Correlation
The correlation between PTIAX and VCIT is -0.11. 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.
PTIAX vs. VCIT
Compare and contrast key facts about Performance Trust Strategic Bond Fund (PTIAX) and Vanguard Intermediate-Term Corporate Bond ETF (VCIT).
PTIAX is managed by Performance Trust Asset Management. It was launched on Aug 31, 2010. VCIT is a passively managed fund by Vanguard that tracks the performance of the Barclays U.S. 5-10 Year Corp 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: PTIAX or VCIT.
Performance
PTIAX vs. VCIT - Performance Comparison
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Key characteristics
PTIAX:
0.91
VCIT:
1.21
PTIAX:
1.46
VCIT:
1.96
PTIAX:
1.17
VCIT:
1.24
PTIAX:
0.74
VCIT:
0.85
PTIAX:
2.98
VCIT:
4.55
PTIAX:
1.82%
VCIT:
1.69%
PTIAX:
5.38%
VCIT:
5.59%
PTIAX:
-16.42%
VCIT:
-20.56%
PTIAX:
-2.59%
VCIT:
-2.56%
Returns By Period
In the year-to-date period, PTIAX achieves a 1.34% return, which is significantly lower than VCIT's 2.77% return. Both investments have delivered pretty close results over the past 10 years, with PTIAX having a 2.90% annualized return and VCIT not far ahead at 2.97%.
PTIAX
1.34%
-0.23%
-0.69%
4.88%
2.62%
1.17%
2.90%
VCIT
2.77%
0.37%
1.08%
6.70%
3.72%
0.60%
2.97%
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PTIAX vs. VCIT - Expense Ratio Comparison
PTIAX has a 0.76% expense ratio, which is higher than VCIT's 0.04% expense ratio.
Risk-Adjusted Performance
PTIAX vs. VCIT — Risk-Adjusted Performance Rank
PTIAX
VCIT
PTIAX vs. VCIT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Performance Trust Strategic Bond Fund (PTIAX) and Vanguard Intermediate-Term Corporate Bond ETF (VCIT). 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
PTIAX vs. VCIT - Dividend Comparison
PTIAX's dividend yield for the trailing twelve months is around 4.54%, more than VCIT's 4.49% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PTIAX Performance Trust Strategic Bond Fund | 4.54% | 4.45% | 4.03% | 3.96% | 3.59% | 3.86% | 4.12% | 4.47% | 5.51% | 5.49% | 4.87% | 4.54% |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | 4.49% | 4.43% | 3.72% | 3.04% | 2.88% | 2.78% | 3.37% | 3.61% | 3.21% | 3.29% | 3.34% | 3.34% |
Drawdowns
PTIAX vs. VCIT - Drawdown Comparison
The maximum PTIAX drawdown since its inception was -16.42%, smaller than the maximum VCIT drawdown of -20.56%. Use the drawdown chart below to compare losses from any high point for PTIAX and VCIT.
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Volatility
PTIAX vs. VCIT - Volatility Comparison
Performance Trust Strategic Bond Fund (PTIAX) and Vanguard Intermediate-Term Corporate Bond ETF (VCIT) have volatilities of 1.60% and 1.64%, 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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