TMPFX vs. VUSB
Compare and contrast key facts about Tactical Multi-Purpose Fund (TMPFX) and Vanguard Ultra-Short Bond ETF (VUSB).
TMPFX is managed by Fisher Investments. It was launched on Mar 30, 2017. VUSB is a passively managed fund by Vanguard that tracks the performance of the Bloomberg US Treasury Bellwethers 1-Year. It was launched on Apr 5, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TMPFX or VUSB.
Correlation
The correlation between TMPFX and VUSB is 0.03, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
TMPFX vs. VUSB - Performance Comparison
Key characteristics
TMPFX:
6.99
VUSB:
8.15
TMPFX:
391.03
VUSB:
16.48
TMPFX:
392.03
VUSB:
3.72
TMPFX:
398.69
VUSB:
28.80
TMPFX:
3,164.49
VUSB:
172.62
TMPFX:
0.00%
VUSB:
0.03%
TMPFX:
0.58%
VUSB:
0.71%
TMPFX:
-2.30%
VUSB:
-1.79%
TMPFX:
0.00%
VUSB:
0.00%
Returns By Period
In the year-to-date period, TMPFX achieves a 0.41% return, which is significantly lower than VUSB's 0.61% return.
TMPFX
0.41%
0.20%
1.68%
4.04%
1.49%
N/A
VUSB
0.61%
0.43%
2.54%
5.85%
N/A
N/A
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TMPFX vs. VUSB - Expense Ratio Comparison
TMPFX has a 1.14% expense ratio, which is higher than VUSB's 0.10% expense ratio.
Risk-Adjusted Performance
TMPFX vs. VUSB — Risk-Adjusted Performance Rank
TMPFX
VUSB
TMPFX vs. VUSB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Tactical Multi-Purpose Fund (TMPFX) and Vanguard Ultra-Short Bond ETF (VUSB). 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. VUSB - Dividend Comparison
TMPFX's dividend yield for the trailing twelve months is around 4.13%, less than VUSB's 5.14% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
TMPFX Tactical Multi-Purpose Fund | 4.13% | 4.14% | 3.89% | 0.00% | 0.00% |
VUSB Vanguard Ultra-Short Bond ETF | 5.14% | 5.16% | 4.45% | 1.53% | 0.26% |
Drawdowns
TMPFX vs. VUSB - Drawdown Comparison
The maximum TMPFX drawdown since its inception was -2.30%, which is greater than VUSB's maximum drawdown of -1.79%. Use the drawdown chart below to compare losses from any high point for TMPFX and VUSB. For additional features, visit the drawdowns tool.
Volatility
TMPFX vs. VUSB - Volatility Comparison
Tactical Multi-Purpose Fund (TMPFX) and Vanguard Ultra-Short Bond ETF (VUSB) have volatilities of 0.17% and 0.17%, 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.