HOBEX vs. VIITX
Compare and contrast key facts about Holbrook Income Fund (HOBEX) and Vanguard Institutional Intermediate-Term Bond Fund (VIITX).
HOBEX is managed by Holbrook Holdings. It was launched on Jul 6, 2016. VIITX is managed by Vanguard. It was launched on Jun 19, 2015.
Performance
HOBEX vs. VIITX - Performance Comparison
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HOBEX vs. VIITX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HOBEX Holbrook Income Fund | 0.64% | 7.23% | 7.16% | 4.74% | -3.42% | 6.25% | 6.83% | 7.30% | 1.26% | 2.42% |
VIITX Vanguard Institutional Intermediate-Term Bond Fund | -0.06% | 7.23% | 3.67% | 5.31% | -7.99% | -1.02% | 6.17% | 6.44% | 0.87% | 2.00% |
Returns By Period
In the year-to-date period, HOBEX achieves a 0.64% return, which is significantly higher than VIITX's -0.06% return.
HOBEX
- 1D
- 0.00%
- 1M
- -0.20%
- YTD
- 0.64%
- 6M
- 1.81%
- 1Y
- 5.69%
- 3Y*
- 6.37%
- 5Y*
- 3.74%
- 10Y*
- —
VIITX
- 1D
- 0.33%
- 1M
- -1.48%
- YTD
- -0.06%
- 6M
- 1.26%
- 1Y
- 4.72%
- 3Y*
- 4.60%
- 5Y*
- 1.57%
- 10Y*
- 2.13%
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HOBEX vs. VIITX - Expense Ratio Comparison
HOBEX has a 1.60% expense ratio, which is higher than VIITX's 0.02% expense ratio.
Return for Risk
HOBEX vs. VIITX — Risk / Return Rank
HOBEX
VIITX
HOBEX vs. VIITX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Holbrook Income Fund (HOBEX) and Vanguard Institutional Intermediate-Term Bond Fund (VIITX). 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.
| HOBEX | VIITX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.87 | 1.77 | +1.09 |
Sortino ratioReturn per unit of downside risk | 6.94 | 2.61 | +4.33 |
Omega ratioGain probability vs. loss probability | 2.38 | 1.33 | +1.04 |
Calmar ratioReturn relative to maximum drawdown | 7.70 | 2.76 | +4.94 |
Martin ratioReturn relative to average drawdown | 27.63 | 10.44 | +17.19 |
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
| HOBEX | VIITX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.87 | 1.77 | +1.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.45 | 0.41 | +1.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.70 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.75 | 0.75 | 0.00 |
Correlation
The correlation between HOBEX and VIITX is 0.25, 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
HOBEX vs. VIITX - Dividend Comparison
HOBEX's dividend yield for the trailing twelve months is around 5.54%, more than VIITX's 4.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HOBEX Holbrook Income Fund | 5.54% | 5.94% | 6.58% | 5.05% | 4.83% | 4.00% | 5.44% | 3.05% | 3.84% | 1.69% | 0.00% | 0.00% |
VIITX Vanguard Institutional Intermediate-Term Bond Fund | 4.17% | 4.51% | 4.71% | 3.61% | 2.14% | 2.20% | 2.87% | 2.69% | 2.62% | 2.04% | 2.95% | 0.57% |
Drawdowns
HOBEX vs. VIITX - Drawdown Comparison
The maximum HOBEX drawdown since its inception was -23.58%, which is greater than VIITX's maximum drawdown of -11.86%. Use the drawdown chart below to compare losses from any high point for HOBEX and VIITX.
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Drawdown Indicators
| HOBEX | VIITX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.58% | -11.86% | -11.72% |
Max Drawdown (1Y)Largest decline over 1 year | -0.71% | -1.89% | +1.18% |
Max Drawdown (5Y)Largest decline over 5 years | -4.57% | -11.86% | +7.29% |
Max Drawdown (10Y)Largest decline over 10 years | — | -11.86% | — |
Current DrawdownCurrent decline from peak | -0.20% | -1.48% | +1.28% |
Average DrawdownAverage peak-to-trough decline | -1.08% | -2.15% | +1.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.23% | 0.50% | -0.27% |
Volatility
HOBEX vs. VIITX - Volatility Comparison
The current volatility for Holbrook Income Fund (HOBEX) is 0.33%, while Vanguard Institutional Intermediate-Term Bond Fund (VIITX) has a volatility of 1.16%. This indicates that HOBEX experiences smaller price fluctuations and is considered to be less risky than VIITX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HOBEX | VIITX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.33% | 1.16% | -0.83% |
Volatility (6M)Calculated over the trailing 6-month period | 1.62% | 1.71% | -0.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.16% | 2.74% | -0.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.60% | 3.82% | -1.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.77% | 3.05% | +2.72% |