HBB vs. VPLS
HBB (Hamilton Beach Brands Holding Company) is a stock, while VPLS (Vanguard Core-Plus Bond ETF) is Intermediate Core-Plus Bond fund actively managed by Vanguard. Over the past year, HBB returned 22.28% vs 5.14% for VPLS. At a 0.15 correlation, their price movements are largely independent.
Performance
HBB vs. VPLS - Performance Comparison
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Returns By Period
In the year-to-date period, HBB achieves a 27.17% return, which is significantly higher than VPLS's 0.90% return.
HBB
- 1D
- 1.32%
- 1M
- 6.01%
- YTD
- 27.17%
- 6M
- 31.82%
- 1Y
- 22.28%
- 3Y*
- 29.38%
- 5Y*
- 0.74%
- 10Y*
- —
VPLS
- 1D
- 0.10%
- 1M
- 0.72%
- YTD
- 0.90%
- 6M
- 1.01%
- 1Y
- 5.14%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
HBB vs. VPLS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
HBB Hamilton Beach Brands Holding Company | 27.17% | 0.52% | -1.60% | 12.19% |
VPLS Vanguard Core-Plus Bond ETF | 0.90% | 7.86% | 2.72% | 2.83% |
Correlation
The correlation between HBB and VPLS is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.27 |
Correlation (All Time) Calculated using the full available price history since Dec 7, 2023 | 0.15 |
The correlation between HBB and VPLS shifts across timeframes, from 0.15 (all time) to 0.27 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
HBB vs. VPLS — Risk / Return Rank
HBB
VPLS
HBB vs. VPLS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hamilton Beach Brands Holding Company (HBB) and Vanguard Core-Plus Bond ETF (VPLS). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| HBB | VPLS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.02 | ||
| Sortino ratioReturn per unit of downside risk | -1.15 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 1.26 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 0.64 | 1.90 | -1.25 |
| Martin ratioReturn relative to average drawdown | 1.23 | 5.92 | -4.69 |
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Drawdowns
HBB vs. VPLS - Drawdown Comparison
The maximum HBB drawdown since its inception was -81.89%, which is greater than VPLS's maximum drawdown of -4.17%. Use the drawdown chart below to compare losses from any high point for HBB and VPLS.
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Drawdown Indicators
| HBB | VPLS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -81.89% | -4.17% | -77.72% |
Max Drawdown (1Y)Largest decline over 1 year | -34.70% | -2.72% | -31.98% |
Max Drawdown (3Y)Largest decline over 3 years | -57.65% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -57.65% | — | — |
Current DrawdownCurrent decline from peak | -35.78% | -0.96% | -34.82% |
Average DrawdownAverage peak-to-trough decline | -50.54% | -1.01% | -49.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 18.15% | 0.87% | +17.28% |
Volatility
HBB vs. VPLS - Volatility Comparison
Hamilton Beach Brands Holding Company (HBB) has a higher volatility of 8.50% compared to Vanguard Core-Plus Bond ETF (VPLS) at 0.96%. This indicates that HBB's price experiences larger fluctuations and is considered to be riskier than VPLS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HBB | VPLS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.50% | 0.96% | +7.54% |
Volatility (6M)Calculated over the trailing 6-month period | 37.67% | 2.75% | +34.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 53.18% | 3.60% | +49.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 54.15% | 4.59% | +49.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 58.01% | 4.59% | +53.42% |
Dividends
HBB vs. VPLS - Dividend Comparison
HBB's dividend yield for the trailing twelve months is around 2.35%, less than VPLS's 4.75% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
HBB Hamilton Beach Brands Holding Company | 2.35% | 2.89% | 2.70% | 2.49% | 3.35% | 2.75% | 2.11% | 1.86% | 1.45% | 0.33% |
VPLS Vanguard Core-Plus Bond ETF | 4.75% | 4.78% | 4.52% | 0.18% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
HBB and VPLS have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HBB has higher volatility (8.50%) compared to VPLS (0.96%). In terms of maximum drawdown, HBB dropped -81.89% vs VPLS's -4.17%.
VPLS currently has the higher Sharpe Ratio (1.44 vs 0.42), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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