TMPFX vs. VBIRX
Compare and contrast key facts about Tactical Multi-Purpose Fund (TMPFX) and Vanguard Short-Term Bond Index Fund Admiral Shares (VBIRX).
TMPFX is managed by Fisher Investments. It was launched on Mar 30, 2017. VBIRX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TMPFX or VBIRX.
Correlation
The correlation between TMPFX and VBIRX is -0.00. 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
TMPFX vs. VBIRX - Performance Comparison
Key characteristics
TMPFX:
7.10
VBIRX:
1.93
TMPFX:
400.99
VBIRX:
3.02
TMPFX:
401.99
VBIRX:
1.39
TMPFX:
409.04
VBIRX:
1.46
TMPFX:
3,246.67
VBIRX:
7.29
TMPFX:
0.00%
VBIRX:
0.68%
TMPFX:
0.58%
VBIRX:
2.56%
TMPFX:
-2.30%
VBIRX:
-8.91%
TMPFX:
0.00%
VBIRX:
-0.35%
Returns By Period
As of year-to-date, both investments have demonstrated similar returns, with TMPFX at 0.51% and VBIRX at 0.51%.
TMPFX
0.51%
0.30%
1.69%
4.04%
1.51%
N/A
VBIRX
0.51%
0.20%
1.11%
4.93%
1.11%
1.57%
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TMPFX vs. VBIRX - Expense Ratio Comparison
TMPFX has a 1.14% expense ratio, which is higher than VBIRX's 0.07% expense ratio.
Risk-Adjusted Performance
TMPFX vs. VBIRX — Risk-Adjusted Performance Rank
TMPFX
VBIRX
TMPFX vs. VBIRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Tactical Multi-Purpose Fund (TMPFX) and Vanguard Short-Term Bond Index Fund Admiral Shares (VBIRX). 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.
Dividends
TMPFX vs. VBIRX - Dividend Comparison
TMPFX's dividend yield for the trailing twelve months is around 4.12%, more than VBIRX's 3.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TMPFX Tactical Multi-Purpose Fund | 4.12% | 4.14% | 3.89% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VBIRX Vanguard Short-Term Bond Index Fund Admiral Shares | 3.41% | 3.36% | 2.41% | 1.44% | 1.17% | 1.78% | 2.23% | 2.04% | 1.53% | 1.48% | 1.32% | 1.20% |
Drawdowns
TMPFX vs. VBIRX - Drawdown Comparison
The maximum TMPFX drawdown since its inception was -2.30%, smaller than the maximum VBIRX drawdown of -8.91%. Use the drawdown chart below to compare losses from any high point for TMPFX and VBIRX. For additional features, visit the drawdowns tool.
Volatility
TMPFX vs. VBIRX - Volatility Comparison
The current volatility for Tactical Multi-Purpose Fund (TMPFX) is 0.17%, while Vanguard Short-Term Bond Index Fund Admiral Shares (VBIRX) has a volatility of 0.49%. This indicates that TMPFX experiences smaller price fluctuations and is considered to be less risky than VBIRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.