05%

Daily Std Dev

HBB:

64.61%

BND:

5.17%

Max Drawdown

HBB:

-81.89%

BND:

-18.84%

Current Drawdown

HBB:

-50.59%

BND:

-8.27%

Returns By Period

In the year-to-date period, HBB achieves a -1.72% return, which is significantly lower than BND's 1.19% return.


HBB

YTD

-1.72%

1M

-3.10%

6M

-38.87%

1Y

-12.44%

5Y*

5.04%

10Y*

N/A

BND

YTD

1.19%

1M

1.36%

6M

-0.48%

1Y

4.16%

5Y*

-0.53%

10Y*

1.39%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

HBB vs. BND — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

HBB
The Risk-Adjusted Performance Rank of HBB is 3737
Overall Rank
The Sharpe Ratio Rank of HBB is 3838
Sharpe Ratio Rank
The Sortino Ratio Rank of HBB is 3838
Sortino Ratio Rank
The Omega Ratio Rank of HBB is 3838
Omega Ratio Rank
The Calmar Ratio Rank of HBB is 3535
Calmar Ratio Rank
The Martin Ratio Rank of HBB is 3939
Martin Ratio Rank

BND
The Risk-Adjusted Performance Rank of BND is 3030
Overall Rank
The Sharpe Ratio Rank of BND is 3636
Sharpe Ratio Rank
The Sortino Ratio Rank of BND is 3535
Sortino Ratio Rank
The Omega Ratio Rank of BND is 3333
Omega Ratio Rank
The Calmar Ratio Rank of BND is 1919
Calmar Ratio Rank
The Martin Ratio Rank of BND is 2626
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

HBB vs. BND - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Hamilton Beach Brands Holding Company (HBB) and Vanguard Total Bond Market ETF (BND). 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.


Sharpe ratio
The chart of Sharpe ratio for HBB, currently valued at -0.14, compared to the broader market-2.000.002.004.00-0.140.94
The chart of Sortino ratio for HBB, currently valued at 0.25, compared to the broader market-6.00-4.00-2.000.002.004.006.000.251.36
The chart of Omega ratio for HBB, currently valued at 1.03, compared to the broader market0.501.001.502.001.031.16
The chart of Calmar ratio for HBB, currently valued at -0.17, compared to the broader market0.002.004.006.00-0.170.36
The chart of Martin ratio for HBB, currently valued at -0.35, compared to the broader market-10.000.0010.0020.0030.00-0.352.36
HBB
BND

The current HBB Sharpe Ratio is -0.14, which is lower than the BND Sharpe Ratio of 0.94. The chart below compares the historical Sharpe Ratios of HBB and BND, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00SeptemberOctoberNovemberDecember2025February
-0.14
0.94
HBB
BND

Dividends

HBB vs. BND - Dividend Comparison

HBB's dividend yield for the trailing twelve months is around 2.75%, less than BND's 3.67% yield.


TTM20242023202220212020201920182017201620152014
HBB
Hamilton Beach Brands Holding Company
2.75%2.70%2.49%3.35%2.75%2.11%1.86%1.45%0.33%0.00%0.00%0.00%
BND
Vanguard Total Bond Market ETF
3.67%3.67%3.09%2.60%1.97%2.22%2.72%2.81%2.54%2.51%2.57%2.79%

Drawdowns

HBB vs. BND - Drawdown Comparison

The maximum HBB drawdown since its inception was -81.89%, which is greater than BND's maximum drawdown of -18.84%. Use the drawdown chart below to compare losses from any high point for HBB and BND. For additional features, visit the drawdowns tool.


-50.00%-40.00%-30.00%-20.00%-10.00%SeptemberOctoberNovemberDecember2025February
-50.59%
-8.27%
HBB
BND

Volatility

HBB vs. BND - Volatility Comparison

Hamilton Beach Brands Holding Company (HBB) has a higher volatility of 11.30% compared to Vanguard Total Bond Market ETF (BND) at 1.30%. This indicates that HBB's price experiences larger fluctuations and is considered to be riskier than BND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%25.00%30.00%35.00%SeptemberOctoberNovemberDecember2025February
11.30%
1.30%
HBB
BND
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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