SRBFX vs. AGG
Compare and contrast key facts about Columbia Total Return Bond Fund (SRBFX) and iShares Core U.S. Aggregate Bond ETF (AGG).
SRBFX is managed by Columbia Threadneedle. It was launched on Dec 5, 1978. AGG is a passively managed fund by iShares that tracks the performance of the Barclays Capital U.S. Aggregate Bond Index. It was launched on Sep 22, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SRBFX or AGG.
Correlation
The correlation between SRBFX and AGG is -0.13. 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.
Performance
SRBFX vs. AGG - Performance Comparison
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Key characteristics
SRBFX:
1.09
AGG:
0.99
SRBFX:
1.67
AGG:
1.43
SRBFX:
1.20
AGG:
1.17
SRBFX:
0.41
AGG:
0.43
SRBFX:
2.64
AGG:
2.50
SRBFX:
2.61%
AGG:
2.11%
SRBFX:
6.29%
AGG:
5.37%
SRBFX:
-24.67%
AGG:
-18.43%
SRBFX:
-10.15%
AGG:
-6.93%
Returns By Period
In the year-to-date period, SRBFX achieves a 2.59% return, which is significantly higher than AGG's 2.20% return. Over the past 10 years, SRBFX has underperformed AGG with an annualized return of 1.43%, while AGG has yielded a comparatively higher 1.51% annualized return.
SRBFX
2.59%
1.20%
1.60%
7.14%
-0.02%
1.43%
AGG
2.20%
1.07%
1.18%
5.50%
-0.78%
1.51%
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SRBFX vs. AGG - Expense Ratio Comparison
SRBFX has a 0.49% expense ratio, which is higher than AGG's 0.05% expense ratio.
Risk-Adjusted Performance
SRBFX vs. AGG — Risk-Adjusted Performance Rank
SRBFX
AGG
SRBFX vs. AGG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Total Return Bond Fund (SRBFX) and iShares Core U.S. Aggregate Bond ETF (AGG). 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
SRBFX vs. AGG - Dividend Comparison
SRBFX's dividend yield for the trailing twelve months is around 4.53%, more than AGG's 3.82% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SRBFX Columbia Total Return Bond Fund | 4.53% | 4.87% | 4.22% | 3.98% | 3.00% | 3.48% | 3.26% | 2.85% | 2.78% | 2.84% | 2.22% | 2.65% |
AGG iShares Core U.S. Aggregate Bond ETF | 3.82% | 3.74% | 3.13% | 2.39% | 1.77% | 2.14% | 2.70% | 2.96% | 2.32% | 2.39% | 2.45% | 2.40% |
Drawdowns
SRBFX vs. AGG - Drawdown Comparison
The maximum SRBFX drawdown since its inception was -24.67%, which is greater than AGG's maximum drawdown of -18.43%. Use the drawdown chart below to compare losses from any high point for SRBFX and AGG. For additional features, visit the drawdowns tool.
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Volatility
SRBFX vs. AGG - Volatility Comparison
Columbia Total Return Bond Fund (SRBFX) and iShares Core U.S. Aggregate Bond ETF (AGG) have volatilities of 1.77% and 1.75%, 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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