Correlation
The correlation between PPFIX and VCLT is 0.28, 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.
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.
Performance
PPFIX vs. VCLT - Performance Comparison
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Key characteristics
PPFIX:
0.43
VCLT:
0.29
PPFIX:
0.51
VCLT:
0.47
PPFIX:
1.25
VCLT:
1.06
PPFIX:
0.73
VCLT:
0.14
PPFIX:
1.97
VCLT:
0.67
PPFIX:
1.24%
VCLT:
5.05%
PPFIX:
5.76%
VCLT:
11.73%
PPFIX:
-15.64%
VCLT:
-34.31%
PPFIX:
0.00%
VCLT:
-20.21%
Returns By Period
In the year-to-date period, PPFIX achieves a 2.72% return, which is significantly higher than VCLT's 0.84% return.
PPFIX
2.72%
0.67%
1.82%
2.28%
4.69%
7.97%
N/A
VCLT
0.84%
0.38%
-3.68%
2.71%
0.15%
-2.56%
2.60%
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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.
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Dividends
PPFIX vs. VCLT - Dividend Comparison
PPFIX's dividend yield for the trailing twelve months is around 4.57%, less than VCLT's 5.37% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PPFIX Princeton Premium Fund | 4.57% | 4.67% | 6.87% | 1.92% | 7.16% | 0.44% | 0.24% | 0.93% | 2.68% | 0.00% | 0.00% | 0.00% |
VCLT Vanguard Long-Term Corporate Bond ETF | 5.37% | 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.
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Volatility
PPFIX vs. VCLT - Volatility Comparison
The current volatility for Princeton Premium Fund (PPFIX) is 0.23%, while Vanguard Long-Term Corporate Bond ETF (VCLT) has a volatility of 3.16%. 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.
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