PortfoliosLab logoPortfoliosLab logo
HBB vs. VCLT
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

HBB vs. VCLT - Performance Comparison

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

Loading graphics...

HBB vs. VCLT - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
HBB
Hamilton Beach Brands Holding Company
13.91%0.52%-1.60%46.40%-10.86%-16.17%-6.01%-17.00%-7.40%-14.76%
VCLT
Vanguard Long-Term Corporate Bond ETF
-0.48%7.18%-1.90%11.17%-25.50%-1.73%13.27%23.89%-7.04%3.01%

Returns By Period

In the year-to-date period, HBB achieves a 13.91% return, which is significantly higher than VCLT's -0.48% return.


HBB

1D
-1.74%
1M
5.74%
YTD
13.91%
6M
30.93%
1Y
-3.54%
3Y*
25.56%
5Y*
3.46%
10Y*

VCLT

1D
0.16%
1M
-2.31%
YTD
-0.48%
6M
-1.46%
1Y
3.64%
3Y*
3.12%
5Y*
-1.70%
10Y*
2.47%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

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


Return for Risk

HBB vs. VCLT — Risk / Return Rank

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

HBB
HBB Risk / Return Rank: 3838
Overall Rank
HBB Sharpe Ratio Rank: 3737
Sharpe Ratio Rank
HBB Sortino Ratio Rank: 3838
Sortino Ratio Rank
HBB Omega Ratio Rank: 3939
Omega Ratio Rank
HBB Calmar Ratio Rank: 4040
Calmar Ratio Rank
HBB Martin Ratio Rank: 3939
Martin Ratio Rank

VCLT
VCLT Risk / Return Rank: 2323
Overall Rank
VCLT Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
VCLT Sortino Ratio Rank: 1919
Sortino Ratio Rank
VCLT Omega Ratio Rank: 1919
Omega Ratio Rank
VCLT Calmar Ratio Rank: 3131
Calmar Ratio Rank
VCLT Martin Ratio Rank: 2424
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

HBB vs. VCLT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Hamilton Beach Brands Holding Company (HBB) and Vanguard Long-Term Corporate Bond ETF (VCLT). 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.


HBBVCLTDifference

Sharpe ratio

Return per unit of total volatility

-0.06

0.36

-0.41

Sortino ratio

Return per unit of downside risk

0.38

0.54

-0.16

Omega ratio

Gain probability vs. loss probability

1.05

1.07

-0.02

Calmar ratio

Return relative to maximum drawdown

-0.04

0.78

-0.82

Martin ratio

Return relative to average drawdown

-0.07

1.80

-1.88

HBB vs. VCLT - Sharpe Ratio Comparison

The current HBB Sharpe Ratio is -0.06, which is lower than the VCLT Sharpe Ratio of 0.36. The chart below compares the historical Sharpe Ratios of HBB and VCLT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


HBBVCLTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.06

0.36

-0.41

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.06

-0.13

+0.20

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.19

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.06

0.39

-0.44

Correlation

The correlation between HBB and VCLT 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.


Dividends

HBB vs. VCLT - Dividend Comparison

HBB's dividend yield for the trailing twelve months is around 2.58%, less than VCLT's 5.64% yield.


TTM20252024202320222021202020192018201720162015
HBB
Hamilton Beach Brands Holding Company
2.58%2.89%2.70%2.49%3.35%2.75%2.11%1.86%1.45%0.33%0.00%0.00%
VCLT
Vanguard Long-Term Corporate Bond ETF
5.64%5.51%5.19%4.67%4.44%3.07%3.16%3.81%4.55%4.01%4.33%4.68%

Drawdowns

HBB vs. VCLT - Drawdown Comparison

The maximum HBB drawdown since its inception was -81.89%, which is greater than VCLT's maximum drawdown of -34.31%. Use the drawdown chart below to compare losses from any high point for HBB and VCLT.


Loading graphics...

Drawdown Indicators


HBBVCLTDifference

Max Drawdown

Largest peak-to-trough decline

-81.89%

-34.31%

-47.58%

Max Drawdown (1Y)

Largest decline over 1 year

-34.70%

-5.39%

-29.31%

Max Drawdown (5Y)

Largest decline over 5 years

-62.68%

-34.31%

-28.37%

Max Drawdown (10Y)

Largest decline over 10 years

-34.31%

Current Drawdown

Current decline from peak

-42.48%

-15.60%

-26.88%

Average Drawdown

Average peak-to-trough decline

-50.88%

-8.09%

-42.79%

Ulcer Index

Depth and duration of drawdowns from previous peaks

19.00%

2.33%

+16.67%

Volatility

HBB vs. VCLT - Volatility Comparison

Hamilton Beach Brands Holding Company (HBB) has a higher volatility of 20.29% compared to Vanguard Long-Term Corporate Bond ETF (VCLT) at 3.99%. This indicates that HBB's price experiences larger fluctuations and is considered to be riskier than VCLT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


HBBVCLTDifference

Volatility (1M)

Calculated over the trailing 1-month period

20.29%

3.99%

+16.30%

Volatility (6M)

Calculated over the trailing 6-month period

35.70%

5.62%

+30.08%

Volatility (1Y)

Calculated over the trailing 1-year period

63.15%

10.21%

+52.94%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

53.86%

12.80%

+41.06%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

58.16%

12.84%

+45.32%