OSTIX vs. VFSTX
Compare and contrast key facts about Osterweis Strategic Income Fund (OSTIX) and Vanguard Short-Term Investment-Grade Fund Investor Shares (VFSTX).
OSTIX is managed by Osterweis. It was launched on Aug 30, 2002. VFSTX is managed by Vanguard. It was launched on Oct 29, 1982.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OSTIX or VFSTX.
Key characteristics
| OSTIX | VFSTX | |
|---|---|---|
| YTD Return | 7.23% | 4.34% |
| 1Y Return | 11.17% | 7.25% |
| 3Y Return (Ann) | 4.30% | 1.25% |
| 5Y Return (Ann) | 5.65% | 1.79% |
| 10Y Return (Ann) | 4.63% | 2.04% |
| Sharpe Ratio | 6.36 | 2.76 |
| Sortino Ratio | 14.26 | 4.53 |
| Omega Ratio | 3.56 | 1.58 |
| Calmar Ratio | 18.47 | 1.82 |
| Martin Ratio | 83.42 | 16.22 |
| Ulcer Index | 0.14% | 0.49% |
| Daily Std Dev | 1.84% | 2.86% |
| Max Drawdown | -10.06% | -9.68% |
| Current Drawdown | -0.09% | -1.08% |
Correlation
The correlation between OSTIX and VFSTX is 0.13, 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.
Performance
OSTIX vs. VFSTX - Performance Comparison
In the year-to-date period, OSTIX achieves a 7.23% return, which is significantly higher than VFSTX's 4.34% return. Over the past 10 years, OSTIX has outperformed VFSTX with an annualized return of 4.63%, while VFSTX has yielded a comparatively lower 2.04% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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OSTIX vs. VFSTX - Expense Ratio Comparison
OSTIX has a 0.84% expense ratio, which is higher than VFSTX's 0.20% expense ratio.
Risk-Adjusted Performance
OSTIX vs. VFSTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Osterweis Strategic Income Fund (OSTIX) and Vanguard Short-Term Investment-Grade Fund Investor Shares (VFSTX). 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.
Dividends
OSTIX vs. VFSTX - Dividend Comparison
OSTIX's dividend yield for the trailing twelve months is around 6.04%, more than VFSTX's 3.91% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OSTIX Osterweis Strategic Income Fund | 6.04% | 5.71% | 4.71% | 4.03% | 3.85% | 4.74% | 4.66% | 4.58% | 5.24% | 5.98% | 5.15% | 4.70% |
VFSTX Vanguard Short-Term Investment-Grade Fund Investor Shares | 3.91% | 3.04% | 1.93% | 1.62% | 2.24% | 2.81% | 2.67% | 1.99% | 1.97% | 1.98% | 1.89% | 1.82% |
Drawdowns
OSTIX vs. VFSTX - Drawdown Comparison
The maximum OSTIX drawdown since its inception was -10.06%, roughly equal to the maximum VFSTX drawdown of -9.68%. Use the drawdown chart below to compare losses from any high point for OSTIX and VFSTX. For additional features, visit the drawdowns tool.
Volatility
OSTIX vs. VFSTX - Volatility Comparison
The current volatility for Osterweis Strategic Income Fund (OSTIX) is 0.39%, while Vanguard Short-Term Investment-Grade Fund Investor Shares (VFSTX) has a volatility of 0.84%. This indicates that OSTIX experiences smaller price fluctuations and is considered to be less risky than VFSTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.