Correlation
The correlation between PBBBX and VFICX is -0.12. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
PBBBX vs. VFICX
Compare and contrast key facts about PIA BBB Bond Fund (PBBBX) and Vanguard Intermediate-Term Investment-Grade Fund Investor Shares (VFICX).
PBBBX is managed by PIA Mutual Funds. It was launched on Sep 25, 2003. VFICX is managed by Vanguard. It was launched on Nov 1, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PBBBX or VFICX.
Performance
PBBBX vs. VFICX - Performance Comparison
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Key characteristics
PBBBX:
0.97
VFICX:
1.44
PBBBX:
1.41
VFICX:
2.13
PBBBX:
1.17
VFICX:
1.25
PBBBX:
0.47
VFICX:
0.80
PBBBX:
2.76
VFICX:
4.27
PBBBX:
1.99%
VFICX:
1.85%
PBBBX:
5.71%
VFICX:
5.52%
PBBBX:
-22.74%
VFICX:
-20.24%
PBBBX:
-6.35%
VFICX:
-2.45%
Returns By Period
In the year-to-date period, PBBBX achieves a 1.42% return, which is significantly lower than VFICX's 3.03% return. Both investments have delivered pretty close results over the past 10 years, with PBBBX having a 2.63% annualized return and VFICX not far behind at 2.60%.
PBBBX
1.42%
0.12%
-0.45%
5.11%
2.82%
0.33%
2.63%
VFICX
3.03%
0.12%
1.31%
6.96%
3.49%
0.61%
2.60%
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PBBBX vs. VFICX - Expense Ratio Comparison
PBBBX has a 0.15% expense ratio, which is lower than VFICX's 0.20% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
PBBBX vs. VFICX — Risk-Adjusted Performance Rank
PBBBX
VFICX
PBBBX vs. VFICX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIA BBB Bond Fund (PBBBX) and Vanguard Intermediate-Term Investment-Grade Fund Investor Shares (VFICX). 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.
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Dividends
PBBBX vs. VFICX - Dividend Comparison
PBBBX's dividend yield for the trailing twelve months is around 3.56%, less than VFICX's 4.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PBBBX PIA BBB Bond Fund | 3.56% | 3.82% | 3.56% | 3.57% | 2.85% | 3.16% | 3.79% | 4.20% | 3.75% | 3.97% | 4.14% | 4.40% |
VFICX Vanguard Intermediate-Term Investment-Grade Fund Investor Shares | 4.27% | 4.58% | 3.81% | 3.09% | 3.91% | 5.71% | 3.04% | 3.21% | 2.96% | 3.83% | 3.54% | 4.05% |
Drawdowns
PBBBX vs. VFICX - Drawdown Comparison
The maximum PBBBX drawdown since its inception was -22.74%, which is greater than VFICX's maximum drawdown of -20.24%. Use the drawdown chart below to compare losses from any high point for PBBBX and VFICX.
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Volatility
PBBBX vs. VFICX - Volatility Comparison
PIA BBB Bond Fund (PBBBX) and Vanguard Intermediate-Term Investment-Grade Fund Investor Shares (VFICX) have volatilities of 1.61% and 1.58%, 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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