IIBAX vs. VTTHX

In the year-to-date period, IIBAX achieves a 1.74% return, which is significantly higher than VTTHX's 1.63% return. Over the past 10 years, IIBAX has underperformed VTTHX with an annualized return of 1.58%, while VTTHX has yielded a comparatively higher 5.36% annualized return.

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IIBAX has a 0.69% expense ratio, which is higher than VTTHX's 0.08% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Voya Intermediate Bond Fund (IIBAX) and Vanguard Target Retirement 2035 Fund (VTTHX). 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.

The current IIBAX Sharpe Ratio is 0.85, which is comparable to the VTTHX Sharpe Ratio of 1.13. The chart below compares the historical Sharpe Ratios of IIBAX and VTTHX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

IIBAX's dividend yield for the trailing twelve months is around 4.06%, more than VTTHX's 2.54% yield.

The maximum IIBAX drawdown since its inception was -20.39%, smaller than the maximum VTTHX drawdown of -51.76%. Use the drawdown chart below to compare losses from any high point for IIBAX and VTTHX. For additional features, visit the drawdowns tool.

The current volatility for Voya Intermediate Bond Fund (IIBAX) is 1.54%, while Vanguard Target Retirement 2035 Fund (VTTHX) has a volatility of 2.64%. This indicates that IIBAX experiences smaller price fluctuations and is considered to be less risky than VTTHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.