USIBX vs. USHYX
Compare and contrast key facts about USAA Intermediate Term Bond Fund (USIBX) and USAA High Income Fund (USHYX).
USIBX is managed by Victory Capital. It was launched on Aug 2, 1999. USHYX is managed by Victory Capital. It was launched on Aug 2, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: USIBX or USHYX.
Key characteristics
| USIBX | USHYX | |
|---|---|---|
| YTD Return | 2.65% | 6.51% |
| 1Y Return | 8.98% | 13.23% |
| 3Y Return (Ann) | -2.13% | 2.58% |
| 5Y Return (Ann) | -0.17% | 3.82% |
| 10Y Return (Ann) | 1.79% | 3.76% |
| Sharpe Ratio | 1.63 | 4.09 |
| Sortino Ratio | 2.41 | 6.96 |
| Omega Ratio | 1.29 | 2.07 |
| Calmar Ratio | 0.57 | 2.48 |
| Martin Ratio | 6.29 | 31.71 |
| Ulcer Index | 1.43% | 0.42% |
| Daily Std Dev | 5.49% | 3.24% |
| Max Drawdown | -20.24% | -33.65% |
| Current Drawdown | -8.34% | -0.14% |
Correlation
The correlation between USIBX and USHYX is 0.28, 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
USIBX vs. USHYX - Performance Comparison
In the year-to-date period, USIBX achieves a 2.65% return, which is significantly lower than USHYX's 6.51% return. Over the past 10 years, USIBX has underperformed USHYX with an annualized return of 1.79%, while USHYX has yielded a comparatively higher 3.76% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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USIBX vs. USHYX - Expense Ratio Comparison
USIBX has a 0.63% expense ratio, which is lower than USHYX's 0.76% expense ratio.
Risk-Adjusted Performance
USIBX vs. USHYX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Intermediate Term Bond Fund (USIBX) and USAA High Income Fund (USHYX). 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
USIBX vs. USHYX - Dividend Comparison
USIBX's dividend yield for the trailing twelve months is around 4.46%, less than USHYX's 7.76% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USIBX USAA Intermediate Term Bond Fund | 4.46% | 4.09% | 3.19% | 2.32% | 3.01% | 3.58% | 3.68% | 3.45% | 3.86% | 4.23% | 4.11% | 4.38% |
USHYX USAA High Income Fund | 7.76% | 7.14% | 5.88% | 4.83% | 5.25% | 5.79% | 6.32% | 5.73% | 5.94% | 6.46% | 5.76% | 6.05% |
Drawdowns
USIBX vs. USHYX - Drawdown Comparison
The maximum USIBX drawdown since its inception was -20.24%, smaller than the maximum USHYX drawdown of -33.65%. Use the drawdown chart below to compare losses from any high point for USIBX and USHYX. For additional features, visit the drawdowns tool.
Volatility
USIBX vs. USHYX - Volatility Comparison
USAA Intermediate Term Bond Fund (USIBX) has a higher volatility of 1.74% compared to USAA High Income Fund (USHYX) at 0.63%. This indicates that USIBX's price experiences larger fluctuations and is considered to be riskier than USHYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.