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

Correlation

The correlation between HBB and VCIT is 0.06, 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.


-0.50.00.51.00.1

Performance

HBB vs. VCIT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Hamilton Beach Brands Holding Company (HBB) and Vanguard Intermediate-Term Corporate Bond ETF (VCIT). 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%
0.40%
HBB
VCIT

Key characteristics

Sharpe Ratio

HBB:

-0.14

VCIT:

1.27

Sortino Ratio

HBB:

0.25

VCIT:

1.86

Omega Ratio

HBB:

1.03

VCIT:

1.22

Calmar Ratio

HBB:

-0.17

VCIT:

0.61

Martin Ratio

HBB:

-0.35

VCIT:

3.92

Ulcer Index

HBB:

25.98%

VCIT:

1.69%

Daily Std Dev

HBB:

64.61%

VCIT:

5.21%

Max Drawdown

HBB:

-81.89%

VCIT:

-20.56%

Current Drawdown

HBB:

-50.59%

VCIT:

-3.97%

Returns By Period

In the year-to-date period, HBB achieves a -1.72% return, which is significantly lower than VCIT's 1.28% return.


HBB

YTD

-1.72%

1M

-3.10%

6M

-38.87%

1Y

-12.44%

5Y*

5.04%

10Y*

N/A

VCIT

YTD

1.28%

1M

1.62%

6M

0.41%

1Y

5.94%

5Y*

0.64%

10Y*

2.72%

*Annualized

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


Risk-Adjusted Performance

HBB vs. VCIT — 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

VCIT
The Risk-Adjusted Performance Rank of VCIT is 4242
Overall Rank
The Sharpe Ratio Rank of VCIT is 4949
Sharpe Ratio Rank
The Sortino Ratio Rank of VCIT is 5050
Sortino Ratio Rank
The Omega Ratio Rank of VCIT is 4646
Omega Ratio Rank
The Calmar Ratio Rank of VCIT is 2727
Calmar Ratio Rank
The Martin Ratio Rank of VCIT is 3939
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. VCIT - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Hamilton Beach Brands Holding Company (HBB) and Vanguard Intermediate-Term Corporate Bond ETF (VCIT). 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-2.000.002.004.00-0.141.27
The chart of Sortino ratio for HBB, currently valued at 0.25, compared to the broader market-6.00-4.00-2.000.002.004.006.000.251.86
The chart of Omega ratio for HBB, currently valued at 1.03, compared to the broader market0.501.001.502.001.031.22
The chart of Calmar ratio for HBB, currently valued at -0.17, compared to the broader market0.002.004.006.00-0.170.61
The chart of Martin ratio for HBB, currently valued at -0.35, compared to the broader market-10.000.0010.0020.0030.00-0.353.92
HBB
VCIT

The current HBB Sharpe Ratio is -0.14, which is lower than the VCIT Sharpe Ratio of 1.27. The chart below compares the historical Sharpe Ratios of HBB and VCIT, 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
1.27
HBB
VCIT

Dividends

HBB vs. VCIT - Dividend Comparison

HBB's dividend yield for the trailing twelve months is around 2.75%, less than VCIT's 4.43% 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%
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
4.43%4.43%3.72%3.04%2.88%2.78%3.37%3.61%3.21%3.29%3.34%3.34%

Drawdowns

HBB vs. VCIT - Drawdown Comparison

The maximum HBB drawdown since its inception was -81.89%, which is greater than VCIT's maximum drawdown of -20.56%. Use the drawdown chart below to compare losses from any high point for HBB and VCIT. For additional features, visit the drawdowns tool.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%SeptemberOctoberNovemberDecember2025February
-50.59%
-3.97%
HBB
VCIT

Volatility

HBB vs. VCIT - Volatility Comparison

Hamilton Beach Brands Holding Company (HBB) has a higher volatility of 11.30% compared to Vanguard Intermediate-Term Corporate Bond ETF (VCIT) at 1.32%. This indicates that HBB's price experiences larger fluctuations and is considered to be riskier than VCIT 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%
1.32%
HBB
VCIT
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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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