PPFIX vs. VCLT
Compare and contrast key facts about Princeton Premium Fund (PPFIX) and Vanguard Long-Term Corporate Bond ETF (VCLT).
PPFIX is managed by Princeton. It was launched on Nov 15, 2016. VCLT is a passively managed fund by Vanguard that tracks the performance of the Barclays U.S. 10+ Year Corporate Index. It was launched on Nov 19, 2009.
Performance
PPFIX vs. VCLT - Performance Comparison
Loading graphics...
PPFIX vs. VCLT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PPFIX Princeton Premium Fund | 1.35% | 7.45% | 4.29% | 7.54% | 1.84% | 14.93% | 3.32% | 8.75% | -5.38% | 10.12% |
VCLT Vanguard Long-Term Corporate Bond ETF | -0.63% | 7.18% | -1.90% | 11.17% | -25.50% | -1.73% | 13.27% | 23.89% | -7.04% | 11.47% |
Returns By Period
In the year-to-date period, PPFIX achieves a 1.35% return, which is significantly higher than VCLT's -0.63% return.
PPFIX
- 1D
- -0.07%
- 1M
- 0.34%
- YTD
- 1.35%
- 6M
- 3.55%
- 1Y
- 6.90%
- 3Y*
- 6.32%
- 5Y*
- 6.06%
- 10Y*
- —
VCLT
- 1D
- 0.78%
- 1M
- -2.90%
- YTD
- -0.63%
- 6M
- -1.22%
- 1Y
- 4.03%
- 3Y*
- 3.07%
- 5Y*
- -1.73%
- 10Y*
- 2.46%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PPFIX vs. VCLT - Expense Ratio Comparison
PPFIX has a 1.95% expense ratio, which is higher than VCLT's 0.04% expense ratio.
Return for Risk
PPFIX vs. VCLT — Risk / Return Rank
PPFIX
VCLT
PPFIX vs. VCLT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Princeton Premium Fund (PPFIX) and Vanguard Long-Term Corporate Bond ETF (VCLT). 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.
| PPFIX | VCLT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.66 | 0.40 | +1.26 |
Sortino ratioReturn per unit of downside risk | 2.04 | 0.59 | +1.45 |
Omega ratioGain probability vs. loss probability | 2.34 | 1.08 | +1.26 |
Calmar ratioReturn relative to maximum drawdown | 1.90 | 0.82 | +1.08 |
Martin ratioReturn relative to average drawdown | 14.59 | 1.92 | +12.68 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| PPFIX | VCLT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.66 | 0.40 | +1.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.57 | -0.14 | +1.71 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.19 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.80 | 0.39 | +0.41 |
Correlation
The correlation between PPFIX and VCLT is 0.03, 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
PPFIX vs. VCLT - Dividend Comparison
PPFIX's dividend yield for the trailing twelve months is around 5.62%, which matches VCLT's 5.62% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PPFIX Princeton Premium Fund | 5.62% | 5.62% | 6.24% | 6.86% | 1.92% | 7.16% | 0.44% | 0.23% | 0.93% | 2.68% | 0.00% | 0.00% |
VCLT Vanguard Long-Term Corporate Bond ETF | 5.62% | 5.51% | 5.19% | 4.67% | 4.44% | 3.07% | 3.16% | 3.81% | 4.55% | 4.01% | 4.33% | 4.68% |
Drawdowns
PPFIX vs. VCLT - Drawdown Comparison
The maximum PPFIX drawdown since its inception was -15.64%, smaller than the maximum VCLT drawdown of -34.31%. Use the drawdown chart below to compare losses from any high point for PPFIX and VCLT.
Loading graphics...
Drawdown Indicators
| PPFIX | VCLT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.64% | -34.31% | +18.67% |
Max Drawdown (1Y)Largest decline over 1 year | -2.77% | -5.39% | +2.62% |
Max Drawdown (5Y)Largest decline over 5 years | -4.49% | -34.31% | +29.82% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.31% | — |
Current DrawdownCurrent decline from peak | -0.07% | -15.73% | +15.66% |
Average DrawdownAverage peak-to-trough decline | -1.37% | -8.08% | +6.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.47% | 2.32% | -1.85% |
Volatility
PPFIX vs. VCLT - Volatility Comparison
The current volatility for Princeton Premium Fund (PPFIX) is 0.33%, while Vanguard Long-Term Corporate Bond ETF (VCLT) has a volatility of 3.98%. This indicates that PPFIX experiences smaller price fluctuations and is considered to be less risky than VCLT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PPFIX | VCLT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.33% | 3.98% | -3.65% |
Volatility (6M)Calculated over the trailing 6-month period | 0.67% | 5.62% | -4.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.59% | 10.22% | -6.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.87% | 12.81% | -8.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.18% | 12.84% | -5.66% |