IIXIX vs. VISTX
IIXIX (Catalyst Insider Income Fund) and VISTX (Vanguard Institutional Short-Term Bond Fund) are both Short-Term Bond funds. Over the past 10 years, IIXIX returned 3.32%/yr vs 2.45%/yr for VISTX. Their 0.23 correlation means their historical movements had little consistent relationship. IIXIX charges 0.75%/yr vs 0.02%/yr for VISTX.
Performance
IIXIX vs. VISTX - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with IIXIX having a 1.23% return and VISTX slightly higher at 1.26%. Over the past 10 years, IIXIX has outperformed VISTX with an annualized return of 3.32%, while VISTX has yielded a comparatively lower 2.45% annualized return.
IIXIX
- 1D
- 0.11%
- 1M
- -0.11%
- 6M
- 0.89%
- YTD
- 1.23%
- 1Y
- 3.31%
- 3Y*
- 5.05%
- 5Y*
- 2.44%
- 10Y*
- 3.32%
- ALL TIME*
- 2.70%
VISTX
- 1D
- 0.08%
- 1M
- 0.15%
- 6M
- 0.96%
- YTD
- 1.26%
- 1Y
- 3.40%
- 3Y*
- 5.17%
- 5Y*
- 2.57%
- 10Y*
- 2.45%
- ALL TIME*
- 2.49%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
IIXIX vs. VISTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IIXIX Catalyst Insider Income Fund | 1.23% | 5.51% | 7.10% | 8.24% | -8.92% | 1.79% | 6.60% | 5.69% | 3.20% | 2.13% |
VISTX Vanguard Institutional Short-Term Bond Fund | 1.26% | 5.68% | 5.56% | 4.98% | -3.73% | -0.04% | 3.92% | 4.20% | 1.83% | 1.42% |
Correlation
The correlation between IIXIX and VISTX is 0.42, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.42 |
Correlation (3Y) Balances recent behavior with more history. | 0.32 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.34 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.26 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2016 | 0.23 |
The correlation between IIXIX and VISTX shifts across timeframes, from 0.23 (all time) to 0.42 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
IIXIX vs. VISTX — Risk / Return Rank
IIXIX
VISTX
IIXIX vs. VISTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Catalyst Insider Income Fund (IIXIX) and Vanguard Institutional Short-Term Bond Fund (VISTX). 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.
| IIXIX | VISTX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.98 | ||
| Sortino ratioReturn per unit of downside risk | -0.87 | ||
| Omega ratioGain probability vs. loss probability | 1.58 | 1.66 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 3.67 | 4.53 | -0.85 |
| Martin ratioReturn relative to average drawdown | 15.50 | 18.73 | -3.23 |
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Drawdowns
IIXIX vs. VISTX - Drawdown Comparison
The maximum IIXIX drawdown since its inception was -11.43%, which is greater than VISTX's maximum drawdown of -5.64%. Use the drawdown chart below to compare losses from any high point for IIXIX and VISTX.
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Drawdown Indicators
| IIXIX | VISTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -11.43% | -5.64% | -5.79% |
Max Drawdown (1Y)Largest decline over 1 year | -1.08% | -0.86% | -0.22% |
Max Drawdown (3Y)Largest decline over 3 years | -1.73% | -0.86% | -0.87% |
Max Drawdown (5Y)Largest decline over 5 years | -11.27% | -5.64% | -5.63% |
Max Drawdown (10Y)Largest decline over 10 years | -11.43% | -5.64% | -5.79% |
Current DrawdownCurrent decline from peak | -0.22% | 0.00% | -0.22% |
Average DrawdownAverage peak-to-trough decline | -1.83% | -0.68% | -1.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.26% | 0.21% | +0.05% |
Volatility
IIXIX vs. VISTX - Volatility Comparison
Catalyst Insider Income Fund (IIXIX) and Vanguard Institutional Short-Term Bond Fund (VISTX) have volatilities of 0.38% and 0.37%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IIXIX | VISTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.38% | 0.37% | +0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 1.50% | 1.00% | +0.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.03% | 1.34% | +0.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.41% | 1.88% | +1.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.51% | 1.48% | +2.03% |
IIXIX vs. VISTX - Expense Ratio Comparison
IIXIX has a 0.75% expense ratio, which is higher than VISTX's 0.02% expense ratio.
Dividends
IIXIX vs. VISTX - Dividend Comparison
IIXIX's dividend yield for the trailing twelve months is around 4.24%, more than VISTX's 4.05% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IIXIX Catalyst Insider Income Fund | 4.24% | 4.70% | 4.05% | 4.10% | 3.17% | 2.40% | 3.50% | 2.99% | 2.41% | 2.33% | 2.20% | 2.22% |
VISTX Vanguard Institutional Short-Term Bond Fund | 4.05% | 4.53% | 5.03% | 3.91% | 1.76% | 1.85% | 2.33% | 2.72% | 2.32% | 1.78% | 1.51% | 0.00% |
Frequently Asked Questions
IIXIX and VISTX have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IIXIX has higher volatility (0.38%) compared to VISTX (0.37%). In terms of maximum drawdown, IIXIX dropped -11.43% vs VISTX's -5.64%.
VISTX currently has the higher Sharpe Ratio (2.93 vs 1.95), 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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