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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PPFIX or VCLT.
Correlation
The correlation between PPFIX and VCLT is 0.04, 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
PPFIX vs. VCLT - Performance Comparison
Key characteristics
PPFIX:
0.41
VCLT:
0.43
PPFIX:
0.49
VCLT:
0.66
PPFIX:
1.24
VCLT:
1.08
PPFIX:
0.70
VCLT:
0.20
PPFIX:
1.89
VCLT:
1.12
PPFIX:
1.24%
VCLT:
4.34%
PPFIX:
5.75%
VCLT:
11.39%
PPFIX:
-15.64%
VCLT:
-34.31%
PPFIX:
-0.25%
VCLT:
-21.18%
Returns By Period
In the year-to-date period, PPFIX achieves a 1.69% return, which is significantly higher than VCLT's -0.39% return.
PPFIX
1.69%
-0.09%
1.55%
2.25%
8.27%
N/A
VCLT
-0.39%
-3.61%
-4.39%
4.30%
-2.73%
1.73%
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PPFIX vs. VCLT - Expense Ratio Comparison
PPFIX has a 1.95% expense ratio, which is higher than VCLT's 0.04% expense ratio.
Risk-Adjusted Performance
PPFIX vs. VCLT — Risk-Adjusted Performance Rank
PPFIX
VCLT
PPFIX vs. VCLT - Risk-Adjusted Performance 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.
Dividends
PPFIX vs. VCLT - Dividend Comparison
PPFIX's dividend yield for the trailing twelve months is around 4.62%, less than VCLT's 5.36% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PPFIX Princeton Premium Fund | 4.62% | 4.67% | 6.86% | 1.92% | 7.16% | 0.44% | 0.23% | 0.93% | 2.68% | 0.00% | 0.00% | 0.00% |
VCLT Vanguard Long-Term Corporate Bond ETF | 5.36% | 5.19% | 4.67% | 4.44% | 3.07% | 3.16% | 3.81% | 4.55% | 4.01% | 4.33% | 4.68% | 4.29% |
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. For additional features, visit the drawdowns tool.
Volatility
PPFIX vs. VCLT - Volatility Comparison
The current volatility for Princeton Premium Fund (PPFIX) is 3.45%, while Vanguard Long-Term Corporate Bond ETF (VCLT) has a volatility of 6.11%. 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.