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TLTD vs. VIIGX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

TLTD vs. VIIGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in FlexShares Morningstar Developed Markets ex-US Factor Tilt (TLTD) and Vanguard Intermediate-Term Treasury Index Fund Institutional Shares (VIIGX). The values are adjusted to include any dividend payments, if applicable.

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TLTD vs. VIIGX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
TLTD
FlexShares Morningstar Developed Markets ex-US Factor Tilt
1.50%39.69%4.78%17.19%-13.74%12.84%4.21%21.26%-17.57%26.27%
VIIGX
Vanguard Intermediate-Term Treasury Index Fund Institutional Shares
-0.19%7.38%1.62%4.39%-10.65%-2.38%7.65%6.32%1.36%1.60%

Returns By Period

In the year-to-date period, TLTD achieves a 1.50% return, which is significantly higher than VIIGX's -0.19% return. Over the past 10 years, TLTD has outperformed VIIGX with an annualized return of 9.23%, while VIIGX has yielded a comparatively lower 1.36% annualized return.


TLTD

1D
3.03%
1M
-8.32%
YTD
1.50%
6M
7.64%
1Y
30.17%
3Y*
17.62%
5Y*
9.49%
10Y*
9.23%

VIIGX

1D
0.48%
1M
-1.80%
YTD
-0.19%
6M
0.88%
1Y
3.94%
3Y*
3.35%
5Y*
0.38%
10Y*
1.36%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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TLTD vs. VIIGX - Expense Ratio Comparison

TLTD has a 0.39% expense ratio, which is higher than VIIGX's 0.05% expense ratio.


Return for Risk

TLTD vs. VIIGX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

TLTD
TLTD Risk / Return Rank: 8787
Overall Rank
TLTD Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
TLTD Sortino Ratio Rank: 8888
Sortino Ratio Rank
TLTD Omega Ratio Rank: 8888
Omega Ratio Rank
TLTD Calmar Ratio Rank: 8484
Calmar Ratio Rank
TLTD Martin Ratio Rank: 8686
Martin Ratio Rank

VIIGX
VIIGX Risk / Return Rank: 6464
Overall Rank
VIIGX Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
VIIGX Sortino Ratio Rank: 6565
Sortino Ratio Rank
VIIGX Omega Ratio Rank: 4747
Omega Ratio Rank
VIIGX Calmar Ratio Rank: 8282
Calmar Ratio Rank
VIIGX Martin Ratio Rank: 6565
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

TLTD vs. VIIGX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for FlexShares Morningstar Developed Markets ex-US Factor Tilt (TLTD) and Vanguard Intermediate-Term Treasury Index Fund Institutional Shares (VIIGX). 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.


TLTDVIIGXDifference

Sharpe ratio

Return per unit of total volatility

1.78

1.09

+0.69

Sortino ratio

Return per unit of downside risk

2.40

1.63

+0.77

Omega ratio

Gain probability vs. loss probability

1.36

1.20

+0.16

Calmar ratio

Return relative to maximum drawdown

2.44

1.97

+0.47

Martin ratio

Return relative to average drawdown

9.90

6.15

+3.75

TLTD vs. VIIGX - Sharpe Ratio Comparison

The current TLTD Sharpe Ratio is 1.78, which is higher than the VIIGX Sharpe Ratio of 1.09. The chart below compares the historical Sharpe Ratios of TLTD and VIIGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


TLTDVIIGXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.78

1.09

+0.69

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.60

0.07

+0.53

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.55

0.31

+0.25

Sharpe Ratio (All Time)

Calculated using the full available price history

0.49

0.50

-0.01

Correlation

The correlation between TLTD and VIIGX is -0.08. 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.


Dividends

TLTD vs. VIIGX - Dividend Comparison

TLTD's dividend yield for the trailing twelve months is around 3.29%, less than VIIGX's 3.48% yield.


TTM20252024202320222021202020192018201720162015
TLTD
FlexShares Morningstar Developed Markets ex-US Factor Tilt
3.29%3.44%3.88%3.39%2.76%3.44%2.04%3.46%3.16%2.71%2.93%2.56%
VIIGX
Vanguard Intermediate-Term Treasury Index Fund Institutional Shares
3.48%3.78%3.97%2.71%1.73%1.91%2.23%2.23%2.07%1.68%1.64%1.72%

Drawdowns

TLTD vs. VIIGX - Drawdown Comparison

The maximum TLTD drawdown since its inception was -40.62%, which is greater than VIIGX's maximum drawdown of -15.96%. Use the drawdown chart below to compare losses from any high point for TLTD and VIIGX.


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Drawdown Indicators


TLTDVIIGXDifference

Max Drawdown

Largest peak-to-trough decline

-40.62%

-15.96%

-24.66%

Max Drawdown (1Y)

Largest decline over 1 year

-12.11%

-2.39%

-9.72%

Max Drawdown (5Y)

Largest decline over 5 years

-28.96%

-15.09%

-13.87%

Max Drawdown (10Y)

Largest decline over 10 years

-40.62%

-15.96%

-24.66%

Current Drawdown

Current decline from peak

-8.61%

-1.80%

-6.81%

Average Drawdown

Average peak-to-trough decline

-7.74%

-3.44%

-4.30%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.98%

0.76%

+2.22%

Volatility

TLTD vs. VIIGX - Volatility Comparison

FlexShares Morningstar Developed Markets ex-US Factor Tilt (TLTD) has a higher volatility of 7.39% compared to Vanguard Intermediate-Term Treasury Index Fund Institutional Shares (VIIGX) at 1.41%. This indicates that TLTD's price experiences larger fluctuations and is considered to be riskier than VIIGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TLTDVIIGXDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.39%

1.41%

+5.98%

Volatility (6M)

Calculated over the trailing 6-month period

10.96%

2.29%

+8.67%

Volatility (1Y)

Calculated over the trailing 1-year period

17.02%

3.83%

+13.19%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.84%

5.32%

+10.52%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.76%

4.45%

+12.31%