QDVBX vs. BFFAX
Compare and contrast key facts about Fisher Investments Institutional Group ESG Fixed Income Fund for Retirement Plans (QDVBX) and American Funds The Bond Fund of America Class F-3 (BFFAX).
QDVBX is managed by T. Rowe Price. It was launched on Dec 13, 2019. BFFAX is managed by American Funds. It was launched on May 28, 1974.
Performance
QDVBX vs. BFFAX - Performance Comparison
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QDVBX vs. BFFAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
QDVBX Fisher Investments Institutional Group ESG Fixed Income Fund for Retirement Plans | -0.00% | 7.64% | 1.62% | 6.37% | -14.31% | -0.37% | 6.70% | -0.10% |
BFFAX American Funds The Bond Fund of America Class F-3 | -0.53% | 7.54% | 1.54% | 4.39% | -13.00% | -0.97% | 11.12% | -0.10% |
Returns By Period
QDVBX
- 1D
- 0.11%
- 1M
- -1.23%
- YTD
- -0.00%
- 6M
- 0.88%
- 1Y
- 4.09%
- 3Y*
- 4.16%
- 5Y*
- 0.24%
- 10Y*
- —
BFFAX
- 1D
- 0.27%
- 1M
- -1.74%
- YTD
- -0.53%
- 6M
- 0.32%
- 1Y
- 3.72%
- 3Y*
- 3.29%
- 5Y*
- 0.06%
- 10Y*
- —
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QDVBX vs. BFFAX - Expense Ratio Comparison
QDVBX has a 0.04% expense ratio, which is lower than BFFAX'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%.
Return for Risk
QDVBX vs. BFFAX — Risk / Return Rank
QDVBX
BFFAX
QDVBX vs. BFFAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fisher Investments Institutional Group ESG Fixed Income Fund for Retirement Plans (QDVBX) and American Funds The Bond Fund of America Class F-3 (BFFAX). 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.
| QDVBX | BFFAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 0.92 | +0.12 |
Sortino ratioReturn per unit of downside risk | 1.52 | 1.32 | +0.19 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.16 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.80 | 1.56 | +0.24 |
Martin ratioReturn relative to average drawdown | 5.17 | 4.48 | +0.70 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| QDVBX | BFFAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 0.92 | +0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | 0.01 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.15 | 0.43 | -0.28 |
Correlation
The correlation between QDVBX and BFFAX is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
QDVBX vs. BFFAX - Dividend Comparison
QDVBX's dividend yield for the trailing twelve months is around 3.51%, less than BFFAX's 4.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
QDVBX Fisher Investments Institutional Group ESG Fixed Income Fund for Retirement Plans | 3.51% | 3.51% | 3.52% | 3.66% | 2.56% | 1.70% | 3.28% | 0.00% | 0.00% | 0.00% |
BFFAX American Funds The Bond Fund of America Class F-3 | 4.12% | 4.48% | 4.67% | 3.28% | 2.46% | 1.98% | 5.38% | 3.80% | 2.72% | 2.01% |
Drawdowns
QDVBX vs. BFFAX - Drawdown Comparison
The maximum QDVBX drawdown since its inception was -19.86%, which is greater than BFFAX's maximum drawdown of -17.74%. Use the drawdown chart below to compare losses from any high point for QDVBX and BFFAX.
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Drawdown Indicators
| QDVBX | BFFAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.86% | -17.74% | -2.12% |
Max Drawdown (1Y)Largest decline over 1 year | -2.60% | -2.94% | +0.34% |
Max Drawdown (5Y)Largest decline over 5 years | -19.86% | -17.74% | -2.12% |
Current DrawdownCurrent decline from peak | -2.09% | -2.32% | +0.23% |
Average DrawdownAverage peak-to-trough decline | -6.80% | -4.74% | -2.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.91% | 1.02% | -0.11% |
Volatility
QDVBX vs. BFFAX - Volatility Comparison
The current volatility for Fisher Investments Institutional Group ESG Fixed Income Fund for Retirement Plans (QDVBX) is 1.41%, while American Funds The Bond Fund of America Class F-3 (BFFAX) has a volatility of 1.49%. This indicates that QDVBX experiences smaller price fluctuations and is considered to be less risky than BFFAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| QDVBX | BFFAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.41% | 1.49% | -0.08% |
Volatility (6M)Calculated over the trailing 6-month period | 2.54% | 2.49% | +0.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.40% | 4.40% | 0.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.59% | 5.92% | +0.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.29% | 5.00% | +1.29% |